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 4 季 13F 持有人
Nuveen Intermediate Duration Municipal Term Fund 在 2021/12/31 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
- 持有機構
- 63
- 較 2021 年第 3 季 +4 家
- 持有股數
- 861.9 萬
- 較 2021 年第 3 季 −17.8 萬 (−2.0%)
- 總市值
- $1.28 億
- 較 2021 年第 3 季 −$126.7 萬 (−1.0%)
- 新進機構
- 10
- 另有 16 家加碼
- 清倉機構
- 6
- 另有 18 家減碼
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 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 2021 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 2,200,664 | $3,283 萬 | 0.00% | +9,162+0.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 1,244,355 | $1,857 萬 | 0.02% | +1,244,355 | 新進 |
| Guggenheim Capital LLC | 482,735 | $720.2 萬 | 0.04% | −53,841−10.0% | 減碼 |
| HighTower Advisors, LLC | 477,994 | $713.2 萬 | 0.02% | −14,363−2.9% | 減碼 |
| UBS Group AG | 476,322 | $710.7 萬 | 0.00% | −52,466−9.9% | 減碼 |
| Wells Fargo & Company | 385,210 | $574.7 萬 | 0.00% | −1,381,436−78.2% | 減碼 |
| Bank of America Corp | 315,457 | $470.6 萬 | 0.00% | +4,146+1.3% | 加碼 |
| Steward Partners Investment Advisory, LLC | 272,322 | $406.3 萬 | 0.06% | −2,203−0.8% | 減碼 |
| Raymond James & Associates | 242,268 | $361.5 萬 | 0.00% | −42,279−14.9% | 減碼 |
| Van Eck Associates Corp | 194,500 | $290.2 萬 | 0.01% | −27,862−12.5% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 185,883 | $277.3 萬 | 0.01% | +12,404+7.2% | 加碼 |
| LPL Financial LLC | 185,771 | $277.2 萬 | 0.00% | −6,178−3.2% | 減碼 |
| Kercheville Advisors, LLC | 179,755 | $268.2 萬 | 1.17% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 146,304 | $218.3 萬 | 0.01% | −17,101−10.5% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 138,680 | $206.9 萬 | 0.08% | 00.0% | 不變 |
| Fca Corp | 107,894 | $161.0 萬 | 0.55% | −7,145−6.2% | 減碼 |
| Advisors Asset Management, Inc. | 97,619 | $145.6 萬 | 0.02% | −906−0.9% | 減碼 |
| Sit Investment Associates Inc | 85,876 | $128.1 萬 | 0.03% | +31,374+57.6% | 加碼 |
| Kestra Advisory Services, LLC | 79,556 | $118.7 萬 | 0.01% | −18,063−18.5% | 減碼 |
| Integrated Wealth Concepts LLC | 73,087 | $109.0 萬 | 0.03% | +26,601+57.2% | 加碼 |
| Horizon Kinetics Asset Management LLC | 71,660 | $106.9 萬 | 0.02% | 00.0% | 不變 |
| Royal Bank of Canada | 70,685 | $105.5 萬 | 0.00% | +4,085+6.1% | 加碼 |
| Baird Financial Group, Inc. | 68,660 | $102.4 萬 | 0.00% | −1,343−1.9% | 減碼 |
| Stifel Financial Corp | 66,724 | $99.6 萬 | 0.00% | +1,327+2.0% | 加碼 |
| Sterling Investment Advisors, Ltd. | 55,500 | $82.8 萬 | 0.23% | 00.0% | 不變 |
| Forefront Wealth Management Inc. | 53,099 | $79.2 萬 | 0.76% | +53,099 | 新進 |
| Commonwealth Equity Services, LLC | 46,445 | $69.2 萬 | 0.00% | −3,650−7.3% | 減碼 |
| First Trust Advisors LP | 44,865 | $66.9 萬 | 0.00% | +116+0.3% | 加碼 |
| Tortoise Investment Management, LLC | 37,398 | $55.8 萬 | 0.10% | −4,400−10.5% | 減碼 |
