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