NUVEEN INTER DURATION MN TMF shareholder history

Current and past NUVEEN INTER DURATION MN TMF shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 39390.00%0.01%0.01%Q2 2013Q4 202239
FIRST TRUST ADVISORS LP 39390.00%0.00%0.01%Q2 2013Q4 202239
BANK OF AMERICA CORP /DE/ 39390.00%0.00%0.00%Q2 2013Q4 202239
HighTower Advisors, LLC 39390.01%0.03%0.05%Q2 2013Q4 202239
ROYAL BANK OF CANADA 39390.00%0.00%0.00%Q2 2013Q4 202239
WELLS FARGO & COMPANY/MN 39390.00%0.00%0.01%Q2 2013Q4 202239
AMERIPRISE FINANCIAL INC 37370.00%0.00%0.00%Q4 2013Q4 202237
CITY HOLDING CO 37370.01%0.08%0.25%Q4 2013Q4 202237
VAN ECK ASSOCIATES CORP 37370.00%0.01%0.01%Q2 2013Q2 202237
RAYMOND JAMES & ASSOCIATES 36360.00%0.00%0.01%Q1 2014Q4 202236
GUGGENHEIM CAPITAL LLC 35350.00%0.02%0.07%Q2 2014Q4 202235
UBS Group AG 33330.00%0.01%0.02%Q4 2014Q4 202233
Janney Montgomery Scott LLC 32320.00%0.01%0.02%Q2 2015Q1 202332
LPL Financial LLC 1710.00%0.00%0.01%Q3 2013Q4 202231
FCA CORP /TX 30300.13%0.62%0.86%Q4 2015Q1 202330
STIFEL FINANCIAL CORP 2820.00%0.00%0.00%Q1 2015Q4 202230
Raymond James Financial Services Advisors, Inc. 1620.01%0.01%0.01%Q3 2015Q4 202228
Advisory Services Network, LLC 2120.00%0.04%0.12%Q4 2015Q1 202327
USCA RIA LLC 26260.08%0.13%0.20%Q1 2015Q2 202126
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 26260.20%0.41%0.68%Q4 2013Q1 202026
Edge Wealth Management LLC 26260.00%0.10%0.23%Q2 2014Q3 202026
LADENBURG THALMANN FINANCIAL SERVICES INC. 25250.00%0.00%0.01%Q4 2013Q4 201925
Sterling Investment Advisors, Ltd. 25250.18%0.33%0.54%Q1 2017Q1 202325
Steward Partners Investment Advisory, LLC 24240.00%0.04%0.12%Q2 2017Q1 202324
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2010.00%0.00%0.00%Q1 2016Q4 202224
BB&T SECURITIES, LLC 24240.00%0.00%0.01%Q4 2013Q3 201924
Snowden Capital Advisors LLC 840.01%0.03%0.17%Q2 2016Q4 202224
RIVERNORTH CAPITAL MANAGEMENT, LLC 1120.01%0.57%1.42%Q2 2013Q4 202224
Baird Financial Group, Inc. 1860.00%0.00%0.00%Q4 2015Q4 202224
BENJAMIN F. EDWARDS & COMPANY, INC. 23230.00%0.02%0.05%Q3 2014Q1 202023
Cambridge Investment Research Advisors, Inc. 12100.00%0.00%0.01%Q3 2015Q1 202122
COMMONWEALTH EQUITY SERVICES, LLC 21210.00%0.00%0.00%Q4 2017Q4 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Tortoise Investment Management, LLC 20200.06%0.24%0.45%Q1 2018Q4 202220
D.A. DAVIDSON & CO. 1450.00%0.01%0.02%Q4 2013Q4 202219
Karpus Management, Inc. 1020.01%0.10%0.19%Q3 2013Q4 202218
PNC FINANCIAL SERVICES GROUP, INC. 1010.00%0.00%0.00%Q3 2013Q2 202117
Invesco Ltd. 1430.00%0.00%0.00%Q1 2017Q4 202217
Sandy Spring Bank 17170.00%0.00%0.01%Q4 2018Q4 202217
Cypress Wealth Services, LLC 16160.06%0.07%0.09%Q1 2019Q4 202216
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 1330.02%0.15%0.33%Q4 2017Q4 202216
Cetera Advisor Networks LLC 16160.00%0.00%0.01%Q1 2019Q4 202216
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
Integrated Wealth Concepts LLC 15150.02%0.03%0.03%Q2 2019Q4 202215
