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, Q1 2023
Institutional positions in Nuveen Intermediate Duration Municipal Term Fund as of Mar 31, 2023. 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
NID is no longer listed, and 13F filings after Q4 2022 list far fewer holders. See Q4 2022
- Institutional holders
- 18
- −62 vs. Q4 2022
- Shares held
- 873.3K
- −9.68M (−91.7%) vs. Q4 2022
- Total value
- $11.4M
- −$127.0M (−91.7%) vs. Q4 2022
- New holders
- 3
- 2 more added
- Sold out
- 65
- 5 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Nuveen Intermediate Duration Municipal Term Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 355,429 | $4.66M | 0.02% | +183,487+106.7% | Added |
| JBF Capital, Inc. | 160,000 | $2.08M | 0.47% | +160,000 | New |
| Janney Montgomery Scott LLC | 84,059 | $1.13M | 0.00% | −3,257−3.7% | Reduced |
| Sterling Investment Advisors, Ltd. | 43,500 | $565.5K | 0.19% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 39,162 | $509.0K | 0.00% | +1,468+3.9% | Added |
| Steward Partners Investment Advisory, LLC | 37,401 | $486.2K | 0.01% | −84,519−69.3% | Reduced |
| National Asset Management, Inc. | 32,093 | $429.7K | 0.01% | 00.0% | Unchanged |
| Fca Corp | 27,355 | $355.6K | 0.13% | −75,179−73.3% | Reduced |
| Encompass Wealth Advisors, LLC | 23,000 | $299.0K | 0.10% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 22,372 | $291.0K | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 18,121 | $236.0K | 0.01% | −46−0.3% | Reduced |
| Advisory Services Network, LLC | 9,200 | $119.6K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,802 | $114.4K | 0.01% | −2,292−20.7% | Reduced |
| Kozak & Associates, Inc. | 7,711 | $100.2K | 0.05% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 3,215 | $43.1K | 0.02% | +3,215 | New |
| Spire Wealth Management | 1,070 | $13.9K | 0.00% | +1,070 | New |
| Parallel Advisors, LLC | 825 | $10.7K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3 | $40 | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 0 | $0 | 0.00% | −2,869,666−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −1,313,705−100.0% | Sold out |
| Icon Advisers Inc | 0 | $0 | 0.00% | −638,682−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −605,427−100.0% | Sold out |
| Almitas Capital LLC | 0 | $0 | 0.00% | −444,384−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −428,171−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −408,646−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −366,042−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −325,694−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −273,500−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −259,802−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −206,616−100.0% | Sold out |
| Kercheville Advisors, LLC | 0 | $0 | 0.00% | −179,755−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −142,700−100.0% | Sold out |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −116,432−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −113,200−100.0% | Sold out |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −76,555−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −75,363−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −72,395−100.0% | Sold out |
| Secure Asset Management, LLC | 0 | $0 | 0.00% | −66,502−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −59,189−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −59,060−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −55,965−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −54,423−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −53,604−100.0% | Sold out |
| City of London Investment Management Co Ltd | 0 | $0 | 0.00% | −44,467−100.0% | Sold out |
| Forefront Wealth Management Inc. | 0 | $0 | 0.00% | −39,663−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −36,797−100.0% | Sold out |
| XML Financial, LLC | 0 | $0 | 0.00% | −29,086−100.0% | Sold out |
| Per Stirling Capital Management, LLC. | 0 | $0 | 0.00% | −27,586−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −27,198−100.0% | Sold out |
| Melfa Wealth Management, LLC | 0 | $0 | 0.00% | −23,174−100.0% | Sold out |
| True North Advisors, LLC | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −21,959−100.0% | Sold out |
| Melone Private Wealth, LLC | 0 | $0 | 0.00% | −20,720−100.0% | Sold out |
| Cypress Wealth Services, LLC | 0 | $0 | 0.00% | −20,345−100.0% | Sold out |
| Wilbanks Smith & Thomas Asset Management LLC | 0 | $0 | 0.00% | −20,072−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −18,938−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −18,219−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −18,185−100.0% | Sold out |
| 1607 Capital Partners, LLC | 0 | $0 | 0.00% | −16,414−100.0% | Sold out |
| Capital Investment Advisory Services, LLC | 0 | $0 | 0.00% | −15,500−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −15,361−100.0% | Sold out |
| Garden State Investment Advisory Services LLC | 0 | $0 | 0.00% | −15,300−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −15,100−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −14,862−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −14,559−100.0% | Sold out |
| Altus Wealth Group LLC | 0 | $0 | 0.00% | −14,025−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −13,776−100.0% | Sold out |
| Magnus Financial Group LLC | 0 | $0 | 0.00% | −13,739−100.0% | Sold out |
| Carr Financial Group Corp | 0 | $0 | 0.00% | −12,655−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −11,203−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −8,403−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −7,450−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −6,141−100.0% | Sold out |
| City Holding Co | 0 | $0 | 0.00% | −5,536−100.0% | Sold out |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −2,237−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Westside Investment Management, Inc. | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −380−100.0% | Sold out |
| Barrett & Company, Inc. | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −1,282−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |