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