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 4 季 13F 持有人
Nuveen S&P 500 BuyWrite Income Fund 在 2022/12/31 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
- 135
- 較 2022 年第 3 季 +11 家
- 持有股數
- 2,657 萬
- 較 2022 年第 3 季 +74.6 萬 (+2.9%)
- 總市值
- $3.36 億
- 較 2022 年第 3 季 +$2,916 萬 (+9.5%)
- 新進機構
- 24
- 另有 48 家加碼
- 清倉機構
- 13
- 另有 32 家減碼
另有 1 家機構在 2022 年第 3 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 11,145,552 | $1.41 億 | 0.02% | +73,225+0.7% | 加碼 |
| UBS Group AG | 2,007,047 | $2,539 萬 | 0.01% | +171,295+9.3% | 加碼 |
| Wells Fargo & Company | 1,597,273 | $2,021 萬 | 0.01% | +97,621+6.5% | 加碼 |
| LPL Financial LLC | 1,387,720 | $1,755 萬 | 0.02% | −156,898−10.2% | 減碼 |
| Invesco Ltd. | 805,670 | $1,019 萬 | 0.00% | −63,211−7.3% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 751,686 | $950.9 萬 | 0.02% | +26,622+3.7% | 加碼 |
| Royal Bank of Canada | 721,888 | $913.2 萬 | 0.00% | −4,698−0.6% | 減碼 |
| Guggenheim Capital LLC | 656,104 | $830.0 萬 | 0.07% | −8,767−1.3% | 減碼 |
| Raymond James & Associates | 580,908 | $734.9 萬 | 0.01% | +2,140+0.4% | 加碼 |
| Bank of America Corp | 557,996 | $705.9 萬 | 0.00% | −129,207−18.8% | 減碼 |
| Lindbrook Capital, LLC | 503,690 | $637.2 萬 | 0.78% | +102,800+25.6% | 加碼 |
| Commonwealth Equity Services, LLC | 481,580 | $609.1 萬 | 0.01% | +25,083+5.5% | 加碼 |
| Advisor Group Holdings, Inc. | 437,641 | $553.6 萬 | 0.01% | +78,103+21.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 369,181 | $467.0 萬 | 0.02% | +38,610+11.7% | 加碼 |
| MONECO Advisors, LLC | 290,489 | $367.5 萬 | 1.33% | −2,153−0.7% | 減碼 |
| Focused Wealth Management, Inc | 286,225 | $362.1 萬 | 0.74% | −173−0.1% | 減碼 |
| Stifel Financial Corp | 242,910 | $307.3 萬 | 0.00% | +25,686+11.8% | 加碼 |
| Janney Montgomery Scott LLC | 226,646 | $286.7 萬 | 0.01% | −1,735−0.8% | 減碼 |
| Ameriprise Financial Inc | 209,290 | $268.7 萬 | 0.00% | +3,220+1.6% | 加碼 |
| Twelve Points Wealth Management LLC | 195,512 | $247.3 萬 | 1.68% | +63,539+48.1% | 加碼 |
| Advisors Asset Management, Inc. | 151,924 | $192.2 萬 | 0.04% | −13,922−8.4% | 減碼 |
| Atria Wealth Solutions, Inc. | 132,829 | $168.0 萬 | 0.03% | +35,944+37.1% | 加碼 |
| Northwestern Mutual Wealth Management Co | 130,355 | $164.9 萬 | 0.00% | +4,892+3.9% | 加碼 |
| Prosperity Wealth Management, Inc. | 104,711 | $132.5 萬 | 1.31% | +104,711 | 新進 |
| Shulman DeMeo Asset Management LLC | 99,430 | $125.8 萬 | 0.42% | −1,023−1.0% | 減碼 |
| Arbor Capital Management Inc | 97,734 | $123.4 萬 | 1.10% | +419+0.4% | 加碼 |
| Mark Stevens | 96,144 | $121.6 萬 | 0.16% | +75,120+357.3% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 94,665 | $119.8 萬 | 0.07% | +19,109+25.3% | 加碼 |
| Prospera Financial Services Inc | 91,553 | $115.8 萬 | 0.06% | +1,765+2.0% | 加碼 |
