NUVEEN INT DUR QUAL MUN TRM
COM · CUSIP 670677103
45
institutional holders
+0 vs Q4 2022
4.7m
shares reported held*
$60.1mreported value*
7 new
10 added
17 reduced
8 sold out
net bought ≈ $3.2m (+248.5k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $12.77.
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 40 |
| Q4 2022 | 45 |
| Q1 2023 | 45 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 19 | 18 |
| Q1 2023 | 17 | 25 |
Biggest buyers
| Relative Value Partners Group, LLC | Added | +440.7k |
| Almitas Capital LLC | Added | +369.8k |
| Logan Stone Capital, LLC | New | +192.8k |
| Sea Otter Advisors LLC | New | +127.8k |
| Yakira Capital Management, Inc. | New | +81.2k |
| Hennion & Walsh Asset Management, Inc. | Added | +63.5k |
| BANK OF AMERICA CORP /DE/ | Added | +31.6k |
| Hills Bank & Trust Co | New | +30.7k |
| Raymond James Financial Services Advisors, Inc. | New | +27.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +6.5k |
Biggest sellers
| Allspring Global Investments Holdings, LLC | Sold out | -336.7k |
| Karpus Management, Inc. | Sold out | -256.0k |
| ICON ADVISERS INC/CO | Sold out | -140.0k |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | Sold out | -91.3k |
| Clear Harbor Asset Management, LLC | Sold out | -69.6k |
| Tortoise Investment Management, LLC | Reduced | -47.8k |
| MORGAN STANLEY | Reduced | -36.5k |
| SIT INVESTMENT ASSOCIATES INC | Sold out | -32.6k |
| Per Stirling Capital Management, LLC. | Sold out | -27.1k |
| HighTower Advisors, LLC | Reduced | -23.6k |
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| Relative Value Partners Group, LLC 0.46% of their portfolio | 1.0m $13.4m | Added +440.7k |
| MORGAN STANLEY 0.00% of their portfolio | 787.6k $10.1m | Reduced -36.5k |
| HighTower Advisors, LLC 0.01% of their portfolio | 496.8k $6.3m | Reduced -23.6k |
| Almitas Capital LLC 2.95% of their portfolio | 483.0k $6.2m | Added +369.8k |
| Logan Stone Capital, LLC 0.97% of their portfolio | 192.8k $2.5m | New |
| CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio | 175.3k $2.2m | Added +364 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 152.0k $1.9m | Added +31.6k |
| Hennion & Walsh Asset Management, Inc. 0.12% of their portfolio | 148.7k $1.9m | Added +63.5k |
| Sea Otter Advisors LLC 1.06% of their portfolio | 127.8k $1.6m | New |
| GUGGENHEIM CAPITAL LLC 0.01% of their portfolio | 121.8k $1.6m | Reduced -1.5k |
| Yakira Capital Management, Inc. 0.26% of their portfolio | 81.2k $1.0m | New |
| 1607 Capital Partners, LLC 0.07% of their portfolio | 73.8k $942.4k | Unchanged |
| Integrated Wealth Concepts LLC 0.02% of their portfolio | 73.5k $939.0k | Reduced -346 |
| U.S. Capital Wealth Advisors, LLC 0.04% of their portfolio | 67.2k $858.3k | Reduced -1.0k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 60.6k $774.4k | Reduced -4.5k |
| UBS Group AG 0.00% of their portfolio | 56.2k $717.6k | Reduced -3.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 46.7k $596.0k | Reduced -2.1k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 42.8k $546.0k | Reduced -5.3k |
| Wealthspire Retirement, LLC 0.11% of their portfolio | 42.1k $538.0k | Reduced -360 |
| GREATMARK INVESTMENT PARTNERS, INC. 0.08% of their portfolio | 36.0k $459.7k | Unchanged |
| LPL Financial LLC 0.00% of their portfolio | 31.3k $399.3k | Reduced -13.4k |
| Hills Bank & Trust Co 0.05% of their portfolio | 30.7k $392.1k | New |
| American Institute for Advanced Investment Management, LLP 0.39% of their portfolio | 28.8k $368.3k | Added +1.0k |
| Cetera Advisor Networks LLC 0.00% of their portfolio | 28.6k $364.9k | Unchanged |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 27.8k $355.4k | New |
| Creative Planning 0.00% of their portfolio | 25.4k $323.8k | Unchanged |
| Newman Dignan & Sheerar, Inc. 0.10% of their portfolio | 24.7k $315.7k | Added +173 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 23.2k $296.2k | Reduced -448 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 23.0k $294.0k | Added +6.5k |
| Atlas Wealth LLC 0.05% of their portfolio | 18.1k $231.3k | Reduced -5.5k |
| Wells Trecaso Financial Group, LLC 0.10% of their portfolio | 16.8k $214.3k | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 16.8k $214.0k | Added +18 |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 16.0k $204.6k | Reduced -10.0k |
| Stratos Wealth Partners, LTD. 0.01% of their portfolio | 15.2k $194.7k | Reduced -3.7k |
| Snowden Capital Advisors LLC 0.01% of their portfolio | 14.1k $179.9k | Unchanged |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 13.0k $166.0k | Unchanged |
| LEO BROKERAGE, LLC 0.02% of their portfolio | 12.0k $153.2k | First filing |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 11.4k $145.6k | Added +28 |
| Pathway Financial Advisers, LLC 0.03% of their portfolio | 6.0k $77.1k | Reduced -1.4k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 4.5k $57.5k | Unchanged |
| Tortoise Investment Management, LLC 0.01% of their portfolio | 2.8k $35.5k | Reduced -47.8k |
| NewEdge Advisors, LLC 0.00% of their portfolio | 395 $5.0k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 373 $5.0k | New |
| FNY Investment Advisers, LLC 0.00% of their portfolio | 100 $1.0k | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |