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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 114 | $2.00K | 0.00% | +114 | New |
| 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 |
| Herold Advisors, Inc. | 1,808 | $26.0K | 0.01% | +1,808 | New |
| Spire Wealth Management | 2,140 | $32.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 5,536 | $81.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,942 | $87.0K | 0.00% | −1,179−16.6% | Reduced |
| Sandy Spring Bank | 6,141 | $90.0K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 7,711 | $114.0K | 0.07% | +7,711 | New |
| San Luis Wealth Advisors LLC | 10,000 | $147.0K | 0.08% | +10,000 | New |
| Sigma Planning Corp | 10,200 | $150.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 12,000 | $177.0K | 0.01% | −1,312−9.9% | Reduced |
| Cetera Advisor Networks LLC | 12,397 | $182.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 12,964 | $190.8K | 0.01% | +118+0.9% | Added |
| DCM Advisors, LLC | 13,045 | $192.0K | 0.07% | +10+0.1% | Added |
| Transcend Wealth Collective, LLC | 13,253 | $195.0K | 0.02% | +33+0.2% | Added |
| QP Wealth Management, LLC | 13,675 | $201.0K | 0.22% | −200−1.4% | Reduced |
| Magnus Financial Group LLC | 13,739 | $202.0K | 0.04% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 14,025 | $206.0K | 0.20% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 15,294 | $225.0K | 0.11% | −3,179−17.2% | Reduced |
| Capital Investment Advisory Services, LLC | 15,500 | $228.0K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 16,954 | $249.0K | 0.00% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 20,072 | $295.0K | 0.01% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 20,345 | $299.0K | 0.09% | 00.0% | Unchanged |
| Creative Planning | 21,335 | $314.0K | 0.00% | +21,335 | New |
| Encompass Wealth Advisors, LLC | 23,000 | $338.0K | 0.09% | 00.0% | Unchanged |
| Truist Financial Corp | 27,688 | $408.0K | 0.00% | −3,238−10.5% | Reduced |
| Advisory Services Network, LLC | 34,000 | $500.0K | 0.02% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 34,534 | $508.0K | 0.00% | +2,500+7.8% | Added |
| XML Financial, LLC | 35,736 | $526.0K | 0.07% | +35,736 | New |
| Tortoise Investment Management, LLC | 41,798 | $615.0K | 0.12% | −19,225−31.5% | Reduced |
| Rockefeller Capital Management L.P. | 42,168 | $620.0K | 0.00% | +27,808+193.6% | Added |
| First Trust Advisors LP | 44,749 | $659.0K | 0.00% | +6,389+16.7% | Added |
| Integrated Wealth Concepts LLC | 46,486 | $684.0K | 0.02% | −1,734−3.6% | Reduced |
| Commonwealth Equity Services, LLC | 50,095 | $737.0K | 0.00% | +4,272+9.3% | Added |
| Sit Investment Associates Inc | 54,502 | $802.0K | 0.02% | +54,502 | New |
| Sterling Investment Advisors, Ltd. | 55,500 | $817.0K | 0.24% | −2,000−3.5% | Reduced |
| Stifel Financial Corp | 65,397 | $963.0K | 0.00% | +47+0.1% | Added |
| Royal Bank of Canada | 66,600 | $980.0K | 0.00% | −9,449−12.4% | Reduced |
| Baird Financial Group, Inc. | 70,003 | $1.03M | 0.00% | −854−1.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 71,660 | $1.05M | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 97,619 | $1.44M | 0.01% | +12,940+15.3% | Added |
| Advisors Asset Management, Inc. | 98,525 | $1.45M | 0.02% | −1,421−1.4% | Reduced |
| Fca Corp | 115,039 | $1.69M | 0.51% | −5,750−4.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 138,680 | $2.04M | 0.09% | +138,680 | New |
| Janney Montgomery Scott LLC | 163,405 | $2.40M | 0.01% | −16,721−9.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 173,479 | $2.55M | 0.01% | +7,158+4.3% | Added |
| Kercheville Advisors, LLC | 179,755 | $2.65M | 1.25% | −5,000−2.7% | Reduced |
| LPL Financial LLC | 191,949 | $2.83M | 0.00% | +10,749+5.9% | Added |
| Van Eck Associates Corp | 222,362 | $3.27M | 0.01% | +3,148+1.4% | Added |
| Steward Partners Investment Advisory, LLC | 274,525 | $4.04M | 0.07% | −3,305−1.2% | Reduced |
| Raymond James & Associates | 284,547 | $4.19M | 0.00% | −61,552−17.8% | Reduced |
| Bank of America Corp | 311,311 | $4.58M | 0.00% | −7,392−2.3% | Reduced |
| HighTower Advisors, LLC | 492,357 | $7.24M | 0.02% | +1,045+0.2% | Added |
| UBS Group AG | 528,788 | $7.78M | 0.00% | −59,324−10.1% | Reduced |
| Guggenheim Capital LLC | 536,576 | $7.90M | 0.05% | +22,017+4.3% | Added |
| Wells Fargo & Company | 1,766,646 | $26.0M | 0.01% | −185,622−9.5% | Reduced |
| Morgan Stanley | 2,191,502 | $32.3M | 0.00% | +1,149+0.1% | Added |
| 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 |