Nuveen Intermediate Duration Municipal Term Fund
NID2023/3/31 下市- SEC CIK
- 0001557915
Nuveen Intermediate Duration Municipal Term Fund 已在 2023/3/31 下市；內部人最後一份 Form 4 在 2023/2/22 申報；2022 年第 4 季末有 80 家機構在 13F 申報持有，市值合計 $1.38 億；沒有大師持有。
2022 年第 4 季 13F 持有人
Nuveen Intermediate Duration Municipal Term Fund 在 2022/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
NID 已不再掛牌，所以這裡顯示 2022 年第 4 季；之後各季在 13F 申報持有的機構少得多。
- 持有機構
- 80
- 較 2022 年第 3 季 +9 家
- 持有股數
- 1,055 萬
- 較 2022 年第 3 季 +111.8 萬 (+11.9%)
- 總市值
- $1.38 億
- 較 2022 年第 3 季 +$2,169 萬 (+18.6%)
- 新進機構
- 14
- 另有 22 家加碼
- 清倉機構
- 5
- 另有 23 家減碼
另有 1 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 NID 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 0 | $0 |
| 2026 年第 1 季 | 0 | $0 |
| 2025 年第 4 季 | 0 | $0 |
| 2025 年第 3 季 | 0 | $0 |
| 2025 年第 2 季 | 0 | $0 |
| 2025 年第 1 季 | 0 | $0 |
| 2024 年第 4 季 | 0 | $0 |
| 2024 年第 3 季 | 0 | $0 |
| 2024 年第 2 季 | 0 | $0 |
| 2024 年第 1 季 | 0 | $0 |
| 2023 年第 4 季 | 0 | $0 |
| 2023 年第 3 季 | 0 | $0 |
| 2023 年第 2 季 | 0 | $0 |
| 2023 年第 1 季 | 18 | $1,144 萬 |
| 2022 年第 4 季 | 80 | $1.38 億 |
| 2022 年第 3 季 | 72 | $1.18 億 |
| 2022 年第 2 季 | 67 | $1.14 億 |
| 2022 年第 1 季 | 68 | $1.20 億 |
| 2021 年第 4 季 | 63 | $1.28 億 |
| 2021 年第 3 季 | 59 | $1.29 億 |
| 2021 年第 2 季 | 59 | $1.35 億 |
| 2021 年第 1 季 | 63 | $1.35 億 |
2022 年第 4 季持有機構
每家機構持有 Nuveen Intermediate Duration Municipal Term Fund 的股數、市值與佔組合比重；股數變化跟 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 2,869,666 | $3,765 萬 | 0.00% | +214,996+8.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 1,313,705 | $1,724 萬 | 0.03% | −8,346−0.6% | 減碼 |
| Icon Advisers Inc | 638,682 | $838.0 萬 | 2.14% | +345,075+117.5% | 加碼 |
| Guggenheim Capital LLC | 605,427 | $794.3 萬 | 0.07% | +30,727+5.3% | 加碼 |
| Almitas Capital LLC | 444,384 | $583.0 萬 | 2.69% | +444,384 | 新進 |
| HighTower Advisors, LLC | 428,171 | $561.7 萬 | 0.01% | −64,488−13.1% | 減碼 |
| Bank of America Corp | 408,646 | $536.1 萬 | 0.00% | −3,879−0.9% | 減碼 |
| Wells Fargo & Company | 366,042 | $480.2 萬 | 0.00% | −8,650−2.3% | 減碼 |
| UBS Group AG | 325,694 | $427.3 萬 | 0.00% | −42,378−11.5% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 273,500 | $358.8 萬 | 0.01% | +85,883+45.8% | 加碼 |
| Raymond James & Associates | 259,802 | $340.9 萬 | 0.00% | −11,849−4.4% | 減碼 |
| LPL Financial LLC | 206,616 | $271.1 萬 | 0.00% | −5,950−2.8% | 減碼 |
| Kercheville Advisors, LLC | 179,755 | $235.8 萬 | 1.63% | 00.0% | 不變 |
| Captrust Financial Advisors | 171,942 | $225.6 萬 | 0.01% | +88,697+106.5% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 142,700 | $187.2 萬 | 0.09% | +5,680+4.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 121,920 | $160.0 萬 | 0.03% | −45,023−27.0% | 減碼 |
