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 3 季 13F 持有人
Nuveen Intermediate Duration Municipal Term Fund 在 2022/9/30 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
- 72
- 較 2022 年第 2 季 +6 家
- 持有股數
- 950.6 萬
- 較 2022 年第 2 季 +75.3 萬 (+8.6%)
- 總市值
- $1.18 億
- 較 2022 年第 2 季 +$379.7 萬 (+3.3%)
- 新進機構
- 12
- 另有 24 家加碼
- 清倉機構
- 6
- 另有 15 家減碼
另有 1 家機構在 2022 年第 2 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 2,654,670 | $3,284 萬 | 0.00% | +158,437+6.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 1,322,051 | $1,635 萬 | 0.03% | +35,367+2.7% | 加碼 |
| Guggenheim Capital LLC | 574,700 | $710.9 萬 | 0.07% | +74,815+15.0% | 加碼 |
| HighTower Advisors, LLC | 492,659 | $609.6 萬 | 0.02% | +7,797+1.6% | 加碼 |
| Bank of America Corp | 412,525 | $510.3 萬 | 0.00% | +23,476+6.0% | 加碼 |
| Wells Fargo & Company | 374,692 | $463.5 萬 | 0.00% | −11,749−3.0% | 減碼 |
| UBS Group AG | 368,072 | $455.3 萬 | 0.00% | −21,578−5.5% | 減碼 |
| Icon Advisers Inc | 293,607 | $363.2 萬 | 0.99% | +293,607 | 新進 |
| Raymond James & Associates | 271,651 | $336.0 萬 | 0.00% | +36,663+15.6% | 加碼 |
| LPL Financial LLC | 212,566 | $262.9 萬 | 0.00% | −1,971−0.9% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 187,617 | $232.1 萬 | 0.01% | +25,164+15.5% | 加碼 |
| Kercheville Advisors, LLC | 179,755 | $222.4 萬 | 2.27% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 166,943 | $206.5 萬 | 0.04% | −30,920−15.6% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 137,020 | $169.5 萬 | 0.09% | +1,340+1.0% | 加碼 |
| Rivernorth Capital Management, LLC | 116,432 | $144.0 萬 | 0.06% | +84,414+263.6% | 加碼 |
| Fca Corp | 103,224 | $127.7 萬 | 0.54% | −4,450−4.1% | 減碼 |
| Janney Montgomery Scott LLC | 98,661 | $122.0 萬 | 0.01% | +340+0.3% | 加碼 |
| Advisors Asset Management, Inc. | 90,749 | $112.3 萬 | 0.02% | −937−1.0% | 減碼 |
| Royal Bank of Canada | 85,879 | $106.2 萬 | 0.00% | +30,865+56.1% | 加碼 |
| City of London Investment Management Co Ltd | 84,335 | $104.0 萬 | 0.09% | −23,004−21.4% | 減碼 |
| Captrust Financial Advisors | 83,245 | $103.0 萬 | 0.01% | +83,245 | 新進 |
| Baird Financial Group, Inc. | 75,812 | $93.8 萬 | 0.00% | +6,163+8.8% | 加碼 |
| Sarissa Consulting LLC | 71,054 | $87.9 萬 | 0.91% | +71,054 | 新進 |
| Integrated Wealth Concepts LLC | 67,496 | $83.5 萬 | 0.03% | +4,840+7.7% | 加碼 |
| Ameriprise Financial Inc | 66,867 | $82.7 萬 | 0.00% | +500+0.8% | 加碼 |
| Kestra Advisory Services, LLC | 58,109 | $71.9 萬 | 0.01% | −1,276−2.1% | 減碼 |
| Stifel Financial Corp | 57,007 | $70.5 萬 | 0.00% | −29,956−34.4% | 減碼 |
| Commonwealth Equity Services, LLC | 53,927 | $66.7 萬 | 0.00% | −528−1.0% | 減碼 |
| Invesco Ltd. | 45,824 | $56.7 萬 | 0.00% | +21,617+89.3% | 加碼 |
| Sterling Investment Advisors, Ltd. | 43,500 | $53.8 萬 | 0.20% | 00.0% | 不變 |
| Forefront Wealth Management Inc. | 42,643 | $52.7 萬 | 0.73% | −3,013−6.6% | 減碼 |
| Rockefeller Capital Management L.P. | 37,694 | $46.6 萬 | 0.00% | 00.0% | 不變 |
| National Asset Management, Inc. | 32,214 | $39.9 萬 | 0.01% | +32,214 | 新進 |
| Horizon Kinetics Asset Management LLC | 31,967 | $39.5 萬 | 0.01% | −39,693−55.4% | 減碼 |
| Tortoise Investment Management, LLC | 27,198 | $33.6 萬 | 0.07% | −2,000−6.8% | 減碼 |
