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。
2021 年第 3 季 13F 持有人
Nuveen Intermediate Duration Municipal Term Fund 在 2021/9/30 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
- 持有機構
- 59
- 較 2021 年第 2 季 +3 家
- 持有股數
- 879.7 萬
- 較 2021 年第 2 季 −6.61 萬 (−0.7%)
- 總市值
- $1.29 億
- 較 2021 年第 2 季 −$328.3 萬 (−2.5%)
- 新進機構
- 8
- 另有 15 家加碼
- 清倉機構
- 5
- 另有 19 家減碼
另有 3 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 |
2021 年第 3 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 2021 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 2,191,502 | $3,226 萬 | 0.00% | +1,149+0.1% | 加碼 |
| Wells Fargo & Company | 1,766,646 | $2,601 萬 | 0.01% | −185,622−9.5% | 減碼 |
| Guggenheim Capital LLC | 536,576 | $789.8 萬 | 0.05% | +22,017+4.3% | 加碼 |
| UBS Group AG | 528,788 | $778.4 萬 | 0.00% | −59,324−10.1% | 減碼 |
| HighTower Advisors, LLC | 492,357 | $724.4 萬 | 0.02% | +1,045+0.2% | 加碼 |
| Bank of America Corp | 311,311 | $458.2 萬 | 0.00% | −7,392−2.3% | 減碼 |
| Raymond James & Associates | 284,547 | $418.9 萬 | 0.00% | −61,552−17.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 274,525 | $404.1 萬 | 0.07% | −3,305−1.2% | 減碼 |
| Van Eck Associates Corp | 222,362 | $327.3 萬 | 0.01% | +3,148+1.4% | 加碼 |
| LPL Financial LLC | 191,949 | $282.5 萬 | 0.00% | +10,749+5.9% | 加碼 |
| Kercheville Advisors, LLC | 179,755 | $264.6 萬 | 1.25% | −5,000−2.7% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 173,479 | $255.4 萬 | 0.01% | +7,158+4.3% | 加碼 |
| Janney Montgomery Scott LLC | 163,405 | $240.5 萬 | 0.01% | −16,721−9.3% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 138,680 | $204.1 萬 | 0.09% | +138,680 | 新進 |
| Fca Corp | 115,039 | $169.3 萬 | 0.51% | −5,750−4.8% | 減碼 |
| Advisors Asset Management, Inc. | 98,525 | $145.0 萬 | 0.02% | −1,421−1.4% | 減碼 |
| Kestra Advisory Services, LLC | 97,619 | $143.7 萬 | 0.01% | +12,940+15.3% | 加碼 |
| Horizon Kinetics Asset Management LLC | 71,660 | $105.5 萬 | 0.02% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 70,003 | $103.0 萬 | 0.00% | −854−1.2% | 減碼 |
| Royal Bank of Canada | 66,600 | $98.0 萬 | 0.00% | −9,449−12.4% | 減碼 |
| Stifel Financial Corp | 65,397 | $96.3 萬 | 0.00% | +47+0.1% | 加碼 |
| Sterling Investment Advisors, Ltd. | 55,500 | $81.7 萬 | 0.24% | −2,000−3.5% | 減碼 |
| Sit Investment Associates Inc | 54,502 | $80.2 萬 | 0.02% | +54,502 | 新進 |
| Commonwealth Equity Services, LLC | 50,095 | $73.7 萬 | 0.00% | +4,272+9.3% | 加碼 |
| Integrated Wealth Concepts LLC | 46,486 | $68.4 萬 | 0.02% | −1,734−3.6% | 減碼 |
| First Trust Advisors LP | 44,749 | $65.9 萬 | 0.00% | +6,389+16.7% | 加碼 |
| Rockefeller Capital Management L.P. | 42,168 | $62.0 萬 | 0.00% | +27,808+193.6% | 加碼 |
| Tortoise Investment Management, LLC | 41,798 | $61.5 萬 | 0.12% | −19,225−31.5% | 減碼 |