HORIZON KINETICS ASSET MANAGEMENT LLC 15150.01%0.03%0.04%Q1 2019Q3 202215
IFP Advisors, Inc 14140.00%0.00%0.00%Q4 2015Q1 201914
Rockefeller Capital Management L.P. 14140.00%0.00%0.00%Q4 2019Q1 202314
TRUIST FINANCIAL CORP 13130.00%0.00%0.00%Q4 2019Q4 202213
EP Wealth Advisors, LLC 13130.01%0.07%0.12%Q1 2016Q1 201913
Magnus Financial Group LLC 12120.02%0.03%0.05%Q1 2020Q4 202212
Horizon Kinetics 12120.01%0.02%0.04%Q1 2016Q4 201812
WFG Advisors, LP 12120.00%0.00%0.00%Q3 2013Q2 201612
OSAIC HOLDINGS, INC. 12120.00%0.00%0.00%Q1 2020Q4 202212
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 12120.01%0.01%0.02%Q1 2020Q4 202212
Valeo Financial Advisors, LLC 12120.00%0.00%0.00%Q2 2018Q1 202112
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 530.02%0.07%0.22%Q2 2014Q4 201811
SIGNATUREFD, LLC 1010.00%0.02%0.03%Q2 2013Q4 202211
CITIGROUP INC 920.00%0.00%0.00%Q2 2013Q2 201911
WHITTIER TRUST CO OF NEVADA INC 11110.01%0.08%0.11%Q2 2014Q4 201611
QP WEALTH MANAGEMENT, LLC 11110.17%0.23%0.28%Q4 2019Q2 202211
ENCOMPASS WEALTH ADVISORS, LLC 10100.08%0.10%0.18%Q4 2020Q1 202310
Greytown Advisors Inc. 730.10%0.13%0.17%Q1 2018Q4 202010
JOYN Advisors, Inc. 10100.04%0.12%0.22%Q4 2017Q1 202010
DEUTSCHE BANK AG\ 640.00%0.00%0.00%Q3 2013Q2 201610
Kestra Advisory Services, LLC 10100.01%0.01%0.02%Q3 2020Q4 202210
AMERICAN INTERNATIONAL GROUP, INC. 990.00%0.00%0.00%Q1 2014Q1 20169
Altus Wealth Group LLC 990.14%0.19%0.20%Q4 2020Q4 20229
Kercheville Advisors, LLC 991.17%1.44%2.27%Q4 2020Q4 20229
Capital Investment Advisory Services, LLC 990.02%0.03%0.03%Q4 2020Q4 20229
Thomas J. Herzfeld Advisors, Inc. 630.03%0.07%0.13%Q2 2013Q2 20189
WEDBUSH SECURITIES INC 990.03%0.05%0.06%Q2 2013Q2 20159
FIRST FOUNDATION ADVISORS 720.01%0.01%0.01%Q2 2018Q1 20219
Virtu KCG Holdings LLC 420.00%0.01%0.01%Q3 2013Q3 20168
HUNTINGTON NATIONAL BANK 310.00%0.00%0.00%Q4 2017Q2 20228
Secure Asset Management, LLC 880.11%0.15%0.31%Q1 2021Q4 20228
RAYMOND JAMES TRUST N.A. 880.01%0.01%0.01%Q2 2021Q1 20238
Avior Wealth Management, LLC 530.01%0.01%0.01%Q4 2016Q1 20238
Advisors Asset Management, Inc. 880.01%0.02%0.02%Q4 2020Q3 20228
OPPENHEIMER & CO INC 510.00%0.00%0.01%Q3 2015Q4 20228
FNY Investment Advisers, LLC 320.00%0.01%0.05%Q2 2018Q3 20228
SignalPoint Asset Management, LLC 770.10%0.11%0.13%Q4 2013Q2 20157
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 770.62%0.88%1.00%Q4 2013Q2 20157
Sigma Planning Corp 770.00%0.01%0.01%Q2 2021Q4 20227
SeaCrest Wealth Management, LLC 610.00%0.00%0.02%Q4 2017Q2 20227
Creative Planning 610.00%0.00%0.00%Q2 2017Q4 20227
Tower Research Capital LLC (TRC) 310.00%0.00%0.00%Q3 2013Q3 20217
Spire Wealth Management 610.00%0.00%0.00%Q1 2021Q1 20237
Dominick & Dominick LLC 770.13%0.15%0.18%Q2 2013Q4 20147
Kozak & Associates, Inc. 770.04%0.06%0.07%Q3 2021Q1 20237
B. Riley Wealth Management, Inc. 510.00%0.06%0.08%Q1 2014Q2 20227
U.S. Capital Wealth Advisors, LLC 660.07%0.08%0.09%Q3 2021Q4 20226
Commonwealth Equity Services, Inc 510.00%0.00%0.01%Q2 2013Q3 20176
