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。
2022 年第 2 季 13F 持有人
Nuveen S&P 500 BuyWrite Income 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
- 127
- 較 2022 年第 1 季 +10 家
- 持有股數
- 2,576 萬
- 較 2022 年第 1 季 +75.7 萬 (+3.0%)
- 總市值
- $3.19 億
- 較 2022 年第 1 季 −$3,750 萬 (−10.5%)
- 新進機構
- 24
- 另有 43 家加碼
- 清倉機構
- 14
- 另有 34 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 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 |
2022 年第 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 10,696,340 | $1.32 億 | 0.02% | +520,024+5.1% | 加碼 |
| UBS Group AG | 1,989,398 | $2,461 萬 | 0.01% | −7990.0% | 減碼 |
| LPL Financial LLC | 1,628,633 | $2,015 萬 | 0.02% | −58,819−3.5% | 減碼 |
| Wells Fargo & Company | 1,343,844 | $1,662 萬 | 0.01% | +108,882+8.8% | 加碼 |
| Invesco Ltd. | 872,892 | $1,080 萬 | 0.00% | −410,828−32.0% | 減碼 |
| Guggenheim Capital LLC | 713,261 | $882.3 萬 | 0.07% | +1,458+0.2% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 693,104 | $857.4 萬 | 0.02% | +124,876+22.0% | 加碼 |
| Royal Bank of Canada | 677,737 | $838.3 萬 | 0.00% | +30,180+4.7% | 加碼 |
| Raymond James & Associates | 514,531 | $636.5 萬 | 0.01% | +51,780+11.2% | 加碼 |
| Bank of America Corp | 509,311 | $630.1 萬 | 0.00% | +33,788+7.1% | 加碼 |
| Commonwealth Equity Services, LLC | 442,947 | $547.9 萬 | 0.01% | −5,592−1.2% | 減碼 |
| Lindbrook Capital, LLC | 440,003 | $544.3 萬 | 0.90% | −136,411−23.7% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 305,877 | $378.4 萬 | 0.02% | +74,043+31.9% | 加碼 |
| MONECO Advisors, LLC | 293,345 | $362.9 萬 | 1.41% | −5,933−2.0% | 減碼 |
| Focused Wealth Management, Inc | 283,390 | $350.6 萬 | 0.64% | +9,975+3.6% | 加碼 |
| Advisors Asset Management, Inc. | 282,820 | $349.8 萬 | 0.06% | +282,820 | 新進 |
| Advisor Group Holdings, Inc. | 278,344 | $344.4 萬 | 0.01% | −10,646−3.7% | 減碼 |
| Shaker Financial Services, LLC | 251,782 | $311.5 萬 | 1.52% | +183,474+268.6% | 加碼 |
| Rockefeller Capital Management L.P. | 235,595 | $291.4 萬 | 0.02% | −6,216−2.6% | 減碼 |
| Ameriprise Financial Inc | 209,243 | $258.9 萬 | 0.00% | −6,402−3.0% | 減碼 |
| Stifel Financial Corp | 207,943 | $257.2 萬 | 0.00% | −51,034−19.7% | 減碼 |
| Janney Montgomery Scott LLC | 149,396 | $185.7 萬 | 0.01% | +15,892+11.9% | 加碼 |
| Northwestern Mutual Wealth Management Co | 128,529 | $159.0 萬 | 0.00% | −20,088−13.5% | 減碼 |
| Twelve Points Wealth Management LLC | 122,222 | $151.2 萬 | 1.16% | +26,407+27.6% | 加碼 |
| Islay Capital Management, LLC | 104,561 | $129.3 萬 | 1.35% | −2,928−2.7% | 減碼 |
| Claraphi Advisory Network, LLC | 102,710 | $127.1 萬 | 0.45% | −8,355−7.5% | 減碼 |
| Shulman DeMeo Asset Management LLC | 100,562 | $124.4 萬 | 0.41% | −636−0.6% | 減碼 |
| Arbor Capital Management Inc | 97,643 | $120.9 萬 | 1.15% | −820−0.8% | 減碼 |
| Prospera Financial Services Inc | 86,567 | $107.1 萬 | 0.05% | +2,828+3.4% | 加碼 |
| Moors & Cabot, Inc. | 82,909 | $102.6 萬 | 0.07% | −1,280−1.5% | 減碼 |
| D.A. Davidson & Co. | 70,328 | $87.0 萬 | 0.01% | +8,727+14.2% | 加碼 |
| Commons Capital, LLC | 70,039 | $86.6 萬 | 1.31% | −655−0.9% | 減碼 |
| StoneX Group Inc. | 67,496 | $84.9 萬 | 0.10% | +5,453+8.8% | 加碼 |
| Cetera Advisor Networks LLC | 65,380 | $80.9 萬 | 0.01% | −373−0.6% | 減碼 |
| Atria Wealth Solutions, Inc. | 63,419 | $79.5 萬 | 0.02% | +6,551+11.5% | 加碼 |
| Armor Investment Advisors, LLC | 64,278 | $79.5 萬 | 0.52% | +64,278 | 新進 |
| Truist Financial Corp | 55,165 | $68.2 萬 | 0.00% | +2,949+5.6% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 52,903 | $65.4 萬 | 0.04% | +33,394+171.2% | 加碼 |
| Integrated Wealth Concepts LLC | 51,271 | $63.4 萬 | 0.02% | +51,271 | 新進 |
| Spire Wealth Management | 49,885 | $61.7 萬 | 0.03% | −43,491−46.6% | 減碼 |
| Patten Group, Inc. | 46,622 | $60.4 萬 | 0.19% | +702+1.5% | 加碼 |
| Glen Eagle Advisors, LLC | 45,378 | $56.1 萬 | 0.15% | +514+1.1% | 加碼 |
| B. Riley Wealth Management, Inc. | 43,126 | $53.3 萬 | 0.05% | +24,926+137.0% | 加碼 |
| National Asset Management, Inc. | 42,752 | $53.0 萬 | 0.02% | +11,433+36.5% | 加碼 |
| HRT Financial LP | 40,853 | $50.5 萬 | 0.01% | +40,853 | 新進 |
| Steward Partners Investment Advisory, LLC | 39,971 | $49.4 萬 | 0.01% | +2,770+7.4% | 加碼 |
| Venture Visionary Partners LLC | 37,699 | $46.6 萬 | 0.04% | −1,289−3.3% | 減碼 |
| Pflug Koory, LLC | 36,592 | $45.3 萬 | 0.26% | +100+0.3% | 加碼 |
| BFT Financial Group, LLC | 34,991 | $43.3 萬 | 0.12% | 00.0% | 不變 |
| Maltin Wealth Management, Inc. | 33,422 | $41.3 萬 | 0.30% | −19,910−37.3% | 減碼 |
| International Assets Investment Management, LLC | 30,443 | $37.7 萬 | 0.07% | +350+1.2% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 30,010 | $37.1 萬 | 0.08% | −3,010−9.1% | 減碼 |
| Great Valley Advisor Group, Inc. | 29,953 | $37.1 萬 | 0.02% | +29,953 | 新進 |
| Capstone Financial Advisors, Inc. | 26,423 | $32.7 萬 | 0.03% | −2,277−7.9% | 減碼 |
| Jackson, Grant Investment Advisers, Inc. | 26,377 | $32.6 萬 | 0.16% | +349+1.3% | 加碼 |
| Millennium Management LLC | 25,858 | $32.0 萬 | 0.00% | +25,858 | 新進 |
| Citigroup Inc | 25,566 | $31.6 萬 | 0.00% | −5,154−16.8% | 減碼 |
| Kestra Private Wealth Services, LLC | 24,231 | $30.0 萬 | 0.02% | +86+0.4% | 加碼 |
| Mark Stevens | 23,236 | $28.7 萬 | 0.04% | −35,134−60.2% | 減碼 |
| Hilltop Holdings Inc. | 22,351 | $27.6 萬 | 0.04% | +22,351 | 新進 |
| AE Wealth Management LLC | 22,054 | $27.3 萬 | 0.00% | +3,128+16.5% | 加碼 |
| Regal Investment Advisors LLC | 21,752 | $26.9 萬 | 0.03% | +353+1.6% | 加碼 |
| Encompass Wealth Advisors, LLC | 20,822 | $25.8 萬 | 0.09% | +338+1.7% | 加碼 |
