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 2 季 13F 持有人
Nuveen Intermediate Duration Municipal Term Fund 在 2022/6/30 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
- 67
- 較 2022 年第 1 季 −1 家
- 持有股數
- 878.2 萬
- 較 2022 年第 1 季 +14.7 萬 (+1.7%)
- 總市值
- $1.14 億
- 較 2022 年第 1 季 −$537.6 萬 (−4.5%)
- 新進機構
- 8
- 另有 15 家加碼
- 清倉機構
- 9
- 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 2 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 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 2,496,233 | $3,245 萬 | 0.00% | +214,700+9.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 1,286,684 | $1,673 萬 | 0.03% | +30,323+2.4% | 加碼 |
| Guggenheim Capital LLC | 499,885 | $649.9 萬 | 0.05% | +20,187+4.2% | 加碼 |
| HighTower Advisors, LLC | 484,862 | $631.6 萬 | 0.02% | −5,406−1.1% | 減碼 |
| UBS Group AG | 389,650 | $506.6 萬 | 0.00% | −23,636−5.7% | 減碼 |
| Bank of America Corp | 389,049 | $505.8 萬 | 0.00% | +49,626+14.6% | 加碼 |
| Wells Fargo & Company | 386,441 | $502.3 萬 | 0.00% | −24,297−5.9% | 減碼 |
| Raymond James & Associates | 234,988 | $305.5 萬 | 0.00% | −7,093−2.9% | 減碼 |
| LPL Financial LLC | 214,537 | $278.9 萬 | 0.00% | −3,838−1.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 197,863 | $257.2 萬 | 0.05% | −54,233−21.5% | 減碼 |
| Kercheville Advisors, LLC | 179,755 | $233.7 萬 | 1.53% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 162,453 | $211.2 萬 | 0.00% | −20,745−11.3% | 減碼 |
| Van Eck Associates Corp | 143,221 | $186.2 萬 | 0.00% | −52,252−26.7% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 135,680 | $176.4 萬 | 0.08% | 00.0% | 不變 |
| Fca Corp | 107,674 | $140.0 萬 | 0.55% | −1,684−1.5% | 減碼 |
| City of London Investment Management Co Ltd | 107,339 | $139.3 萬 | 0.10% | +107,339 | 新進 |
| Janney Montgomery Scott LLC | 98,321 | $128.2 萬 | 0.01% | −56,032−36.3% | 減碼 |
| Advisors Asset Management, Inc. | 91,686 | $119.2 萬 | 0.02% | +91,686 | 新進 |
| Stifel Financial Corp | 86,963 | $113.1 萬 | 0.00% | −176−0.2% | 減碼 |
| Horizon Kinetics Asset Management LLC | 71,660 | $93.2 萬 | 0.02% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 69,649 | $90.5 萬 | 0.00% | +922+1.3% | 加碼 |
| Ameriprise Financial Inc | 66,367 | $86.3 萬 | 0.00% | +28,833+76.8% | 加碼 |
| Integrated Wealth Concepts LLC | 62,656 | $81.5 萬 | 0.03% | −5,734−8.4% | 減碼 |
| Kestra Advisory Services, LLC | 59,385 | $77.2 萬 | 0.01% | −11,993−16.8% | 減碼 |
| Royal Bank of Canada | 55,014 | $71.5 萬 | 0.00% | −8,678−13.6% | 減碼 |
| Commonwealth Equity Services, LLC | 54,455 | $70.7 萬 | 0.00% | +8,594+18.7% | 加碼 |
| Forefront Wealth Management Inc. | 45,656 | $59.4 萬 | 0.80% | −7,370−13.9% | 減碼 |
| Sterling Investment Advisors, Ltd. | 43,500 | $56.6 萬 | 0.19% | −3,000−6.5% | 減碼 |
| Rockefeller Capital Management L.P. | 37,694 | $49.0 萬 | 0.00% | +810+2.2% | 加碼 |
| Rivernorth Capital Management, LLC | 32,018 | $41.6 萬 | 0.02% | −1,709−5.1% | 減碼 |
| B. Riley Wealth Management, Inc. | 29,735 | $38.7 萬 | 0.04% | +29,735 | 新進 |
| Tortoise Investment Management, LLC | 29,198 | $38.0 萬 | 0.07% | −1,999−6.4% | 減碼 |
| First Trust Advisors LP | 28,736 | $37.4 萬 | 0.00% | −14,875−34.1% | 減碼 |
