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 2 季 13F 持有人
Nuveen S&P 500 BuyWrite Income Fund 在 2024/6/30 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
- 156
- 較 2024 年第 1 季 +9 家
- 持有股數
- 3,118 萬
- 較 2024 年第 1 季 +105.6 萬 (+3.5%)
- 總市值
- $4.21 億
- 較 2024 年第 1 季 +$2,246 萬 (+5.6%)
- 新進機構
- 22
- 另有 44 家加碼
- 清倉機構
- 13
- 另有 49 家減碼
另有 2 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 11,038,997 | $1.49 億 | 0.01% | +97,023+0.9% | 加碼 |
| UBS Group AG | 1,804,257 | $2,436 萬 | 0.01% | +2250.0% | 加碼 |
| LPL Financial LLC | 1,658,211 | $2,239 萬 | 0.01% | −12,362−0.7% | 減碼 |
| Invesco Ltd. | 1,459,046 | $1,970 萬 | 0.00% | +107,973+8.0% | 加碼 |
| Wells Fargo & Company | 1,403,857 | $1,895 萬 | 0.00% | −91,254−6.1% | 減碼 |
| Cornerstone Advisors, LLC | 974,532 | $1,316 萬 | 0.53% | −43,035−4.2% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 851,314 | $1,149 萬 | 0.02% | −846−0.1% | 減碼 |
| Bank of America Corp | 777,180 | $1,049 萬 | 0.00% | +30,533+4.1% | 加碼 |
| Royal Bank of Canada | 661,497 | $893.0 萬 | 0.00% | +8,650+1.3% | 加碼 |
| Raymond James & Associates | 603,099 | $814.2 萬 | 0.01% | −12,015−2.0% | 減碼 |
| Guggenheim Capital LLC | 580,212 | $783.3 萬 | 0.06% | +3,528+0.6% | 加碼 |
| Envestnet Asset Management Inc | 537,514 | $725.6 萬 | 0.00% | +364,454+210.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 515,813 | $696.3 萬 | 0.03% | +17,625+3.5% | 加碼 |
| Lindbrook Capital, LLC | 473,830 | $639.7 萬 | 0.60% | +17,700+3.9% | 加碼 |
| Shaker Financial Services, LLC | 426,207 | $585.8 萬 | 2.37% | −83,412−16.4% | 減碼 |
| CNH Partners LLC | 378,587 | $510.0 萬 | 0.13% | +215,503+132.1% | 加碼 |
| Commonwealth Equity Services, LLC | 359,840 | $485.8 萬 | 0.01% | −3,433−0.9% | 減碼 |
| Allspring Global Investments Holdings, LLC | 320,913 | $433.2 萬 | 0.01% | −27,251−7.8% | 減碼 |
| Advisors Asset Management, Inc. | 302,574 | $408.5 萬 | 0.08% | +120,762+66.4% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 298,274 | $402.7 萬 | 1.03% | +298,274 | 新進 |
| Wolverine Asset Management LLC | 273,989 | $369.9 萬 | 0.07% | +8,721+3.3% | 加碼 |
| Focused Wealth Management, Inc | 273,273 | $368.9 萬 | 0.54% | +12,404+4.8% | 加碼 |
| Ameriprise Financial Inc | 271,073 | $368.2 萬 | 0.00% | −53,246−16.4% | 減碼 |
| Advisor Group Holdings, Inc. | 263,689 | $356.1 萬 | 0.01% | −121,098−31.5% | 減碼 |
| Stifel Financial Corp | 263,034 | $355.1 萬 | 0.00% | +8,681+3.4% | 加碼 |
| MONECO Advisors, LLC | 258,951 | $349.6 萬 | 0.51% | −7,327−2.8% | 減碼 |
| Landscape Capital Management, L.L.C. | 258,167 | $348.5 萬 | 0.29% | −77,415−23.1% | 減碼 |
| Twelve Points Wealth Management LLC | 239,864 | $323.8 萬 | 1.14% | +44,206+22.6% | 加碼 |
| Sage Capital Management, LLC | 214,398 | $289.4 萬 | 1.52% | +2,436+1.1% | 加碼 |
