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, Q4 2021
Institutional positions in Nuveen Intermediate Duration Municipal Term Fund as of Dec 31, 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
- 63
- +4 vs. Q3 2021
- Shares held
- 8.62M
- −177.7K (−2.0%) vs. Q3 2021
- Total value
- $128.2M
- −$1.27M (−1.0%) vs. Q3 2021
- New holders
- 10
- 16 more added
- Sold out
- 6
- 18 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Nuveen Intermediate Duration Municipal Term Fund; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,200,664 | $32.8M | 0.00% | +9,162+0.4% | Added |
| Allspring Global Investments Holdings, LLC | 1,244,355 | $18.6M | 0.02% | +1,244,355 | New |
| Guggenheim Capital LLC | 482,735 | $7.20M | 0.04% | −53,841−10.0% | Reduced |
| HighTower Advisors, LLC | 477,994 | $7.13M | 0.02% | −14,363−2.9% | Reduced |
| UBS Group AG | 476,322 | $7.11M | 0.00% | −52,466−9.9% | Reduced |
| Wells Fargo & Company | 385,210 | $5.75M | 0.00% | −1,381,436−78.2% | Reduced |
| Bank of America Corp | 315,457 | $4.71M | 0.00% | +4,146+1.3% | Added |
| Steward Partners Investment Advisory, LLC | 272,322 | $4.06M | 0.06% | −2,203−0.8% | Reduced |
| Raymond James & Associates | 242,268 | $3.62M | 0.00% | −42,279−14.9% | Reduced |
| Van Eck Associates Corp | 194,500 | $2.90M | 0.01% | −27,862−12.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 185,883 | $2.77M | 0.01% | +12,404+7.2% | Added |
| LPL Financial LLC | 185,771 | $2.77M | 0.00% | −6,178−3.2% | Reduced |
| Kercheville Advisors, LLC | 179,755 | $2.68M | 1.17% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 146,304 | $2.18M | 0.01% | −17,101−10.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 138,680 | $2.07M | 0.08% | 00.0% | Unchanged |
| Fca Corp | 107,894 | $1.61M | 0.55% | −7,145−6.2% | Reduced |
| Advisors Asset Management, Inc. | 97,619 | $1.46M | 0.02% | −906−0.9% | Reduced |
| Sit Investment Associates Inc | 85,876 | $1.28M | 0.03% | +31,374+57.6% | Added |
| Kestra Advisory Services, LLC | 79,556 | $1.19M | 0.01% | −18,063−18.5% | Reduced |
| Integrated Wealth Concepts LLC | 73,087 | $1.09M | 0.03% | +26,601+57.2% | Added |
| Horizon Kinetics Asset Management LLC | 71,660 | $1.07M | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 70,685 | $1.05M | 0.00% | +4,085+6.1% | Added |
| Baird Financial Group, Inc. | 68,660 | $1.02M | 0.00% | −1,343−1.9% | Reduced |
| Stifel Financial Corp | 66,724 | $996.0K | 0.00% | +1,327+2.0% | Added |
| Sterling Investment Advisors, Ltd. | 55,500 | $828.0K | 0.23% | 00.0% | Unchanged |
| Forefront Wealth Management Inc. | 53,099 | $792.0K | 0.76% | +53,099 | New |
| Commonwealth Equity Services, LLC | 46,445 | $692.0K | 0.00% | −3,650−7.3% | Reduced |
| First Trust Advisors LP | 44,865 | $669.0K | 0.00% | +116+0.3% | Added |
| Tortoise Investment Management, LLC | 37,398 | $558.0K | 0.10% | −4,400−10.5% | Reduced |
| Rockefeller Capital Management L.P. | 37,151 | $554.0K | 0.00% | −5,017−11.9% | Reduced |
| XML Financial, LLC | 35,736 | $533.0K | 0.06% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 34,534 | $515.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 34,000 | $507.0K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 27,756 | $414.0K | 0.00% | +68+0.2% | Added |
| Beacon Financial Advisory LLC | 23,881 | $356.0K | 0.16% | +23,881 | New |
| Encompass Wealth Advisors, LLC | 23,000 | $343.0K | 0.08% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 20,345 | $304.0K | 0.08% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 20,072 | $299.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 18,724 | $280.0K | 0.00% | +1,770+10.4% | Added |
| Secure Asset Management, LLC | 18,069 | $270.0K | 0.11% | +2,775+18.1% | Added |
| Creative Planning | 17,118 | $255.0K | 0.00% | −4,217−19.8% | Reduced |
| Capital Investment Advisory Services, LLC | 15,500 | $231.0K | 0.03% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 14,025 | $209.0K | 0.17% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 13,739 | $205.0K | 0.04% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 13,270 | $198.0K | 0.02% | +17+0.1% | Added |
| Snowden Capital Advisors LLC | 13,128 | $195.0K | 0.01% | +164+1.3% | Added |
| Cetera Advisor Networks LLC | 12,397 | $185.0K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 12,215 | $182.0K | 0.00% | +12,215 | New |
| Column Capital Advisors, LLC | 12,150 | $181.0K | 0.03% | +12,150 | New |
| Raymond James Trust N.A. | 12,000 | $179.0K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 11,831 | $177.0K | 0.00% | +11,831 | New |
| Carson Advisory Inc. | 11,724 | $175.0K | 0.18% | +11,724 | New |
| QP Wealth Management, LLC | 10,975 | $164.0K | 0.17% | −2,700−19.7% | Reduced |
| Sigma Planning Corp | 10,638 | $159.0K | 0.00% | +438+4.3% | Added |
| Northwestern Mutual Wealth Management Co | 7,668 | $114.0K | 0.00% | +1,726+29.0% | Added |
| Kozak & Associates, Inc. | 7,711 | $109.0K | 0.07% | 00.0% | Unchanged |
| Sandy Spring Bank | 6,141 | $92.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 5,536 | $79.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 3,775 | $56.0K | 0.00% | +1,635+76.4% | Added |
| Plante Moran Financial Advisors, LLC | 1,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 825 | $12.0K | 0.00% | +825 | New |
| TAP Consulting, LLC | 556 | $8.00K | 0.00% | +556 | New |
| Castleview Partners, LLC | 24,916 | – | – | +24,916 | New |
| DCM Advisors, LLC | 0 | $0 | 0.00% | −13,045−100.0% | Sold out |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −1,808−100.0% | Sold out |
| Phoenix Wealth Advisors | 0 | $0 | 0.00% | −773−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −114−100.0% | Sold out |