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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 191 | $3.00K | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 773 | $11.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,670 | $25.0K | 0.01% | +1,670 | New |
| Creative Financial Designs Inc | 1,800 | $27.0K | 0.00% | +1,800 | New |
| Spire Wealth Management | 2,140 | $32.0K | 0.00% | −1,586−42.6% | Reduced |
| City Holding Co | 5,536 | $83.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 6,141 | $92.0K | 0.00% | +2,641+75.5% | Added |
| Northwestern Mutual Wealth Management Co | 7,121 | $107.0K | 0.00% | +5,737+414.5% | Added |
| The PNC Financial Services Group, Inc. | 8,800 | $132.0K | 0.00% | +8,800 | New |
| Sigma Planning Corp | 10,200 | $153.0K | 0.00% | +10,200 | New |
| Arlington Capital Management, Inc. | 10,405 | $156.0K | 0.31% | +10,405 | New |
| National Asset Management, Inc. | 10,887 | $164.0K | 0.01% | +10,887 | New |
| Cetera Advisor Networks LLC | 12,397 | $186.0K | 0.00% | +1,147+10.2% | Added |
| Snowden Capital Advisors LLC | 12,846 | $192.4K | 0.01% | +118+0.9% | Added |
| DCM Advisors, LLC | 13,035 | $195.0K | 0.11% | +1,009+8.4% | Added |
| Transcend Wealth Collective, LLC | 13,220 | $198.0K | 0.03% | +23+0.2% | Added |
| Raymond James Trust N.A. | 13,312 | $199.0K | 0.01% | +13,312 | New |
| Magnus Financial Group LLC | 13,739 | $206.0K | 0.04% | 00.0% | Unchanged |
| QP Wealth Management, LLC | 13,875 | $208.0K | 0.21% | −1,200−8.0% | Reduced |
| Altus Wealth Group LLC | 14,025 | $210.0K | 0.21% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 14,360 | $215.0K | 0.00% | +13,521+1,611.6% | Added |
| Rivernorth Capital Management, LLC | 14,978 | $224.0K | 0.01% | −19,440−56.5% | Reduced |
| Western Wealth Management, LLC | 15,106 | $227.0K | 0.02% | +15,106 | New |
| Capital Investment Advisory Services, LLC | 15,500 | $232.0K | 0.03% | +2,500+19.2% | Added |
| Advisor Group Holdings, Inc. | 16,954 | $255.0K | 0.00% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 18,473 | $277.0K | 0.14% | +3,662+24.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 20,072 | $301.0K | 0.01% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 20,345 | $305.0K | 0.08% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 23,000 | $344.0K | 0.08% | 00.0% | Unchanged |
| Truist Financial Corp | 30,926 | $463.0K | 0.00% | −11,922−27.8% | Reduced |
| Ameriprise Financial Inc | 32,034 | $480.0K | 0.00% | −2,296−6.7% | Reduced |
| Advisory Services Network, LLC | 34,000 | $509.0K | 0.02% | 00.0% | Unchanged |
| First Trust Advisors LP | 38,360 | $575.0K | 0.00% | +1,932+5.3% | Added |
| Commonwealth Equity Services, LLC | 45,823 | $686.0K | 0.00% | −1,609−3.4% | Reduced |
| Integrated Wealth Concepts LLC | 48,220 | $722.0K | 0.03% | +1,157+2.5% | Added |
| Sterling Investment Advisors, Ltd. | 57,500 | $861.0K | 0.25% | −2,400−4.0% | Reduced |
| Tortoise Investment Management, LLC | 61,023 | $914.0K | 0.19% | −24,250−28.4% | Reduced |
| Stifel Financial Corp | 65,350 | $979.0K | 0.00% | +488+0.8% | Added |
| Baird Financial Group, Inc. | 70,857 | $1.06M | 0.00% | +6,342+9.8% | Added |
| Horizon Kinetics Asset Management LLC | 71,660 | $1.07M | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 76,049 | $1.14M | 0.00% | +3,024+4.1% | Added |
| Kestra Advisory Services, LLC | 84,679 | $1.27M | 0.01% | +2,631+3.2% | Added |
| Advisors Asset Management, Inc. | 99,946 | $1.50M | 0.02% | +20,817+26.3% | Added |
| Fca Corp | 120,789 | $1.81M | 0.51% | −310−0.3% | Reduced |
| Usca Ria LLC | 138,680 | $2.08M | 0.13% | +1,400+1.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 166,321 | $2.49M | 0.01% | +15,705+10.4% | Added |
| Janney Montgomery Scott LLC | 180,126 | $2.70M | 0.01% | −288−0.2% | Reduced |
| LPL Financial LLC | 181,200 | $2.71M | 0.00% | +19,500+12.1% | Added |
| Kercheville Advisors, LLC | 184,755 | $2.77M | 1.28% | 00.0% | Unchanged |
| Van Eck Associates Corp | 219,214 | $3.28M | 0.01% | +56,264+34.5% | Added |
| Steward Partners Investment Advisory, LLC | 277,830 | $4.16M | 0.07% | −49,457−15.1% | Reduced |
| Bank of America Corp | 318,703 | $4.77M | 0.00% | +2,781+0.9% | Added |
| Raymond James & Associates | 346,099 | $5.18M | 0.00% | −7,960−2.2% | Reduced |
| HighTower Advisors, LLC | 491,312 | $7.36M | 0.02% | +7,666+1.6% | Added |
| Guggenheim Capital LLC | 514,559 | $7.71M | 0.05% | +36,259+7.6% | Added |
| UBS Group AG | 588,112 | $8.81M | 0.00% | −23,298−3.8% | Reduced |
| Wells Fargo & Company | 1,952,268 | $29.2M | 0.01% | +41,815+2.2% | Added |
| Morgan Stanley | 2,190,353 | $32.8M | 0.00% | −47,305−2.1% | Reduced |
| 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 |