PATHSTONE FAMILY OFFICE, LLC - NUVEEN INT DUR QUAL MUN TRM ownership

Quarter-by-quarter ownership
PATHSTONE FAMILY OFFICE, LLC ownership history of NUVEEN INT DUR QUAL MUN TRM
ValueSharesWeighting
Q4 2020$37,000
+48.0%
2,500
+25.0%
0.00%
-93.1%
Q2 2013$25,0002,0000.03%
Other shareholders
NUVEEN INT DUR QUAL MUN TRM shareholders Q3 2023
NameSharesValueWeighting ↓
Relative Value Partners Group, LLC 682,111$9,770,0001.01%
Indie Asset Partners, LLC 33,000$472,0000.59%
American Institute for Advanced Investment Management, LLP 22,500$322,0000.29%
Tortoise Investment Management, LLC 78,200$1,117,0000.27%
Karpus Management, Inc. 431,591$6,167,0000.22%
1607 Capital Partners, LLC 177,999$2,544,0000.14%
Newman Dignan & Sheerar, Inc. 22,787$326,0000.14%
GREATMARK INVESTMENT PARTNERS, INC. 35,350$505,0000.13%
USCA RIA LLC 90,589$1,295,0000.10%
Clear Harbor Asset Management, LLC 32,241$460,724,0000.08%
View complete list of NUVEEN INT DUR QUAL MUN TRM shareholders