NUVEEN INT DUR QUAL MUN TRM shareholder history

Current and past NUVEEN INT DUR QUAL MUN TRM shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
WELLS FARGO & COMPANY/MN 40400.00%0.00%0.00%Q2 2013Q1 202340
BANK OF AMERICA CORP /DE/ 40400.00%0.00%0.00%Q2 2013Q1 202340
ROYAL BANK OF CANADA 40400.00%0.00%0.00%Q2 2013Q1 202340
MORGAN STANLEY 39390.00%0.00%0.00%Q3 2013Q1 202339
HighTower Advisors, LLC 39390.01%0.04%0.06%Q3 2013Q1 202339
VAN ECK ASSOCIATES CORP 37370.00%0.00%0.00%Q2 2013Q2 202237
FIRST TRUST ADVISORS LP 36360.00%0.00%0.00%Q1 2014Q4 202236
GREATMARK INVESTMENT PARTNERS, INC. 35350.06%0.10%0.15%Q4 2014Q2 202335
UBS Group AG 34340.00%0.00%0.00%Q4 2014Q1 202334
Clear Harbor Asset Management, LLC 33330.01%0.07%0.12%Q4 2014Q4 202233
CITIGROUP INC 33330.00%0.00%0.00%Q2 2013Q2 202133
Janney Montgomery Scott LLC 2830.00%0.00%0.01%Q1 2015Q2 202331
Tortoise Investment Management, LLC 2190.01%0.13%0.40%Q4 2014Q1 202330
Karpus Management, Inc. 1710.03%0.48%1.28%Q2 2013Q4 202229
PNC FINANCIAL SERVICES GROUP, INC. 1430.00%0.00%0.00%Q4 2013Q2 202127
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2610.00%0.00%0.00%Q2 2016Q1 202327
RAYMOND JAMES & ASSOCIATES 2520.00%0.00%0.00%Q1 2014Q1 202227
BENJAMIN F. EDWARDS & COMPANY, INC. 26260.00%0.01%0.01%Q4 2015Q1 202226
Newman Dignan & Sheerar, Inc. 26260.01%0.15%1.43%Q1 2017Q2 202326
USCA RIA LLC 26260.06%0.10%0.13%Q1 2015Q2 202126
STIFEL FINANCIAL CORP 26260.00%0.00%0.01%Q4 2016Q1 202326
RIVERNORTH CAPITAL MANAGEMENT, LLC 1420.04%0.25%0.52%Q2 2013Q4 202224
COMMONWEALTH EQUITY SERVICES, LLC 22220.00%0.00%0.00%Q4 2017Q1 202322
BB&T SECURITIES, LLC 2010.00%0.00%0.01%Q3 2013Q3 201921
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 19190.00%0.00%0.00%Q3 2018Q1 202319
Relative Value Partners Group, LLC 18180.46%0.80%1.06%Q4 2018Q1 202318
LPL Financial LLC 1210.00%0.00%0.00%Q4 2015Q1 202318
GUGGENHEIM CAPITAL LLC 1080.00%0.01%0.02%Q2 2017Q1 202318
Cetera Advisor Networks LLC 17170.00%0.01%0.01%Q1 2019Q1 202317
Integrated Wealth Concepts LLC 16160.01%0.03%0.03%Q2 2019Q1 202316
FIRST FOUNDATION ADVISORS 16160.01%0.01%0.01%Q4 2017Q3 202116
Edgewood Management 16160.00%0.00%0.00%Q4 2014Q3 201816
TRUIST FINANCIAL CORP 14140.00%0.00%0.00%Q4 2019Q1 202314
American Institute for Advanced Investment Management, LLP 14140.23%0.29%0.39%Q4 2019Q1 202314
HORIZON KINETICS ASSET MANAGEMENT LLC 14140.01%0.01%0.01%Q1 2019Q2 202214
1607 Capital Partners, LLC 1040.01%0.09%0.15%Q2 2019Q1 202314
Horizon Kinetics 13130.01%0.02%0.05%Q4 2015Q4 201813
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 710.01%0.04%0.13%Q4 2014Q2 201913
OSAIC HOLDINGS, INC. 11110.00%0.00%0.00%Q3 2020Q1 202311
Bedel Financial Consulting, Inc. 10100.01%0.01%0.02%Q1 2018Q2 202010
WOLVERINE ASSET MANAGEMENT LLC 210.00%0.00%0.01%Q4 2013Q2 20219
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 990.06%0.40%0.55%Q4 2013Q4 20159
Raymond James Financial Services Advisors, Inc. 810.00%0.00%0.00%Q4 2017Q1 20239
Snowden Capital Advisors LLC 540.01%0.03%0.08%Q4 2016Q1 20239
Koshinski Asset Management, Inc. 630.01%0.09%0.20%Q2 2017Q1 20229
Wells Trecaso Financial Group, LLC 880.10%0.11%0.12%Q2 2021Q1 20238
Stratos Wealth Partners, LTD. 880.01%0.01%0.02%Q2 2021Q1 20238
SYNOVUS FINANCIAL CORP 770.00%0.00%0.01%Q4 2019Q2 20217
Virtu KCG Holdings LLC 310.00%0.01%0.02%Q3 2013Q4 20167
U.S. Capital Wealth Advisors, LLC 770.03%0.04%0.05%Q3 2021Q1 20237
Thomas J. Herzfeld Advisors, Inc. 610.01%0.05%0.08%Q2 2013Q1 20167
Creative Planning 770.00%0.00%0.00%Q3 2021Q1 20237
SignalPoint Asset Management, LLC 770.05%0.06%0.07%Q4 2013Q2 20157
Lehman Financial Resources, Inc. 770.05%0.05%0.06%Q1 2014Q3 20157
TRUST CO OF VERMONT 770.00%0.05%0.07%Q3 2016Q1 20187
Proficio Capital Partners LLC 430.03%0.04%0.06%Q1 2019Q4 20207
Commonwealth Equity Services, Inc 770.00%0.00%0.00%Q1 2016Q3 20177
