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 3 季 13F 持有人
Nuveen S&P 500 BuyWrite Income 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
- 125
- 較 2022 年第 2 季 +1 家
- 持有股數
- 2,583 萬
- 較 2022 年第 2 季 +15.5 萬 (+0.6%)
- 總市值
- $3.07 億
- 較 2022 年第 2 季 −$1,061 萬 (−3.3%)
- 新進機構
- 15
- 另有 45 家加碼
- 清倉機構
- 14
- 另有 35 家減碼
另有 3 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 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 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 2022 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 11,072,327 | $1.32 億 | 0.02% | +375,987+3.5% | 加碼 |
| UBS Group AG | 1,835,752 | $2,181 萬 | 0.01% | −153,646−7.7% | 減碼 |
| LPL Financial LLC | 1,544,618 | $1,835 萬 | 0.02% | −84,015−5.2% | 減碼 |
| Wells Fargo & Company | 1,499,652 | $1,782 萬 | 0.01% | +155,808+11.6% | 加碼 |
| Invesco Ltd. | 868,881 | $1,032 萬 | 0.00% | −4,011−0.5% | 減碼 |
| Royal Bank of Canada | 726,586 | $863.2 萬 | 0.00% | +48,849+7.2% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 725,064 | $861.4 萬 | 0.02% | +31,960+4.6% | 加碼 |
| Bank of America Corp | 687,203 | $816.4 萬 | 0.00% | +177,892+34.9% | 加碼 |
| Guggenheim Capital LLC | 664,871 | $789.9 萬 | 0.07% | −48,390−6.8% | 減碼 |
| Raymond James & Associates | 578,768 | $687.6 萬 | 0.01% | +64,237+12.5% | 加碼 |
| Commonwealth Equity Services, LLC | 456,497 | $542.3 萬 | 0.01% | +13,550+3.1% | 加碼 |
| Lindbrook Capital, LLC | 400,890 | $476.3 萬 | 0.80% | −39,113−8.9% | 減碼 |
| Advisor Group Holdings, Inc. | 359,538 | $427.2 萬 | 0.01% | +81,194+29.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 330,571 | $392.7 萬 | 0.02% | +24,694+8.1% | 加碼 |
| MONECO Advisors, LLC | 292,642 | $347.7 萬 | 1.39% | −703−0.2% | 減碼 |
| Focused Wealth Management, Inc | 286,398 | $340.2 萬 | 0.71% | +3,008+1.1% | 加碼 |
| Janney Montgomery Scott LLC | 228,381 | $271.3 萬 | 0.01% | +78,985+52.9% | 加碼 |
| Stifel Financial Corp | 217,224 | $258.1 萬 | 0.00% | +9,281+4.5% | 加碼 |
| Ameriprise Financial Inc | 206,070 | $244.8 萬 | 0.00% | −3,173−1.5% | 減碼 |
| Advisors Asset Management, Inc. | 165,846 | $197.0 萬 | 0.04% | −116,974−41.4% | 減碼 |
| Twelve Points Wealth Management LLC | 131,973 | $156.8 萬 | 1.22% | +9,751+8.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 125,463 | $149.1 萬 | 0.00% | −3,066−2.4% | 減碼 |
| Arbor Capital Management Inc | 97,315 | $122.9 萬 | 1.11% | −328−0.3% | 減碼 |
| Shulman DeMeo Asset Management LLC | 100,453 | $119.3 萬 | 0.42% | −109−0.1% | 減碼 |
| Atria Wealth Solutions, Inc. | 96,885 | $116.9 萬 | 0.02% | +33,466+52.8% | 加碼 |
| Prospera Financial Services Inc | 89,788 | $106.7 萬 | 0.06% | +3,221+3.7% | 加碼 |
| Moors & Cabot, Inc. | 84,349 | $100.2 萬 | 0.08% | +1,440+1.7% | 加碼 |
