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, Q1 2022
Institutional positions in Nuveen Intermediate Duration Municipal Term Fund as of Mar 31, 2022. 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
- 68
- +5 vs. Q4 2021
- Shares held
- 8.63M
- +15.4K (+0.2%) vs. Q4 2021
- Total value
- $119.6M
- −$8.62M (−6.7%) vs. Q4 2021
- New holders
- 10
- 18 more added
- Sold out
- 5
- 23 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Nuveen Intermediate Duration Municipal Term Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,281,533 | $31.6M | 0.00% | +80,869+3.7% | Added |
| Allspring Global Investments Holdings, LLC | 1,256,361 | $17.4M | 0.02% | +12,006+1.0% | Added |
| HighTower Advisors, LLC | 490,268 | $6.79M | 0.02% | +12,274+2.6% | Added |
| Guggenheim Capital LLC | 479,698 | $6.64M | 0.04% | −3,037−0.6% | Reduced |
| UBS Group AG | 413,286 | $5.72M | 0.00% | −63,036−13.2% | Reduced |
| Wells Fargo & Company | 410,738 | $5.69M | 0.00% | +25,528+6.6% | Added |
| Bank of America Corp | 339,423 | $4.70M | 0.00% | +23,966+7.6% | Added |
| Steward Partners Investment Advisory, LLC | 252,096 | $3.49M | 0.05% | −20,226−7.4% | Reduced |
| Raymond James & Associates | 242,081 | $3.35M | 0.00% | −187−0.1% | Reduced |
| LPL Financial LLC | 218,375 | $3.02M | 0.00% | +32,604+17.6% | Added |
| Van Eck Associates Corp | 195,473 | $2.71M | 0.01% | +973+0.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 183,198 | $2.54M | 0.00% | −2,685−1.4% | Reduced |
| Kercheville Advisors, LLC | 179,755 | $2.49M | 1.18% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 154,353 | $2.14M | 0.01% | +8,049+5.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 135,680 | $1.88M | 0.07% | −3,000−2.2% | Reduced |
| Fca Corp | 109,358 | $1.51M | 0.53% | +1,464+1.4% | Added |
| Stifel Financial Corp | 87,139 | $1.21M | 0.00% | +20,415+30.6% | Added |
| Sit Investment Associates Inc | 85,876 | $1.19M | 0.03% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 71,660 | $992.0K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 71,378 | $989.0K | 0.01% | −8,178−10.3% | Reduced |
| Baird Financial Group, Inc. | 68,727 | $952.0K | 0.00% | +67+0.1% | Added |
| Integrated Wealth Concepts LLC | 68,390 | $947.0K | 0.03% | −4,697−6.4% | Reduced |
| Royal Bank of Canada | 63,692 | $882.0K | 0.00% | −6,993−9.9% | Reduced |
| Forefront Wealth Management Inc. | 53,026 | $734.0K | 0.73% | −73−0.1% | Reduced |
| Sterling Investment Advisors, Ltd. | 46,500 | $644.0K | 0.18% | −9,000−16.2% | Reduced |
| Commonwealth Equity Services, LLC | 45,861 | $635.0K | 0.00% | −584−1.3% | Reduced |
| First Trust Advisors LP | 43,611 | $604.0K | 0.00% | −1,254−2.8% | Reduced |
| Ameriprise Financial Inc | 37,534 | $520.0K | 0.00% | +3,000+8.7% | Added |
| Rockefeller Capital Management L.P. | 36,884 | $510.0K | 0.00% | −267−0.7% | Reduced |
| Rivernorth Capital Management, LLC | 33,727 | $467.0K | 0.02% | +33,727 | New |
| Tortoise Investment Management, LLC | 31,197 | $432.0K | 0.08% | −6,201−16.6% | Reduced |
| Truist Financial Corp | 27,791 | $385.0K | 0.00% | +35+0.1% | Added |
| XML Financial, LLC | 25,736 | $356.0K | 0.04% | −10,000−28.0% | Reduced |
| Beacon Financial Advisory LLC | 24,036 | $333.0K | 0.16% | +155+0.6% | Added |
| Encompass Wealth Advisors, LLC | 23,000 | $319.0K | 0.08% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 21,303 | $295.0K | 0.01% | +8,175+62.3% | Added |
| Cypress Wealth Services, LLC | 20,345 | $282.0K | 0.08% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 20,072 | $266.0K | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 18,549 | $257.0K | 0.01% | +18,549 | New |
| Advisor Group Holdings, Inc. | 18,177 | $251.0K | 0.00% | −547−2.9% | Reduced |
| Secure Asset Management, LLC | 17,489 | $242.0K | 0.11% | −580−3.2% | Reduced |
| Creative Planning | 17,118 | $237.0K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 15,500 | $215.0K | 0.02% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 14,467 | $200.0K | 0.01% | +14,467 | New |
| Advisory Services Network, LLC | 14,000 | $194.0K | 0.01% | −20,000−58.8% | Reduced |
| Altus Wealth Group LLC | 14,025 | $194.0K | 0.16% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 13,739 | $190.0K | 0.03% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 12,238 | $170.0K | 0.00% | +23+0.2% | Added |
| Cetera Advisor Networks LLC | 12,035 | $167.0K | 0.00% | −362−2.9% | Reduced |
| Raymond James Trust N.A. | 12,000 | $166.0K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 12,000 | $166.0K | 0.00% | +1,362+12.8% | Added |
| Oppenheimer & Co Inc | 11,831 | $164.0K | 0.00% | 00.0% | Unchanged |
| Carson Advisory Inc. | 11,759 | $163.0K | 0.16% | +35+0.3% | Added |
| QP Wealth Management, LLC | 10,975 | $152.0K | 0.17% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 10,000 | $149.0K | 0.07% | +10,000 | New |
| Clear Harbor Asset Management, LLC | 10,260 | $142.0K | 0.02% | +10,260 | New |
| Kozak & Associates, Inc. | 7,711 | $109.0K | 0.07% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 6,150 | $85.0K | 0.02% | −6,000−49.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,126 | $85.0K | 0.00% | −1,542−20.1% | Reduced |
| Sandy Spring Bank | 6,141 | $85.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 5,536 | $77.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 2,140 | $30.0K | 0.00% | −1,635−43.3% | Reduced |
| Herold Advisors, Inc. | 1,828 | $25.3K | 0.01% | +1,828 | New |
| Westside Investment Management, Inc. | 1,400 | $19.0K | 0.00% | +1,400 | New |
| Creative Financial Designs Inc | 900 | $12.0K | 0.00% | +900 | New |
| Parallel Advisors, LLC | 825 | $11.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 500 | $6.00K | 0.01% | +500 | New |
| RPg Family Wealth Advisory, LLC | 250 | $3.47K | 0.00% | +250 | New |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −97,619−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −13,270−100.0% | Sold out |
| TAP Consulting, LLC | 0 | $0 | 0.00% | −556−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −24,916−100.0% | Sold out |