Tower Research Capital LLC (TRC) 310.00%0.00%0.00%Q2 2013Q4 20216
Baird Financial Group, Inc. 660.00%0.00%0.00%Q4 2020Q1 20226
FNY Investment Advisers, LLC 310.00%0.00%0.00%Q2 2018Q1 20236
Steward Partners Investment Advisory, LLC 660.00%0.00%0.01%Q1 2022Q2 20236
MSI Financial Services Inc 410.00%0.00%0.00%Q4 2013Q1 20155
Almitas Capital LLC 320.33%1.17%2.95%Q4 2018Q1 20235
UBS AG 550.00%0.00%0.00%Q3 2013Q3 20145
Allspring Global Investments Holdings, LLC 550.01%0.01%0.01%Q4 2021Q4 20225
RAYMOND JAMES TRUST N.A. 320.01%0.01%0.01%Q2 2021Q3 20225
Cadence Wealth Management LLC 410.13%0.16%0.19%Q1 2021Q2 20225
NORTHERN TRUST CORP 410.00%0.00%0.00%Q1 2016Q4 20215
Invesco Ltd. 550.00%0.00%0.00%Q3 2017Q3 20185
AMERICAN NATIONAL BANK 550.00%0.00%0.00%Q1 2020Q1 20215
Hennion & Walsh Asset Management, Inc. 550.03%0.08%0.14%Q2 2022Q2 20235
SIGNET FINANCIAL MANAGEMENT, LLC 310.00%0.00%0.00%Q1 2018Q4 20214
Indie Asset Partners, LLC 440.31%0.51%0.77%Q1 2020Q4 20204
PARAMETRIC PORTFOLIO ASSOCIATES LLC 440.00%0.00%0.00%Q2 2017Q1 20184
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q3 2018Q1 20234
SII INVESTMENTS INC/WI 440.01%0.02%0.02%Q2 2016Q1 20174
CAPTRUST FINANCIAL ADVISORS 440.01%0.01%0.01%Q3 2022Q2 20234
SIT INVESTMENT ASSOCIATES INC 310.01%0.01%0.02%Q4 2013Q4 20224
AQR Arbitrage LLC 330.00%0.00%0.00%Q2 2018Q4 20183
BARCLAYS PLC 330.00%0.00%0.00%Q2 2013Q4 20133
ENVESTNET ASSET MANAGEMENT INC 330.00%0.00%0.00%Q2 2013Q4 20133
Sandy Spring Bank 330.00%0.00%0.00%Q2 2021Q4 20213
AMERIPRISE FINANCIAL INC 330.00%0.00%0.00%Q1 2014Q3 20143
Castleview Partners, LLC 110.01%0.01%0.01%Q2 2021Q4 20212
Atlas Wealth LLC 220.04%0.06%0.08%Q4 2022Q1 20232
Mutual Advisors, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
PATHSTONE FAMILY OFFICE, LLC 110.00%0.02%0.03%Q2 2013Q4 20202
B. Riley Wealth Advisors, Inc. 110.00%0.01%0.01%Q2 2014Q4 20142
NewEdge Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Laurion Capital Management LP 220.00%0.00%0.00%Q2 2018Q3 20182
ICON ADVISERS INC/CO 220.20%0.32%0.45%Q3 2022Q4 20222
CREATIVE FINANCIAL DESIGNS INC /ADV 110.00%0.00%0.00%Q2 2021Q1 20222
RMB Capital Management, LLC 220.01%0.01%0.02%Q2 2016Q3 20162
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
BlackRock Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
LEO BROKERAGE, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
LADENBURG THALMANN FINANCIAL SERVICES INC. 110.00%0.00%0.00%Q4 2014Q4 20141
EATON VANCE MANAGEMENT 110.00%0.00%0.00%Q4 2021Q4 20211
Magnetar Financial LLC 110.00%0.00%0.00%Q2 2017Q2 20171
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q1 2023Q1 20231
Lloyd Park, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
TFO Wealth Partners, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
GFS Advisors, LLC 110.25%0.25%0.25%Q1 2016Q1 20161
Carolina Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
DOLIVER ADVISORS, LP 110.05%0.05%0.05%Q2 2018Q2 20181
Ground Swell Capital, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
HRT FINANCIAL LP 110.01%0.01%0.01%Q1 2020Q1 20201
Logan Stone Capital, LLC 110.97%0.97%0.97%Q1 2023Q1 20231
Yakira Capital Management, Inc. 110.26%0.26%0.26%Q1 2023Q1 20231
Hills Bank & Trust Co 110.05%0.05%0.05%Q1 2023Q1 20231
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q2 2019Q2 20191
D.A. DAVIDSON & CO. 110.00%0.00%0.00%Q1 2015Q1 20151
Sea Otter Advisors LLC 110.83%0.83%0.83%Q1 2023Q1 20231
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Per Stirling Capital Management, LLC. 110.06%0.06%0.06%Q4 2022Q4 20221
Independent Advisor Alliance 110.01%0.01%0.01%Q4 2019Q4 20191
SG Americas Securities, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
External links

This page lists all the filers that currently own NUVEEN INT DUR QUAL MUN TRM or have owned NUVEEN INT DUR QUAL MUN TRM in the past.