NUVEEN INT DUR QUAL MUN TRM's ticker is NIQ and the CUSIP is 670677103.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,359 | +24.2% | 183,281 | +23.2% | 0.14% | +20.7% |
| Q1 2023 | $1,899 | +78.5% | 148,725 | +74.5% | 0.12% | +75.8% |
| Q4 2022 | $1,064 | -99.8% | 85,219 | +100.1% | 0.07% | +100.0% |
| Q3 2022 | $509,000 | -9.3% | 42,585 | -3.4% | 0.03% | -5.7% |
| Q2 2022 | $561,000 | – | 44,082 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Relative Value Partners Group, LLC | 682,111 | $9,770,000 | 1.01% |
| Indie Asset Partners, LLC | 33,000 | $472,000 | 0.59% |
| American Institute for Advanced Investment Management, LLP | 22,500 | $322,000 | 0.29% |
| Tortoise Investment Management, LLC | 78,200 | $1,117,000 | 0.27% |
| Karpus Management, Inc. | 431,591 | $6,167,000 | 0.22% |
| 1607 Capital Partners, LLC | 177,999 | $2,544,000 | 0.14% |
| Newman Dignan & Sheerar, Inc. | 22,787 | $326,000 | 0.14% |
| GREATMARK INVESTMENT PARTNERS, INC. | 35,350 | $505,000 | 0.13% |
| USCA RIA LLC | 90,589 | $1,295,000 | 0.10% |
| Clear Harbor Asset Management, LLC | 32,241 | $460,724,000 | 0.08% |