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 |
|---|---|---|---|---|---|
| Key Financial Inc | 37 | $468 | 0.00% | 00.0% | 不變 |
| St Germain D J Co Inc | 187 | $2,367 | 0.00% | 00.0% | 不變 |
| Ameliora Wealth Management Ltd. | 200 | $2,532 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 211 | $2,671 | 0.00% | +211 | 新進 |
| Fortis Group Advisors, LLC | 250 | $3,165 | 0.00% | +250 | 新進 |
| Colonial Trust Co | 254 | $3,338 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 312 | $3,953 | 0.00% | +5+1.6% | 加碼 |
| Huntington National Bank | – | $5,127 | 0.00% | – | – |
| Baker Avenue Asset Management, LP | 612 | $7,748 | 0.00% | +612 | 新進 |
| Stephens Consulting, LLC | 744 | $9,420 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 857 | $1.08 萬 | 0.00% | 00.0% | 不變 |
| Pathway Financial Advisers, LLC | 860 | $1.09 萬 | 0.00% | +860 | 新進 |
| Compass Wealth Management LLC | 907 | $1.15 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 978 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Centerpoint Advisors, LLC | 978 | $1.20 萬 | 0.01% | 00.0% | 不變 |
| Northwest Capital Management Inc | 978 | $1.24 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 1,000 | $1.27 萬 | 0.00% | 00.0% | 不變 |
| Dividend Assets Capital, LLC | 1,239 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 1,293 | $1.64 萬 | 0.00% | 00.0% | 不變 |
| Chesapeake Asset Management LLC | 1,500 | $1.90 萬 | 0.02% | 00.0% | 不變 |
| Osterweis Capital Management Inc | – | $2.12 萬 | 0.00% | – | – |
| Hoese & Co LLP | 1,750 | $2.22 萬 | 0.02% | 00.0% | 不變 |
| Delta Asset Management LLC | 2,100 | $2.66 萬 | 0.00% | −1,000−32.3% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 2,157 | $2.70 萬 | 0.00% | −317−12.8% | 減碼 |
| JPMorgan Chase & Co | 2,429 | $3.08 萬 | 0.00% | +1,289+113.1% | 加碼 |
| Johnson Midwest Financial, LLC | 2,447 | $3.10 萬 | 0.07% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 2,485 | $3.15 萬 | 0.02% | 00.0% | 不變 |
| Signaturefd, LLC | 2,511 | $3.18 萬 | 0.00% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 3,000 | $3.87 萬 | 0.02% | +3,000 | 新進 |
| Proequities, Inc. | 4,456 | $5.75 萬 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 5,000 | $6.30 萬 | 0.04% | 00.0% | 不變 |
| Citigroup Inc | 6,293 | $7.97 萬 | 0.00% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 7,594 | $9.60 萬 | 0.07% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 7,890 | $9.99 萬 | 0.01% | 00.0% | 不變 |
| Allworth Financial LP | 8,139 | $10.3 萬 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 8,609 | $10.9 萬 | 0.01% | 00.0% | 不變 |
| Oliver Lagore Vanvalin Investment Group | 9,597 | $12.1 萬 | 0.05% | +800+9.1% | 加碼 |
| Carret Asset Management, LLC | 10,000 | $12.7 萬 | 0.02% | 00.0% | 不變 |
| Global Endowment Management, LP | 10,000 | $12.7 萬 | 0.01% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 10,329 | $13.1 萬 | 0.00% | +16+0.2% | 加碼 |
| Beacon Pointe Advisors, LLC | 10,437 | $13.2 萬 | 0.00% | +10,437 | 新進 |
| Horizon Wealth Management, LLC | 10,853 | $13.7 萬 | 0.06% | +187+1.8% | 加碼 |
| Envestnet Asset Management Inc | 11,609 | $14.7 萬 | 0.00% | −434−3.6% | 減碼 |
| Kovack Advisors, Inc. | 11,778 | $14.9 萬 | 0.02% | +1,244+11.8% | 加碼 |
| Summit Financial, LLC | 12,203 | $15.7 萬 | 0.01% | 00.0% | 不變 |
| US Bancorp | 12,725 | $16.1 萬 | 0.00% | 00.0% | 不變 |
| Founders Financial Alliance, LLC | 13,211 | $16.7 萬 | 0.07% | +132+1.0% | 加碼 |
| CoreCap Advisors, LLC | 13,310 | $16.9 萬 | 0.01% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 13,413 | $17.0 萬 | 0.00% | +1,447+12.1% | 加碼 |
| Wealth Dimensions Group, Ltd. | 13,573 | $17.2 萬 | 0.06% | 00.0% | 不變 |
| Western Wealth Management, LLC | 13,674 | $17.3 萬 | 0.01% | +974+7.7% | 加碼 |
