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 1 季 13F 持有人
Nuveen Intermediate Duration Municipal Term Fund 在 2022/3/31 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
- 68
- 較 2021 年第 4 季 +5 家
- 持有股數
- 863.5 萬
- 較 2021 年第 4 季 +1.54 萬 (+0.2%)
- 總市值
- $1.20 億
- 較 2021 年第 4 季 −$862.2 萬 (−6.7%)
- 新進機構
- 10
- 另有 18 家加碼
- 清倉機構
- 5
- 另有 23 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 2,281,533 | $3,160 萬 | 0.00% | +80,869+3.7% | 加碼 |
| Allspring Global Investments Holdings, LLC | 1,256,361 | $1,740 萬 | 0.02% | +12,006+1.0% | 加碼 |
| HighTower Advisors, LLC | 490,268 | $679.5 萬 | 0.02% | +12,274+2.6% | 加碼 |
| Guggenheim Capital LLC | 479,698 | $664.4 萬 | 0.04% | −3,037−0.6% | 減碼 |
| UBS Group AG | 413,286 | $572.4 萬 | 0.00% | −63,036−13.2% | 減碼 |
| Wells Fargo & Company | 410,738 | $568.8 萬 | 0.00% | +25,528+6.6% | 加碼 |
| Bank of America Corp | 339,423 | $470.1 萬 | 0.00% | +23,966+7.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 252,096 | $349.2 萬 | 0.05% | −20,226−7.4% | 減碼 |
| Raymond James & Associates | 242,081 | $335.3 萬 | 0.00% | −187−0.1% | 減碼 |
| LPL Financial LLC | 218,375 | $302.4 萬 | 0.00% | +32,604+17.6% | 加碼 |
| Van Eck Associates Corp | 195,473 | $270.7 萬 | 0.01% | +973+0.5% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 183,198 | $253.7 萬 | 0.00% | −2,685−1.4% | 減碼 |
| Kercheville Advisors, LLC | 179,755 | $249.0 萬 | 1.18% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 154,353 | $213.8 萬 | 0.01% | +8,049+5.5% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 135,680 | $187.9 萬 | 0.07% | −3,000−2.2% | 減碼 |
| Fca Corp | 109,358 | $151.5 萬 | 0.53% | +1,464+1.4% | 加碼 |
| Stifel Financial Corp | 87,139 | $120.7 萬 | 0.00% | +20,415+30.6% | 加碼 |
| Sit Investment Associates Inc | 85,876 | $118.9 萬 | 0.03% | 00.0% | 不變 |
| Horizon Kinetics Asset Management LLC | 71,660 | $99.2 萬 | 0.02% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 71,378 | $98.9 萬 | 0.01% | −8,178−10.3% | 減碼 |
| Baird Financial Group, Inc. | 68,727 | $95.2 萬 | 0.00% | +67+0.1% | 加碼 |
| Integrated Wealth Concepts LLC | 68,390 | $94.7 萬 | 0.03% | −4,697−6.4% | 減碼 |
| Royal Bank of Canada | 63,692 | $88.2 萬 | 0.00% | −6,993−9.9% | 減碼 |
| Forefront Wealth Management Inc. | 53,026 | $73.4 萬 | 0.73% | −73−0.1% | 減碼 |
| Sterling Investment Advisors, Ltd. | 46,500 | $64.4 萬 | 0.18% | −9,000−16.2% | 減碼 |
| Commonwealth Equity Services, LLC | 45,861 | $63.5 萬 | 0.00% | −584−1.3% | 減碼 |
| First Trust Advisors LP | 43,611 | $60.4 萬 | 0.00% | −1,254−2.8% | 減碼 |
| Ameriprise Financial Inc | 37,534 | $52.0 萬 | 0.00% | +3,000+8.7% | 加碼 |
| Rockefeller Capital Management L.P. | 36,884 | $51.0 萬 | 0.00% | −267−0.7% | 減碼 |
| Rivernorth Capital Management, LLC | 33,727 | $46.7 萬 | 0.02% | +33,727 | 新進 |
| Tortoise Investment Management, LLC | 31,197 | $43.2 萬 | 0.08% | −6,201−16.6% | 減碼 |
| Truist Financial Corp | 27,791 | $38.5 萬 | 0.00% | +35+0.1% | 加碼 |
