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NIQ
NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND
NIQ
NIQ
Delisted
NIQ was delisted on the 23rd of June, 2023.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
26
First Trust Advisors
Wheaton,
Illinois
| $298K | -$127K | -9,239 | -30% |
|
| 27 |
HKAM
27
Horizon Kinetics Asset Management
New York
| $298K | – | – | – |
|
| 28 |
IWC
28
Integrated Wealth Concepts
Waltham,
Massachusetts
| $278K | +$41.5K | +3,018 | +18% |
|
| 29 |
SF
29
Synovus Financial
Columbus,
Georgia
| $274K | +$272K | +19,756 | New |
|
| 30 |
IAA
30
Independent Advisor Alliance
Charlotte,
North Carolina
| $243K | +$240K | +17,479 | New |
|
| 31 |
FFA
31
First Foundation Advisors
Irvine,
California
| $191K | – | – | – |
|
| 32 |
PCP
32
Proficio Capital Partners
Newton,
Massachusetts
| $163K | – | – | – |
|
| 33 |
BFEC
33
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $81K | -$15.8K | -1,149 | -16% |
|
| 34 |
34
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $34K | – | – | – |
|
| 35 |
BFC
35
Bedel Financial Consulting
Indianapolis,
Indiana
| $22K | – | – | – |
|
| 36 |
36
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$233K | -17,030 | Closed |
|
| 37 |
RJFSA
37
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$208K | -15,198 | Closed |
|