| National Asset Management, Inc. | 90,439 | $114.4 萬 | 0.03% | +20,957+30.2% | 加碼 |
| Moors & Cabot, Inc. | 81,621 | $103.3 萬 | 0.07% | −2,728−3.2% | 減碼 |
| Cetera Advisor Networks LLC | 77,474 | $98.0 萬 | 0.01% | +8,885+13.0% | 加碼 |
| Islay Capital Management, LLC | 76,647 | $97.0 萬 | 1.11% | −1,000−1.3% | 減碼 |
| Patten Group, Inc. | 71,696 | $90.7 萬 | 0.28% | +17,371+32.0% | 加碼 |
| D.A. Davidson & Co. | 70,038 | $88.6 萬 | 0.01% | −3,602−4.9% | 減碼 |
| Commons Capital, LLC | 69,892 | $88.4 萬 | 1.46% | −1,277−1.8% | 減碼 |
| Truist Financial Corp | 63,783 | $80.7 萬 | 0.00% | +3,059+5.0% | 加碼 |
| International Assets Investment Management, LLC | 62,379 | $78.9 萬 | 0.08% | +34,215+121.5% | 加碼 |
| StoneX Group Inc. | 57,319 | $72.5 萬 | 0.09% | −3,731−6.1% | 減碼 |
| Claraphi Advisory Network, LLC | 48,030 | $60.8 萬 | 0.24% | −14,624−23.3% | 減碼 |
| Glen Eagle Advisors, LLC | 47,344 | $59.9 萬 | 0.16% | +1,050+2.3% | 加碼 |
| Steward Partners Investment Advisory, LLC | 44,506 | $56.3 萬 | 0.01% | +1,505+3.5% | 加碼 |
| Centurion Wealth Management LLC | 42,271 | $53.5 萬 | 0.30% | +42,271 | 新進 |
| Armor Investment Advisors, LLC | 41,654 | $52.7 萬 | 0.32% | −8,003−16.1% | 減碼 |
| IFP Advisors, Inc | 37,209 | $52.6 萬 | 0.02% | +2,906+8.5% | 加碼 |
| Alpine Global Management, LLC | 38,373 | $48.5 萬 | 0.16% | +38,373 | 新進 |
| Pflug Koory, LLC | 38,217 | $48.3 萬 | 0.27% | +1,500+4.1% | 加碼 |
| Howard Wealth Management, LLC | 37,846 | $47.9 萬 | 0.39% | −1,058−2.7% | 減碼 |
| Venture Visionary Partners LLC | 33,972 | $43.0 萬 | 0.03% | −3,805−10.1% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 29,168 | $36.9 萬 | 0.08% | +435+1.5% | 加碼 |
| Palogic Value Management, L.P. | 28,871 | $36.5 萬 | 0.19% | +28,871 | 新進 |
| Weiss Asset Management LP | 28,401 | $35.9 萬 | 0.02% | +28,401 | 新進 |
| Jackson, Grant Investment Advisers, Inc. | 27,110 | $34.3 萬 | 0.17% | +362+1.4% | 加碼 |
| Capstone Financial Advisors, Inc. | 26,423 | $33.4 萬 | 0.03% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 25,753 | $32.6 萬 | 0.02% | −3,800−12.9% | 減碼 |
| Bank of Montreal | 24,446 | $31.2 萬 | 0.00% | −3,043−11.1% | 減碼 |
| Kestra Private Wealth Services, LLC | 24,600 | $31.1 萬 | 0.02% | −14,757−37.5% | 減碼 |
| Regal Investment Advisors LLC | 23,026 | $29.1 萬 | 0.03% | +863+3.9% | 加碼 |
| The PNC Financial Services Group, Inc. | 22,880 | $28.9 萬 | 0.00% | +2,669+13.2% | 加碼 |
| AE Wealth Management LLC | 22,658 | $28.7 萬 | 0.00% | −1,476−6.1% | 減碼 |
| Hilltop Holdings Inc. | 21,762 | $27.5 萬 | 0.04% | 00.0% | 不變 |
| Stephens Inc | 21,732 | $27.5 萬 | 0.01% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 21,678 | $27.4 萬 | 0.00% | +1,001+4.8% | 加碼 |
