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, Q2 2022
Institutional positions in Nuveen Intermediate Duration Municipal Term Fund as of Jun 30, 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
- 67
- −1 vs. Q1 2022
- Shares held
- 8.78M
- +147.3K (+1.7%) vs. Q1 2022
- Total value
- $114.2M
- −$5.38M (−4.5%) vs. Q1 2022
- New holders
- 8
- 15 more added
- Sold out
- 9
- 23 more reduced
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Nuveen Intermediate Duration Municipal Term Fund; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,496,233 | $32.5M | 0.00% | +214,700+9.4% | Added |
| Allspring Global Investments Holdings, LLC | 1,286,684 | $16.7M | 0.03% | +30,323+2.4% | Added |
| Guggenheim Capital LLC | 499,885 | $6.50M | 0.05% | +20,187+4.2% | Added |
| HighTower Advisors, LLC | 484,862 | $6.32M | 0.02% | −5,406−1.1% | Reduced |
| UBS Group AG | 389,650 | $5.07M | 0.00% | −23,636−5.7% | Reduced |
| Bank of America Corp | 389,049 | $5.06M | 0.00% | +49,626+14.6% | Added |
| Wells Fargo & Company | 386,441 | $5.02M | 0.00% | −24,297−5.9% | Reduced |
| Raymond James & Associates | 234,988 | $3.06M | 0.00% | −7,093−2.9% | Reduced |
| LPL Financial LLC | 214,537 | $2.79M | 0.00% | −3,838−1.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 197,863 | $2.57M | 0.05% | −54,233−21.5% | Reduced |
| Kercheville Advisors, LLC | 179,755 | $2.34M | 1.53% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 162,453 | $2.11M | 0.00% | −20,745−11.3% | Reduced |
| Van Eck Associates Corp | 143,221 | $1.86M | 0.00% | −52,252−26.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 135,680 | $1.76M | 0.08% | 00.0% | Unchanged |
| Fca Corp | 107,674 | $1.40M | 0.55% | −1,684−1.5% | Reduced |
| City of London Investment Management Co Ltd | 107,339 | $1.39M | 0.10% | +107,339 | New |
| Janney Montgomery Scott LLC | 98,321 | $1.28M | 0.01% | −56,032−36.3% | Reduced |
| Advisors Asset Management, Inc. | 91,686 | $1.19M | 0.02% | +91,686 | New |
| Stifel Financial Corp | 86,963 | $1.13M | 0.00% | −176−0.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 71,660 | $932.0K | 0.02% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 69,649 | $905.0K | 0.00% | +922+1.3% | Added |
| Ameriprise Financial Inc | 66,367 | $863.0K | 0.00% | +28,833+76.8% | Added |
| Integrated Wealth Concepts LLC | 62,656 | $815.0K | 0.03% | −5,734−8.4% | Reduced |
| Kestra Advisory Services, LLC | 59,385 | $772.0K | 0.01% | −11,993−16.8% | Reduced |
| Royal Bank of Canada | 55,014 | $715.0K | 0.00% | −8,678−13.6% | Reduced |
| Commonwealth Equity Services, LLC | 54,455 | $707.0K | 0.00% | +8,594+18.7% | Added |
| Forefront Wealth Management Inc. | 45,656 | $594.0K | 0.80% | −7,370−13.9% | Reduced |
| Sterling Investment Advisors, Ltd. | 43,500 | $566.0K | 0.19% | −3,000−6.5% | Reduced |
| Rockefeller Capital Management L.P. | 37,694 | $490.0K | 0.00% | +810+2.2% | Added |
| Rivernorth Capital Management, LLC | 32,018 | $416.0K | 0.02% | −1,709−5.1% | Reduced |
| B. Riley Wealth Management, Inc. | 29,735 | $387.0K | 0.04% | +29,735 | New |
| Tortoise Investment Management, LLC | 29,198 | $380.0K | 0.07% | −1,999−6.4% | Reduced |
| First Trust Advisors LP | 28,736 | $374.0K | 0.00% | −14,875−34.1% | Reduced |
| Invesco Ltd. | 24,207 | $315.0K | 0.00% | +24,207 | New |
| Truist Financial Corp | 23,848 | $310.0K | 0.00% | −3,943−14.2% | Reduced |
| Encompass Wealth Advisors, LLC | 23,000 | $299.0K | 0.11% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 21,441 | $278.0K | 0.01% | +138+0.6% | Added |
| Cypress Wealth Services, LLC | 20,345 | $264.0K | 0.08% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 20,072 | $261.0K | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 19,161 | $249.0K | 0.02% | +612+3.3% | Added |
| Advisor Group Holdings, Inc. | 18,865 | $245.0K | 0.00% | +688+3.8% | Added |
| Secure Asset Management, LLC | 17,993 | $234.0K | 0.13% | +504+2.9% | Added |
| Creative Planning | 17,118 | $223.0K | 0.00% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 14,025 | $206.0K | 0.20% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 15,500 | $202.0K | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 15,370 | $200.0K | 0.00% | +3,539+29.9% | Added |
| Magnus Financial Group LLC | 13,739 | $179.0K | 0.03% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 12,274 | $160.0K | 0.00% | +36+0.3% | Added |
| Melone Private Wealth, LLC | 11,977 | $158.0K | 0.13% | +11,977 | New |
| Cetera Advisor Networks LLC | 12,035 | $156.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 12,000 | $156.0K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 12,000 | $156.0K | 0.01% | 00.0% | Unchanged |
| QP Wealth Management, LLC | 10,975 | $143.0K | 0.20% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 10,488 | $139.0K | 0.01% | −3,979−27.5% | Reduced |
| Susquehanna International Group, LLP | 10,321 | $134.0K | 0.00% | +10,321 | New |
| SeaCrest Wealth Management, LLC | 9,600 | $125.0K | 0.02% | +9,600 | New |
| Kozak & Associates, Inc. | 7,711 | $100.0K | 0.07% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,431 | $96.0K | 0.00% | +1,305+21.3% | Added |
| Sandy Spring Bank | 6,141 | $80.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 6,150 | $80.0K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 5,536 | $72.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,400 | $18.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,070 | $14.0K | 0.00% | −1,070−50.0% | Reduced |
| Parallel Advisors, LLC | 825 | $11.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $4.00K | 0.00% | – | New |
| Creative Financial Designs Inc | 3 | $0 | 0.00% | −897−99.7% | Reduced |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −85,876−100.0% | Sold out |
| XML Financial, LLC | 0 | $0 | 0.00% | −25,736−100.0% | Sold out |
| Beacon Financial Advisory LLC | 0 | $0 | 0.00% | −24,036−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Carson Advisory Inc. | 0 | $0 | 0.00% | −11,759−100.0% | Sold out |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Clear Harbor Asset Management, LLC | 0 | $0 | 0.00% | −10,260−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −1,828−100.0% | Sold out |
| RPg Family Wealth Advisory, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |