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 4 季 13F 持有人
Nuveen S&P 500 BuyWrite Income Fund 在 2023/12/31 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
- 150
- 較 2023 年第 3 季 +15 家
- 持有股數
- 2,981 萬
- 較 2023 年第 3 季 +136.8 萬 (+4.8%)
- 總市值
- $3.83 億
- 較 2023 年第 3 季 +$2,233 萬 (+6.2%)
- 新進機構
- 24
- 另有 45 家加碼
- 清倉機構
- 9
- 另有 36 家減碼
另有 3 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 44,617 | $57.2 萬 | 0.00% | +15,824+55.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 45,231 | $58.0 萬 | 0.01% | −11,039−19.6% | 減碼 |
| Glen Eagle Advisors, LLC | 47,345 | $60.7 萬 | 0.13% | +52+0.1% | 加碼 |
| StoneX Group Inc. | 50,255 | $64.5 萬 | 0.06% | −4,420−8.1% | 減碼 |
| Venture Visionary Partners LLC | 60,029 | $77.0 萬 | 0.04% | +25,711+74.9% | 加碼 |
| Truist Financial Corp | 60,493 | $77.6 萬 | 0.00% | −23,421−27.9% | 減碼 |
| D.A. Davidson & Co. | 64,501 | $82.8 萬 | 0.01% | −26,169−28.9% | 減碼 |
| Cetera Advisor Networks LLC | 70,853 | $90.9 萬 | 0.01% | −6,796−8.8% | 減碼 |
| Islay Capital Management, LLC | 71,837 | $92.2 萬 | 0.73% | −11,281−13.6% | 減碼 |
| HTLF Bank | 73,002 | $93.7 萬 | 0.11% | +73,002 | 新進 |
| Atomi Financial Group, Inc. | 74,655 | $95.8 萬 | 0.13% | +5,641+8.2% | 加碼 |
| Advisors Asset Management, Inc. | 78,296 | $100.5 萬 | 0.02% | +39,362+101.1% | 加碼 |
| Patten Group, Inc. | 81,365 | $104.4 萬 | 0.28% | +986+1.2% | 加碼 |
| CNH Partners LLC | 84,134 | $107.9 萬 | 0.04% | +84,134 | 新進 |
| Arbor Capital Management Inc | 91,957 | $117.2 萬 | 0.88% | −1,822−1.9% | 減碼 |
| Arq Wealth Advisors, LLC | 91,947 | $118.0 萬 | 0.70% | +17,401+23.3% | 加碼 |
| Prospera Financial Services Inc | 92,562 | $118.8 萬 | 0.04% | +1,471+1.6% | 加碼 |
| Shulman DeMeo Asset Management LLC | 97,649 | $125.3 萬 | 0.36% | −592−0.6% | 減碼 |
| Northwestern Mutual Wealth Management Co | 101,817 | $130.6 萬 | 0.00% | −12,618−11.0% | 減碼 |
| Comerica Bank | 111,569 | $143.1 萬 | 0.01% | −4,562−3.9% | 減碼 |
| Prosperity Wealth Management, Inc. | 112,322 | $144.1 萬 | 0.94% | +3,946+3.6% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 120,033 | $154.0 萬 | 0.09% | +14,929+14.2% | 加碼 |
| Moors & Cabot, Inc. | 128,148 | $164.4 萬 | 0.10% | −677−0.5% | 減碼 |
| National Asset Management, Inc. | 129,187 | $165.7 萬 | 0.04% | +3,432+2.7% | 加碼 |
| Wolverine Asset Management LLC | 159,628 | $204.8 萬 | 0.03% | −45,300−22.1% | 減碼 |
| Twelve Points Wealth Management LLC | 174,870 | $224.4 萬 | 1.06% | −94,804−35.2% | 減碼 |
| Janney Montgomery Scott LLC | 185,562 | $238.0 萬 | 0.01% | −47,540−20.4% | 減碼 |
| Sage Capital Management, LLC | 215,447 | $276.4 萬 | 1.65% | +215,447 | 新進 |
| Stifel Financial Corp | 236,451 | $303.4 萬 | 0.00% | −996−0.4% | 減碼 |
| Landscape Capital Management, L.L.C. | 239,978 | $307.9 萬 | 0.27% | +177,461+283.9% | 加碼 |
| Focused Wealth Management, Inc | 265,195 | $340.2 萬 | 0.56% | −9,503−3.5% | 減碼 |
| MONECO Advisors, LLC | 271,349 | $348.1 萬 | 0.66% | −1,005−0.4% | 減碼 |
| Ameriprise Financial Inc | 283,852 | $364.2 萬 | 0.00% | +728+0.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 326,734 | $419.2 萬 | 0.01% | +326,734 | 新進 |
| Advisor Group Holdings, Inc. | 386,951 | $496.5 萬 | 0.01% | −41,911−9.8% | 減碼 |
| Shaker Financial Services, LLC | 393,571 | $505.0 萬 | 2.07% | +64,072+19.4% | 加碼 |
| Commonwealth Equity Services, LLC | 395,756 | $507.8 萬 | 0.01% | −42,572−9.7% | 減碼 |
| Lindbrook Capital, LLC | 450,264 | $577.7 萬 | 0.58% | −47,371−9.5% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 492,118 | $631.4 萬 | 0.03% | +19,996+4.2% | 加碼 |
| Raymond James & Associates | 608,979 | $781.3 萬 | 0.01% | −989−0.2% | 減碼 |
| Guggenheim Capital LLC | 610,932 | $783.8 萬 | 0.06% | +16,512+2.8% | 加碼 |
| Bank of America Corp | 676,360 | $867.8 萬 | 0.00% | +24,207+3.7% | 加碼 |
| Royal Bank of Canada | 729,353 | $935.7 萬 | 0.00% | −2,979−0.4% | 減碼 |
| Cornerstone Advisors, LLC | 742,933 | $953.2 萬 | 0.42% | +616,478+487.5% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 808,180 | $1,037 萬 | 0.02% | −2,173−0.3% | 減碼 |
| Invesco Ltd. | 1,335,615 | $1,714 萬 | 0.00% | +174,366+15.0% | 加碼 |
| Wells Fargo & Company | 1,589,050 | $2,039 萬 | 0.01% | −71,963−4.3% | 減碼 |
| LPL Financial LLC | 1,699,031 | $2,180 萬 | 0.01% | +32,652+2.0% | 加碼 |
| UBS Group AG | 1,774,641 | $2,277 萬 | 0.01% | −80,307−4.3% | 減碼 |
| Morgan Stanley | 11,325,066 | $1.45 億 | 0.01% | −231,920−2.0% | 減碼 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −46,001−100.0% | 清倉 |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −31,000−100.0% | 清倉 |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −17,311−100.0% | 清倉 |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −13,413−100.0% | 清倉 |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −10,329−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −978−100.0% | 清倉 |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −612−100.0% | 清倉 |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −211−100.0% | 清倉 |
| Mark Stevens | – | – | – | – | 本季未申報 |
| Pathstone Family Office, LLC | – | – | – | – | 本季未申報 |
| Johnson Midwest Financial, LLC | – | – | – | – | 本季未申報 |