| Invesco Ltd. | 24,207 | $31.5 萬 | 0.00% | +24,207 | 新進 |
| Truist Financial Corp | 23,848 | $31.0 萬 | 0.00% | −3,943−14.2% | 減碼 |
| Encompass Wealth Advisors, LLC | 23,000 | $29.9 萬 | 0.11% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 21,441 | $27.8 萬 | 0.01% | +138+0.6% | 加碼 |
| Cypress Wealth Services, LLC | 20,345 | $26.4 萬 | 0.08% | 00.0% | 不變 |
| Wilbanks Smith & Thomas Asset Management LLC | 20,072 | $26.1 萬 | 0.01% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 19,161 | $24.9 萬 | 0.02% | +612+3.3% | 加碼 |
| Advisor Group Holdings, Inc. | 18,865 | $24.5 萬 | 0.00% | +688+3.8% | 加碼 |
| Secure Asset Management, LLC | 17,993 | $23.4 萬 | 0.13% | +504+2.9% | 加碼 |
| Creative Planning | 17,118 | $22.3 萬 | 0.00% | 00.0% | 不變 |
| Altus Wealth Group LLC | 14,025 | $20.6 萬 | 0.20% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 15,500 | $20.2 萬 | 0.02% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 15,370 | $20.0 萬 | 0.00% | +3,539+29.9% | 加碼 |
| Magnus Financial Group LLC | 13,739 | $17.9 萬 | 0.03% | 00.0% | 不變 |
| D.A. Davidson & Co. | 12,274 | $16.0 萬 | 0.00% | +36+0.3% | 加碼 |
| Melone Private Wealth, LLC | 11,977 | $15.8 萬 | 0.13% | +11,977 | 新進 |
| Cetera Advisor Networks LLC | 12,035 | $15.6 萬 | 0.00% | 00.0% | 不變 |
| Raymond James Trust N.A. | 12,000 | $15.6 萬 | 0.01% | 00.0% | 不變 |
| Sigma Planning Corp | 12,000 | $15.6 萬 | 0.01% | 00.0% | 不變 |
| QP Wealth Management, LLC | 10,975 | $14.3 萬 | 0.20% | 00.0% | 不變 |
| Western Wealth Management, LLC | 10,488 | $13.9 萬 | 0.01% | −3,979−27.5% | 減碼 |
| Susquehanna International Group, LLP | 10,321 | $13.4 萬 | 0.00% | +10,321 | 新進 |
| SeaCrest Wealth Management, LLC | 9,600 | $12.5 萬 | 0.02% | +9,600 | 新進 |
| Kozak & Associates, Inc. | 7,711 | $10.0 萬 | 0.07% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 7,431 | $9.60 萬 | 0.00% | +1,305+21.3% | 加碼 |
| Sandy Spring Bank | 6,141 | $8.00 萬 | 0.00% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 6,150 | $8.00 萬 | 0.02% | 00.0% | 不變 |
| City Holding Co | 5,536 | $7.20 萬 | 0.01% | 00.0% | 不變 |
| Westside Investment Management, Inc. | 1,400 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 1,070 | $1.40 萬 | 0.00% | −1,070−50.0% | 減碼 |
| Parallel Advisors, LLC | 825 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 500 | $6,000 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | – | $4,000 | 0.00% | – | 新進 |
| Creative Financial Designs Inc | 3 | $0 | 0.00% | −897−99.7% | 減碼 |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −85,876−100.0% | 清倉 |
| XML Financial, LLC | 0 | $0 | 0.00% | −25,736−100.0% | 清倉 |
| Beacon Financial Advisory LLC | 0 | $0 | 0.00% | −24,036−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −14,000−100.0% | 清倉 |
| Carson Advisory Inc. | 0 | $0 | 0.00% | −11,759−100.0% | 清倉 |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Clear Harbor Asset Management, LLC | 0 | $0 | 0.00% | −10,260−100.0% | 清倉 |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −1,828−100.0% | 清倉 |
| RPg Family Wealth Advisory, LLC | 0 | $0 | 0.00% | −250−100.0% | 清倉 |