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。
2024 年第 1 季 13F 持有人
Nuveen S&P 500 BuyWrite Income Fund 在 2024/3/31 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
- 149
- 較 2023 年第 4 季 0 家
- 持有股數
- 3,017 萬
- 較 2023 年第 4 季 +35.7 萬 (+1.2%)
- 總市值
- $3.99 億
- 較 2023 年第 4 季 +$1,672 萬 (+4.4%)
- 新進機構
- 16
- 另有 38 家加碼
- 清倉機構
- 16
- 另有 44 家減碼
另有 1 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 47,238 | $62.5 萬 | 0.01% | +2,007+4.4% | 加碼 |
| StoneX Group Inc. | 50,158 | $67.5 萬 | 0.06% | −97−0.2% | 減碼 |
| D.A. Davidson & Co. | 52,617 | $69.6 萬 | 0.01% | −11,884−18.4% | 減碼 |
| Truist Financial Corp | 54,959 | $72.7 萬 | 0.00% | −5,534−9.1% | 減碼 |
| Citadel Advisors LLC | 57,217 | $75.7 萬 | 0.00% | +57,217 | 新進 |
| Atomi Financial Group, Inc. | 60,442 | $80.0 萬 | 0.07% | −14,213−19.0% | 減碼 |
| Venture Visionary Partners LLC | 64,259 | $85.0 萬 | 0.04% | +4,230+7.0% | 加碼 |
| HTLF Bank | 73,002 | $96.6 萬 | 0.11% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 80,154 | $106.0 萬 | 0.00% | −21,663−21.3% | 減碼 |
| Patten Group, Inc. | 80,898 | $107.0 萬 | 0.26% | −467−0.6% | 減碼 |
| NCP Inc. | 81,150 | $107.4 萬 | 0.74% | +81,150 | 新進 |
| Islay Capital Management, LLC | 82,278 | $108.9 萬 | 0.81% | +10,441+14.5% | 加碼 |
| Prospera Financial Services Inc | 94,098 | $124.5 萬 | 0.04% | +1,536+1.7% | 加碼 |
| Shulman DeMeo Asset Management LLC | 97,227 | $128.6 萬 | 0.34% | −422−0.4% | 減碼 |
| Comerica Bank | 102,249 | $135.3 萬 | 0.01% | −9,320−8.4% | 減碼 |
| Cetera Investment Advisers | 103,159 | $136.5 萬 | 0.00% | +103,159 | 新進 |
| Prosperity Wealth Management, Inc. | 116,262 | $153.8 萬 | 0.73% | +3,940+3.5% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 116,747 | $154.5 萬 | 0.08% | −3,286−2.7% | 減碼 |
| National Asset Management, Inc. | 125,755 | $162.1 萬 | 0.04% | −3,432−2.7% | 減碼 |
| Moors & Cabot, Inc. | 127,285 | $168.4 萬 | 0.09% | −863−0.7% | 減碼 |
| Janney Montgomery Scott LLC | 153,656 | $203.3 萬 | 0.01% | −31,906−17.2% | 減碼 |
| CNH Partners LLC | 163,084 | $215.8 萬 | 0.08% | +78,950+93.8% | 加碼 |
| Envestnet Asset Management Inc | 173,060 | $229.0 萬 | 0.00% | +160,685+1,298.5% | 加碼 |
| Advisors Asset Management, Inc. | 181,812 | $240.5 萬 | 0.05% | +103,516+132.2% | 加碼 |
| Twelve Points Wealth Management LLC | 195,658 | $258.9 萬 | 0.95% | +20,788+11.9% | 加碼 |
| Sage Capital Management, LLC | 211,962 | $280.4 萬 | 1.52% | −3,485−1.6% | 減碼 |
| Stifel Financial Corp | 254,353 | $336.5 萬 | 0.00% | +17,902+7.6% | 加碼 |
| Focused Wealth Management, Inc | 260,869 | $345.1 萬 | 0.54% | −4,326−1.6% | 減碼 |
| Wolverine Asset Management LLC | 265,268 | $350.9 萬 | 0.07% | +105,640+66.2% | 加碼 |
| MONECO Advisors, LLC | 266,278 | $352.3 萬 | 0.56% | −5,071−1.9% | 減碼 |
| Ameriprise Financial Inc | 324,319 | $429.1 萬 | 0.00% | +40,467+14.3% | 加碼 |
| Landscape Capital Management, L.L.C. | 335,582 | $444.0 萬 | 0.39% | +95,604+39.8% | 加碼 |
| Allspring Global Investments Holdings, LLC | 348,164 | $460.6 萬 | 0.01% | +21,430+6.6% | 加碼 |
| Commonwealth Equity Services, LLC | 363,273 | $480.6 萬 | 0.01% | −32,483−8.2% | 減碼 |
| Advisor Group Holdings, Inc. | 384,787 | $509.2 萬 | 0.01% | −2,164−0.6% | 減碼 |
| Lindbrook Capital, LLC | 456,130 | $603.5 萬 | 0.56% | +5,866+1.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 498,188 | $659.1 萬 | 0.03% | +6,070+1.2% | 加碼 |
| Shaker Financial Services, LLC | 509,619 | $686.3 萬 | 2.66% | +116,048+29.5% | 加碼 |
| Guggenheim Capital LLC | 576,684 | $763.0 萬 | 0.05% | −34,248−5.6% | 減碼 |
| Raymond James & Associates | 615,114 | $813.8 萬 | 0.01% | +6,135+1.0% | 加碼 |
| Royal Bank of Canada | 652,847 | $863.7 萬 | 0.00% | −76,506−10.5% | 減碼 |
| Bank of America Corp | 746,647 | $987.8 萬 | 0.00% | +70,287+10.4% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 852,160 | $1,127 萬 | 0.02% | +43,980+5.4% | 加碼 |
| Cornerstone Advisors, LLC | 1,017,567 | $1,346 萬 | 0.56% | +274,634+37.0% | 加碼 |
| Invesco Ltd. | 1,351,073 | $1,787 萬 | 0.00% | +15,458+1.2% | 加碼 |
| Wells Fargo & Company | 1,495,111 | $1,978 萬 | 0.01% | −93,939−5.9% | 減碼 |
| LPL Financial LLC | 1,670,573 | $2,210 萬 | 0.01% | −28,458−1.7% | 減碼 |
| UBS Group AG | 1,804,032 | $2,387 萬 | 0.01% | +29,391+1.7% | 加碼 |
| Morgan Stanley | 10,941,974 | $1.45 億 | 0.01% | −383,092−3.4% | 減碼 |
| Arbor Capital Management Inc | 0 | $0 | 0.00% | −91,957−100.0% | 清倉 |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −70,853−100.0% | 清倉 |
| Howard Wealth Management, LLC | 0 | $0 | 0.00% | −42,391−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −38,474−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −25,599−100.0% | 清倉 |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −22,590−100.0% | 清倉 |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −14,407−100.0% | 清倉 |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −12,278−100.0% | 清倉 |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −10,792−100.0% | 清倉 |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −10,550−100.0% | 清倉 |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | – | 清倉 |
| Chesapeake Asset Management LLC | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| Dividend Assets Capital, LLC | 0 | $0 | 0.00% | −1,239−100.0% | 清倉 |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −860−100.0% | 清倉 |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −489−100.0% | 清倉 |
| Baystate Wealth Management LLC | – | – | – | – | 本季未申報 |