| TPG Advisors LLC | 143,869 | $194.2 萬 | 1.65% | +143,869 | 新進 |
| National Asset Management, Inc. | 131,877 | $181.1 萬 | 0.05% | +6,122+4.9% | 加碼 |
| Moors & Cabot, Inc. | 126,959 | $171.4 萬 | 0.09% | −326−0.3% | 減碼 |
| Park Avenue Securities LLC | 124,826 | $168.5 萬 | 0.02% | +124,826 | 新進 |
| Prosperity Wealth Management, Inc. | 118,294 | $159.7 萬 | 0.79% | +2,032+1.7% | 加碼 |
| PVG Asset Management Corp | 113,390 | $153.1 萬 | 6.07% | +113,390 | 新進 |
| Cetera Investment Advisers | 105,196 | $142.0 萬 | 0.00% | +2,037+2.0% | 加碼 |
| Comerica Bank | 101,792 | $137.4 萬 | 0.01% | −457−0.4% | 減碼 |
| NCP Inc. | 100,941 | $136.3 萬 | 0.86% | +19,791+24.4% | 加碼 |
| Shulman DeMeo Asset Management LLC | 97,131 | $131.1 萬 | 0.34% | −96−0.1% | 減碼 |
| Prospera Financial Services Inc | 95,255 | $128.6 萬 | 0.04% | +1,157+1.2% | 加碼 |
| Islay Capital Management, LLC | 75,955 | $102.5 萬 | 0.74% | −6,323−7.7% | 減碼 |
| Atomi Financial Group, Inc. | 73,011 | $98.6 萬 | 0.07% | +12,569+20.8% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 72,741 | $98.2 萬 | 0.05% | −44,006−37.7% | 減碼 |
| HTLF Bank | 71,091 | $96.0 萬 | 0.11% | −1,911−2.6% | 減碼 |
| Venture Visionary Partners LLC | 64,342 | $86.9 萬 | 0.04% | +83+0.1% | 加碼 |
| Patten Group, Inc. | 62,727 | $84.7 萬 | 0.20% | −18,171−22.5% | 減碼 |
| Meteora Capital, LLC | 56,106 | $75.7 萬 | 0.14% | +56,106 | 新進 |
| Atria Wealth Solutions, Inc. | 49,864 | $68.2 萬 | 0.01% | +10,437+26.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 49,139 | $66.3 萬 | 0.00% | −31,015−38.7% | 減碼 |
| D.A. Davidson & Co. | 49,099 | $66.3 萬 | 0.01% | −3,518−6.7% | 減碼 |
| Steward Partners Investment Advisory, LLC | 47,987 | $64.8 萬 | 0.01% | +749+1.6% | 加碼 |
| StoneX Group Inc. | 45,132 | $62.0 萬 | 0.05% | −5,026−10.0% | 減碼 |
| Glen Eagle Advisors, LLC | 45,664 | $61.6 萬 | 0.11% | −1,181−2.5% | 減碼 |
| Kestra Advisory Services, LLC | 42,143 | $56.9 萬 | 0.00% | −323−0.8% | 減碼 |
| Investment Partners Asset Management, Inc. | 41,691 | $56.3 萬 | 0.50% | −1,563−3.6% | 減碼 |
| GWM Advisors LLC | 41,665 | $56.2 萬 | 0.00% | +10,904+35.4% | 加碼 |
| Truist Financial Corp | 41,267 | $55.7 萬 | 0.00% | −13,692−24.9% | 減碼 |
| HighTower Advisors, LLC | 40,214 | $54.3 萬 | 0.00% | −666−1.6% | 減碼 |
| Baird Financial Group, Inc. | 36,776 | $49.6 萬 | 0.00% | +2,590+7.6% | 加碼 |
| Sanctuary Advisors, LLC | 38,589 | $49.0 萬 | 0.00% | +38,589 | 新進 |
| Two Sigma Investments, LP | 36,025 | $48.6 萬 | 0.00% | +36,025 | 新進 |
| Rockefeller Capital Management L.P. | 35,617 | $48.1 萬 | 0.00% | −5,709−13.8% | 減碼 |
| Leo Wealth, LLC | 34,991 | $47.2 萬 | 0.05% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 34,834 | $47.0 萬 | 0.04% | −1,400−3.9% | 減碼 |