Westchester Capital Management, LLC 660.09%0.13%0.23%Q4 2019Q1 20216
AQR Capital Management 660.00%0.00%0.00%Q3 2013Q4 20146
Integrated Wealth Management 660.00%0.00%0.00%Q1 2015Q2 20166
CREATIVE FINANCIAL DESIGNS INC /ADV 510.00%0.00%0.01%Q2 2021Q1 20236
WHITTIER TRUST CO 660.00%0.01%0.01%Q2 2013Q3 20146
JPMORGAN CHASE & CO 660.00%0.00%0.00%Q4 2019Q1 20216
UBS AG 660.01%0.01%0.02%Q2 2013Q3 20146
Lavaca Capital LLC 660.19%0.21%0.23%Q4 2018Q1 20206
Proficio Capital Partners LLC 660.76%1.22%1.79%Q4 2015Q1 20176
Parallel Advisors, LLC 660.00%0.00%0.00%Q4 2021Q1 20236
Quad-Cities Investment Group, LLC 660.02%0.02%0.02%Q2 2018Q3 20196
B. Riley Wealth Advisors, Inc. 310.00%0.01%0.01%Q2 2014Q1 20236
Allspring Global Investments Holdings, LLC 550.02%0.03%0.03%Q4 2021Q4 20225
US BANCORP \DE\ 210.00%0.00%0.00%Q1 2014Q4 20225
PARAMETRIC PORTFOLIO ASSOCIATES LLC 410.00%0.00%0.00%Q1 2015Q1 20195
CTC Alternative Strategies, Ltd. 550.37%0.82%1.37%Q4 2013Q4 20145
Hennion & Walsh Asset Management, Inc. 550.01%0.01%0.02%Q1 2022Q1 20235
Platform Technology Partners 550.08%0.11%0.14%Q4 2019Q4 20205
Laurion Capital Management LP 320.00%0.01%0.02%Q1 2017Q3 20185
SG Americas Securities, LLC 210.00%0.00%0.01%Q4 2014Q2 20185
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q3 2017Q2 20225
SIT INVESTMENT ASSOCIATES INC 310.00%0.02%0.04%Q4 2013Q4 20225
FOREFRONT WEALTH MANAGEMENT INC. 550.70%0.74%0.80%Q4 2021Q4 20225
WESTPORT RESOURCES MANAGEMENT INC 550.01%0.01%0.01%Q1 2014Q1 20155
MSI Financial Services Inc 550.00%0.00%0.00%Q4 2015Q4 20165
Plante Moran Financial Advisors, LLC 550.00%0.00%0.00%Q1 2021Q1 20225
XML Financial, LLC 320.04%0.05%0.07%Q3 2021Q4 20225
Column Capital Advisors, LLC 410.00%0.02%0.04%Q2 2020Q3 20225
Phoenix Wealth Advisors 440.01%0.01%0.01%Q4 2020Q3 20214
DCM Advisors, LLC 440.07%0.10%0.11%Q4 2020Q3 20214
NEXT Financial Group, Inc 440.00%0.00%0.01%Q4 2016Q3 20174
EATON VANCE MANAGEMENT 440.01%0.02%0.02%Q1 2020Q4 20204
Global Retirement Partners, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Stratos Wealth Partners, LTD. 440.01%0.01%0.01%Q1 2017Q4 20174
TRANSCEND CAPITAL ADVISORS, LLC 440.02%0.02%0.03%Q1 2021Q4 20214
StrategIQ Financial Group, LLC 440.06%0.07%0.08%Q4 2016Q3 20174
ENVESTNET ASSET MANAGEMENT INC 310.00%0.00%0.00%Q2 2013Q3 20144
Westside Investment Management, Inc. 440.00%0.00%0.00%Q1 2022Q4 20224
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q4 2017Q1 20204
DOLIVER ADVISORS, LP 310.11%0.16%0.27%Q1 2017Q2 20184
FIFTH THIRD BANCORP 310.00%0.00%0.00%Q4 2014Q2 20194
BLUESTEIN R H & CO LLC 440.01%0.01%0.02%Q4 2019Q3 20204
AQR Arbitrage LLC 440.00%0.00%0.00%Q1 2018Q4 20184
Western Wealth Management, LLC 310.01%0.01%0.02%Q2 2021Q3 20224
ROBINSON CAPITAL MANAGEMENT, LLC 110.18%0.22%0.29%Q4 2017Q4 20203
Melone Private Wealth, LLC 330.13%0.19%0.23%Q2 2022Q4 20223
San Luis Wealth Advisors LLC 110.07%0.18%0.38%Q4 2020Q1 20223
M&T BANK CORP 330.00%0.00%0.00%Q3 2016Q1 20173
Clear Harbor Asset Management, LLC 110.02%0.02%0.02%Q4 2019Q1 20223