| Islay Capital Management, LLC | 77,647 | $92.2 萬 | 1.10% | −26,914−25.7% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 75,556 | $89.8 萬 | 0.06% | +22,653+42.8% | 加碼 |
| D.A. Davidson & Co. | 73,640 | $87.5 萬 | 0.01% | +3,312+4.7% | 加碼 |
| Commons Capital, LLC | 71,169 | $84.5 萬 | 1.34% | +1,130+1.6% | 加碼 |
| National Asset Management, Inc. | 69,482 | $82.6 萬 | 0.02% | +26,730+62.5% | 加碼 |
| Cetera Advisor Networks LLC | 68,589 | $81.5 萬 | 0.01% | +3,209+4.9% | 加碼 |
| Claraphi Advisory Network, LLC | 62,654 | $74.4 萬 | 0.40% | −40,056−39.0% | 減碼 |
| StoneX Group Inc. | 61,050 | $74.0 萬 | 0.10% | −6,446−9.6% | 減碼 |
| Truist Financial Corp | 60,724 | $72.1 萬 | 0.00% | +5,559+10.1% | 加碼 |
| Patten Group, Inc. | 54,325 | $66.1 萬 | 0.23% | +7,703+16.5% | 加碼 |
| Armor Investment Advisors, LLC | 49,657 | $59.0 萬 | 0.40% | −14,621−22.7% | 減碼 |
| Glen Eagle Advisors, LLC | 46,294 | $55.0 萬 | 0.16% | +916+2.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 43,001 | $51.1 萬 | 0.01% | +3,030+7.6% | 加碼 |
| IFP Advisors, Inc | 34,303 | $48.5 萬 | 0.01% | +28,777+520.8% | 加碼 |
| Kestra Private Wealth Services, LLC | 39,357 | $46.8 萬 | 0.03% | +15,126+62.4% | 加碼 |
| Howard Wealth Management, LLC | 38,904 | $46.2 萬 | 0.33% | +38,904 | 新進 |
| Venture Visionary Partners LLC | 37,777 | $44.8 萬 | 0.04% | +78+0.2% | 加碼 |
| Pflug Koory, LLC | 36,717 | $43.6 萬 | 0.27% | +125+0.3% | 加碼 |
| Great Valley Advisor Group, Inc. | 29,553 | $35.1 萬 | 0.02% | −400−1.3% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 28,733 | $34.1 萬 | 0.08% | −1,277−4.3% | 減碼 |
| International Assets Investment Management, LLC | 28,164 | $33.5 萬 | 0.07% | −2,279−7.5% | 減碼 |
| Bank of Montreal | 27,489 | $33.1 萬 | 0.00% | +27,489 | 新進 |
| Jackson, Grant Investment Advisers, Inc. | 26,748 | $31.8 萬 | 0.17% | +371+1.4% | 加碼 |
| Capstone Financial Advisors, Inc. | 26,423 | $31.4 萬 | 0.03% | 00.0% | 不變 |
| Bluefin Capital Management, LLC | 24,295 | $28.9 萬 | 0.03% | +24,295 | 新進 |
| AE Wealth Management LLC | 24,134 | $28.7 萬 | 0.00% | +2,080+9.4% | 加碼 |
| Regal Investment Advisors LLC | 22,163 | $26.3 萬 | 0.03% | +411+1.9% | 加碼 |
| Hilltop Holdings Inc. | 21,762 | $25.9 萬 | 0.04% | −589−2.6% | 減碼 |
| Stephens Inc | 21,732 | $25.8 萬 | 0.01% | +1,755+8.8% | 加碼 |
| Encompass Wealth Advisors, LLC | 21,215 | $25.2 萬 | 0.10% | +393+1.9% | 加碼 |
| Mark Stevens | 21,024 | $25.0 萬 | 0.03% | −2,212−9.5% | 減碼 |
| Equitable Holdings, Inc. | 20,723 | $24.6 萬 | 0.00% | −63−0.3% | 減碼 |
| Baird Financial Group, Inc. | 20,677 | $24.6 萬 | 0.00% | +2,000+10.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 20,211 | $24.1 萬 | 0.00% | +2,486+14.0% | 加碼 |
| Marco Investment Management LLC | 20,300 | $24.1 萬 | 0.03% | +5,645+38.5% | 加碼 |
| Stratos Wealth Partners, LTD. | 20,151 | $23.9 萬 | 0.01% | −301−1.5% | 減碼 |