| XML Financial, LLC | 25,736 | $35.6 萬 | 0.04% | −10,000−28.0% | 減碼 |
| Beacon Financial Advisory LLC | 24,036 | $33.3 萬 | 0.16% | +155+0.6% | 加碼 |
| Encompass Wealth Advisors, LLC | 23,000 | $31.9 萬 | 0.08% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 21,303 | $29.5 萬 | 0.01% | +8,175+62.3% | 加碼 |
| Cypress Wealth Services, LLC | 20,345 | $28.2 萬 | 0.08% | 00.0% | 不變 |
| Wilbanks Smith & Thomas Asset Management LLC | 20,072 | $26.6 萬 | 0.01% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 18,549 | $25.7 萬 | 0.01% | +18,549 | 新進 |
| Advisor Group Holdings, Inc. | 18,177 | $25.1 萬 | 0.00% | −547−2.9% | 減碼 |
| Secure Asset Management, LLC | 17,489 | $24.2 萬 | 0.11% | −580−3.2% | 減碼 |
| Creative Planning | 17,118 | $23.7 萬 | 0.00% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 15,500 | $21.5 萬 | 0.02% | 00.0% | 不變 |
| Western Wealth Management, LLC | 14,467 | $20.0 萬 | 0.01% | +14,467 | 新進 |
| Advisory Services Network, LLC | 14,000 | $19.4 萬 | 0.01% | −20,000−58.8% | 減碼 |
| Altus Wealth Group LLC | 14,025 | $19.4 萬 | 0.16% | 00.0% | 不變 |
| Magnus Financial Group LLC | 13,739 | $19.0 萬 | 0.03% | 00.0% | 不變 |
| D.A. Davidson & Co. | 12,238 | $17.0 萬 | 0.00% | +23+0.2% | 加碼 |
| Cetera Advisor Networks LLC | 12,035 | $16.7 萬 | 0.00% | −362−2.9% | 減碼 |
| Raymond James Trust N.A. | 12,000 | $16.6 萬 | 0.01% | 00.0% | 不變 |
| Sigma Planning Corp | 12,000 | $16.6 萬 | 0.00% | +1,362+12.8% | 加碼 |
| Oppenheimer & Co Inc | 11,831 | $16.4 萬 | 0.00% | 00.0% | 不變 |
| Carson Advisory Inc. | 11,759 | $16.3 萬 | 0.16% | +35+0.3% | 加碼 |
| QP Wealth Management, LLC | 10,975 | $15.2 萬 | 0.17% | 00.0% | 不變 |
| San Luis Wealth Advisors LLC | 10,000 | $14.9 萬 | 0.07% | +10,000 | 新進 |
| Clear Harbor Asset Management, LLC | 10,260 | $14.2 萬 | 0.02% | +10,260 | 新進 |
| Kozak & Associates, Inc. | 7,711 | $10.9 萬 | 0.07% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 6,150 | $8.50 萬 | 0.02% | −6,000−49.4% | 減碼 |
| Northwestern Mutual Wealth Management Co | 6,126 | $8.50 萬 | 0.00% | −1,542−20.1% | 減碼 |
| Sandy Spring Bank | 6,141 | $8.50 萬 | 0.00% | 00.0% | 不變 |
| City Holding Co | 5,536 | $7.70 萬 | 0.01% | 00.0% | 不變 |
| Spire Wealth Management | 2,140 | $3.00 萬 | 0.00% | −1,635−43.3% | 減碼 |
| Herold Advisors, Inc. | 1,828 | $2.53 萬 | 0.01% | +1,828 | 新進 |
| Westside Investment Management, Inc. | 1,400 | $1.90 萬 | 0.00% | +1,400 | 新進 |
| Creative Financial Designs Inc | 900 | $1.20 萬 | 0.00% | +900 | 新進 |
| Parallel Advisors, LLC | 825 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 500 | $6,000 | 0.01% | +500 | 新進 |
| RPg Family Wealth Advisory, LLC | 250 | $3,474 | 0.00% | +250 | 新進 |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −97,619−100.0% | 清倉 |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −13,270−100.0% | 清倉 |
| TAP Consulting, LLC | 0 | $0 | 0.00% | −556−100.0% | 清倉 |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −24,916−100.0% | 清倉 |