Nuveen Intermediate Duration Municipal Term Fund
NIDDelisted Mar 31, 2023- SEC CIK
- 0001557915
Nuveen Intermediate Duration Municipal Term Fund was delisted on Mar 31, 2023; its insiders filed their last Form 4 on Feb 22, 2023; 80 institutions reported holding it in 13F filings for Q4 2022, worth $138.4M in total; no superinvestor held it.
13F holders, Q2 2021
Institutional positions in Nuveen Intermediate Duration Municipal Term Fund as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 59
- −4 vs. Q1 2021
- Shares held
- 9.02M
- −450.7K (−4.8%) vs. Q1 2021
- Total value
- $135.1M
- −$132.9K (−0.1%) vs. Q1 2021
- New holders
- 8
- 24 more added
- Sold out
- 12
- 14 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NID on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 18 | $11.4M |
| Q4 2022 | 80 | $138.4M |
| Q3 2022 | 72 | $117.6M |
| Q2 2022 | 67 | $114.2M |
| Q1 2022 | 68 | $119.6M |
| Q4 2021 | 63 | $128.2M |
| Q3 2021 | 59 | $129.5M |
| Q2 2021 | 59 | $135.1M |
| Q1 2021 | 63 | $135.2M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Nuveen Intermediate Duration Municipal Term Fund; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,190,353 | $32.8M | 0.00% | −47,305−2.1% | Reduced |
| Wells Fargo & Company | 1,952,268 | $29.2M | 0.01% | +41,815+2.2% | Added |
| UBS Group AG | 588,112 | $8.81M | 0.00% | −23,298−3.8% | Reduced |
| Guggenheim Capital LLC | 514,559 | $7.71M | 0.05% | +36,259+7.6% | Added |
| HighTower Advisors, LLC | 491,312 | $7.36M | 0.02% | +7,666+1.6% | Added |
| Raymond James & Associates | 346,099 | $5.18M | 0.00% | −7,960−2.2% | Reduced |
| Bank of America Corp | 318,703 | $4.77M | 0.00% | +2,781+0.9% | Added |
| Steward Partners Investment Advisory, LLC | 277,830 | $4.16M | 0.07% | −49,457−15.1% | Reduced |
| Van Eck Associates Corp | 219,214 | $3.28M | 0.01% | +56,264+34.5% | Added |
| Kercheville Advisors, LLC | 184,755 | $2.77M | 1.28% | 00.0% | Unchanged |
| LPL Financial LLC | 181,200 | $2.71M | 0.00% | +19,500+12.1% | Added |
| Janney Montgomery Scott LLC | 180,126 | $2.70M | 0.01% | −288−0.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 166,321 | $2.49M | 0.01% | +15,705+10.4% | Added |
| Usca Ria LLC | 138,680 | $2.08M | 0.13% | +1,400+1.0% | Added |
| Fca Corp | 120,789 | $1.81M | 0.51% | −310−0.3% | Reduced |
| Advisors Asset Management, Inc. | 99,946 | $1.50M | 0.02% | +20,817+26.3% | Added |
| Kestra Advisory Services, LLC | 84,679 | $1.27M | 0.01% | +2,631+3.2% | Added |
| Royal Bank of Canada | 76,049 | $1.14M | 0.00% | +3,024+4.1% | Added |
| Horizon Kinetics Asset Management LLC | 71,660 | $1.07M | 0.02% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 70,857 | $1.06M | 0.00% | +6,342+9.8% | Added |
| Stifel Financial Corp | 65,350 | $979.0K | 0.00% | +488+0.8% | Added |
| Tortoise Investment Management, LLC | 61,023 | $914.0K | 0.19% | −24,250−28.4% | Reduced |
| Sterling Investment Advisors, Ltd. | 57,500 | $861.0K | 0.25% | −2,400−4.0% | Reduced |
| Integrated Wealth Concepts LLC | 48,220 | $722.0K | 0.03% | +1,157+2.5% | Added |
| Commonwealth Equity Services, LLC | 45,823 | $686.0K | 0.00% | −1,609−3.4% | Reduced |
| First Trust Advisors LP | 38,360 | $575.0K | 0.00% | +1,932+5.3% | Added |
| Advisory Services Network, LLC | 34,000 | $509.0K | 0.02% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 32,034 | $480.0K | 0.00% | −2,296−6.7% | Reduced |
| Truist Financial Corp | 30,926 | $463.0K | 0.00% | −11,922−27.8% | Reduced |
| Encompass Wealth Advisors, LLC | 23,000 | $344.0K | 0.08% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 20,345 | $305.0K | 0.08% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 20,072 | $301.0K | 0.01% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 18,473 | $277.0K | 0.14% | +3,662+24.7% | Added |
| Advisor Group Holdings, Inc. | 16,954 | $255.0K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 15,500 | $232.0K | 0.03% | +2,500+19.2% | Added |
| Western Wealth Management, LLC | 15,106 | $227.0K | 0.02% | +15,106 | New |
| Rivernorth Capital Management, LLC | 14,978 | $224.0K | 0.01% | −19,440−56.5% | Reduced |
| Rockefeller Capital Management L.P. | 14,360 | $215.0K | 0.00% | +13,521+1,611.6% | Added |
| Altus Wealth Group LLC | 14,025 | $210.0K | 0.21% | 00.0% | Unchanged |
| QP Wealth Management, LLC | 13,875 | $208.0K | 0.21% | −1,200−8.0% | Reduced |
| Magnus Financial Group LLC | 13,739 | $206.0K | 0.04% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 13,312 | $199.0K | 0.01% | +13,312 | New |
| Transcend Wealth Collective, LLC | 13,220 | $198.0K | 0.03% | +23+0.2% | Added |
| DCM Advisors, LLC | 13,035 | $195.0K | 0.11% | +1,009+8.4% | Added |
| Snowden Capital Advisors LLC | 12,846 | $192.4K | 0.01% | +118+0.9% | Added |
| Cetera Advisor Networks LLC | 12,397 | $186.0K | 0.00% | +1,147+10.2% | Added |
| National Asset Management, Inc. | 10,887 | $164.0K | 0.01% | +10,887 | New |
| Arlington Capital Management, Inc. | 10,405 | $156.0K | 0.31% | +10,405 | New |
| Sigma Planning Corp | 10,200 | $153.0K | 0.00% | +10,200 | New |
| The PNC Financial Services Group, Inc. | 8,800 | $132.0K | 0.00% | +8,800 | New |
| Northwestern Mutual Wealth Management Co | 7,121 | $107.0K | 0.00% | +5,737+414.5% | Added |
| Sandy Spring Bank | 6,141 | $92.0K | 0.00% | +2,641+75.5% | Added |
| City Holding Co | 5,536 | $83.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 2,140 | $32.0K | 0.00% | −1,586−42.6% | Reduced |
| Creative Financial Designs Inc | 1,800 | $27.0K | 0.00% | +1,800 | New |
| Castleview Partners, LLC | 1,670 | $25.0K | 0.01% | +1,670 | New |
| Plante Moran Financial Advisors, LLC | 1,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 773 | $11.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 191 | $3.00K | 0.00% | 00.0% | Unchanged |
| Westchester Capital Management, LLC | 0 | $0 | 0.00% | −281,037−100.0% | Sold out |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −145,061−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −93,769−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −18,735−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −14,540−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −14,458−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −5,209−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −1,998−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Key Financial Inc | 0 | $0 | 0.00% | −1,360−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | – | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |