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。
2023 年第 3 季 13F 持有人
Nuveen S&P 500 BuyWrite Income Fund 在 2023/9/30 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
- 138
- 較 2023 年第 2 季 +4 家
- 持有股數
- 2,852 萬
- 較 2023 年第 2 季 +122.2 萬 (+4.5%)
- 總市值
- $3.61 億
- 較 2023 年第 2 季 −$400.0 萬 (−1.1%)
- 新進機構
- 12
- 另有 48 家加碼
- 清倉機構
- 8
- 另有 33 家減碼
另有 1 家機構在 2023 年第 2 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 11,556,986 | $1.46 億 | 0.01% | +230,727+2.0% | 加碼 |
| UBS Group AG | 1,854,948 | $2,348 萬 | 0.01% | +3,883+0.2% | 加碼 |
| LPL Financial LLC | 1,666,379 | $2,110 萬 | 0.01% | +171,538+11.5% | 加碼 |
| Wells Fargo & Company | 1,661,013 | $2,103 萬 | 0.01% | −8,557−0.5% | 減碼 |
| Invesco Ltd. | 1,161,249 | $1,470 萬 | 0.00% | +366,246+46.1% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 810,353 | $1,026 萬 | 0.02% | −1710.0% | 減碼 |
| Royal Bank of Canada | 732,332 | $927.1 萬 | 0.00% | +2,316+0.3% | 加碼 |
| Bank of America Corp | 652,153 | $825.6 萬 | 0.00% | −14,329−2.1% | 減碼 |
| Raymond James & Associates | 609,968 | $772.2 萬 | 0.01% | −53,579−8.1% | 減碼 |
| Guggenheim Capital LLC | 594,420 | $752.5 萬 | 0.06% | −18,695−3.0% | 減碼 |
| Lindbrook Capital, LLC | 497,635 | $630.0 萬 | 0.70% | −5,775−1.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 472,122 | $597.7 萬 | 0.03% | +41,722+9.7% | 加碼 |
| Commonwealth Equity Services, LLC | 438,328 | $554.9 萬 | 0.01% | −34,895−7.4% | 減碼 |
| Advisor Group Holdings, Inc. | 428,862 | $543.1 萬 | 0.01% | +86,153+25.1% | 加碼 |
| Shaker Financial Services, LLC | 329,499 | $423.4 萬 | 1.97% | +87,269+36.0% | 加碼 |
| Ameriprise Financial Inc | 283,124 | $358.4 萬 | 0.00% | +16,637+6.2% | 加碼 |
| Focused Wealth Management, Inc | 274,698 | $347.8 萬 | 0.61% | +3,861+1.4% | 加碼 |
| MONECO Advisors, LLC | 272,354 | $344.8 萬 | 0.94% | −7,542−2.7% | 減碼 |
| Twelve Points Wealth Management LLC | 269,674 | $341.4 萬 | 1.70% | +32,322+13.6% | 加碼 |
| Stifel Financial Corp | 237,447 | $300.6 萬 | 0.00% | −3,888−1.6% | 減碼 |
| Janney Montgomery Scott LLC | 233,102 | $295.1 萬 | 0.01% | +5,744+2.5% | 加碼 |
| Wolverine Asset Management LLC | 204,928 | $259.4 萬 | 0.05% | +94,513+85.6% | 加碼 |
| Moors & Cabot, Inc. | 128,825 | $163.1 萬 | 0.11% | +8,487+7.1% | 加碼 |
| National Asset Management, Inc. | 125,755 | $162.1 萬 | 0.04% | +5,767+4.8% | 加碼 |
| Cornerstone Advisors, LLC | 126,455 | $160.1 萬 | 0.07% | +126,455 | 新進 |
| Comerica Bank | 116,131 | $147.0 萬 | 0.01% | +116,131 | 新進 |
| Northwestern Mutual Wealth Management Co | 114,435 | $144.9 萬 | 0.00% | −7,370−6.1% | 減碼 |
| Prosperity Wealth Management, Inc. | 108,376 | $137.2 萬 | 0.89% | +1,728+1.6% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 105,104 | $133.1 萬 | 0.08% | +6,359+6.4% | 加碼 |
| Shulman DeMeo Asset Management LLC | 98,241 | $124.4 萬 | 0.42% | −95−0.1% | 減碼 |
| Prospera Financial Services Inc | 91,091 | $115.3 萬 | 0.04% | +10,768+13.4% | 加碼 |
| D.A. Davidson & Co. | 90,670 | $114.8 萬 | 0.01% | −856−0.9% | 減碼 |
| Arbor Capital Management Inc | 93,779 | $114.2 萬 | 1.02% | +2,155+2.4% | 加碼 |
| Truist Financial Corp | 83,914 | $106.2 萬 | 0.00% | +5,032+6.4% | 加碼 |
| Islay Capital Management, LLC | 83,118 | $105.2 萬 | 0.91% | −2,532−3.0% | 減碼 |
| Patten Group, Inc. | 80,379 | $101.8 萬 | 0.30% | +452+0.6% | 加碼 |
| Cetera Advisor Networks LLC | 77,649 | $98.3 萬 | 0.01% | −2,245−2.8% | 減碼 |
| Arq Wealth Advisors, LLC | 74,546 | $94.4 萬 | 0.71% | +74,546 | 新進 |
| Atomi Financial Group, Inc. | 69,014 | $87.4 萬 | 0.29% | +7,975+13.1% | 加碼 |
| Landscape Capital Management, L.L.C. | 62,517 | $79.1 萬 | 0.10% | +29,375+88.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 56,270 | $71.2 萬 | 0.01% | +8,498+17.8% | 加碼 |
| StoneX Group Inc. | 54,675 | $70.5 萬 | 0.08% | −4,015−6.8% | 減碼 |
| Mark Stevens | 55,213 | $69.9 萬 | 0.09% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 47,293 | $59.9 萬 | 0.14% | +324+0.7% | 加碼 |
| Walleye Capital LLC | 46,001 | $58.2 萬 | 0.01% | +22,630+96.8% | 加碼 |
| Atria Wealth Solutions, Inc. | 42,402 | $54.4 萬 | 0.01% | −145,219−77.4% | 減碼 |
| Advisors Asset Management, Inc. | 38,934 | $49.3 萬 | 0.01% | −366−0.9% | 減碼 |
| Pflug Koory, LLC | 37,617 | $47.6 萬 | 0.28% | 00.0% | 不變 |
| Howard Wealth Management, LLC | 37,071 | $46.9 萬 | 0.43% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 35,817 | $44.4 萬 | 0.06% | +3,414+10.5% | 加碼 |
| Armor Investment Advisors, LLC | 34,490 | $43.7 萬 | 0.26% | −748−2.1% | 減碼 |
| Venture Visionary Partners LLC | 34,318 | $43.4 萬 | 0.03% | +141+0.4% | 加碼 |
| Elequin Capital LP | 33,571 | $42.5 萬 | 0.08% | +22,591+205.7% | 加碼 |
| Mariner, LLC | 32,927 | $41.7 萬 | 0.00% | −200−0.6% | 減碼 |
| TCI Wealth Advisors, Inc. | 31,000 | $39.2 萬 | 0.05% | +31,000 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 29,187 | $37.0 萬 | 0.08% | −90−0.3% | 減碼 |
| Kestra Advisory Services, LLC | 28,793 | $36.5 萬 | 0.00% | −7,307−20.2% | 減碼 |
| NBC Securities, Inc. | 28,584 | $36.1 萬 | 0.04% | +28,584 | 新進 |
| Jackson, Grant Investment Advisers, Inc. | 28,212 | $35.7 萬 | 0.17% | +387+1.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 27,923 | $35.4 萬 | 0.00% | −286−1.0% | 減碼 |
| Great Valley Advisor Group, Inc. | 27,243 | $34.5 萬 | 0.01% | −100.0% | 減碼 |
| Baird Financial Group, Inc. | 27,027 | $34.2 萬 | 0.00% | +450+1.7% | 加碼 |
| Capstone Financial Advisors, Inc. | 26,423 | $33.5 萬 | 0.03% | 00.0% | 不變 |
