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, Q4 2022
Institutional positions in Nuveen Intermediate Duration Municipal Term Fund as of Dec 31, 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
- 80
- +9 vs. Q3 2022
- Shares held
- 10.6M
- +1.12M (+11.9%) vs. Q3 2022
- Total value
- $138.4M
- +$21.7M (+18.6%) vs. Q3 2022
- New holders
- 14
- 22 more added
- Sold out
- 5
- 23 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Nuveen Intermediate Duration Municipal Term Fund; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,869,666 | $37.7M | 0.00% | +214,996+8.1% | Added |
| Allspring Global Investments Holdings, LLC | 1,313,705 | $17.2M | 0.03% | −8,346−0.6% | Reduced |
| Icon Advisers Inc | 638,682 | $8.38M | 2.14% | +345,075+117.5% | Added |
| Guggenheim Capital LLC | 605,427 | $7.94M | 0.07% | +30,727+5.3% | Added |
| Almitas Capital LLC | 444,384 | $5.83M | 2.69% | +444,384 | New |
| HighTower Advisors, LLC | 428,171 | $5.62M | 0.01% | −64,488−13.1% | Reduced |
| Bank of America Corp | 408,646 | $5.36M | 0.00% | −3,879−0.9% | Reduced |
| Wells Fargo & Company | 366,042 | $4.80M | 0.00% | −8,650−2.3% | Reduced |
| UBS Group AG | 325,694 | $4.27M | 0.00% | −42,378−11.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 273,500 | $3.59M | 0.01% | +85,883+45.8% | Added |
| Raymond James & Associates | 259,802 | $3.41M | 0.00% | −11,849−4.4% | Reduced |
| LPL Financial LLC | 206,616 | $2.71M | 0.00% | −5,950−2.8% | Reduced |
| Kercheville Advisors, LLC | 179,755 | $2.36M | 1.63% | 00.0% | Unchanged |
| Captrust Financial Advisors | 171,942 | $2.26M | 0.01% | +88,697+106.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 142,700 | $1.87M | 0.09% | +5,680+4.1% | Added |
| Steward Partners Investment Advisory, LLC | 121,920 | $1.60M | 0.03% | −45,023−27.0% | Reduced |
| Rivernorth Capital Management, LLC | 116,432 | $1.53M | 0.07% | 00.0% | Unchanged |
| Royal Bank of Canada | 113,200 | $1.49M | 0.00% | +27,321+31.8% | Added |
| Fca Corp | 102,534 | $1.35M | 0.54% | −690−0.7% | Reduced |
| Janney Montgomery Scott LLC | 87,316 | $1.15M | 0.00% | −11,345−11.5% | Reduced |
| Karpus Management, Inc. | 76,555 | $1.00M | 0.03% | +62,274+436.1% | Added |
| Baird Financial Group, Inc. | 75,363 | $989.0K | 0.00% | −449−0.6% | Reduced |
| Integrated Wealth Concepts LLC | 72,395 | $950.0K | 0.03% | +4,899+7.3% | Added |
| Secure Asset Management, LLC | 66,502 | $872.5K | 0.31% | +45,927+223.2% | Added |
| Ameriprise Financial Inc | 59,189 | $777.0K | 0.00% | −7,678−11.5% | Reduced |
| Invesco Ltd. | 59,060 | $774.9K | 0.00% | +13,236+28.9% | Added |
| Kestra Advisory Services, LLC | 55,965 | $734.3K | 0.01% | −2,144−3.7% | Reduced |
| Commonwealth Equity Services, LLC | 54,423 | $714.0K | 0.00% | +496+0.9% | Added |
| Stifel Financial Corp | 53,604 | $703.3K | 0.00% | −3,403−6.0% | Reduced |
| City of London Investment Management Co Ltd | 44,467 | $583.6K | 0.05% | −39,868−47.3% | Reduced |
| Sterling Investment Advisors, Ltd. | 43,500 | $570.7K | 0.20% | 00.0% | Unchanged |
| Forefront Wealth Management Inc. | 39,663 | $520.4K | 0.70% | −2,980−7.0% | Reduced |
| Rockefeller Capital Management L.P. | 37,694 | $494.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 36,797 | $483.0K | 0.00% | +10,521+40.0% | Added |
| National Asset Management, Inc. | 32,093 | $421.1K | 0.01% | −121−0.4% | Reduced |
| XML Financial, LLC | 29,086 | $381.6K | 0.05% | +3,350+13.0% | Added |
| Per Stirling Capital Management, LLC. | 27,586 | $361.9K | 0.07% | +27,586 | New |
