Captrust Financial Advisors Nuveen Intermediate Duration Municipal Term Fund Transaction History

Captrust Financial Advisors

$33 Billion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$0.0 - $13.54 $0 - $2.48 Million	183,487 Added 106.71%	355,429 $0
Q4 2022 Feb 15, 2023	BUY	$12.17 - $13.22 $1.08 Million - $1.17 Million	88,697 Added 106.55%	171,942 $2.26 Million
Q3 2022 Nov 16, 2022	BUY	$12.25 - $13.84 $1.02 Million - $1.15 Million	83,245 New	83,245 $1.03 Million
Q2 2022 Aug 16, 2022	BUY	$12.83 - $13.94 $1.06 Million - $1.15 Million	82,381 New	82,381 $1.07 Million

Others Institutions Holding NID

# of Institutions

2

Shares Held

71.1K

Call Options Held

0

Put Options Held

0

Sarissa Consulting LLC Santa Monica, CA

71.1K
Shares

$0
0.91% of portfolio
Concourse Financial Group Securities, Inc. Birmingham, AL

0
Shares

$0
0.0% of portfolio

About Nuveen Intermediate Duration Municipal Term Fund

Ticker NID
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Intermediate Duration Municipal Term Fund is a close ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Asset Management, LLC and Nuveen Fund Advisors LLC. It invests in fixed income markets of the United States. The fund primarily invests in municipal securities that are exempt from feder...

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