| Kestra Advisory Services, LLC | 19,770 | $23.5 萬 | 0.00% | +19,770 | 新進 |
| Apriem Advisors | 19,675 | $23.4 萬 | 0.04% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 19,654 | $23.3 萬 | 0.00% | −215,941−91.7% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 19,396 | $23.0 萬 | 0.03% | −62−0.3% | 減碼 |
| Maltin Wealth Management, Inc. | 16,825 | $20.0 萬 | 0.16% | −16,597−49.7% | 減碼 |
| Shaker Financial Services, LLC | 16,740 | $19.9 萬 | 0.10% | −235,042−93.4% | 減碼 |
| Nations Financial Group Inc, | 16,744 | $19.9 萬 | 0.03% | 00.0% | 不變 |
| Commerce Bank | 15,540 | $18.5 萬 | 0.00% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 15,068 | $17.9 萬 | 0.00% | +3,523+30.5% | 加碼 |
| Apella Capital, LLC | 14,237 | $16.9 萬 | 0.02% | +263+1.9% | 加碼 |
| Founders Financial Alliance, LLC | 14,218 | $16.9 萬 | 0.09% | +14,218 | 新進 |
| US Bancorp | 14,057 | $16.7 萬 | 0.00% | +666+5.0% | 加碼 |
| Oppenheimer & Co Inc | 14,016 | $16.7 萬 | 0.00% | +778+5.9% | 加碼 |
| Davenport & Co LLC | 13,927 | $16.5 萬 | 0.00% | 00.0% | 不變 |
| Cetera Advisors LLC | 13,873 | $16.5 萬 | 0.00% | +60.0% | 加碼 |
| Mercer Global Advisors Inc | 13,768 | $16.3 萬 | 0.00% | +13,768 | 新進 |
| HighTower Advisors, LLC | 13,675 | $16.2 萬 | 0.00% | −107−0.8% | 減碼 |
| Wealth Dimensions Group, Ltd. | 13,573 | $16.1 萬 | 0.08% | 00.0% | 不變 |
| Occidental Asset Management, LLC | 13,474 | $16.0 萬 | 0.05% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 13,310 | $15.8 萬 | 0.01% | 00.0% | 不變 |
| Summit Financial, LLC | 12,203 | $14.8 萬 | 0.01% | 00.0% | 不變 |
| Eudaimonia Partners, LLC | 12,288 | $14.6 萬 | 0.04% | −974−7.3% | 減碼 |
| Bank of New York Mellon Corp | 12,114 | $14.4 萬 | 0.00% | +493+4.2% | 加碼 |
| Private Capital Management LLC | 11,165 | $13.3 萬 | 0.05% | 00.0% | 不變 |
| Shilanski & Associates, Inc. | 11,165 | $13.3 萬 | 0.05% | +11,165 | 新進 |
| Private Advisor Group, LLC | 10,739 | $12.8 萬 | 0.00% | 00.0% | 不變 |
| Pointe Capital Management LLC | 10,059 | $12.0 萬 | 0.10% | 00.0% | 不變 |
| Horizon Wealth Management, LLC | 10,085 | $12.0 萬 | 0.09% | +10,085 | 新進 |
| Carret Asset Management, LLC | 10,000 | $11.9 萬 | 0.02% | −203−2.0% | 減碼 |
| Global Endowment Management, LP | 10,000 | $11.9 萬 | 0.01% | 00.0% | 不變 |
| Running Point Capital Advisors, LLC | 10,000 | $11.9 萬 | 0.08% | 00.0% | 不變 |
| Citigroup Inc | 9,338 | $11.1 萬 | 0.00% | −16,228−63.5% | 減碼 |
| Centaurus Financial, Inc. | 8,621 | $10.2 萬 | 0.01% | +8,621 | 新進 |
| Harbor Investment Advisory, LLC | 7,890 | $9.40 萬 | 0.02% | 00.0% | 不變 |
| Allworth Financial LP | 7,856 | $9.30 萬 | 0.00% | −520−6.2% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 7,594 | $9.00 萬 | 0.09% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 7,241 | $8.60 萬 | 0.01% | +3,112+75.4% | 加碼 |