NID

NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND

Delisted

NID was delisted on the 24th of March, 2023.

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$719K -$16.9K -1,276 -2%
Stifel Financial
27
Stifel Financial
Missouri
$705K -$398K -29,956 -34%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$667K -$7.01K -528 -1%
Invesco
29
Invesco
Georgia
$567K +$287K +21,617 +89%
SIAP
30
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$538K – – –
FWM
31
Forefront Wealth Management
Pennsylvania
$527K -$40K -3,013 -7%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$466K – – –
BRWA
33
B. Riley Wealth Advisors
Florida
$399K +$428K +32,214 New
HKAM
34
Horizon Kinetics Asset Management
New York
$395K -$527K -39,693 -55%
TIM
35
Tortoise Investment Management
New York
$336K -$26.5K -2,000 -7%
Osaic Holdings
36
Osaic Holdings
Arizona
$325K +$98.4K +7,411 +39%
XF
37
XML Financial
Maryland
$318K +$342K +25,736 New
First Trust Advisors
38
First Trust Advisors
Illinois
$300K -$60K -4,520 -16%
Truist Financial
39
Truist Financial
North Carolina
$296K +$770 +58 +0.2%
EWA
40
Encompass Wealth Advisors
Oregon
$285K – – –
SCA
41
Snowden Capital Advisors
New York
$285K +$21.4K +1,614 +8%
CWS
42
Cypress Wealth Services
California
$258K – – –
SAM
43
Secure Asset Management
Michigan
$255K +$34.3K +2,582 +14%
MPW
44
Melone Private Wealth
Michigan
$249K +$101K +7,603 +63%
WSTAM
45
Wilbanks Smith & Thomas Asset Management
Virginia
$248K – – –
HWAM
46
Hennion & Walsh Asset Management
New Jersey
$228K -$9.22K -695 -4%
RJT
47
Raymond James Trust
Florida
$215K +$71.3K +5,372 +45%
Creative Planning
48
Creative Planning
Kansas
$212K – – –
AWG
49
Altus Wealth Group
Colorado
$206K – – –
1CP
50
1607 Capital Partners
Virginia
$203K +$218K +16,414 New