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, Q3 2021
Institutional positions in Nuveen Intermediate Duration Municipal Term Fund as of Sep 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
- +3 vs. Q2 2021
- Shares held
- 8.80M
- −66.1K (−0.7%) vs. Q2 2021
- Total value
- $129.5M
- −$3.28M (−2.5%) vs. Q2 2021
- New holders
- 8
- 15 more added
- Sold out
- 5
- 19 more reduced
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Nuveen Intermediate Duration Municipal Term Fund; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,191,502 | $32.3M | 0.00% | +1,149+0.1% | Added |
| Wells Fargo & Company | 1,766,646 | $26.0M | 0.01% | −185,622−9.5% | Reduced |
| Guggenheim Capital LLC | 536,576 | $7.90M | 0.05% | +22,017+4.3% | Added |
| UBS Group AG | 528,788 | $7.78M | 0.00% | −59,324−10.1% | Reduced |
| HighTower Advisors, LLC | 492,357 | $7.24M | 0.02% | +1,045+0.2% | Added |
| Bank of America Corp | 311,311 | $4.58M | 0.00% | −7,392−2.3% | Reduced |
| Raymond James & Associates | 284,547 | $4.19M | 0.00% | −61,552−17.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 274,525 | $4.04M | 0.07% | −3,305−1.2% | Reduced |
| Van Eck Associates Corp | 222,362 | $3.27M | 0.01% | +3,148+1.4% | Added |
| LPL Financial LLC | 191,949 | $2.83M | 0.00% | +10,749+5.9% | Added |
| Kercheville Advisors, LLC | 179,755 | $2.65M | 1.25% | −5,000−2.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 173,479 | $2.55M | 0.01% | +7,158+4.3% | Added |
| Janney Montgomery Scott LLC | 163,405 | $2.40M | 0.01% | −16,721−9.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 138,680 | $2.04M | 0.09% | +138,680 | New |
| Fca Corp | 115,039 | $1.69M | 0.51% | −5,750−4.8% | Reduced |
| Advisors Asset Management, Inc. | 98,525 | $1.45M | 0.02% | −1,421−1.4% | Reduced |
| Kestra Advisory Services, LLC | 97,619 | $1.44M | 0.01% | +12,940+15.3% | Added |
| Horizon Kinetics Asset Management LLC | 71,660 | $1.05M | 0.02% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 70,003 | $1.03M | 0.00% | −854−1.2% | Reduced |
| Royal Bank of Canada | 66,600 | $980.0K | 0.00% | −9,449−12.4% | Reduced |
| Stifel Financial Corp | 65,397 | $963.0K | 0.00% | +47+0.1% | Added |
| Sterling Investment Advisors, Ltd. | 55,500 | $817.0K | 0.24% | −2,000−3.5% | Reduced |
| Sit Investment Associates Inc | 54,502 | $802.0K | 0.02% | +54,502 | New |
| Commonwealth Equity Services, LLC | 50,095 | $737.0K | 0.00% | +4,272+9.3% | Added |
| Integrated Wealth Concepts LLC | 46,486 | $684.0K | 0.02% | −1,734−3.6% | Reduced |
| First Trust Advisors LP | 44,749 | $659.0K | 0.00% | +6,389+16.7% | Added |
| Rockefeller Capital Management L.P. | 42,168 | $620.0K | 0.00% | +27,808+193.6% | Added |
| Tortoise Investment Management, LLC | 41,798 | $615.0K | 0.12% | −19,225−31.5% | Reduced |
| XML Financial, LLC | 35,736 | $526.0K | 0.07% | +35,736 | New |
| Ameriprise Financial Inc | 34,534 | $508.0K | 0.00% | +2,500+7.8% | Added |
| Advisory Services Network, LLC | 34,000 | $500.0K | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 27,688 | $408.0K | 0.00% | −3,238−10.5% | Reduced |
| Encompass Wealth Advisors, LLC | 23,000 | $338.0K | 0.09% | 00.0% | Unchanged |
| Creative Planning | 21,335 | $314.0K | 0.00% | +21,335 | New |
| Cypress Wealth Services, LLC | 20,345 | $299.0K | 0.09% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 20,072 | $295.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 16,954 | $249.0K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 15,500 | $228.0K | 0.03% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 15,294 | $225.0K | 0.11% | −3,179−17.2% | Reduced |
| Altus Wealth Group LLC | 14,025 | $206.0K | 0.20% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 13,739 | $202.0K | 0.04% | 00.0% | Unchanged |
| QP Wealth Management, LLC | 13,675 | $201.0K | 0.22% | −200−1.4% | Reduced |
| Transcend Wealth Collective, LLC | 13,253 | $195.0K | 0.02% | +33+0.2% | Added |
| DCM Advisors, LLC | 13,045 | $192.0K | 0.07% | +10+0.1% | Added |
| Snowden Capital Advisors LLC | 12,964 | $190.8K | 0.01% | +118+0.9% | Added |
| Cetera Advisor Networks LLC | 12,397 | $182.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 12,000 | $177.0K | 0.01% | −1,312−9.9% | Reduced |
| Sigma Planning Corp | 10,200 | $150.0K | 0.00% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 10,000 | $147.0K | 0.08% | +10,000 | New |
| Kozak & Associates, Inc. | 7,711 | $114.0K | 0.07% | +7,711 | New |
| Sandy Spring Bank | 6,141 | $90.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,942 | $87.0K | 0.00% | −1,179−16.6% | Reduced |
| City Holding Co | 5,536 | $81.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 2,140 | $32.0K | 0.00% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 1,808 | $26.0K | 0.01% | +1,808 | 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 |
| Tower Research Capital LLC (TRC) | 114 | $2.00K | 0.00% | +114 | New |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −14,978−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −10,887−100.0% | Sold out |
| Arlington Capital Management, Inc. | 0 | $0 | 0.00% | −10,405−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −8,800−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Usca Ria LLC | – | – | – | – | Not filed |
| Western Wealth Management, LLC | – | – | – | – | Not filed |
| Castleview Partners, LLC | – | – | – | – | Not filed |