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 4 季 13F 持有人
Nuveen S&P 500 BuyWrite Income 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
- 114
- 較 2021 年第 3 季 +11 家
- 持有股數
- 2,527 萬
- 較 2021 年第 3 季 +101.3 萬 (+4.2%)
- 總市值
- $3.70 億
- 較 2021 年第 3 季 +$2,486 萬 (+7.2%)
- 新進機構
- 19
- 另有 44 家加碼
- 清倉機構
- 8
- 另有 29 家減碼
另有 4 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 9,748,562 | $1.43 億 | 0.02% | +208,057+2.2% | 加碼 |
| UBS Group AG | 2,067,406 | $3,029 萬 | 0.01% | +33,082+1.6% | 加碼 |
| LPL Financial LLC | 1,643,480 | $2,408 萬 | 0.02% | +249,509+17.9% | 加碼 |
| Invesco Ltd. | 1,372,812 | $2,011 萬 | 0.00% | +32,530+2.4% | 加碼 |
| Wells Fargo & Company | 1,198,822 | $1,756 萬 | 0.00% | −20,620−1.7% | 減碼 |
| Guggenheim Capital LLC | 686,143 | $1,005 萬 | 0.05% | +133,341+24.1% | 加碼 |
| Mark Stevens | 639,466 | $936.8 萬 | 0.98% | +2,984+0.5% | 加碼 |
| Royal Bank of Canada | 508,790 | $745.4 萬 | 0.00% | −50,468−9.0% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 477,229 | $699.1 萬 | 0.01% | −46,637−8.9% | 減碼 |
| Commonwealth Equity Services, LLC | 462,209 | $677.1 萬 | 0.02% | +30,202+7.0% | 加碼 |
| Lindbrook Capital, LLC | 446,632 | $654.3 萬 | 1.00% | +286,323+178.6% | 加碼 |
| Bank of America Corp | 439,716 | $644.2 萬 | 0.00% | +42,053+10.6% | 加碼 |
| Shaker Financial Services, LLC | 342,005 | $501.0 萬 | 1.77% | +171,914+101.1% | 加碼 |
| Advisors Asset Management, Inc. | 338,791 | $496.3 萬 | 0.07% | −41,460−10.9% | 減碼 |
| Advisor Group Holdings, Inc. | 297,251 | $435.6 萬 | 0.01% | +22,183+8.1% | 加碼 |
| MONECO Advisors, LLC | 304,918 | $431.2 萬 | 1.62% | +2,190+0.7% | 加碼 |
| Rockefeller Capital Management L.P. | 286,458 | $419.6 萬 | 0.02% | +669+0.2% | 加碼 |
| Raymond James & Associates | 279,769 | $409.9 萬 | 0.00% | +10,332+3.8% | 加碼 |
| Stifel Financial Corp | 278,601 | $408.2 萬 | 0.01% | +14,660+5.6% | 加碼 |
| Focused Wealth Management, Inc | 267,390 | $391.7 萬 | 0.61% | +14,930+5.9% | 加碼 |
| Ameriprise Financial Inc | 229,019 | $335.6 萬 | 0.00% | +30,966+15.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 220,185 | $322.6 萬 | 0.01% | +10,926+5.2% | 加碼 |
| 1607 Capital Partners, LLC | 171,320 | $251.0 萬 | 0.13% | −10,509−5.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 160,926 | $235.8 萬 | 0.00% | −192,132−54.4% | 減碼 |
| Janney Montgomery Scott LLC | 113,582 | $166.4 萬 | 0.01% | +651+0.6% | 加碼 |
| Shulman DeMeo Asset Management LLC | 108,742 | $159.3 萬 | 0.42% | +108,742 | 新進 |
| Armor Investment Advisors, LLC | 89,519 | $131.1 萬 | 0.74% | −14,117−13.6% | 減碼 |
| Moors & Cabot, Inc. | 87,756 | $128.6 萬 | 0.08% | −5,208−5.6% | 減碼 |
| Islay Capital Management, LLC | 87,562 | $128.3 萬 | 0.97% | 00.0% | 不變 |
