Nuveen S&P 500 BuyWrite Income Fund
BXMX2026/3/30 下市- SEC CIK
- 0001298699
Nuveen S&P 500 BuyWrite Income Fund 已在 2026/3/30 下市；內部人最後一份 Form 4 在 2025/2/21 申報；2025 年第 4 季末有 177 家機構在 13F 申報持有，市值合計 $4.81 億；沒有大師持有。
2021 年第 3 季 13F 持有人
Nuveen S&P 500 BuyWrite Income 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
- 107
- 較 2021 年第 2 季 −1 家
- 持有股數
- 2,433 萬
- 較 2021 年第 2 季 +17.1 萬 (+0.7%)
- 總市值
- $3.46 億
- 較 2021 年第 2 季 −$90.7 萬 (−0.3%)
- 新進機構
- 7
- 另有 42 家加碼
- 清倉機構
- 8
- 另有 35 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 BXMX 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 | 5 | $33.1 萬 |
| 2025 年第 4 季 | 177 | $4.81 億 |
| 2025 年第 3 季 | 158 | $4.67 億 |
| 2025 年第 2 季 | 159 | $4.38 億 |
| 2025 年第 1 季 | 165 | $4.21 億 |
| 2024 年第 4 季 | 171 | $4.56 億 |
| 2024 年第 3 季 | 154 | $4.32 億 |
| 2024 年第 2 季 | 156 | $4.21 億 |
| 2024 年第 1 季 | 149 | $3.99 億 |
| 2023 年第 4 季 | 150 | $3.83 億 |
| 2023 年第 3 季 | 138 | $3.61 億 |
| 2023 年第 2 季 | 135 | $3.66 億 |
| 2023 年第 1 季 | 129 | $3.52 億 |
| 2022 年第 4 季 | 135 | $3.36 億 |
| 2022 年第 3 季 | 125 | $3.07 億 |
| 2022 年第 2 季 | 127 | $3.19 億 |
| 2022 年第 1 季 | 117 | $3.56 億 |
| 2021 年第 4 季 | 114 | $3.70 億 |
| 2021 年第 3 季 | 107 | $3.46 億 |
| 2021 年第 2 季 | 111 | $3.47 億 |
| 2021 年第 1 季 | 121 | $3.41 億 |
2021 年第 3 季持有機構
每家機構持有 Nuveen S&P 500 BuyWrite Income 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 | 9,540,505 | $1.36 億 | 0.02% | +593,043+6.6% | 加碼 |
| UBS Group AG | 2,034,324 | $2,895 萬 | 0.01% | −44,946−2.2% | 減碼 |
| LPL Financial LLC | 1,393,971 | $1,984 萬 | 0.02% | +287,038+25.9% | 加碼 |
| Invesco Ltd. | 1,340,282 | $1,907 萬 | 0.00% | −30,059−2.2% | 減碼 |
| Wells Fargo & Company | 1,219,442 | $1,735 萬 | 0.00% | −261,226−17.6% | 減碼 |
| Mark Stevens | 636,482 | $905.8 萬 | 1.01% | +28,927+4.8% | 加碼 |
| Royal Bank of Canada | 559,258 | $795.8 萬 | 0.00% | −9,803−1.7% | 減碼 |
| Guggenheim Capital LLC | 552,802 | $786.6 萬 | 0.05% | +60,178+12.2% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 523,866 | $745.5 萬 | 0.02% | +37,513+7.7% | 加碼 |
| Commonwealth Equity Services, LLC | 432,007 | $614.7 萬 | 0.02% | −7,692−1.7% | 減碼 |
| Bank of America Corp | 397,663 | $565.9 萬 | 0.00% | +23,428+6.3% | 加碼 |
| Advisors Asset Management, Inc. | 380,251 | $541.1 萬 | 0.08% | +2,616+0.7% | 加碼 |
| Cetera Advisor Networks LLC | 353,424 | $502.9 萬 | 0.07% | +26,307+8.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 353,058 | $502.4 萬 | 0.01% | −257,972−42.2% | 減碼 |
| MONECO Advisors, LLC | 302,728 | $430.8 萬 | 1.70% | +5,660+1.9% | 加碼 |
| Rockefeller Capital Management L.P. | 285,789 | $406.6 萬 | 0.02% | +47,127+19.7% | 加碼 |
| Advisor Group Holdings, Inc. | 275,068 | $391.5 萬 | 0.01% | −8,406−3.0% | 減碼 |
| Raymond James & Associates | 269,437 | $383.4 萬 | 0.00% | +29,121+12.1% | 加碼 |
| Stifel Financial Corp | 263,941 | $375.6 萬 | 0.01% | −1,396−0.5% | 減碼 |
| Focused Wealth Management, Inc | 252,460 | $359.3 萬 | 0.59% | +7,021+2.9% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 209,259 | $297.8 萬 | 0.01% | +8,072+4.0% | 加碼 |
| Ameriprise Financial Inc | 198,053 | $283.2 萬 | 0.00% | +39,803+25.2% | 加碼 |
| 1607 Capital Partners, LLC | 181,829 | $258.7 萬 | 0.13% | −108,411−37.4% | 減碼 |
| Shaker Financial Services, LLC | 170,091 | $242.0 萬 | 0.97% | −17,654−9.4% | 減碼 |
| Lindbrook Capital, LLC | 160,309 | $228.1 萬 | 0.60% | −229−0.1% | 減碼 |
| Janney Montgomery Scott LLC | 112,931 | $160.7 萬 | 0.01% | +7,580+7.2% | 加碼 |
| Armor Investment Advisors, LLC | 103,636 | $147.5 萬 | 0.93% | −10,504−9.2% | 減碼 |
| Prospera Financial Services Inc | 103,080 | $146.7 萬 | 0.07% | +158+0.2% | 加碼 |
| Moors & Cabot, Inc. | 92,964 | $132.2 萬 | 0.08% | +49,482+113.8% | 加碼 |
| Bank of Montreal | 85,283 | $125.5 萬 | 0.00% | +11,814+16.1% | 加碼 |
| Islay Capital Management, LLC | 87,562 | $124.6 萬 | 0.96% | +5,802+7.1% | 加碼 |
| Spire Wealth Management | 77,426 | $110.2 萬 | 0.03% | +6,159+8.6% | 加碼 |
| Truist Financial Corp | 71,108 | $101.2 萬 | 0.00% | −1,722−2.4% | 減碼 |
| StoneX Group Inc. | 68,966 | $99.6 萬 | 0.14% | −2,064−2.9% | 減碼 |
| Maltin Wealth Management, Inc. | 65,448 | $93.1 萬 | 0.57% | +3,123+5.0% | 加碼 |
| D.A. Davidson & Co. | 57,339 | $81.6 萬 | 0.01% | +16,211+39.4% | 加碼 |
| Blue Bell Private Wealth Management, LLC | 57,015 | $81.2 萬 | 0.24% | −23,578−29.3% | 減碼 |
| Glen Eagle Advisors, LLC | 43,242 | $61.5 萬 | 0.18% | +100.0% | 加碼 |
| Citigroup Inc | 42,072 | $59.9 萬 | 0.00% | −26,522−38.7% | 減碼 |
| Patten Group, Inc. | 42,121 | $59.9 萬 | 0.18% | +806+2.0% | 加碼 |
| Howard Wealth Management, LLC | 40,534 | $57.6 萬 | 0.32% | −244−0.6% | 減碼 |
| Venture Visionary Partners LLC | 38,878 | $55.3 萬 | 0.04% | +3,912+11.2% | 加碼 |
| BFT Financial Group, LLC | 34,991 | $49.8 萬 | 0.09% | 00.0% | 不變 |
| Regal Investment Advisors LLC | 34,212 | $48.7 萬 | 0.05% | −152−0.4% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 33,420 | $47.6 萬 | 0.08% | +2,195+7.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 31,429 | $44.7 萬 | 0.01% | −1,507−4.6% | 減碼 |
| National Asset Management, Inc. | 31,146 | $44.4 萬 | 0.01% | +3,685+13.4% | 加碼 |
| Jackson, Grant Investment Advisers, Inc. | 28,090 | $40.0 萬 | 0.18% | +292+1.1% | 加碼 |
| Pflug Koory, LLC | 27,492 | $39.1 萬 | 0.21% | +200+0.7% | 加碼 |
| International Assets Investment Management, LLC | 27,104 | $38.6 萬 | 0.07% | +135+0.5% | 加碼 |
| Claraphi Advisory Network, LLC | 24,275 | $34.5 萬 | 0.12% | −10.0% | 減碼 |
| Measured Wealth Private Client Group, LLC | 23,967 | $34.1 萬 | 0.13% | −99,914−80.7% | 減碼 |
| Hochman Cole Investment Advisors, Inc. | 23,808 | $33.9 萬 | 0.13% | +23,808 | 新進 |
| Advisors Capital Management, LLC | 23,601 | $33.6 萬 | 0.01% | +23,601 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 22,888 | $32.6 萬 | 0.00% | −45,415−66.5% | 減碼 |
| Creative Planning | 21,209 | $30.2 萬 | 0.00% | +100.0% | 加碼 |
| Apriem Advisors | 20,675 | $29.4 萬 | 0.04% | 00.0% | 不變 |
| Encompass Wealth Advisors, LLC | 19,896 | $28.3 萬 | 0.07% | +292+1.5% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 19,484 | $27.7 萬 | 0.03% | −30−0.2% | 減碼 |
| Capstone Financial Advisors, Inc. | 18,700 | $26.6 萬 | 0.02% | 00.0% | 不變 |
| HighTower Advisors, LLC | 17,286 | $24.6 萬 | 0.00% | +17,286 | 新進 |
| Kestra Advisory Services, LLC | 16,829 | $23.9 萬 | 0.00% | −2,557−13.2% | 減碼 |
| Kestra Private Wealth Services, LLC | 16,565 | $23.6 萬 | 0.01% | −692−4.0% | 減碼 |
| Founders Financial Alliance, LLC | 16,393 | $23.3 萬 | 0.11% | −250−1.5% | 減碼 |
| Oppenheimer & Co Inc | 16,091 | $22.9 萬 | 0.00% | −3,389−17.4% | 減碼 |
| Equitable Holdings, Inc. | 15,058 | $21.4 萬 | 0.00% | +3,532+30.6% | 加碼 |
| Commerce Bank | 14,819 | $21.1 萬 | 0.00% | 00.0% | 不變 |
| Marco Investment Management LLC | 14,655 | $20.9 萬 | 0.02% | −347−2.3% | 減碼 |
| Eudaimonia Partners, LLC | 14,435 | $20.5 萬 | 0.04% | +1,274+9.7% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 14,362 | $20.4 萬 | 0.01% | +14,362 | 新進 |
| Wealth Dimensions Group, Ltd. | 13,573 | $19.3 萬 | 0.12% | 00.0% | 不變 |
| Raymond James Trust N.A. | 12,473 | $17.7 萬 | 0.01% | +12,473 | 新進 |
| Summit Financial, LLC | 12,203 | $17.6 萬 | 0.02% | +177+1.5% | 加碼 |
| Baird Financial Group, Inc. | 12,201 | $17.4 萬 | 0.00% | −2,744−18.4% | 減碼 |
| Cetera Advisors LLC | 11,970 | $17.0 萬 | 0.00% | −240−2.0% | 減碼 |
| The PNC Financial Services Group, Inc. | 11,763 | $16.8 萬 | 0.00% | +1,065+10.0% | 加碼 |
| Jane Street Group, LLC | 11,544 | $16.4 萬 | 0.00% | −17,164−59.8% | 減碼 |
| Cordasco Financial Network | 11,537 | $16.4 萬 | 0.11% | +169+1.5% | 加碼 |
| Stratos Wealth Partners, LTD. | 10,909 | $15.5 萬 | 0.00% | −3,950−26.6% | 減碼 |
| Youngs Advisory Group, Inc. | 10,324 | $14.7 萬 | 0.11% | +19+0.2% | 加碼 |
| Continuum Advisory, LLC | 10,262 | $14.6 萬 | 0.04% | 00.0% | 不變 |
| Pointe Capital Management LLC | 10,059 | $14.3 萬 | 0.10% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 10,082 | $14.3 萬 | 0.00% | +10,082 | 新進 |
| Carret Asset Management, LLC | 10,000 | $14.2 萬 | 0.02% | 00.0% | 不變 |
| Global Endowment Management, LP | 10,000 | $14.2 萬 | 0.01% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 8,262 | $11.8 萬 | 0.01% | +8,262 | 新進 |
| Geneos Wealth Management Inc. | 7,958 | $11.4 萬 | 0.00% | +5+0.1% | 加碼 |
| Proequities, Inc. | 7,672 | $11.1 萬 | 0.01% | +247+3.3% | 加碼 |
| US Bancorp | 7,725 | $11.0 萬 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 5,772 | $8.20 萬 | 0.01% | −17−0.3% | 減碼 |
| Dividend Assets Capital, LLC | 5,069 | $7.20 萬 | 0.01% | 00.0% | 不變 |
| Hoese & Co LLP | 3,500 | $5.00 萬 | 0.05% | 00.0% | 不變 |
| Allworth Financial LP | 3,166 | $4.50 萬 | 0.00% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 3,110 | $4.40 萬 | 0.03% | 00.0% | 不變 |
| Johnson Midwest Financial, LLC | 2,447 | $3.50 萬 | 0.03% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 2,291 | $3.20 萬 | 0.00% | −6,648−74.4% | 減碼 |
| Fifth Third Bancorp | 1,690 | $2.40 萬 | 0.00% | −611−26.6% | 減碼 |
| American Portfolios Advisors | 1,560 | $2.22 萬 | 0.00% | +215+16.0% | 加碼 |
| Ten Capital Wealth Advisors, LLC | 1,250 | $1.80 萬 | 0.01% | 00.0% | 不變 |
| NEXT Financial Group, Inc | 848 | $1.20 萬 | 0.00% | 00.0% | 不變 |