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 |
|---|---|---|---|---|---|
| Key Financial Inc | 37 | $508 | 0.00% | 00.0% | 不變 |
| St Germain D J Co Inc | 187 | $2,566 | 0.00% | 00.0% | 不變 |
| Ameliora Wealth Management Ltd. | 200 | $2,744 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 235 | $3,000 | 0.00% | +37+18.7% | 加碼 |
| Fortis Group Advisors, LLC | 250 | $3,430 | 0.00% | 00.0% | 不變 |
| Colonial Trust Co | 254 | $3,449 | 0.00% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 465 | $6,380 | 0.00% | 00.0% | 不變 |
| Northwest Financial Advisors | 489 | $6,709 | 0.01% | +489 | 新進 |
| Bryn Mawr Trust Co | 504 | $6,915 | 0.00% | +504 | 新進 |
| Fortitude Family Office, LLC | 505 | $6,929 | 0.00% | +505 | 新進 |
| Rothschild Investment LLC | 693 | $9,508 | 0.00% | 00.0% | 不變 |
| Stephens Consulting, LLC | 744 | $1.02 萬 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 832 | $1.14 萬 | 0.00% | 00.0% | 不變 |
| MCF Advisors LLC | 897 | $1.25 萬 | 0.00% | 00.0% | 不變 |
| Northwest Capital Management Inc | 978 | $1.34 萬 | 0.00% | 00.0% | 不變 |
| Hoese & Co LLP | 1,750 | $2.40 萬 | 0.02% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 1,850 | $2.54 萬 | 0.00% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 1,860 | $2.55 萬 | 0.01% | +1,860 | 新進 |
| Delta Asset Management LLC | 1,900 | $2.61 萬 | 0.00% | 00.0% | 不變 |
| BOK Financial Private Wealth, Inc. | 1,957 | $2.73 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 2,419 | $3.32 萬 | 0.00% | +1,419+141.9% | 加碼 |
| JPMorgan Chase & Co | 2,429 | $3.33 萬 | 0.00% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 2,486 | $3.41 萬 | 0.01% | 00.0% | 不變 |
| Signaturefd, LLC | 2,511 | $3.45 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 2,539 | $3.48 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | – | $4.03 萬 | 0.00% | – | – |
| Annis Gardner Whiting Capital Advisors, LLC | 3,000 | $4.19 萬 | 0.01% | 00.0% | 不變 |
| Citigroup Inc | 3,186 | $4.37 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 3,400 | $4.66 萬 | 0.00% | 00.0% | 不變 |
| Castleview Partners, LLC | 4,517 | $6.20 萬 | 0.04% | 00.0% | 不變 |
| Proequities, Inc. | 4,456 | $6.22 萬 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 4,594 | $6.30 萬 | 0.00% | +4,594 | 新進 |
| FNY Investment Advisers, LLC | 5,000 | $6.80 萬 | 0.03% | +5,000 | 新進 |
| US Bancorp | 5,000 | $6.86 萬 | 0.00% | 00.0% | 不變 |
| Matrix Trust Co | 5,041 | $6.90 萬 | 0.01% | +5,041 | 新進 |
| Arlington Trust Co LLC | 6,000 | $8.23 萬 | 0.02% | 00.0% | 不變 |
| CWM, LLC | 6,663 | $9.10 萬 | 0.00% | +5,685+581.3% | 加碼 |
| Harbor Investment Advisory, LLC | 7,890 | $10.8 萬 | 0.01% | 00.0% | 不變 |
| Continuum Advisory, LLC | 8,264 | $11.4 萬 | 0.01% | −777−8.6% | 減碼 |
| Hollencrest Capital Management | 8,609 | $11.8 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 8,658 | $11.9 萬 | 0.00% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 9,000 | $12.3 萬 | 0.02% | 00.0% | 不變 |
| Oliver Lagore Vanvalin Investment Group | 9,597 | $13.2 萬 | 0.04% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 9,645 | $13.2 萬 | 0.06% | +35+0.4% | 加碼 |
| Carret Asset Management, LLC | 10,000 | $13.7 萬 | 0.01% | 00.0% | 不變 |
| Global Endowment Management, LP | 10,000 | $13.7 萬 | 0.01% | 00.0% | 不變 |
| Arq Wealth Advisors, LLC | 10,434 | $14.1 萬 | 0.05% | +10,434 | 新進 |
| Bank of New York Mellon Corp | 10,357 | $14.2 萬 | 0.00% | −10,694−50.8% | 減碼 |
| Horizon Wealth Management, LLC | 11,660 | $16.0 萬 | 0.03% | +200+1.7% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 11,757 | $16.1 萬 | 0.01% | −37−0.3% | 減碼 |
