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 3 季 13F 持有人
Nuveen S&P 500 BuyWrite Income Fund 在 2024/9/30 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
- 154
- 較 2024 年第 2 季 −1 家
- 持有股數
- 3,198 萬
- 較 2024 年第 2 季 +80.6 萬 (+2.6%)
- 總市值
- $4.32 億
- 較 2024 年第 2 季 +$1,112 萬 (+2.6%)
- 新進機構
- 17
- 另有 43 家加碼
- 清倉機構
- 18
- 另有 40 家減碼
另有 1 家機構在 2024 年第 2 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 11,194,536 | $1.54 億 | 0.01% | +155,539+1.4% | 加碼 |
| UBS Group AG | 1,802,032 | $2,472 萬 | 0.01% | −2,225−0.1% | 減碼 |
| LPL Financial LLC | 1,687,195 | $2,315 萬 | 0.01% | +28,984+1.7% | 加碼 |
| Invesco Ltd. | 1,559,086 | $2,139 萬 | 0.00% | +100,040+6.9% | 加碼 |
| Wells Fargo & Company | 1,447,205 | $1,986 萬 | 0.00% | +43,348+3.1% | 加碼 |
| Cornerstone Advisors, LLC | 943,978 | $1,295 萬 | 0.51% | −30,554−3.1% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 890,824 | $1,222 萬 | 0.02% | +39,510+4.6% | 加碼 |
| Bank of America Corp | 784,068 | $1,076 萬 | 0.00% | +6,888+0.9% | 加碼 |
| Lindbrook Capital, LLC | 689,638 | $946.2 萬 | 0.84% | +215,808+45.5% | 加碼 |
| Allspring Global Investments Holdings, LLC | 675,344 | $926.6 萬 | 0.01% | +354,431+110.4% | 加碼 |
| Royal Bank of Canada | 667,114 | $915.2 萬 | 0.00% | +5,617+0.8% | 加碼 |
| Raymond James & Associates | 610,760 | $838.0 萬 | 0.01% | +7,661+1.3% | 加碼 |
| Guggenheim Capital LLC | 560,967 | $769.6 萬 | 0.05% | −19,245−3.3% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 536,533 | $736.1 萬 | 0.03% | +20,720+4.0% | 加碼 |
| CNH Partners LLC | 503,490 | $684.2 萬 | 0.16% | +124,903+33.0% | 加碼 |
| Advisors Asset Management, Inc. | 433,892 | $595.3 萬 | 0.11% | +131,318+43.4% | 加碼 |
| Commonwealth Equity Services, LLC | 354,326 | $486.1 萬 | 0.01% | −5,514−1.5% | 減碼 |
| Shaker Financial Services, LLC | 321,732 | $448.8 萬 | 1.69% | −104,475−24.5% | 減碼 |
| Twelve Points Wealth Management LLC | 278,478 | $382.1 萬 | 1.20% | +38,614+16.1% | 加碼 |
| Focused Wealth Management, Inc | 278,067 | $381.5 萬 | 0.53% | +4,794+1.8% | 加碼 |
| MONECO Advisors, LLC | 265,799 | $364.7 萬 | 0.45% | +6,848+2.6% | 加碼 |
| Stifel Financial Corp | 263,482 | $361.5 萬 | 0.00% | +448+0.2% | 加碼 |
| Advisor Group Holdings, Inc. | 255,269 | $350.3 萬 | 0.01% | −8,420−3.2% | 減碼 |
| Wolverine Asset Management LLC | 254,550 | $349.2 萬 | 0.06% | −19,439−7.1% | 減碼 |
| Ameriprise Financial Inc | 249,655 | $342.5 萬 | 0.00% | −21,418−7.9% | 減碼 |
| Sage Capital Management, LLC | 201,770 | $276.8 萬 | 1.33% | −12,628−5.9% | 減碼 |
| Janney Montgomery Scott LLC | 164,962 | $226.3 萬 | 0.01% | +164,962 | 新進 |
| Envestnet Asset Management Inc | 159,355 | $218.6 萬 | 0.00% | −378,159−70.4% | 減碼 |
| TPG Advisors LLC | 146,747 | $201.3 萬 | 1.57% | +2,878+2.0% | 加碼 |
