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 |
|---|---|---|---|---|---|
| Creative Financial Designs Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 180 | $2.00K | 0.00% | +180 | New |
| Barrett & Company, Inc. | 250 | $3.28K | 0.00% | +250 | New |
| FNY Investment Advisers, LLC | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 825 | $10.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,400 | $17.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,237 | $28.0K | 0.01% | +2,237 | New |
| City Holding Co | 5,536 | $68.0K | 0.01% | 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 |
| Kozak & Associates, Inc. | 7,711 | $98.0K | 0.06% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 10,488 | $129.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,094 | $137.0K | 0.01% | +11,094 | New |
| Northwestern Mutual Wealth Management Co | 11,499 | $141.0K | 0.00% | +4,068+54.7% | Added |
| Sigma Planning Corp | 12,000 | $148.0K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 12,311 | $152.0K | 0.00% | +37+0.3% | Added |
| Cetera Advisor Networks LLC | 12,850 | $159.0K | 0.00% | +815+6.8% | Added |
| Equitable Holdings, Inc. | 13,100 | $162.0K | 0.00% | +13,100 | New |
| Magnus Financial Group LLC | 13,739 | $170.0K | 0.03% | 00.0% | Unchanged |
| Karpus Management, Inc. | 14,281 | $177.0K | 0.01% | +14,281 | New |
| Oppenheimer & Co Inc | 15,370 | $190.0K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 15,500 | $192.0K | 0.02% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 16,414 | $203.0K | 0.02% | +16,414 | New |
| Altus Wealth Group LLC | 14,025 | $206.0K | 0.20% | 00.0% | Unchanged |
| Creative Planning | 17,118 | $212.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 17,372 | $215.0K | 0.01% | +5,372+44.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 18,466 | $228.0K | 0.01% | −695−3.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 20,072 | $248.0K | 0.01% | 00.0% | Unchanged |
| Melone Private Wealth, LLC | 19,580 | $249.0K | 0.22% | +7,603+63.5% | Added |
| Secure Asset Management, LLC | 20,575 | $255.0K | 0.14% | +2,582+14.4% | Added |
| Cypress Wealth Services, LLC | 20,345 | $258.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| Truist Financial Corp | 23,906 | $296.0K | 0.00% | +58+0.2% | Added |
| First Trust Advisors LP | 24,216 | $300.0K | 0.00% | −4,520−15.7% | Reduced |
| XML Financial, LLC | 25,736 | $318.0K | 0.04% | +25,736 | New |
| Advisor Group Holdings, Inc. | 26,276 | $325.0K | 0.00% | +7,411+39.3% | Added |
| Tortoise Investment Management, LLC | 27,198 | $336.0K | 0.07% | −2,000−6.8% | Reduced |
| Horizon Kinetics Asset Management LLC | 31,967 | $395.0K | 0.01% | −39,693−55.4% | Reduced |
| National Asset Management, Inc. | 32,214 | $399.0K | 0.01% | +32,214 | New |
| Rockefeller Capital Management L.P. | 37,694 | $466.0K | 0.00% | 00.0% | Unchanged |
| Forefront Wealth Management Inc. | 42,643 | $527.0K | 0.73% | −3,013−6.6% | Reduced |
| Sterling Investment Advisors, Ltd. | 43,500 | $538.0K | 0.20% | 00.0% | Unchanged |
| Invesco Ltd. | 45,824 | $567.0K | 0.00% | +21,617+89.3% | Added |
| Commonwealth Equity Services, LLC | 53,927 | $667.0K | 0.00% | −528−1.0% | Reduced |
| Stifel Financial Corp | 57,007 | $705.0K | 0.00% | −29,956−34.4% | Reduced |
| Kestra Advisory Services, LLC | 58,109 | $719.0K | 0.01% | −1,276−2.1% | Reduced |
| Ameriprise Financial Inc | 66,867 | $827.0K | 0.00% | +500+0.8% | Added |
| Integrated Wealth Concepts LLC | 67,496 | $835.0K | 0.03% | +4,840+7.7% | Added |
| Sarissa Consulting LLC | 71,054 | $879.0K | 0.91% | +71,054 | New |
| Baird Financial Group, Inc. | 75,812 | $938.0K | 0.00% | +6,163+8.8% | Added |
| Captrust Financial Advisors | 83,245 | $1.03M | 0.01% | +83,245 | New |
| City of London Investment Management Co Ltd | 84,335 | $1.04M | 0.09% | −23,004−21.4% | Reduced |
| Royal Bank of Canada | 85,879 | $1.06M | 0.00% | +30,865+56.1% | Added |
| Advisors Asset Management, Inc. | 90,749 | $1.12M | 0.02% | −937−1.0% | Reduced |
| Janney Montgomery Scott LLC | 98,661 | $1.22M | 0.01% | +340+0.3% | Added |
| Fca Corp | 103,224 | $1.28M | 0.54% | −4,450−4.1% | Reduced |
| Rivernorth Capital Management, LLC | 116,432 | $1.44M | 0.06% | +84,414+263.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 137,020 | $1.70M | 0.09% | +1,340+1.0% | Added |
| Steward Partners Investment Advisory, LLC | 166,943 | $2.06M | 0.04% | −30,920−15.6% | Reduced |
| Kercheville Advisors, LLC | 179,755 | $2.22M | 2.27% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 187,617 | $2.32M | 0.01% | +25,164+15.5% | Added |
| LPL Financial LLC | 212,566 | $2.63M | 0.00% | −1,971−0.9% | Reduced |
| Raymond James & Associates | 271,651 | $3.36M | 0.00% | +36,663+15.6% | Added |
| Icon Advisers Inc | 293,607 | $3.63M | 0.99% | +293,607 | New |
| UBS Group AG | 368,072 | $4.55M | 0.00% | −21,578−5.5% | Reduced |
| Wells Fargo & Company | 374,692 | $4.63M | 0.00% | −11,749−3.0% | Reduced |
| Bank of America Corp | 412,525 | $5.10M | 0.00% | +23,476+6.0% | Added |
| HighTower Advisors, LLC | 492,659 | $6.10M | 0.02% | +7,797+1.6% | Added |
| Guggenheim Capital LLC | 574,700 | $7.11M | 0.07% | +74,815+15.0% | Added |
| Allspring Global Investments Holdings, LLC | 1,322,051 | $16.4M | 0.03% | +35,367+2.7% | Added |
| Morgan Stanley | 2,654,670 | $32.8M | 0.00% | +158,437+6.3% | Added |
| 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 |