| Arbor Capital Management Inc | 85,575 | $125.4 萬 | 0.89% | +85,575 | 新進 |
| Prospera Financial Services Inc | 84,321 | $123.5 萬 | 0.05% | −18,759−18.2% | 減碼 |
| Bank of Montreal | 79,319 | $121.6 萬 | 0.00% | −5,964−7.0% | 減碼 |
| Spire Wealth Management | 80,056 | $117.3 萬 | 0.03% | +2,630+3.4% | 加碼 |
| Commons Capital, LLC | 70,744 | $103.6 萬 | 1.03% | +70,744 | 新進 |
| Truist Financial Corp | 67,302 | $98.6 萬 | 0.00% | −3,806−5.4% | 減碼 |
| StoneX Group Inc. | 62,373 | $91.4 萬 | 0.11% | −6,593−9.6% | 減碼 |
| Jane Street Group, LLC | 60,121 | $88.1 萬 | 0.00% | +48,577+420.8% | 加碼 |
| Maltin Wealth Management, Inc. | 59,576 | $87.3 萬 | 0.52% | −5,872−9.0% | 減碼 |
| Cetera Advisor Networks LLC | 57,716 | $84.6 萬 | 0.01% | −295,708−83.7% | 減碼 |
| D.A. Davidson & Co. | 57,339 | $84.6 萬 | 0.01% | 00.0% | 不變 |
| Twelve Points Wealth Management LLC | 51,424 | $75.3 萬 | 0.61% | +51,424 | 新進 |
| Blue Bell Private Wealth Management, LLC | 49,260 | $72.2 萬 | 0.19% | −7,755−13.6% | 減碼 |
| Parametric Portfolio Associates LLC | 49,166 | $72.0 萬 | 0.00% | +49,166 | 新進 |
| Glen Eagle Advisors, LLC | 44,364 | $65.0 萬 | 0.17% | +1,122+2.6% | 加碼 |
| Patten Group, Inc. | 42,900 | $62.8 萬 | 0.17% | +779+1.8% | 加碼 |
| Howard Wealth Management, LLC | 39,656 | $58.0 萬 | 0.31% | −878−2.2% | 減碼 |
| Venture Visionary Partners LLC | 38,932 | $57.0 萬 | 0.04% | +54+0.1% | 加碼 |
| Citigroup Inc | 34,581 | $50.7 萬 | 0.00% | −7,491−17.8% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 34,114 | $50.0 萬 | 0.08% | +694+2.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 31,601 | $46.3 萬 | 0.01% | +172+0.5% | 加碼 |
| National Asset Management, Inc. | 30,878 | $45.3 萬 | 0.01% | −268−0.9% | 減碼 |
| Capstone Financial Advisors, Inc. | 28,700 | $42.0 萬 | 0.03% | +10,000+53.5% | 加碼 |
| Jackson, Grant Investment Advisers, Inc. | 28,378 | $41.6 萬 | 0.21% | +288+1.0% | 加碼 |
| Pflug Koory, LLC | 27,492 | $40.3 萬 | 0.20% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 27,327 | $40.0 萬 | 0.07% | +223+0.8% | 加碼 |
| Claraphi Advisory Network, LLC | 24,116 | $35.3 萬 | 0.12% | −159−0.7% | 減碼 |
| Regal Investment Advisors LLC | 21,440 | $31.4 萬 | 0.03% | −12,772−37.3% | 減碼 |
| MAI Capital Management | 20,726 | $30.4 萬 | 0.00% | +20,726 | 新進 |
| Equitable Holdings, Inc. | 20,712 | $30.3 萬 | 0.00% | +5,654+37.5% | 加碼 |
| Measured Wealth Private Client Group, LLC | 20,583 | $30.2 萬 | 0.11% | −3,384−14.1% | 減碼 |
| Encompass Wealth Advisors, LLC | 20,484 | $30.0 萬 | 0.07% | +588+3.0% | 加碼 |
| Kestra Private Wealth Services, LLC | 20,145 | $29.5 萬 | 0.01% | +3,580+21.6% | 加碼 |
| Stephens Inc | 19,977 | $29.3 萬 | 0.00% | +19,977 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 19,909 | $29.2 萬 | 0.01% | +5,547+38.6% | 加碼 |
