NUVEEN INTER DURATION MUN TE (NID)

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

Reporting holders

$9.3M

Reported value

0.0%

Held as options

-53

Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

Filer	Value	Shares	Their book	Held	Change
CAPTRUST FINANCIAL ADVISORS	$4.7M	355,429	0.02%	3q	+106.7%+$2.4M
JBF Capital, Inc.	$2.1M	160,000	0.47%	new	NEW
Sterling Investment Advisors, Ltd.	$565.5K	43,500	0.19%	18q	HELD
Steward Partners Investment Advisory, LLC	$486.2K	37,401	0.01%	18q	-69.3%-$1.1M
B. Riley Wealth Advisors, Inc.	$429.7K	32,093	0.01%	3q	HELD
FCA CORP /TX	$355.6K	27,355	0.13%	18q	-73.3%-$977.3K
ENCOMPASS WEALTH ADVISORS, LLC	$299.0K	23,000	0.10%	10q	HELD
Advisory Services Network, LLC	$119.6K	9,200	0.00%	2q	HELD
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	$114.4K	8,802	0.01%	3q	-20.7%-$29.8K
Kozak & Associates, Inc.	$100.2K	7,711	0.05%	7q	HELD
Pinnacle Bancorp, Inc.	$43.1K	3,215	0.02%	new	NEW
Spire Wealth Management	$13.9K	1,070	0.00%	new	NEW
Parallel Advisors, LLC	$10.7K	825	0.00%	6q	HELD
Janney Montgomery Scott LLC	$1.1K	84,059	0.00%	18q	-3.7%
Rockefeller Capital Management L.P.	$509	39,162	0.00%	14q	+3.9%
RAYMOND JAMES TRUST N.A.	$291	22,372	0.01%	8q	HELD
Hennion & Walsh Asset Management, Inc.	$236	18,121	0.01%	5q	HELD
CREATIVE FINANCIAL DESIGNS INC /ADV	$40	3	0.00%	2q	HELD

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.

Quarter	Holders	Value	Shares	New	Added	Trimmed	Options
Q1 2023	14	$9.3M	709,604	3	1	3	0.0%
Q4 2022	67	$133.2M	10,154,990	8	18	19	0.0%
Q3 2022	71	$117.6M	9,505,683	11	21	15	0.0%
Q2 2022	66	$114.2M	8,782,425	7	14	22	0.0%
Q1 2022	69	$120.9M	8,730,160	10	14	22	0.0%
Q4 2021	63	$129.9M	8,619,394	6	13	18	0.0%
Q3 2021	59	$129.5M	8,797,135	5	10	20	0.0%
Q2 2021	59	$135.1M	9,018,649	7	23	12	0.0%
Q1 2021	62	$140.2M	9,815,878	6	17	14	0.0%
Q4 2020	64	$149.5M	10,773,271	7	16	12	0.0%
Q3 2020	56	$134.0M	10,008,465	4	17	17	0.2%
Q2 2020	54	$147.7M	11,180,524	4	16	12	0.0%
Q1 2020	59	$128.6M	9,904,330	8	16	22	0.0%
Q4 2019	53	$127.1M	9,133,286	6	16	14	0.0%
Q3 2019	52	$125.1M	9,112,137	3	21	13	0.0%
Q2 2019	52	$123.5M	9,199,487	3	16	16	0.0%
Q1 2019	59	$116.6M	8,869,611	9	23	12	0.0%
Q4 2018	54	$100.5M	8,114,197	0	2	0	0.0%