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.
Q2 2022 vs. Q1 2022
How the institutions holding Nuveen Intermediate Duration Municipal Term Fund changed between Q1 2022 and Q2 2022.
All holders in Q2 2022All holders in Q1 2022
| Measure | Q1 2022 | Q2 2022 | Change |
|---|---|---|---|
| Holders | 68 | 67 | −1 |
| Shares | 8.63M | 8.78M | +147.3K (+1.7%) |
| Value | $119.6M | $114.2M | −$5.38M (−4.5%) |
New holders (8)
Institutions that held Nuveen Intermediate Duration Municipal Term Fund at the end of Q2 2022 but not at the end of Q1 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| City of London Investment Management Co Ltd | 107,339 | $1.39M | 0.10% |
| Advisors Asset Management, Inc. | 91,686 | $1.19M | 0.02% |
| B. Riley Wealth Management, Inc. | 29,735 | $387.0K | 0.04% |
| Invesco Ltd. | 24,207 | $315.0K | 0.00% |
| Melone Private Wealth, LLC | 11,977 | $158.0K | 0.13% |
| Susquehanna International Group, LLP | 10,321 | $134.0K | 0.00% |
| SeaCrest Wealth Management, LLC | 9,600 | $125.0K | 0.02% |
| Huntington National Bank | – | $4.00K | 0.00% |
Sold out (9)
Institutions that held Nuveen Intermediate Duration Municipal Term Fund at the end of Q1 2022 and filed for Q2 2022 without it.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Sit Investment Associates Inc | 85,876 | $1.19M |
| XML Financial, LLC | 25,736 | $356.0K |
| Beacon Financial Advisory LLC | 24,036 | $333.0K |
| Advisory Services Network, LLC | 14,000 | $194.0K |
| Carson Advisory Inc. | 11,759 | $163.0K |
| San Luis Wealth Advisors LLC | 10,000 | $149.0K |
| Clear Harbor Asset Management, LLC | 10,260 | $142.0K |
| Herold Advisors, Inc. | 1,828 | $25.3K |
| RPg Family Wealth Advisory, LLC | 250 | $3.47K |