| Rivernorth Capital Management, LLC | 116,432 | $152.8 萬 | 0.07% | 00.0% | 不變 |
| Royal Bank of Canada | 113,200 | $148.5 萬 | 0.00% | +27,321+31.8% | 加碼 |
| Fca Corp | 102,534 | $134.5 萬 | 0.54% | −690−0.7% | 減碼 |
| Janney Montgomery Scott LLC | 87,316 | $114.6 萬 | 0.00% | −11,345−11.5% | 減碼 |
| Karpus Management, Inc. | 76,555 | $100.4 萬 | 0.03% | +62,274+436.1% | 加碼 |
| Baird Financial Group, Inc. | 75,363 | $98.9 萬 | 0.00% | −449−0.6% | 減碼 |
| Integrated Wealth Concepts LLC | 72,395 | $95.0 萬 | 0.03% | +4,899+7.3% | 加碼 |
| Secure Asset Management, LLC | 66,502 | $87.3 萬 | 0.31% | +45,927+223.2% | 加碼 |
| Ameriprise Financial Inc | 59,189 | $77.7 萬 | 0.00% | −7,678−11.5% | 減碼 |
| Invesco Ltd. | 59,060 | $77.5 萬 | 0.00% | +13,236+28.9% | 加碼 |
| Kestra Advisory Services, LLC | 55,965 | $73.4 萬 | 0.01% | −2,144−3.7% | 減碼 |
| Commonwealth Equity Services, LLC | 54,423 | $71.4 萬 | 0.00% | +496+0.9% | 加碼 |
| Stifel Financial Corp | 53,604 | $70.3 萬 | 0.00% | −3,403−6.0% | 減碼 |
| City of London Investment Management Co Ltd | 44,467 | $58.4 萬 | 0.05% | −39,868−47.3% | 減碼 |
| Sterling Investment Advisors, Ltd. | 43,500 | $57.1 萬 | 0.20% | 00.0% | 不變 |
| Forefront Wealth Management Inc. | 39,663 | $52.0 萬 | 0.70% | −2,980−7.0% | 減碼 |
| Rockefeller Capital Management L.P. | 37,694 | $49.4 萬 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 36,797 | $48.3 萬 | 0.00% | +10,521+40.0% | 加碼 |
| National Asset Management, Inc. | 32,093 | $42.1 萬 | 0.01% | −121−0.4% | 減碼 |
| XML Financial, LLC | 29,086 | $38.2 萬 | 0.05% | +3,350+13.0% | 加碼 |
| Per Stirling Capital Management, LLC. | 27,586 | $36.2 萬 | 0.07% | +27,586 | 新進 |
| Tortoise Investment Management, LLC | 27,198 | $35.7 萬 | 0.06% | 00.0% | 不變 |
| Melfa Wealth Management, LLC | 23,174 | $30.4 萬 | 0.32% | +23,174 | 新進 |
| Encompass Wealth Advisors, LLC | 23,000 | $30.2 萬 | 0.11% | 00.0% | 不變 |
| True North Advisors, LLC | 23,000 | $30.2 萬 | 0.10% | +23,000 | 新進 |
| Raymond James Trust N.A. | 22,372 | $29.4 萬 | 0.01% | +5,000+28.8% | 加碼 |
| Truist Financial Corp | 21,959 | $28.8 萬 | 0.00% | −1,947−8.1% | 減碼 |
| Melone Private Wealth, LLC | 20,720 | $27.2 萬 | 0.23% | +1,140+5.8% | 加碼 |
| Cypress Wealth Services, LLC | 20,345 | $26.7 萬 | 0.09% | 00.0% | 不變 |
| Wilbanks Smith & Thomas Asset Management LLC | 20,072 | $26.3 萬 | 0.01% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 18,938 | $24.8 萬 | 0.01% | −4,117−17.9% | 減碼 |
| Virtu Financial LLC | 18,219 | $23.9 萬 | 0.03% | +18,219 | 新進 |