| Equitable Holdings, Inc. | 20,786 | $25.7 萬 | 0.00% | +74+0.4% | 加碼 |
| Stratos Wealth Partners, LTD. | 20,452 | $25.3 萬 | 0.01% | +8,002+64.3% | 加碼 |
| Stephens Inc | 19,977 | $24.7 萬 | 0.00% | 00.0% | 不變 |
| Apriem Advisors | 19,675 | $24.3 萬 | 0.04% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 19,458 | $24.1 萬 | 0.03% | −26−0.1% | 減碼 |
| Baird Financial Group, Inc. | 18,677 | $23.1 萬 | 0.00% | +1,091+6.2% | 加碼 |
| OTA Financial Group L.P. | 18,741 | $23.1 萬 | 0.11% | +18,741 | 新進 |
| The PNC Financial Services Group, Inc. | 17,725 | $22.0 萬 | 0.00% | +3,963+28.8% | 加碼 |
| Nations Financial Group Inc, | 16,744 | $20.7 萬 | 0.03% | 00.0% | 不變 |
| Commerce Bank | 15,540 | $19.2 萬 | 0.00% | +721+4.9% | 加碼 |
| Marco Investment Management LLC | 14,655 | $18.1 萬 | 0.02% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 14,251 | $17.6 萬 | 0.00% | +14,251 | 新進 |
| Apella Capital, LLC | 13,974 | $17.3 萬 | 0.02% | +13,974 | 新進 |
| Cetera Advisors LLC | 13,867 | $17.2 萬 | 0.00% | −994−6.7% | 減碼 |
| Davenport & Co LLC | 13,927 | $17.2 萬 | 0.00% | +13,927 | 新進 |
| HighTower Advisors, LLC | 13,782 | $17.1 萬 | 0.00% | −807−5.5% | 減碼 |
| Wealth Dimensions Group, Ltd. | 13,573 | $16.8 萬 | 0.08% | 00.0% | 不變 |
| Occidental Asset Management, LLC | 13,474 | $16.7 萬 | 0.05% | 00.0% | 不變 |
| US Bancorp | 13,391 | $16.6 萬 | 0.00% | +5,666+73.3% | 加碼 |
| CoreCap Advisors, LLC | 13,310 | $16.5 萬 | 0.01% | −10,184−43.3% | 減碼 |
| Oppenheimer & Co Inc | 13,238 | $16.4 萬 | 0.00% | −1,996−13.1% | 減碼 |
| Eudaimonia Partners, LLC | 13,262 | $16.4 萬 | 0.03% | +26+0.2% | 加碼 |
| Private Capital Management LLC | 11,165 | $15.9 萬 | 0.05% | 00.0% | 不變 |
| Summit Financial, LLC | 12,203 | $15.4 萬 | 0.01% | +12,203 | 新進 |
| Measured Wealth Private Client Group, LLC | 12,355 | $15.3 萬 | 0.07% | −7,744−38.5% | 減碼 |
| Advisors Capital Management, LLC | 12,078 | $14.9 萬 | 0.00% | 00.0% | 不變 |
| Cordasco Financial Network | 12,073 | $14.9 萬 | 0.11% | +196+1.7% | 加碼 |
| Bank of New York Mellon Corp | 11,621 | $14.4 萬 | 0.00% | +11,621 | 新進 |
| Avantax Advisory Services, Inc. | 11,545 | $14.3 萬 | 0.00% | +11,545 | 新進 |
| Private Advisor Group, LLC | 10,739 | $13.3 萬 | 0.00% | +10,739 | 新進 |
| Carret Asset Management, LLC | 10,203 | $12.6 萬 | 0.02% | +203+2.0% | 加碼 |
| Global Endowment Management, LP | 10,000 | $12.4 萬 | 0.01% | 00.0% | 不變 |
| Pointe Capital Management LLC | 10,059 | $12.4 萬 | 0.09% | 00.0% | 不變 |
| Running Point Capital Advisors, LLC | 10,000 | $12.4 萬 | 0.08% | 00.0% | 不變 |
| Allworth Financial LP | 8,376 | $10.4 萬 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 7,761 | $9.80 萬 | 0.01% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 7,890 | $9.80 萬 | 0.02% | 00.0% | 不變 |