| XML Financial, LLC | 35,736 | $52.6 萬 | 0.07% | +35,736 | 新進 |
| Ameriprise Financial Inc | 34,534 | $50.8 萬 | 0.00% | +2,500+7.8% | 加碼 |
| Advisory Services Network, LLC | 34,000 | $50.0 萬 | 0.02% | 00.0% | 不變 |
| Truist Financial Corp | 27,688 | $40.8 萬 | 0.00% | −3,238−10.5% | 減碼 |
| Encompass Wealth Advisors, LLC | 23,000 | $33.8 萬 | 0.09% | 00.0% | 不變 |
| Creative Planning | 21,335 | $31.4 萬 | 0.00% | +21,335 | 新進 |
| Cypress Wealth Services, LLC | 20,345 | $29.9 萬 | 0.09% | 00.0% | 不變 |
| Wilbanks Smith & Thomas Asset Management LLC | 20,072 | $29.5 萬 | 0.01% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 16,954 | $24.9 萬 | 0.00% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 15,500 | $22.8 萬 | 0.03% | 00.0% | 不變 |
| Secure Asset Management, LLC | 15,294 | $22.5 萬 | 0.11% | −3,179−17.2% | 減碼 |
| Altus Wealth Group LLC | 14,025 | $20.6 萬 | 0.20% | 00.0% | 不變 |
| Magnus Financial Group LLC | 13,739 | $20.2 萬 | 0.04% | 00.0% | 不變 |
| QP Wealth Management, LLC | 13,675 | $20.1 萬 | 0.22% | −200−1.4% | 減碼 |
| Transcend Wealth Collective, LLC | 13,253 | $19.5 萬 | 0.02% | +33+0.2% | 加碼 |
| DCM Advisors, LLC | 13,045 | $19.2 萬 | 0.07% | +10+0.1% | 加碼 |
| Snowden Capital Advisors LLC | 12,964 | $19.1 萬 | 0.01% | +118+0.9% | 加碼 |
| Cetera Advisor Networks LLC | 12,397 | $18.2 萬 | 0.00% | 00.0% | 不變 |
| Raymond James Trust N.A. | 12,000 | $17.7 萬 | 0.01% | −1,312−9.9% | 減碼 |
| Sigma Planning Corp | 10,200 | $15.0 萬 | 0.00% | 00.0% | 不變 |
| San Luis Wealth Advisors LLC | 10,000 | $14.7 萬 | 0.08% | +10,000 | 新進 |
| Kozak & Associates, Inc. | 7,711 | $11.4 萬 | 0.07% | +7,711 | 新進 |
| Sandy Spring Bank | 6,141 | $9.00 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 5,942 | $8.70 萬 | 0.00% | −1,179−16.6% | 減碼 |
| City Holding Co | 5,536 | $8.10 萬 | 0.01% | 00.0% | 不變 |
| Spire Wealth Management | 2,140 | $3.20 萬 | 0.00% | 00.0% | 不變 |
| Herold Advisors, Inc. | 1,808 | $2.60 萬 | 0.01% | +1,808 | 新進 |
| Plante Moran Financial Advisors, LLC | 1,000 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Phoenix Wealth Advisors | 773 | $1.10 萬 | 0.01% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 191 | $3,000 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 114 | $2,000 | 0.00% | +114 | 新進 |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −14,978−100.0% | 清倉 |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −10,887−100.0% | 清倉 |
| Arlington Capital Management, Inc. | 0 | $0 | 0.00% | −10,405−100.0% | 清倉 |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −8,800−100.0% | 清倉 |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −1,800−100.0% | 清倉 |
| Usca Ria LLC | – | – | – | – | 本季未申報 |
| Western Wealth Management, LLC | – | – | – | – | 本季未申報 |
| Castleview Partners, LLC | – | – | – | – | 本季未申報 |