| Davenport & Co LLC | 13,927 | $17.6 萬 | 0.00% | 00.0% | 不變 |
| Cetera Advisors LLC | 14,401 | $18.2 萬 | 0.00% | +60.0% | 加碼 |
| Centurion Wealth Management LLC | 14,696 | $18.6 萬 | 0.09% | −30,072−67.2% | 減碼 |
| Commerce Bank | 14,819 | $18.8 萬 | 0.00% | 00.0% | 不變 |
| Apella Capital, LLC | 15,035 | $19.0 萬 | 0.01% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 15,399 | $19.5 萬 | 0.00% | +229+1.5% | 加碼 |
| Integrated Advisors Network LLC | 16,201 | $20.5 萬 | 0.01% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 16,512 | $20.9 萬 | 0.00% | +2,887+21.2% | 加碼 |
| Equitable Holdings, Inc. | 17,311 | $21.9 萬 | 0.00% | −4,017−18.8% | 減碼 |
| Triumph Capital Management | 17,032 | $22.0 萬 | 0.10% | 00.0% | 不變 |
| Pathstone Family Office, LLC | 17,537 | $22.2 萬 | 0.00% | +17,537 | 新進 |
| Maltin Wealth Management, Inc. | 18,000 | $22.8 萬 | 0.16% | +259+1.5% | 加碼 |
| GWM Advisors LLC | 18,686 | $23.7 萬 | 0.00% | +2,729+17.1% | 加碼 |
| Apriem Advisors | 19,675 | $24.9 萬 | 0.04% | 00.0% | 不變 |
| Spire Wealth Management | 19,696 | $24.9 萬 | 0.01% | −30,072−60.4% | 減碼 |
| Marco Investment Management LLC | 20,300 | $25.7 萬 | 0.03% | 00.0% | 不變 |
| Instrumental Wealth, LLC | 21,517 | $27.0 萬 | 0.32% | −289−1.3% | 減碼 |
| Encompass Wealth Advisors, LLC | 21,754 | $27.5 萬 | 0.09% | +133+0.6% | 加碼 |
| Centaurus Financial, Inc. | 22,163 | $28.1 萬 | 0.02% | +10,420+88.7% | 加碼 |
| Commons Capital, LLC | 22,376 | $28.3 萬 | 0.49% | −1,014−4.3% | 減碼 |
| Nations Financial Group Inc, | 22,430 | $28.4 萬 | 0.03% | +1,915+9.3% | 加碼 |
| AE Wealth Management LLC | 23,365 | $29.6 萬 | 0.00% | −937−3.9% | 減碼 |
| Kestra Private Wealth Services, LLC | 23,956 | $30.3 萬 | 0.01% | −766−3.1% | 減碼 |
| Palogic Value Management, L.P. | 25,371 | $32.1 萬 | 0.16% | 00.0% | 不變 |
| Capstone Financial Advisors, Inc. | 26,423 | $33.5 萬 | 0.03% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 27,027 | $34.2 萬 | 0.00% | +450+1.7% | 加碼 |
| Great Valley Advisor Group, Inc. | 27,243 | $34.5 萬 | 0.01% | −100.0% | 減碼 |
| The PNC Financial Services Group, Inc. | 27,923 | $35.4 萬 | 0.00% | −286−1.0% | 減碼 |
| Jackson, Grant Investment Advisers, Inc. | 28,212 | $35.7 萬 | 0.17% | +387+1.4% | 加碼 |
| NBC Securities, Inc. | 28,584 | $36.1 萬 | 0.04% | +28,584 | 新進 |
| Kestra Advisory Services, LLC | 28,793 | $36.5 萬 | 0.00% | −7,307−20.2% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 29,187 | $37.0 萬 | 0.08% | −90−0.3% | 減碼 |
| TCI Wealth Advisors, Inc. | 31,000 | $39.2 萬 | 0.05% | +31,000 | 新進 |
| Mariner, LLC | 32,927 | $41.7 萬 | 0.00% | −200−0.6% | 減碼 |
| Elequin Capital LP | 33,571 | $42.5 萬 | 0.08% | +22,591+205.7% | 加碼 |
| Venture Visionary Partners LLC | 34,318 | $43.4 萬 | 0.03% | +141+0.4% | 加碼 |
| Armor Investment Advisors, LLC | 34,490 | $43.7 萬 | 0.26% | −748−2.1% | 減碼 |
| International Assets Investment Management, LLC | 35,817 | $44.4 萬 | 0.06% | +3,414+10.5% | 加碼 |
| Howard Wealth Management, LLC | 37,071 | $46.9 萬 | 0.43% | 00.0% | 不變 |
| Pflug Koory, LLC | 37,617 | $47.6 萬 | 0.28% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 38,934 | $49.3 萬 | 0.01% | −366−0.9% | 減碼 |
| Atria Wealth Solutions, Inc. | 42,402 | $54.4 萬 | 0.01% | −145,219−77.4% | 減碼 |
| Walleye Capital LLC | 46,001 | $58.2 萬 | 0.01% | +22,630+96.8% | 加碼 |
| Glen Eagle Advisors, LLC | 47,293 | $59.9 萬 | 0.14% | +324+0.7% | 加碼 |
| Mark Stevens | 55,213 | $69.9 萬 | 0.09% | 00.0% | 不變 |
| StoneX Group Inc. | 54,675 | $70.5 萬 | 0.08% | −4,015−6.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 56,270 | $71.2 萬 | 0.01% | +8,498+17.8% | 加碼 |
| Landscape Capital Management, L.L.C. | 62,517 | $79.1 萬 | 0.10% | +29,375+88.6% | 加碼 |
| Atomi Financial Group, Inc. | 69,014 | $87.4 萬 | 0.29% | +7,975+13.1% | 加碼 |