| Rockefeller Capital Management L.P. | 37,151 | $55.4 萬 | 0.00% | −5,017−11.9% | 減碼 |
| XML Financial, LLC | 35,736 | $53.3 萬 | 0.06% | 00.0% | 不變 |
| Ameriprise Financial Inc | 34,534 | $51.5 萬 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 34,000 | $50.7 萬 | 0.01% | 00.0% | 不變 |
| Truist Financial Corp | 27,756 | $41.4 萬 | 0.00% | +68+0.2% | 加碼 |
| Beacon Financial Advisory LLC | 23,881 | $35.6 萬 | 0.16% | +23,881 | 新進 |
| Encompass Wealth Advisors, LLC | 23,000 | $34.3 萬 | 0.08% | 00.0% | 不變 |
| Cypress Wealth Services, LLC | 20,345 | $30.4 萬 | 0.08% | 00.0% | 不變 |
| Wilbanks Smith & Thomas Asset Management LLC | 20,072 | $29.9 萬 | 0.01% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 18,724 | $28.0 萬 | 0.00% | +1,770+10.4% | 加碼 |
| Secure Asset Management, LLC | 18,069 | $27.0 萬 | 0.11% | +2,775+18.1% | 加碼 |
| Creative Planning | 17,118 | $25.5 萬 | 0.00% | −4,217−19.8% | 減碼 |
| Capital Investment Advisory Services, LLC | 15,500 | $23.1 萬 | 0.03% | 00.0% | 不變 |
| Altus Wealth Group LLC | 14,025 | $20.9 萬 | 0.17% | 00.0% | 不變 |
| Magnus Financial Group LLC | 13,739 | $20.5 萬 | 0.04% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 13,270 | $19.8 萬 | 0.02% | +17+0.1% | 加碼 |
| Snowden Capital Advisors LLC | 13,128 | $19.5 萬 | 0.01% | +164+1.3% | 加碼 |
| Cetera Advisor Networks LLC | 12,397 | $18.5 萬 | 0.00% | 00.0% | 不變 |
| D.A. Davidson & Co. | 12,215 | $18.2 萬 | 0.00% | +12,215 | 新進 |
| Column Capital Advisors, LLC | 12,150 | $18.1 萬 | 0.03% | +12,150 | 新進 |
| Raymond James Trust N.A. | 12,000 | $17.9 萬 | 0.01% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 11,831 | $17.7 萬 | 0.00% | +11,831 | 新進 |
| Carson Advisory Inc. | 11,724 | $17.5 萬 | 0.18% | +11,724 | 新進 |
| QP Wealth Management, LLC | 10,975 | $16.4 萬 | 0.17% | −2,700−19.7% | 減碼 |
| Sigma Planning Corp | 10,638 | $15.9 萬 | 0.00% | +438+4.3% | 加碼 |
| Northwestern Mutual Wealth Management Co | 7,668 | $11.4 萬 | 0.00% | +1,726+29.0% | 加碼 |
| Kozak & Associates, Inc. | 7,711 | $10.9 萬 | 0.07% | 00.0% | 不變 |
| Sandy Spring Bank | 6,141 | $9.20 萬 | 0.00% | 00.0% | 不變 |
| City Holding Co | 5,536 | $7.90 萬 | 0.01% | 00.0% | 不變 |
| Spire Wealth Management | 3,775 | $5.60 萬 | 0.00% | +1,635+76.4% | 加碼 |
| Plante Moran Financial Advisors, LLC | 1,000 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 825 | $1.20 萬 | 0.00% | +825 | 新進 |
| TAP Consulting, LLC | 556 | $8,000 | 0.00% | +556 | 新進 |
| Castleview Partners, LLC | 24,916 | – | – | +24,916 | 新進 |
| DCM Advisors, LLC | 0 | $0 | 0.00% | −13,045−100.0% | 清倉 |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −1,808−100.0% | 清倉 |
| Phoenix Wealth Advisors | 0 | $0 | 0.00% | −773−100.0% | 清倉 |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −191−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −114−100.0% | 清倉 |