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
NID is no longer listed, so this page shows Q4 2022. 13F filings for later quarters list far fewer holders.
- 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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $13 | 0.00% | +1 | New |
| GWM Advisors LLC | 1,282 | $17 | 0.00% | +1,282 | New |
| Creative Financial Designs Inc | 3 | $40 | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 250 | $3.28K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 380 | $4.99K | 0.00% | +380 | New |
| CWM, LLC | 550 | $7.00K | 0.00% | +370+205.6% | Added |
| Parallel Advisors, LLC | 825 | $10.8K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,200 | $16.0K | 0.00% | +1,200 | New |
| Westside Investment Management, Inc. | 1,400 | $18.0K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 1,500 | $19.7K | 0.00% | +1,500 | New |
| Center for Financial Planning, Inc. | 2,237 | $29.3K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 5,536 | $72.6K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 6,141 | $80.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,450 | $97.7K | 0.00% | +7,450 | New |
| Kozak & Associates, Inc. | 7,711 | $101.0K | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 8,403 | $110.2K | 0.00% | −3,096−26.9% | Reduced |
| Advisory Services Network, LLC | 9,200 | $120.7K | 0.00% | +9,200 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,094 | $145.6K | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 11,203 | $147.0K | 0.00% | −13,013−53.7% | Reduced |
| Carr Financial Group Corp | 12,655 | $166.0K | 0.09% | +12,655 | New |
| Magnus Financial Group LLC | 13,739 | $180.3K | 0.03% | 00.0% | Unchanged |
| Sigma Planning Corp | 13,776 | $180.7K | 0.01% | +1,776+14.8% | Added |
| Altus Wealth Group LLC | 14,025 | $184.0K | 0.14% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 14,559 | $191.0K | 0.00% | +1,709+13.3% | Added |
| Oppenheimer & Co Inc | 14,862 | $195.0K | 0.00% | −508−3.3% | Reduced |
| Equitable Holdings, Inc. | 15,100 | $198.1K | 0.00% | +2,000+15.3% | Added |
| Garden State Investment Advisory Services LLC | 15,300 | $200.7K | 0.12% | +15,300 | New |
| D.A. Davidson & Co. | 15,361 | $201.5K | 0.00% | +3,050+24.8% | Added |
| Capital Investment Advisory Services, LLC | 15,500 | $203.4K | 0.02% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 16,414 | $215.4K | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 18,167 | $238.0K | 0.01% | −299−1.6% | Reduced |
| Creative Planning | 18,185 | $238.6K | 0.00% | +1,067+6.2% | Added |
| Virtu Financial LLC | 18,219 | $239.0K | 0.03% | +18,219 | New |
| Snowden Capital Advisors LLC | 18,938 | $248.5K | 0.01% | −4,117−17.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 20,072 | $263.3K | 0.01% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 20,345 | $266.9K | 0.09% | 00.0% | Unchanged |
| Melone Private Wealth, LLC | 20,720 | $271.9K | 0.23% | +1,140+5.8% | Added |
| Truist Financial Corp | 21,959 | $288.1K | 0.00% | −1,947−8.1% | Reduced |
| Raymond James Trust N.A. | 22,372 | $294.0K | 0.01% | +5,000+28.8% | Added |
| 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 |
| Melfa Wealth Management, LLC | 23,174 | $304.0K | 0.32% | +23,174 | New |
| Tortoise Investment Management, LLC | 27,198 | $356.8K | 0.06% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 27,586 | $361.9K | 0.07% | +27,586 | New |
| XML Financial, LLC | 29,086 | $381.6K | 0.05% | +3,350+13.0% | Added |
| National Asset Management, Inc. | 32,093 | $421.1K | 0.01% | −121−0.4% | Reduced |
| Advisor Group Holdings, Inc. | 36,797 | $483.0K | 0.00% | +10,521+40.0% | Added |
| Rockefeller Capital Management L.P. | 37,694 | $494.0K | 0.00% | 00.0% | Unchanged |
| Forefront Wealth Management Inc. | 39,663 | $520.4K | 0.70% | −2,980−7.0% | Reduced |
| Sterling Investment Advisors, Ltd. | 43,500 | $570.7K | 0.20% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 44,467 | $583.6K | 0.05% | −39,868−47.3% | Reduced |
| Stifel Financial Corp | 53,604 | $703.3K | 0.00% | −3,403−6.0% | Reduced |
| Commonwealth Equity Services, LLC | 54,423 | $714.0K | 0.00% | +496+0.9% | Added |
| Kestra Advisory Services, LLC | 55,965 | $734.3K | 0.01% | −2,144−3.7% | Reduced |
| Invesco Ltd. | 59,060 | $774.9K | 0.00% | +13,236+28.9% | Added |
| Ameriprise Financial Inc | 59,189 | $777.0K | 0.00% | −7,678−11.5% | Reduced |
| Secure Asset Management, LLC | 66,502 | $872.5K | 0.31% | +45,927+223.2% | Added |
| Integrated Wealth Concepts LLC | 72,395 | $950.0K | 0.03% | +4,899+7.3% | Added |
| Baird Financial Group, Inc. | 75,363 | $989.0K | 0.00% | −449−0.6% | Reduced |
| Karpus Management, Inc. | 76,555 | $1.00M | 0.03% | +62,274+436.1% | Added |
| Janney Montgomery Scott LLC | 87,316 | $1.15M | 0.00% | −11,345−11.5% | Reduced |
| Fca Corp | 102,534 | $1.35M | 0.54% | −690−0.7% | Reduced |
| Royal Bank of Canada | 113,200 | $1.49M | 0.00% | +27,321+31.8% | Added |
| Rivernorth Capital Management, LLC | 116,432 | $1.53M | 0.07% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 121,920 | $1.60M | 0.03% | −45,023−27.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 142,700 | $1.87M | 0.09% | +5,680+4.1% | Added |
| Captrust Financial Advisors | 171,942 | $2.26M | 0.01% | +88,697+106.5% | Added |
| Kercheville Advisors, LLC | 179,755 | $2.36M | 1.63% | 00.0% | Unchanged |
| LPL Financial LLC | 206,616 | $2.71M | 0.00% | −5,950−2.8% | Reduced |
| Raymond James & Associates | 259,802 | $3.41M | 0.00% | −11,849−4.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 273,500 | $3.59M | 0.01% | +85,883+45.8% | Added |
| UBS Group AG | 325,694 | $4.27M | 0.00% | −42,378−11.5% | Reduced |
| Wells Fargo & Company | 366,042 | $4.80M | 0.00% | −8,650−2.3% | Reduced |
| Bank of America Corp | 408,646 | $5.36M | 0.00% | −3,879−0.9% | Reduced |
| HighTower Advisors, LLC | 428,171 | $5.62M | 0.01% | −64,488−13.1% | Reduced |
| Almitas Capital LLC | 444,384 | $5.83M | 2.69% | +444,384 | New |
| Guggenheim Capital LLC | 605,427 | $7.94M | 0.07% | +30,727+5.3% | Added |
| Icon Advisers Inc | 638,682 | $8.38M | 2.14% | +345,075+117.5% | Added |
| Allspring Global Investments Holdings, LLC | 1,313,705 | $17.2M | 0.03% | −8,346−0.6% | Reduced |
| Morgan Stanley | 2,869,666 | $37.7M | 0.00% | +214,996+8.1% | Added |
| 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 |