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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
Raymond James Trust
51
Raymond James Trust
Florida
$166K – – –
Sigma Planning Corp
52
Sigma Planning Corp
Michigan
$166K +$19.4K +1,362 +13%
Oppenheimer & Co
53
Oppenheimer & Co
New York
$164K – – –
CA
54
Carson Advisory
Georgia
$163K +$498 +35 +0.3%
QWM
55
QP Wealth Management
New Jersey
$152K – – –
SLWA
56
San Luis Wealth Advisors
California
$149K +$142K +10,000 New
CHAM
57
Clear Harbor Asset Management
Connecticut
$142K +$146K +10,260 New
KA
58
Kozak & Associates
Colorado
$109K – – –
CCA
59
Column Capital Advisors
Indiana
$85K -$85.3K -6,000 -49%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$85K -$21.9K -1,542 -20%
SSB
61
Sandy Spring Bank
Maryland
$85K – – –
CHC
62
City Holding Co
West Virginia
$77K – – –
Spire Wealth Management
63
Spire Wealth Management
Virginia
$30K -$23.2K -1,635 -43%
HA
64
Herold Advisors
New York
$25.3K +$26K +1,828 New
CFD
65
Creative Financial Designs
Indiana
$12K +$12.8K +900 New
Parallel Advisors
66
Parallel Advisors
California
$11K – – –
FIA
67
FNY Investment Advisers
New York
$6K +$7.11K +500 New
RFWA
68
RPg Family Wealth Advisory
Massachusetts
$3.47K +$3.55K +250 New
WIM
69
Westside Investment Management
California
$19 +$19.9K +1,400 New
TCA
70
Transcend Capital Advisors
New Jersey
– -$198K -13,270 Closed
PMFA
71
Plante Moran Financial Advisors
Michigan
– -$14.2K -1,000 Closed
TC
72
TAP Consulting
Missouri
– -$8K -556 Closed