| Tortoise Investment Management, LLC | 27,198 | $356.8K | 0.06% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 23,174 | $304.0K | 0.32% | +23,174 | New |
| Encompass Wealth Advisors, LLC | 23,000 | $301.8K | 0.11% | 00.0% | Unchanged |
| True North Advisors, LLC | 23,000 | $301.8K | 0.10% | +23,000 | New |
| Raymond James Trust N.A. | 22,372 | $294.0K | 0.01% | +5,000+28.8% | Added |
| Truist Financial Corp | 21,959 | $288.1K | 0.00% | −1,947−8.1% | Reduced |
| Melone Private Wealth, LLC | 20,720 | $271.9K | 0.23% | +1,140+5.8% | Added |
| Cypress Wealth Services, LLC | 20,345 | $266.9K | 0.09% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 20,072 | $263.3K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 18,938 | $248.5K | 0.01% | −4,117−17.9% | Reduced |
| Virtu Financial LLC | 18,219 | $239.0K | 0.03% | +18,219 | New |
| Creative Planning | 18,185 | $238.6K | 0.00% | +1,067+6.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 18,167 | $238.0K | 0.01% | −299−1.6% | Reduced |
| 1607 Capital Partners, LLC | 16,414 | $215.4K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 15,500 | $203.4K | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 15,361 | $201.5K | 0.00% | +3,050+24.8% | Added |
| Garden State Investment Advisory Services LLC | 15,300 | $200.7K | 0.12% | +15,300 | New |
| Equitable Holdings, Inc. | 15,100 | $198.1K | 0.00% | +2,000+15.3% | Added |
| Oppenheimer & Co Inc | 14,862 | $195.0K | 0.00% | −508−3.3% | Reduced |
| Cetera Advisor Networks LLC | 14,559 | $191.0K | 0.00% | +1,709+13.3% | Added |
| Altus Wealth Group LLC | 14,025 | $184.0K | 0.14% | 00.0% | Unchanged |
| Sigma Planning Corp | 13,776 | $180.7K | 0.01% | +1,776+14.8% | Added |
| Magnus Financial Group LLC | 13,739 | $180.3K | 0.03% | 00.0% | Unchanged |
| Carr Financial Group Corp | 12,655 | $166.0K | 0.09% | +12,655 | New |
| First Trust Advisors LP | 11,203 | $147.0K | 0.00% | −13,013−53.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,094 | $145.6K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 9,200 | $120.7K | 0.00% | +9,200 | New |
| Northwestern Mutual Wealth Management Co | 8,403 | $110.2K | 0.00% | −3,096−26.9% | Reduced |
| Kozak & Associates, Inc. | 7,711 | $101.0K | 0.05% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,450 | $97.7K | 0.00% | +7,450 | New |
| Sandy Spring Bank | 6,141 | $80.6K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 5,536 | $72.6K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,237 | $29.3K | 0.01% | 00.0% | Unchanged |
| Romano Brothers and Company | 1,500 | $19.7K | 0.00% | +1,500 | New |
| Westside Investment Management, Inc. | 1,400 | $18.0K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,200 | $16.0K | 0.00% | +1,200 | New |
| Parallel Advisors, LLC | 825 | $10.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 550 | $7.00K | 0.00% | +370+205.6% | Added |
| US Bancorp | 380 | $4.99K | 0.00% | +380 | New |
| Barrett & Company, Inc. | 250 | $3.28K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3 | $40 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,282 | $17 | 0.00% | +1,282 | New |
| FMR LLC | 1 | $13 | 0.00% | +1 | New |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −90,749−100.0% | Sold out |
| Horizon Kinetics Asset Management LLC | 0 | $0 | 0.00% | −31,967−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −10,488−100.0% | Sold out |
| Column Capital Advisors, LLC | 0 | $0 | 0.00% | −6,150−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Sarissa Consulting LLC | – | – | – | – | Not filed |