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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
Invesco
26
Invesco
Georgia
$775K +$169K +13,236 +29%
Kestra Advisory Services
27
Kestra Advisory Services
Texas
$734K -$27.3K -2,144 -4%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$714K +$6.32K +496 +0.9%
Stifel Financial
29
Stifel Financial
Missouri
$703K -$43.4K -3,403 -6%
COLIM
30
City of London Investment Management
United Kingdom
$584K -$508K -39,868 -47%
SIAP
31
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$571K – – –
FWM
32
Forefront Wealth Management
Pennsylvania
$520K -$38K -2,980 -7%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$494K – – –
Osaic Holdings
34
Osaic Holdings
Arizona
$483K +$134K +10,521 +40%
BRWA
35
B. Riley Wealth Advisors
Florida
$421K -$1.54K -121 -0.4%
XF
36
XML Financial
Maryland
$382K +$42.7K +3,350 +13%
PSCM
37
Per Stirling Capital Management
Texas
$362K +$352K +27,586 New
TIM
38
Tortoise Investment Management
New York
$357K – – –
MWM
39
Melfa Wealth Management
Massachusetts
$304K +$295K +23,174 New
EWA
40
Encompass Wealth Advisors
Oregon
$302K – – –
TNA
41
True North Advisors
Texas
$302K +$293K +23,000 New
Raymond James Trust
42
Raymond James Trust
Florida
$294K +$63.7K +5,000 +29%
Truist Financial
43
Truist Financial
North Carolina
$288K -$24.8K -1,947 -8%
MPW
44
Melone Private Wealth
Michigan
$272K +$14.5K +1,140 +6%
CWS
45
Cypress Wealth Services
California
$267K – – –
Wilbanks Smith & Thomas Asset Management
46
Wilbanks Smith & Thomas Asset Management
Virginia
$263K – – –
SCA
47
Snowden Capital Advisors
New York
$248K -$52.5K -4,117 -18%
VF
48
Virtu Financial
New York
$239K +$232K +18,219 New
Creative Planning
49
Creative Planning
Kansas
$239K +$13.6K +1,067 +6%
HWAM
50
Hennion & Walsh Asset Management
New Jersey
$238K -$3.81K -299 -2%