HolderBook

NUVEEN INTER DURATION MUN TE (NID)

Institutional ownership reported to the SEC as of Q1 2023, across 18 quarters.

18
Reporting holders
$11.4M
Reported value
0.0%
Calls
0.0%
Puts
-61
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
CAPTRUST FINANCIAL ADVISORS$4.7M355,4290.02%3q+106.7%+$2.4M
JBF Capital, Inc.$2.1M160,0000.47%newNEW
Janney Montgomery Scott LLC$1.1M84,0590.00%18q-3.7%-$43.7K
Sterling Investment Advisors, Ltd.$565.5K43,5000.19%18qHELD
Rockefeller Capital Management L.P.$509.0K39,1620.00%14q+3.9%+$19.1K
Steward Partners Investment Advisory, LLC$486.2K37,4010.01%18q-69.3%-$1.1M
B. Riley Wealth Advisors, Inc.$429.7K32,0930.01%3qHELD
FCA CORP /TX$355.6K27,3550.13%18q-73.3%-$977.3K
ENCOMPASS WEALTH ADVISORS, LLC$299.0K23,0000.10%10qHELD
RAYMOND JAMES TRUST N.A.$291.0K22,3720.01%8qHELD
Hennion & Walsh Asset Management, Inc.$236.0K18,1210.01%5qHELD
Advisory Services Network, LLC$119.6K9,2000.00%2qHELD
Nelson, Van Denburg & Campbell Wealth Management Group, LLC$114.4K8,8020.01%3q-20.7%-$29.8K
Kozak & Associates, Inc.$100.2K7,7110.05%7qHELD
Pinnacle Bancorp, Inc.$43.1K3,2150.02%newNEW
Spire Wealth Management$13.9K1,0700.00%newNEW
Parallel Advisors, LLC$10.7K8250.00%6qHELD
CREATIVE FINANCIAL DESIGNS INC /ADV$4030.00%2qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q1 202318$11.4M873,3183240.0%
Q4 202279$138.4M10,551,8001022220.0%
Q3 202271$117.6M9,505,6831121150.0%
Q2 202266$114.2M8,782,425714220.0%
Q1 202269$120.9M8,730,1601014220.0%
Q4 202163$129.9M8,619,394613180.0%
Q3 202159$129.5M8,797,135510200.0%
Q2 202159$135.1M9,018,649723120.0%
Q1 202162$140.2M9,815,878617140.0%
Q4 202064$149.5M10,773,271716120.0%
Q3 202056$134.0M10,008,465417170.2%
Q2 202054$147.7M11,180,524416120.0%
Q1 202059$128.6M9,904,330816220.0%
Q4 201953$127.1M9,133,286616140.0%
Q3 201952$125.1M9,112,137321130.0%
Q2 201952$123.5M9,199,487316160.0%
Q1 201959$116.6M8,869,611923120.0%
Q4 201854$100.5M8,114,1970200.0%