| Advisors Capital Management, LLC | 19,803 | $29.0 萬 | 0.01% | −3,798−16.1% | 減碼 |
| Apriem Advisors | 19,675 | $28.8 萬 | 0.04% | −1,000−4.8% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 19,484 | $28.5 萬 | 0.02% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 17,976 | $26.3 萬 | 0.00% | +5,775+47.3% | 加碼 |
| Kestra Advisory Services, LLC | 17,094 | $25.0 萬 | 0.00% | +265+1.6% | 加碼 |
| Founders Financial Alliance, LLC | 17,001 | $24.9 萬 | 0.10% | +608+3.7% | 加碼 |
| Oppenheimer & Co Inc | 15,634 | $22.9 萬 | 0.00% | −457−2.8% | 減碼 |
| HighTower Advisors, LLC | 15,362 | $22.5 萬 | 0.00% | −1,924−11.1% | 減碼 |
| Wolverine Asset Management LLC | 15,335 | $22.4 萬 | 0.00% | +15,335 | 新進 |
| Commerce Bank | 14,819 | $21.7 萬 | 0.00% | 00.0% | 不變 |
| Marco Investment Management LLC | 14,655 | $21.5 萬 | 0.02% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 13,762 | $20.1 萬 | 0.00% | +1,999+17.0% | 加碼 |
| Wealth Dimensions Group, Ltd. | 13,573 | $19.9 萬 | 0.10% | 00.0% | 不變 |
| Cetera Advisors LLC | 13,069 | $19.1 萬 | 0.00% | +1,099+9.2% | 加碼 |
| Raymond James Trust N.A. | 12,773 | $18.7 萬 | 0.01% | +300+2.4% | 加碼 |
| B. Riley Wealth Management, Inc. | 12,200 | $17.9 萬 | 0.01% | +12,200 | 新進 |
| Summit Financial, LLC | 12,203 | $17.9 萬 | 0.01% | 00.0% | 不變 |
| Cordasco Financial Network | 11,877 | $17.4 萬 | 0.11% | +340+2.9% | 加碼 |
| Private Capital Management LLC | 11,263 | $16.5 萬 | 0.06% | +11,263 | 新進 |
| Stratos Wealth Partners, LTD. | 10,650 | $15.6 萬 | 0.00% | −259−2.4% | 減碼 |
| Pointe Capital Management LLC | 10,059 | $14.7 萬 | 0.09% | 00.0% | 不變 |
| Global Endowment Management, LP | 10,000 | $14.7 萬 | 0.01% | 00.0% | 不變 |
| Carret Asset Management, LLC | 10,000 | $14.6 萬 | 0.02% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 8,305 | $12.2 萬 | 0.01% | +43+0.5% | 加碼 |
| Proequities, Inc. | 7,761 | $11.4 萬 | 0.01% | +89+1.2% | 加碼 |
| US Bancorp | 7,725 | $11.3 萬 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 5,422 | $7.90 萬 | 0.01% | −350−6.1% | 減碼 |
| Dividend Assets Capital, LLC | 5,069 | $7.40 萬 | 0.01% | 00.0% | 不變 |
| Umb Bank N A | 4,929 | $7.20 萬 | 0.00% | +4,929 | 新進 |
| Ahl Investment Management, Inc. | 4,672 | $6.80 萬 | 0.06% | +4,672 | 新進 |
| CoreCap Advisors, LLC | 4,488 | $6.60 萬 | 0.00% | +4,488 | 新進 |
| Geneos Wealth Management Inc. | 4,309 | $6.30 萬 | 0.00% | −3,649−45.9% | 減碼 |
| Hoese & Co LLP | 3,500 | $5.10 萬 | 0.05% | 00.0% | 不變 |
| Allworth Financial LP | 3,166 | $4.60 萬 | 0.00% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 3,110 | $4.60 萬 | 0.03% | 00.0% | 不變 |
| Johnson Midwest Financial, LLC | 2,447 | $3.60 萬 | 0.03% | 00.0% | 不變 |