| Mariner, LLC | 33,760 | $45.6 萬 | 0.00% | +6,083+22.0% | 加碼 |
| Boothbay Fund Management, LLC | 33,084 | $44.7 萬 | 0.01% | +33,084 | 新進 |
| Jackson, Grant Investment Advisers, Inc. | 29,355 | $39.6 萬 | 0.16% | +378+1.3% | 加碼 |
| Captrust Financial Advisors | 28,969 | $39.1 萬 | 0.00% | −500−1.7% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 28,798 | $38.9 萬 | 0.06% | +225+0.8% | 加碼 |
| NBC Securities, Inc. | 28,339 | $38.2 萬 | 0.03% | −245−0.9% | 減碼 |
| Fiduciary Financial Group, LLC | 27,422 | $37.3 萬 | 0.09% | +27,422 | 新進 |
| Tyche Wealth Partners LLC | 27,276 | $36.8 萬 | 0.09% | −666−2.4% | 減碼 |
| Capstone Financial Advisors, Inc. | 26,423 | $35.7 萬 | 0.02% | 00.0% | 不變 |
| Armor Investment Advisors, LLC | 23,470 | $31.7 萬 | 0.15% | −1,717−6.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 23,318 | $31.5 萬 | 0.00% | +495+2.2% | 加碼 |
| Nations Financial Group Inc, | 22,430 | $30.3 萬 | 0.02% | 00.0% | 不變 |
| Encompass Wealth Advisors, LLC | 22,180 | $29.9 萬 | 0.08% | +141+0.6% | 加碼 |
| Atria Investments LLC | 22,166 | $29.9 萬 | 0.00% | +22,166 | 新進 |
| Instrumental Wealth, LLC | 22,704 | $29.7 萬 | 0.31% | +162+0.7% | 加碼 |
| Palogic Value Management, L.P. | 21,871 | $29.5 萬 | 0.13% | −1,500−6.4% | 減碼 |
| Bank of New York Mellon Corp | 21,051 | $28.4 萬 | 0.00% | −1,093−4.9% | 減碼 |
| Marco Investment Management LLC | 20,300 | $27.4 萬 | 0.03% | 00.0% | 不變 |
| Apriem Advisors | 19,675 | $26.6 萬 | 0.03% | 00.0% | 不變 |
| Integrated Capital Management, Inc. | 19,465 | $26.3 萬 | 0.21% | +19,465 | 新進 |
| Kestra Private Wealth Services, LLC | 19,427 | $26.2 萬 | 0.01% | −4,038−17.2% | 減碼 |
| Great Valley Advisor Group, Inc. | 19,253 | $26.0 萬 | 0.01% | −2,300−10.7% | 減碼 |
| Maltin Wealth Management, Inc. | 18,712 | $25.3 萬 | 0.14% | +276+1.5% | 加碼 |
| Kraft, Davis & Associates, LLC | 18,535 | $24.4 萬 | 0.07% | 00.0% | 不變 |
| Commons Capital, LLC | 17,818 | $24.1 萬 | 0.29% | −548−3.0% | 減碼 |
| Pathstone Holdings, LLC | 17,537 | $23.7 萬 | 0.00% | 00.0% | 不變 |
| Triumph Capital Management | 16,932 | $23.3 萬 | 0.09% | −100−0.6% | 減碼 |
| Apella Capital, LLC | 15,035 | $20.5 萬 | 0.01% | 00.0% | 不變 |
| Commerce Bank | 14,819 | $20.0 萬 | 0.00% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 14,686 | $19.8 萬 | 0.00% | −16,691−53.2% | 減碼 |
| Susquehanna International Group, LLP | 13,930 | $18.8 萬 | 0.00% | −20−0.1% | 減碼 |
| Davenport & Co LLC | 13,927 | $18.8 萬 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 13,310 | $18.0 萬 | 0.02% | 00.0% | 不變 |
| Wealth Dimensions Group, Ltd. | 13,205 | $17.8 萬 | 0.05% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 12,678 | $17.1 萬 | 0.02% | +12,678 | 新進 |
| Founders Financial Alliance, LLC | 12,640 | $17.1 萬 | 0.05% | +130+1.0% | 加碼 |