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Nuveen Intermediate Duration Municipal Term Fund

NIDDelisted Mar 31, 2023

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.

Q3 2021 vs. Q2 2021

How the institutions holding Nuveen Intermediate Duration Municipal Term Fund changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of NID: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders59359+3
Shares9.02M155.5K8.80M−66.1K (−0.7%)
Value$135.1M$2.33M$129.5M−$3.28M (−2.5%)

3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (8)

Institutions that held Nuveen Intermediate Duration Municipal Term Fund at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to NID in Q3 2021
InstitutionSharesValue% of portfolio
U.S. Capital Wealth Advisors, LLC138,680$2.04M0.09%
Sit Investment Associates Inc54,502$802.0K0.02%
XML Financial, LLC35,736$526.0K0.07%
Creative Planning21,335$314.0K0.00%
San Luis Wealth Advisors LLC10,000$147.0K0.08%
Kozak & Associates, Inc.7,711$114.0K0.07%
Herold Advisors, Inc.1,808$26.0K0.01%
Tower Research Capital LLC (TRC)114$2.00K0.00%

Sold out (5)

Institutions that held Nuveen Intermediate Duration Municipal Term Fund at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of NID in Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Rivernorth Capital Management, LLC14,978$224.0K
National Asset Management, Inc.10,887$164.0K
Arlington Capital Management, Inc.10,405$156.0K
The PNC Financial Services Group, Inc.8,800$132.0K
Creative Financial Designs Inc1,800$27.0K

Not filed for Q3 2021 yet (3)

Institutions that held Nuveen Intermediate Duration Municipal Term Fund at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding NID in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Usca Ria LLC138,680$2.08M
Western Wealth Management, LLC15,106$227.0K
Castleview Partners, LLC1,670$25.0K