| Creative Planning | 18,185 | $23.9 萬 | 0.00% | +1,067+6.2% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 18,167 | $23.8 萬 | 0.01% | −299−1.6% | 減碼 |
| 1607 Capital Partners, LLC | 16,414 | $21.5 萬 | 0.01% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 15,500 | $20.3 萬 | 0.02% | 00.0% | 不變 |
| D.A. Davidson & Co. | 15,361 | $20.2 萬 | 0.00% | +3,050+24.8% | 加碼 |
| Garden State Investment Advisory Services LLC | 15,300 | $20.1 萬 | 0.12% | +15,300 | 新進 |
| Equitable Holdings, Inc. | 15,100 | $19.8 萬 | 0.00% | +2,000+15.3% | 加碼 |
| Oppenheimer & Co Inc | 14,862 | $19.5 萬 | 0.00% | −508−3.3% | 減碼 |
| Cetera Advisor Networks LLC | 14,559 | $19.1 萬 | 0.00% | +1,709+13.3% | 加碼 |
| Altus Wealth Group LLC | 14,025 | $18.4 萬 | 0.14% | 00.0% | 不變 |
| Sigma Planning Corp | 13,776 | $18.1 萬 | 0.01% | +1,776+14.8% | 加碼 |
| Magnus Financial Group LLC | 13,739 | $18.0 萬 | 0.03% | 00.0% | 不變 |
| Carr Financial Group Corp | 12,655 | $16.6 萬 | 0.09% | +12,655 | 新進 |
| First Trust Advisors LP | 11,203 | $14.7 萬 | 0.00% | −13,013−53.7% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,094 | $14.6 萬 | 0.01% | 00.0% | 不變 |
| Advisory Services Network, LLC | 9,200 | $12.1 萬 | 0.00% | +9,200 | 新進 |
| Northwestern Mutual Wealth Management Co | 8,403 | $11.0 萬 | 0.00% | −3,096−26.9% | 減碼 |
| Kozak & Associates, Inc. | 7,711 | $10.1 萬 | 0.05% | 00.0% | 不變 |
| Signaturefd, LLC | 7,450 | $9.77 萬 | 0.00% | +7,450 | 新進 |
| Sandy Spring Bank | 6,141 | $8.06 萬 | 0.00% | 00.0% | 不變 |
| City Holding Co | 5,536 | $7.26 萬 | 0.01% | 00.0% | 不變 |
| Center for Financial Planning, Inc. | 2,237 | $2.93 萬 | 0.01% | 00.0% | 不變 |
| Romano Brothers and Company | 1,500 | $1.97 萬 | 0.00% | +1,500 | 新進 |
| Westside Investment Management, Inc. | 1,400 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Sit Investment Associates Inc | 1,200 | $1.60 萬 | 0.00% | +1,200 | 新進 |
| Parallel Advisors, LLC | 825 | $1.08 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 550 | $7,000 | 0.00% | +370+205.6% | 加碼 |
| US Bancorp | 380 | $4,986 | 0.00% | +380 | 新進 |
| Barrett & Company, Inc. | 250 | $3,280 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 3 | $40 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 1,282 | $17 | 0.00% | +1,282 | 新進 |
| FMR LLC | 1 | $13 | 0.00% | +1 | 新進 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −90,749−100.0% | 清倉 |
| Horizon Kinetics Asset Management LLC | 0 | $0 | 0.00% | −31,967−100.0% | 清倉 |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −10,488−100.0% | 清倉 |
| Column Capital Advisors, LLC | 0 | $0 | 0.00% | −6,150−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Sarissa Consulting LLC | – | – | – | – | 本季未申報 |