Greenwich Wealth Management LLC 330.02%0.03%0.06%Q2 2016Q4 20163
CREDIT SUISSE AG/ 210.00%0.00%0.00%Q1 2014Q4 20153
SEI INVESTMENTS CO 330.00%0.00%0.00%Q4 2017Q2 20183
CAPTRUST FINANCIAL ADVISORS 330.01%0.01%0.02%Q3 2022Q1 20233
RMB Capital Management, LLC 210.01%0.01%0.02%Q3 2016Q4 20173
FMR LLC 210.00%0.00%0.00%Q4 2020Q4 20223
TOMPKINS FINANCIAL CORP 210.00%0.00%0.00%Q2 2013Q4 20143
MANUFACTURERS LIFE INSURANCE COMPANY, THE 330.00%0.00%0.00%Q4 2017Q2 20183
STEPHENS INC /AR/ 330.01%0.04%0.09%Q2 2013Q4 20133
CWM, LLC 210.00%0.00%0.00%Q2 2017Q4 20223
Castle Rock Wealth Management, LLC 330.10%0.12%0.16%Q1 2020Q3 20203
ASPIRIANT, LLC 330.02%0.02%0.02%Q4 2014Q2 20153
COMERICA BANK 330.00%0.00%0.00%Q2 2013Q4 20133
Marathon Partners Equity Management, LLC 220.34%0.41%0.48%Q4 2013Q1 20142
Center for Financial Planning, Inc. 220.01%0.01%0.01%Q3 2022Q4 20222
NewEdge Advisors, LLC 110.00%0.00%0.00%Q2 2017Q4 20222
WOLVERINE ASSET MANAGEMENT LLC 220.01%0.01%0.01%Q4 2013Q1 20142
PATHSTONE FAMILY OFFICE, LLC 110.00%0.08%0.15%Q2 2013Q4 20202
ICON ADVISERS INC/CO 220.99%1.57%2.14%Q3 2022Q4 20222
Almitas Capital LLC 110.77%1.73%2.69%Q4 2018Q4 20222
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 220.01%0.01%0.01%Q4 2015Q1 20162
WealthBridge Capital Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q3 2019Q1 20202
Carson Advisory Inc. 220.16%0.17%0.18%Q4 2021Q1 20222
Equitable Holdings, Inc. 220.00%0.00%0.00%Q3 2022Q4 20222
NINE MASTS CAPITAL Ltd 220.01%0.03%0.05%Q1 2018Q2 20182
BARRETT & COMPANY, INC. 220.00%0.00%0.00%Q3 2022Q4 20222
Citadel Advisors 110.00%0.00%0.00%Q4 2014Q2 20152
Gruss Capital Management LP 220.13%0.14%0.16%Q4 2013Q1 20142
NORTHERN TRUST CORP 110.00%0.00%0.00%Q3 2016Q2 20182
Beacon Financial Advisory LLC 220.16%0.16%0.16%Q4 2021Q1 20222
BlackRock Inc. 220.00%0.00%0.00%Q2 2020Q3 20202
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
BLAIR WILLIAM & CO/IL 220.00%0.00%0.00%Q2 2018Q3 20182
1607 Capital Partners, LLC 220.02%0.02%0.02%Q3 2022Q4 20222
Carnick & Kubik, LLC 110.01%0.02%0.02%Q3 2015Q1 20162
BARCLAYS PLC 110.00%0.00%0.00%Q3 2013Q2 20142
TFS CAPITAL LLC 220.08%0.09%0.10%Q1 2014Q2 20142
Castleview Partners, LLC 110.01%0.01%0.01%Q2 2021Q4 20212
Key FInancial Inc 220.01%0.01%0.01%Q4 2020Q1 20212
MCF Advisors LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Global Endowment Management, LP 220.31%0.35%0.38%Q4 2013Q1 20142
RPg Family Wealth Advisory, LLC 110.00%0.01%0.02%Q3 2016Q1 20222
Merriman Wealth Management, LLC 220.06%0.14%0.22%Q3 2013Q4 20132
FNY Managed Accounts LLC 110.18%0.18%0.18%Q4 2013Q4 20131
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
MARINER INVESTMENT GROUP LLC 110.03%0.03%0.03%Q1 2014Q1 20141
Vantage Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Gradient Investments LLC 110.00%0.00%0.00%Q1 2016Q1 20161
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q1 2015Q1 20151
CHILDRESS CAPITAL ADVISORS, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