| Encompass Wealth Advisors, LLC | 21,488 | $27.2 萬 | 0.10% | +273+1.3% | 加碼 |
| Stratos Wealth Partners, LTD. | 20,880 | $26.4 萬 | 0.01% | +729+3.6% | 加碼 |
| Equitable Holdings, Inc. | 20,605 | $26.1 萬 | 0.00% | −118−0.6% | 減碼 |
| Nations Financial Group Inc, | 20,515 | $26.0 萬 | 0.03% | +3,771+22.5% | 加碼 |
| Marco Investment Management LLC | 20,300 | $25.7 萬 | 0.03% | 00.0% | 不變 |
| Apriem Advisors | 19,675 | $24.9 萬 | 0.04% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 19,691 | $24.8 萬 | 0.00% | +37+0.2% | 加碼 |
| Kestra Advisory Services, LLC | 19,284 | $24.4 萬 | 0.00% | −486−2.5% | 減碼 |
| Mercer Global Advisors Inc | 17,641 | $22.3 萬 | 0.00% | +3,873+28.1% | 加碼 |
| Veritable, L.P. | 17,537 | $22.2 萬 | 0.00% | +17,537 | 新進 |
| Maltin Wealth Management, Inc. | 17,481 | $22.1 萬 | 0.16% | +656+3.9% | 加碼 |
| Avantax Advisory Services, Inc. | 17,100 | $21.6 萬 | 0.00% | +2,032+13.5% | 加碼 |
| US Bancorp | 16,802 | $21.3 萬 | 0.00% | +2,745+19.5% | 加碼 |
| Mariner, LLC | 15,770 | $19.9 萬 | 0.00% | +15,770 | 新進 |
| Commerce Bank | 15,540 | $19.7 萬 | 0.00% | 00.0% | 不變 |
| Founders Financial Alliance, LLC | 14,869 | $18.8 萬 | 0.09% | +651+4.6% | 加碼 |
| Apella Capital, LLC | 14,503 | $18.3 萬 | 0.02% | +266+1.9% | 加碼 |
| Cetera Advisors LLC | 14,030 | $17.7 萬 | 0.00% | +157+1.1% | 加碼 |
| Davenport & Co LLC | 13,927 | $17.6 萬 | 0.00% | 00.0% | 不變 |
| Wealth Dimensions Group, Ltd. | 13,573 | $17.2 萬 | 0.07% | 00.0% | 不變 |
| Occidental Asset Management, LLC | 13,394 | $16.9 萬 | 0.05% | −80−0.6% | 減碼 |
| Oppenheimer & Co Inc | 13,310 | $16.8 萬 | 0.00% | −706−5.0% | 減碼 |
| CoreCap Advisors, LLC | 13,310 | $16.8 萬 | 0.01% | 00.0% | 不變 |
| Eudaimonia Partners, LLC | 12,575 | $15.9 萬 | 0.04% | +287+2.3% | 加碼 |
| GWM Advisors LLC | 15,957 | $15.7 萬 | 0.00% | +15,957 | 新進 |
| Centaurus Financial, Inc. | 12,311 | $15.6 萬 | 0.01% | +3,690+42.8% | 加碼 |
| Captrust Financial Advisors | 11,778 | $14.9 萬 | 0.00% | +11,778 | 新進 |
| Ameliora Wealth Management Ltd. | 11,482 | $14.5 萬 | 0.08% | +11,482 | 新進 |
| Envestnet Asset Management Inc | 11,419 | $14.4 萬 | 0.00% | +11,419 | 新進 |
| Private Capital Management LLC | 11,165 | $14.1 萬 | 0.05% | 00.0% | 不變 |
| HighTower Advisors, LLC | 10,919 | $13.8 萬 | 0.00% | −2,756−20.2% | 減碼 |
| Horizon Wealth Management, LLC | 10,477 | $13.3 萬 | 0.11% | +392+3.9% | 加碼 |
| Pointe Capital Management LLC | 10,059 | $12.7 萬 | 0.10% | 00.0% | 不變 |
| Global Endowment Management, LP | 10,000 | $12.7 萬 | 0.01% | 00.0% | 不變 |
| Running Point Capital Advisors, LLC | 10,000 | $12.7 萬 | 0.08% | 00.0% | 不變 |
| Carret Asset Management, LLC | 10,000 | $12.6 萬 | 0.02% | 00.0% | 不變 |
| Citigroup Inc | 9,008 | $11.4 萬 | 0.00% | −330−3.5% | 減碼 |