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, Q3 2022
Institutional positions in Nuveen Intermediate Duration Municipal Term Fund as of Sep 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
- 72
- +6 vs. Q2 2022
- Shares held
- 9.51M
- +753.3K (+8.6%) vs. Q2 2022
- Total value
- $117.6M
- +$3.80M (+3.3%) vs. Q2 2022
- New holders
- 12
- 24 more added
- Sold out
- 6
- 15 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Nuveen Intermediate Duration Municipal Term Fund; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,654,670 | $32.8M | 0.00% | +158,437+6.3% | Added |
| Allspring Global Investments Holdings, LLC | 1,322,051 | $16.4M | 0.03% | +35,367+2.7% | Added |
| Guggenheim Capital LLC | 574,700 | $7.11M | 0.07% | +74,815+15.0% | Added |
| HighTower Advisors, LLC | 492,659 | $6.10M | 0.02% | +7,797+1.6% | Added |
| Bank of America Corp | 412,525 | $5.10M | 0.00% | +23,476+6.0% | Added |
| Wells Fargo & Company | 374,692 | $4.63M | 0.00% | −11,749−3.0% | Reduced |
| UBS Group AG | 368,072 | $4.55M | 0.00% | −21,578−5.5% | Reduced |
| Icon Advisers Inc | 293,607 | $3.63M | 0.99% | +293,607 | New |
| Raymond James & Associates | 271,651 | $3.36M | 0.00% | +36,663+15.6% | Added |
| LPL Financial LLC | 212,566 | $2.63M | 0.00% | −1,971−0.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 187,617 | $2.32M | 0.01% | +25,164+15.5% | Added |
| Kercheville Advisors, LLC | 179,755 | $2.22M | 2.27% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 166,943 | $2.06M | 0.04% | −30,920−15.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 137,020 | $1.70M | 0.09% | +1,340+1.0% | Added |
| Rivernorth Capital Management, LLC | 116,432 | $1.44M | 0.06% | +84,414+263.6% | Added |
| Fca Corp | 103,224 | $1.28M | 0.54% | −4,450−4.1% | Reduced |
| Janney Montgomery Scott LLC | 98,661 | $1.22M | 0.01% | +340+0.3% | Added |
| Advisors Asset Management, Inc. | 90,749 | $1.12M | 0.02% | −937−1.0% | Reduced |
| Royal Bank of Canada | 85,879 | $1.06M | 0.00% | +30,865+56.1% | Added |
| City of London Investment Management Co Ltd | 84,335 | $1.04M | 0.09% | −23,004−21.4% | Reduced |
| Captrust Financial Advisors | 83,245 | $1.03M | 0.01% | +83,245 | New |
| Baird Financial Group, Inc. | 75,812 | $938.0K | 0.00% | +6,163+8.8% | Added |
| Sarissa Consulting LLC | 71,054 | $879.0K | 0.91% | +71,054 | New |
| Integrated Wealth Concepts LLC | 67,496 | $835.0K | 0.03% | +4,840+7.7% | Added |
| Ameriprise Financial Inc | 66,867 | $827.0K | 0.00% | +500+0.8% | Added |
| Kestra Advisory Services, LLC | 58,109 | $719.0K | 0.01% | −1,276−2.1% | Reduced |
| Stifel Financial Corp | 57,007 | $705.0K | 0.00% | −29,956−34.4% | Reduced |
| Commonwealth Equity Services, LLC | 53,927 | $667.0K | 0.00% | −528−1.0% | Reduced |
| Invesco Ltd. | 45,824 | $567.0K | 0.00% | +21,617+89.3% | Added |
| Sterling Investment Advisors, Ltd. | 43,500 | $538.0K | 0.20% | 00.0% | Unchanged |
| Forefront Wealth Management Inc. | 42,643 | $527.0K | 0.73% | −3,013−6.6% | Reduced |
| Rockefeller Capital Management L.P. | 37,694 | $466.0K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 32,214 | $399.0K | 0.01% | +32,214 | New |
| Horizon Kinetics Asset Management LLC | 31,967 | $395.0K | 0.01% | −39,693−55.4% | Reduced |
| Tortoise Investment Management, LLC | 27,198 | $336.0K | 0.07% | −2,000−6.8% | Reduced |
| Advisor Group Holdings, Inc. | 26,276 | $325.0K | 0.00% | +7,411+39.3% | Added |
| XML Financial, LLC | 25,736 | $318.0K | 0.04% | +25,736 | New |
| First Trust Advisors LP | 24,216 | $300.0K | 0.00% | −4,520−15.7% | Reduced |
| Truist Financial Corp | 23,906 | $296.0K | 0.00% | +58+0.2% | Added |
| Encompass Wealth Advisors, LLC | 23,000 | $285.0K | 0.11% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 23,055 | $285.0K | 0.01% | +1,614+7.5% | Added |
| Cypress Wealth Services, LLC | 20,345 | $258.0K | 0.09% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 20,575 | $255.0K | 0.14% | +2,582+14.4% | Added |
| Melone Private Wealth, LLC | 19,580 | $249.0K | 0.22% | +7,603+63.5% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 20,072 | $248.0K | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 18,466 | $228.0K | 0.01% | −695−3.6% | Reduced |
| Raymond James Trust N.A. | 17,372 | $215.0K | 0.01% | +5,372+44.8% | Added |
| Creative Planning | 17,118 | $212.0K | 0.00% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 14,025 | $206.0K | 0.20% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 16,414 | $203.0K | 0.02% | +16,414 | New |
| Capital Investment Advisory Services, LLC | 15,500 | $192.0K | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 15,370 | $190.0K | 0.00% | 00.0% | Unchanged |
| Karpus Management, Inc. | 14,281 | $177.0K | 0.01% | +14,281 | New |
| Magnus Financial Group LLC | 13,739 | $170.0K | 0.03% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 13,100 | $162.0K | 0.00% | +13,100 | New |
| Cetera Advisor Networks LLC | 12,850 | $159.0K | 0.00% | +815+6.8% | Added |
| D.A. Davidson & Co. | 12,311 | $152.0K | 0.00% | +37+0.3% | Added |
| Sigma Planning Corp | 12,000 | $148.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 11,499 | $141.0K | 0.00% | +4,068+54.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,094 | $137.0K | 0.01% | +11,094 | New |
| Western Wealth Management, LLC | 10,488 | $129.0K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 7,711 | $98.0K | 0.06% | 00.0% | Unchanged |
| Sandy Spring Bank | 6,141 | $76.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 6,150 | $76.0K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 5,536 | $68.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,237 | $28.0K | 0.01% | +2,237 | New |
| Westside Investment Management, Inc. | 1,400 | $17.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 825 | $10.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 250 | $3.28K | 0.00% | +250 | New |
| CWM, LLC | 180 | $2.00K | 0.00% | +180 | New |
| Creative Financial Designs Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −143,221−100.0% | Sold out |
| QP Wealth Management, LLC | 0 | $0 | 0.00% | −10,975−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,321−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −9,600−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −1,070−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | – | Sold out |
| B. Riley Wealth Management, Inc. | – | – | – | – | Not filed |