| Advisor Group Holdings, Inc. | 26,276 | $32.5 萬 | 0.00% | +7,411+39.3% | 加碼 |
| XML Financial, LLC | 25,736 | $31.8 萬 | 0.04% | +25,736 | 新進 |
| First Trust Advisors LP | 24,216 | $30.0 萬 | 0.00% | −4,520−15.7% | 減碼 |
| Truist Financial Corp | 23,906 | $29.6 萬 | 0.00% | +58+0.2% | 加碼 |
| Encompass Wealth Advisors, LLC | 23,000 | $28.5 萬 | 0.11% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 23,055 | $28.5 萬 | 0.01% | +1,614+7.5% | 加碼 |
| Cypress Wealth Services, LLC | 20,345 | $25.8 萬 | 0.09% | 00.0% | 不變 |
| Secure Asset Management, LLC | 20,575 | $25.5 萬 | 0.14% | +2,582+14.4% | 加碼 |
| Melone Private Wealth, LLC | 19,580 | $24.9 萬 | 0.22% | +7,603+63.5% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 20,072 | $24.8 萬 | 0.01% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 18,466 | $22.8 萬 | 0.01% | −695−3.6% | 減碼 |
| Raymond James Trust N.A. | 17,372 | $21.5 萬 | 0.01% | +5,372+44.8% | 加碼 |
| Creative Planning | 17,118 | $21.2 萬 | 0.00% | 00.0% | 不變 |
| Altus Wealth Group LLC | 14,025 | $20.6 萬 | 0.20% | 00.0% | 不變 |
| 1607 Capital Partners, LLC | 16,414 | $20.3 萬 | 0.02% | +16,414 | 新進 |
| Capital Investment Advisory Services, LLC | 15,500 | $19.2 萬 | 0.02% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 15,370 | $19.0 萬 | 0.00% | 00.0% | 不變 |
| Karpus Management, Inc. | 14,281 | $17.7 萬 | 0.01% | +14,281 | 新進 |
| Magnus Financial Group LLC | 13,739 | $17.0 萬 | 0.03% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 13,100 | $16.2 萬 | 0.00% | +13,100 | 新進 |
| Cetera Advisor Networks LLC | 12,850 | $15.9 萬 | 0.00% | +815+6.8% | 加碼 |
| D.A. Davidson & Co. | 12,311 | $15.2 萬 | 0.00% | +37+0.3% | 加碼 |
| Sigma Planning Corp | 12,000 | $14.8 萬 | 0.01% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 11,499 | $14.1 萬 | 0.00% | +4,068+54.7% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,094 | $13.7 萬 | 0.01% | +11,094 | 新進 |
| Western Wealth Management, LLC | 10,488 | $12.9 萬 | 0.01% | 00.0% | 不變 |
| Kozak & Associates, Inc. | 7,711 | $9.80 萬 | 0.06% | 00.0% | 不變 |
| Sandy Spring Bank | 6,141 | $7.60 萬 | 0.00% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 6,150 | $7.60 萬 | 0.02% | 00.0% | 不變 |
| City Holding Co | 5,536 | $6.80 萬 | 0.01% | 00.0% | 不變 |
| Center for Financial Planning, Inc. | 2,237 | $2.80 萬 | 0.01% | +2,237 | 新進 |
| Westside Investment Management, Inc. | 1,400 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 825 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 500 | $6,000 | 0.00% | 00.0% | 不變 |
| Barrett & Company, Inc. | 250 | $3,280 | 0.00% | +250 | 新進 |
| CWM, LLC | 180 | $2,000 | 0.00% | +180 | 新進 |
| Creative Financial Designs Inc | 3 | $0 | 0.00% | 00.0% | 不變 |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −143,221−100.0% | 清倉 |
| QP Wealth Management, LLC | 0 | $0 | 0.00% | −10,975−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,321−100.0% | 清倉 |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −9,600−100.0% | 清倉 |
| Spire Wealth Management | 0 | $0 | 0.00% | −1,070−100.0% | 清倉 |
| Huntington National Bank | 0 | $0 | 0.00% | – | 清倉 |
| B. Riley Wealth Management, Inc. | – | – | – | – | 本季未申報 |