Lpl Financial LLC Nuveen Intermediate Duration Municipal Term Fund Transaction History

Lpl Financial LLC

$218 Billion
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 07, 2023	SELL	$12.17 - $13.22 $72,411 - $78,659	-5,950 Reduced 2.8%	206,616 $2.71 Million
Q3 2022 Nov 14, 2022	SELL	$12.25 - $13.84 $24,144 - $27,278	-1,971 Reduced 0.92%	212,566 $2.63 Million
Q2 2022 Aug 12, 2022	SELL	$12.83 - $13.94 $49,241 - $53,501	-3,838 Reduced 1.76%	214,537 $2.79 Million
Q1 2022 May 16, 2022	BUY	$13.52 - $14.92 $440,806 - $486,451	32,604 Added 17.55%	218,375 $3.02 Million
Q4 2021 Feb 14, 2022	SELL	$14.62 - $15.06 $90,322 - $93,040	-6,178 Reduced 3.22%	185,771 $2.77 Million
Q3 2021 Nov 15, 2021	BUY	$14.67 - $14.97 $157,687 - $160,912	10,749 Added 5.93%	191,949 $2.83 Million
Q2 2021 Aug 13, 2021	BUY	$14.09 - $14.98 $274,755 - $292,110	19,500 Added 12.06%	181,200 $2.71 Million
Q1 2021 May 14, 2021	BUY	$13.7 - $14.37 $286,151 - $300,146	20,887 Added 14.83%	161,700 $2.31 Million
Q4 2020 Feb 12, 2021	BUY	$13.15 - $13.92 $90,735 - $96,048	6,900 Added 5.15%	140,813 $1.95 Million
Q3 2020 Nov 09, 2020	BUY	$13.16 - $13.52 $228,260 - $234,504	17,345 Added 14.88%	133,913 $1.79 Million
Q2 2020 Aug 13, 2020	BUY	$12.15 - $13.3 $318,864 - $349,045	26,244 Added 29.06%	116,568 $1.54 Million
Q1 2020 May 14, 2020	BUY	$11.62 - $14.55 $320,421 - $401,216	27,575 Added 43.94%	90,324 $1.17 Million
Q4 2019 Feb 14, 2020	BUY	$13.58 - $13.97 $406,042 - $417,703	29,900 Added 91.02%	62,749 $873,000
Q3 2019 Nov 13, 2019	BUY	$13.31 - $13.79 $81,191 - $84,119	6,100 Added 22.8%	32,849 $451,000
Q2 2019 Aug 09, 2019	BUY	$13.1 - $13.47 $100,136 - $102,964	7,644 Added 40.01%	26,749 $359,000
Q1 2019 May 08, 2019	BUY	$12.49 - $13.15 $91,177 - $95,995	7,300 Added 61.84%	19,105 $251,000
Q4 2018 Feb 07, 2019	BUY	$12.1 - $12.59 $142,840 - $148,624	11,805 New	11,805 $146,000

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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