Xml Financial, LLC Nuveen Intermediate Duration Municipal Term Fund Transaction History

Xml Financial, LLC

$1.07 Billion
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 09, 2023	BUY	$12.17 - $13.22 $40,769 - $44,287	3,350 Added 13.02%	29,086 $381,000
Q3 2022 Nov 04, 2022	BUY	$12.25 - $13.84 $315,266 - $356,186	25,736 New	25,736 $318,000
Q2 2022 Aug 01, 2022	SELL	$12.83 - $13.94 $330,192 - $358,759	-25,736 Closed	0 $0
Q1 2022 May 02, 2022	SELL	$13.52 - $14.92 $135,200 - $149,200	-10,000 Reduced 27.98%	25,736 $356,000
Q3 2021 Nov 01, 2021	BUY	$14.67 - $14.97 $524,247 - $534,967	35,736 New	35,736 $526,000

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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