| Moors & Cabot, Inc. | 129,549 | $177.7 萬 | 0.09% | +2,590+2.0% | 加碼 |
| Park Avenue Securities LLC | 122,551 | $168.1 萬 | 0.02% | −2,275−1.8% | 減碼 |
| Prosperity Wealth Management, Inc. | 118,865 | $163.1 萬 | 0.65% | +571+0.5% | 加碼 |
| Landscape Capital Management, L.L.C. | 112,245 | $154.0 萬 | 0.16% | −145,922−56.5% | 減碼 |
| National Asset Management, Inc. | 106,014 | $145.5 萬 | 0.04% | −25,863−19.6% | 減碼 |
| NCP Inc. | 103,917 | $142.6 萬 | 0.81% | +2,976+2.9% | 加碼 |
| Cetera Investment Advisers | 100,054 | $137.3 萬 | 0.00% | −5,142−4.9% | 減碼 |
| Shulman DeMeo Asset Management LLC | 96,937 | $133.0 萬 | 0.33% | −194−0.2% | 減碼 |
| Prospera Financial Services Inc | 96,371 | $132.2 萬 | 0.03% | +1,116+1.2% | 加碼 |
| Comerica Bank | 93,618 | $128.4 萬 | 0.01% | −8,174−8.0% | 減碼 |
| Atomi Financial Group, Inc. | 84,647 | $116.1 萬 | 0.07% | +11,636+15.9% | 加碼 |
| Islay Capital Management, LLC | 75,955 | $104.2 萬 | 0.70% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 71,606 | $98.2 萬 | 0.05% | −1,135−1.6% | 減碼 |
| Two Sigma Investments, LP | 67,920 | $93.2 萬 | 0.00% | +31,895+88.5% | 加碼 |
| Blake Schutter Theil Wealth Advisors, LLC | 65,001 | $89.2 萬 | 0.64% | +65,001 | 新進 |
| Patten Group, Inc. | 61,484 | $84.4 萬 | 0.19% | −1,243−2.0% | 減碼 |
| HTLF Bank | 60,637 | $83.2 萬 | 0.09% | −10,454−14.7% | 減碼 |
| Venture Visionary Partners LLC | 57,850 | $79.4 萬 | 0.03% | −6,492−10.1% | 減碼 |
| Meteora Capital, LLC | 56,106 | $77.0 萬 | 0.21% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 51,890 | $72.1 萬 | 0.01% | +2,026+4.1% | 加碼 |
| D.A. Davidson & Co. | 48,957 | $67.2 萬 | 0.01% | −142−0.3% | 減碼 |
| Steward Partners Investment Advisory, LLC | 48,287 | $66.2 萬 | 0.01% | +300+0.6% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 45,877 | $62.9 萬 | 0.01% | +45,877 | 新進 |
| Northwestern Mutual Wealth Management Co | 45,492 | $62.4 萬 | 0.00% | −3,647−7.4% | 減碼 |
| StoneX Group Inc. | 44,277 | $61.8 萬 | 0.04% | −855−1.9% | 減碼 |
| GWM Advisors LLC | 42,014 | $57.6 萬 | 0.00% | +349+0.8% | 加碼 |
| Glen Eagle Advisors, LLC | 41,689 | $57.2 萬 | 0.10% | −3,975−8.7% | 減碼 |
| Investment Partners Asset Management, Inc. | 41,491 | $56.9 萬 | 0.47% | −200−0.5% | 減碼 |
| Sanctuary Advisors, LLC | 37,068 | $51.6 萬 | 0.00% | −1,521−3.9% | 減碼 |
| Truist Financial Corp | 36,386 | $49.9 萬 | 0.00% | −4,881−11.8% | 減碼 |
| Leo Wealth, LLC | 34,991 | $48.0 萬 | 0.04% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 34,936 | $47.9 萬 | 0.00% | −7,207−17.1% | 減碼 |
| Mariner, LLC | 34,703 | $47.6 萬 | 0.00% | +943+2.8% | 加碼 |
| Pflug Koory, LLC | 34,617 | $47.5 萬 | 0.23% | +34,617 | 新進 |
| Boothbay Fund Management, LLC | 33,084 | $45.4 萬 | 0.01% | 00.0% | 不變 |