| Palogic Value Management, L.P. | 25,371 | $32.1 萬 | 0.16% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 23,956 | $30.3 萬 | 0.01% | −766−3.1% | 減碼 |
| AE Wealth Management LLC | 23,365 | $29.6 萬 | 0.00% | −937−3.9% | 減碼 |
| Nations Financial Group Inc, | 22,430 | $28.4 萬 | 0.03% | +1,915+9.3% | 加碼 |
| Commons Capital, LLC | 22,376 | $28.3 萬 | 0.49% | −1,014−4.3% | 減碼 |
| Centaurus Financial, Inc. | 22,163 | $28.1 萬 | 0.02% | +10,420+88.7% | 加碼 |
| Encompass Wealth Advisors, LLC | 21,754 | $27.5 萬 | 0.09% | +133+0.6% | 加碼 |
| Instrumental Wealth, LLC | 21,517 | $27.0 萬 | 0.32% | −289−1.3% | 減碼 |
| Marco Investment Management LLC | 20,300 | $25.7 萬 | 0.03% | 00.0% | 不變 |
| Spire Wealth Management | 19,696 | $24.9 萬 | 0.01% | −30,072−60.4% | 減碼 |
| Apriem Advisors | 19,675 | $24.9 萬 | 0.04% | 00.0% | 不變 |
| GWM Advisors LLC | 18,686 | $23.7 萬 | 0.00% | +2,729+17.1% | 加碼 |
| Maltin Wealth Management, Inc. | 18,000 | $22.8 萬 | 0.16% | +259+1.5% | 加碼 |
| Pathstone Family Office, LLC | 17,537 | $22.2 萬 | 0.00% | +17,537 | 新進 |
| Triumph Capital Management | 17,032 | $22.0 萬 | 0.10% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 17,311 | $21.9 萬 | 0.00% | −4,017−18.8% | 減碼 |
| Rockefeller Capital Management L.P. | 16,512 | $20.9 萬 | 0.00% | +2,887+21.2% | 加碼 |
| Integrated Advisors Network LLC | 16,201 | $20.5 萬 | 0.01% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 15,399 | $19.5 萬 | 0.00% | +229+1.5% | 加碼 |
| Apella Capital, LLC | 15,035 | $19.0 萬 | 0.01% | 00.0% | 不變 |
| Commerce Bank | 14,819 | $18.8 萬 | 0.00% | 00.0% | 不變 |
| Centurion Wealth Management LLC | 14,696 | $18.6 萬 | 0.09% | −30,072−67.2% | 減碼 |
| Cetera Advisors LLC | 14,401 | $18.2 萬 | 0.00% | +60.0% | 加碼 |
| Davenport & Co LLC | 13,927 | $17.6 萬 | 0.00% | 00.0% | 不變 |
| Western Wealth Management, LLC | 13,674 | $17.3 萬 | 0.01% | +974+7.7% | 加碼 |
| Wealth Dimensions Group, Ltd. | 13,573 | $17.2 萬 | 0.06% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 13,413 | $17.0 萬 | 0.00% | +1,447+12.1% | 加碼 |
| CoreCap Advisors, LLC | 13,310 | $16.9 萬 | 0.01% | 00.0% | 不變 |
| Founders Financial Alliance, LLC | 13,211 | $16.7 萬 | 0.07% | +132+1.0% | 加碼 |
| US Bancorp | 12,725 | $16.1 萬 | 0.00% | 00.0% | 不變 |
| Summit Financial, LLC | 12,203 | $15.7 萬 | 0.01% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 11,778 | $14.9 萬 | 0.02% | +1,244+11.8% | 加碼 |
| Envestnet Asset Management Inc | 11,609 | $14.7 萬 | 0.00% | −434−3.6% | 減碼 |
| Horizon Wealth Management, LLC | 10,853 | $13.7 萬 | 0.06% | +187+1.8% | 加碼 |
| Beacon Pointe Advisors, LLC | 10,437 | $13.2 萬 | 0.00% | +10,437 | 新進 |
| Stratos Wealth Partners, LTD. | 10,329 | $13.1 萬 | 0.00% | +16+0.2% | 加碼 |
| Carret Asset Management, LLC | 10,000 | $12.7 萬 | 0.02% | 00.0% | 不變 |