| Summit Financial, LLC | 12,203 | $17.0 萬 | 0.01% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 12,534 | $17.2 萬 | 0.01% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 12,678 | $17.4 萬 | 0.02% | 00.0% | 不變 |
| Founders Financial Alliance, LLC | 12,753 | $17.5 萬 | 0.05% | +113+0.9% | 加碼 |
| Centurion Wealth Management LLC | 13,078 | $17.9 萬 | 0.06% | +13,078 | 新進 |
| Wealth Dimensions Group, Ltd. | 13,205 | $18.1 萬 | 0.05% | 00.0% | 不變 |
| Clarity Wealth Advisors, LLC | 13,300 | $18.2 萬 | 0.05% | +13,300 | 新進 |
| CoreCap Advisors, LLC | 13,310 | $18.3 萬 | 0.01% | 00.0% | 不變 |
| Davenport & Co LLC | 13,927 | $19.1 萬 | 0.00% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 14,825 | $20.3 萬 | 0.00% | +139+0.9% | 加碼 |
| Commerce Bank | 14,819 | $20.3 萬 | 0.00% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 14,864 | $20.3 萬 | 0.00% | +14,864 | 新進 |
| Apella Capital, LLC | 15,035 | $20.5 萬 | 0.01% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 15,358 | $21.1 萬 | 0.00% | −4,069−20.9% | 減碼 |
| Triumph Capital Management | 16,932 | $23.6 萬 | 0.08% | 00.0% | 不變 |
| Maltin Wealth Management, Inc. | 17,421 | $23.9 萬 | 0.12% | −1,291−6.9% | 減碼 |
| Pathstone Holdings, LLC | 17,537 | $24.1 萬 | 0.00% | 00.0% | 不變 |
| Commons Capital, LLC | 18,023 | $24.7 萬 | 0.27% | +205+1.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 18,448 | $25.3 萬 | 0.00% | −4,870−20.9% | 減碼 |
| Great Valley Advisor Group, Inc. | 19,495 | $26.7 萬 | 0.01% | +242+1.3% | 加碼 |
| Spire Wealth Management | 19,511 | $26.8 萬 | 0.01% | +12,311+171.0% | 加碼 |
| Apriem Advisors | 19,675 | $27.0 萬 | 0.03% | 00.0% | 不變 |
| Marco Investment Management LLC | 20,300 | $27.9 萬 | 0.02% | 00.0% | 不變 |
| Integrated Capital Management, Inc. | 20,931 | $28.7 萬 | 0.22% | +1,466+7.5% | 加碼 |
| Fiduciary Financial Group, LLC | 21,039 | $28.7 萬 | 0.07% | −6,383−23.3% | 減碼 |
| Palogic Value Management, L.P. | 21,871 | $30.0 萬 | 0.12% | 00.0% | 不變 |
| Encompass Wealth Advisors, LLC | 22,320 | $30.6 萬 | 0.08% | +140+0.6% | 加碼 |
| Nations Financial Group Inc, | 22,430 | $30.8 萬 | 0.02% | 00.0% | 不變 |
| Armor Investment Advisors, LLC | 22,743 | $31.2 萬 | 0.13% | −727−3.1% | 減碼 |
| Instrumental Wealth, LLC | 22,704 | $31.4 萬 | 0.31% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 23,359 | $32.0 萬 | 0.02% | +23,359 | 新進 |
| Quantedge Capital Pte Ltd | 24,800 | $34.0 萬 | 0.10% | +24,800 | 新進 |
| Tyche Wealth Partners LLC | 25,696 | $35.3 萬 | 0.08% | −1,580−5.8% | 減碼 |
| NBC Securities, Inc. | 28,339 | $38.8 萬 | 0.03% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 28,821 | $39.5 萬 | 0.05% | +23+0.1% | 加碼 |
| Baird Financial Group, Inc. | 29,502 | $40.5 萬 | 0.00% | −7,274−19.8% | 減碼 |
| Jackson, Grant Investment Advisers, Inc. | 29,734 | $40.8 萬 | 0.15% | +379+1.3% | 加碼 |
| Rockefeller Capital Management L.P. | 32,038 | $44.0 萬 | 0.00% | −3,579−10.0% | 減碼 |
| HighTower Advisors, LLC | 32,657 | $44.7 萬 | 0.00% | −7,557−18.8% | 減碼 |
| Boothbay Fund Management, LLC | 33,084 | $45.4 萬 | 0.01% | 00.0% | 不變 |
| Pflug Koory, LLC | 34,617 | $47.5 萬 | 0.23% | +34,617 | 新進 |
| Mariner, LLC | 34,703 | $47.6 萬 | 0.00% | +943+2.8% | 加碼 |
| Kestra Advisory Services, LLC | 34,936 | $47.9 萬 | 0.00% | −7,207−17.1% | 減碼 |
| Leo Wealth, LLC | 34,991 | $48.0 萬 | 0.04% | 00.0% | 不變 |
| Truist Financial Corp | 36,386 | $49.9 萬 | 0.00% | −4,881−11.8% | 減碼 |
| Sanctuary Advisors, LLC | 37,068 | $51.6 萬 | 0.00% | −1,521−3.9% | 減碼 |
| Investment Partners Asset Management, Inc. | 41,491 | $56.9 萬 | 0.47% | −200−0.5% | 減碼 |
| Glen Eagle Advisors, LLC | 41,689 | $57.2 萬 | 0.10% | −3,975−8.7% | 減碼 |
| GWM Advisors LLC | 42,014 | $57.6 萬 | 0.00% | +349+0.8% | 加碼 |
| StoneX Group Inc. | 44,277 | $61.8 萬 | 0.04% | −855−1.9% | 減碼 |