| HighTower Advisors, LLC | 32,657 | $44.7 萬 | 0.00% | −7,557−18.8% | 減碼 |
| Rockefeller Capital Management L.P. | 32,038 | $44.0 萬 | 0.00% | −3,579−10.0% | 減碼 |
| Jackson, Grant Investment Advisers, Inc. | 29,734 | $40.8 萬 | 0.15% | +379+1.3% | 加碼 |
| Baird Financial Group, Inc. | 29,502 | $40.5 萬 | 0.00% | −7,274−19.8% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 28,821 | $39.5 萬 | 0.05% | +23+0.1% | 加碼 |
| NBC Securities, Inc. | 28,339 | $38.8 萬 | 0.03% | 00.0% | 不變 |
| Tyche Wealth Partners LLC | 25,696 | $35.3 萬 | 0.08% | −1,580−5.8% | 減碼 |
| Quantedge Capital Pte Ltd | 24,800 | $34.0 萬 | 0.10% | +24,800 | 新進 |
| Hilltop Holdings Inc. | 23,359 | $32.0 萬 | 0.02% | +23,359 | 新進 |
| Instrumental Wealth, LLC | 22,704 | $31.4 萬 | 0.31% | 00.0% | 不變 |
| Armor Investment Advisors, LLC | 22,743 | $31.2 萬 | 0.13% | −727−3.1% | 減碼 |
| Nations Financial Group Inc, | 22,430 | $30.8 萬 | 0.02% | 00.0% | 不變 |
| Encompass Wealth Advisors, LLC | 22,320 | $30.6 萬 | 0.08% | +140+0.6% | 加碼 |
| Palogic Value Management, L.P. | 21,871 | $30.0 萬 | 0.12% | 00.0% | 不變 |
| Fiduciary Financial Group, LLC | 21,039 | $28.7 萬 | 0.07% | −6,383−23.3% | 減碼 |
| Integrated Capital Management, Inc. | 20,931 | $28.7 萬 | 0.22% | +1,466+7.5% | 加碼 |
| Marco Investment Management LLC | 20,300 | $27.9 萬 | 0.02% | 00.0% | 不變 |
| Apriem Advisors | 19,675 | $27.0 萬 | 0.03% | 00.0% | 不變 |
| Spire Wealth Management | 19,511 | $26.8 萬 | 0.01% | +12,311+171.0% | 加碼 |
| Great Valley Advisor Group, Inc. | 19,495 | $26.7 萬 | 0.01% | +242+1.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 18,448 | $25.3 萬 | 0.00% | −4,870−20.9% | 減碼 |
| Commons Capital, LLC | 18,023 | $24.7 萬 | 0.27% | +205+1.2% | 加碼 |
| Pathstone Holdings, LLC | 17,537 | $24.1 萬 | 0.00% | 00.0% | 不變 |
| Maltin Wealth Management, Inc. | 17,421 | $23.9 萬 | 0.12% | −1,291−6.9% | 減碼 |
| Triumph Capital Management | 16,932 | $23.6 萬 | 0.08% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 15,358 | $21.1 萬 | 0.00% | −4,069−20.9% | 減碼 |
| Apella Capital, LLC | 15,035 | $20.5 萬 | 0.01% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 14,864 | $20.3 萬 | 0.00% | +14,864 | 新進 |
| Commerce Bank | 14,819 | $20.3 萬 | 0.00% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 14,825 | $20.3 萬 | 0.00% | +139+0.9% | 加碼 |
| Davenport & Co LLC | 13,927 | $19.1 萬 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 13,310 | $18.3 萬 | 0.01% | 00.0% | 不變 |
| Clarity Wealth Advisors, LLC | 13,300 | $18.2 萬 | 0.05% | +13,300 | 新進 |
| Wealth Dimensions Group, Ltd. | 13,205 | $18.1 萬 | 0.05% | 00.0% | 不變 |
| Centurion Wealth Management LLC | 13,078 | $17.9 萬 | 0.06% | +13,078 | 新進 |
| Founders Financial Alliance, LLC | 12,753 | $17.5 萬 | 0.05% | +113+0.9% | 加碼 |