Steward Partners Investment Advisory, LLC Nuveen Intermediate Duration Municipal Term Fund Transaction History

Steward Partners Investment Advisory, LLC

$10.6 Billion
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	SELL	$0.0 - $13.54 $0 - $1.14 Million	-84,519 Reduced 69.32%	37,401 $0
Q4 2022 Feb 15, 2023	SELL	$12.17 - $13.22 $547,929 - $595,204	-45,023 Reduced 26.97%	121,920 $1.6 Million
Q3 2022 Nov 10, 2022	SELL	$12.25 - $13.84 $378,770 - $427,932	-30,920 Reduced 15.63%	166,943 $2.07 Million
Q2 2022 Aug 04, 2022	SELL	$12.83 - $13.94 $695,809 - $756,008	-54,233 Reduced 21.51%	197,863 $2.57 Million
Q1 2022 May 02, 2022	SELL	$13.52 - $14.92 $273,455 - $301,771	-20,226 Reduced 7.43%	252,096 $3.49 Million
Q4 2021 Feb 08, 2022	SELL	$14.62 - $15.06 $32,207 - $33,177	-2,203 Reduced 0.8%	272,322 $4.06 Million
Q3 2021 Nov 12, 2021	SELL	$14.67 - $14.97 $48,484 - $49,475	-3,305 Reduced 1.19%	274,525 $4.04 Million
Q2 2021 Aug 13, 2021	SELL	$14.09 - $14.98 $696,849 - $740,865	-49,457 Reduced 15.11%	277,830 $4.16 Million
Q1 2021 May 14, 2021	BUY	$13.7 - $14.37 $690,480 - $724,248	50,400 Added 18.2%	327,287 $4.67 Million
Q4 2020 Feb 11, 2021	BUY	$13.15 - $13.92 $126,305 - $133,701	9,605 Added 3.59%	276,887 $3.84 Million
Q3 2020 Oct 30, 2020	BUY	$13.16 - $13.52 $219,179 - $225,175	16,655 Added 6.65%	267,282 $3.57 Million
Q2 2020 Aug 06, 2020	BUY	$12.15 - $13.3 $18,759 - $20,535	1,544 Added 0.62%	250,627 $3.31 Million
Q1 2020 Apr 29, 2020	BUY	$11.62 - $14.55 $611,827 - $766,101	52,653 Added 26.8%	249,083 $3.24 Million
Q4 2019 Jan 17, 2020	BUY	$13.58 - $13.97 $531,086 - $546,338	39,108 Added 24.86%	196,430 $2.73 Million
Q3 2019 Oct 30, 2019	BUY	$13.31 - $13.79 $1.25 Million - $1.3 Million	94,262 Added 149.48%	157,322 $2.16 Million
Q2 2019 Jul 25, 2019	BUY	$13.1 - $13.47 $442,924 - $455,434	33,811 Added 115.6%	63,060 $846,000
Q1 2019 Apr 30, 2019	BUY	$12.49 - $13.15 $212,829 - $224,076	17,040 Added 139.57%	29,249 $384,000
Q4 2018 Jan 15, 2019	BUY	$12.1 - $12.59 $74,221 - $77,227	6,134 Added 100.97%	12,209 $151,000
Q3 2018 Oct 23, 2018	BUY	$12.32 - $12.66 $50,204 - $51,589	4,075 Added 203.75%	6,075 $76,000
Q2 2017 Nov 22, 2017	BUY	N/A	2,000	2,000 $26,000

Others Institutions Holding NID

# of Institutions

Shares Held

71.1K

Call Options Held

Put Options Held

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

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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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