SARISSA CONSULTING LLC 110.91%0.91%0.91%Q3 2022Q3 20221
PANAGORA ASSET MANAGEMENT INC 110.00%0.00%0.00%Q3 2019Q3 20191
Semper Trust Co. 110.15%0.15%0.15%Q3 2013Q3 20131
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Per Stirling Capital Management, LLC. 110.07%0.07%0.07%Q4 2022Q4 20221
MCIA Inc 110.02%0.02%0.02%Q2 2017Q2 20171
Ancora Advisors LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Ackerman Capital Advisors, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
First Allied Advisory Services, Inc. 110.01%0.01%0.01%Q3 2013Q3 20131
GFS Advisors, LLC 110.32%0.32%0.32%Q1 2016Q1 20161
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
FIRST NEW YORK SECURITIES LLC /NY 110.47%0.47%0.47%Q4 2013Q4 20131
MELFA WEALTH MANAGEMENT, INC. 110.32%0.32%0.32%Q4 2022Q4 20221
Koshinski Asset Management, Inc. 110.04%0.04%0.04%Q3 2018Q3 20181
Arlington Capital Management, Inc. 110.31%0.31%0.31%Q2 2021Q2 20211
JBF Capital, Inc. 110.47%0.47%0.47%Q1 2023Q1 20231
Pinnacle Bancorp, Inc. 110.02%0.02%0.02%Q1 2023Q1 20231
FIR TREE CAPITAL MANAGEMENT LP 110.12%0.12%0.12%Q3 2013Q3 20131
Carr Financial Group Corp 110.09%0.09%0.09%Q4 2022Q4 20221
Pinkerton Retirement Specialists, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
Spectrum Management Group, LLC 110.11%0.11%0.11%Q3 2017Q3 20171
Weiss Asset Management LP 110.31%0.31%0.31%Q4 2013Q4 20131
SANDERS MORRIS HARRIS LLC 110.04%0.04%0.04%Q3 2019Q3 20191
Avestar Capital, LLC 110.04%0.04%0.04%Q4 2017Q4 20171
Garden State Investment Advisory Services LLC 110.12%0.12%0.12%Q4 2022Q4 20221
Shaker Financial Services, LLC 110.14%0.14%0.14%Q3 2014Q3 20141
Squarepoint Ops LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Jane Street Holding, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q1 2019Q1 20191
CITY NATIONAL BANK 110.00%0.00%0.00%Q3 2013Q3 20131
TAP Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
OTA Financial Group L.P. 110.18%0.18%0.18%Q4 2013Q4 20131
Virtu Financial LLC 110.03%0.03%0.03%Q4 2022Q4 20221
TIAA CREF TRUST CO FSB/MO 110.01%0.01%0.01%Q3 2013Q3 20131
KEYBANK NATIONAL ASSOCIATION/OH 110.00%0.00%0.00%Q1 2021Q1 20211
CENTRAL TRUST Co 110.00%0.00%0.00%Q3 2017Q3 20171
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
Liberty Street Advisors, Inc. 110.36%0.36%0.36%Q3 2015Q3 20151
Covington Capital Management 110.00%0.00%0.00%Q4 2017Q4 20171
American Portfolios Advisors 110.00%0.00%0.00%Q1 2020Q1 20201
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
True North Advisors, LLC 110.10%0.10%0.10%Q4 2022Q4 20221
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
TD Capital Management LLC 110.01%0.01%0.01%Q4 2013Q4 20131
WINTRUST INVESTMENTS LLC 110.11%0.11%0.11%Q2 2016Q2 20161
MOTCO 110.00%0.00%0.00%Q4 2016Q4 20161
TFO Wealth Partners, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2013Q2 20131
External links

This page lists all the filers that currently own NUVEEN INTER DURATION MN TMF or have owned NUVEEN INTER DURATION MN TMF in the past.