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