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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 45,492 | $62.4 萬 | 0.00% | −3,647−7.4% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 45,877 | $62.9 萬 | 0.01% | +45,877 | 新進 |
| Steward Partners Investment Advisory, LLC | 48,287 | $66.2 萬 | 0.01% | +300+0.6% | 加碼 |
| D.A. Davidson & Co. | 48,957 | $67.2 萬 | 0.01% | −142−0.3% | 減碼 |
| Atria Wealth Solutions, Inc. | 51,890 | $72.1 萬 | 0.01% | +2,026+4.1% | 加碼 |
| Meteora Capital, LLC | 56,106 | $77.0 萬 | 0.21% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 57,850 | $79.4 萬 | 0.03% | −6,492−10.1% | 減碼 |
| HTLF Bank | 60,637 | $83.2 萬 | 0.09% | −10,454−14.7% | 減碼 |
| Patten Group, Inc. | 61,484 | $84.4 萬 | 0.19% | −1,243−2.0% | 減碼 |
| Blake Schutter Theil Wealth Advisors, LLC | 65,001 | $89.2 萬 | 0.64% | +65,001 | 新進 |
| Two Sigma Investments, LP | 67,920 | $93.2 萬 | 0.00% | +31,895+88.5% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 71,606 | $98.2 萬 | 0.05% | −1,135−1.6% | 減碼 |
| Islay Capital Management, LLC | 75,955 | $104.2 萬 | 0.70% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 84,647 | $116.1 萬 | 0.07% | +11,636+15.9% | 加碼 |
| Comerica Bank | 93,618 | $128.4 萬 | 0.01% | −8,174−8.0% | 減碼 |
| Prospera Financial Services Inc | 96,371 | $132.2 萬 | 0.03% | +1,116+1.2% | 加碼 |
| Shulman DeMeo Asset Management LLC | 96,937 | $133.0 萬 | 0.33% | −194−0.2% | 減碼 |
| Cetera Investment Advisers | 100,054 | $137.3 萬 | 0.00% | −5,142−4.9% | 減碼 |
| NCP Inc. | 103,917 | $142.6 萬 | 0.81% | +2,976+2.9% | 加碼 |
| National Asset Management, Inc. | 106,014 | $145.5 萬 | 0.04% | −25,863−19.6% | 減碼 |
| Landscape Capital Management, L.L.C. | 112,245 | $154.0 萬 | 0.16% | −145,922−56.5% | 減碼 |
| Prosperity Wealth Management, Inc. | 118,865 | $163.1 萬 | 0.65% | +571+0.5% | 加碼 |
| Park Avenue Securities LLC | 122,551 | $168.1 萬 | 0.02% | −2,275−1.8% | 減碼 |
| Moors & Cabot, Inc. | 129,549 | $177.7 萬 | 0.09% | +2,590+2.0% | 加碼 |
| TPG Advisors LLC | 146,747 | $201.3 萬 | 1.57% | +2,878+2.0% | 加碼 |
| Envestnet Asset Management Inc | 159,355 | $218.6 萬 | 0.00% | −378,159−70.4% | 減碼 |
| Janney Montgomery Scott LLC | 164,962 | $226.3 萬 | 0.01% | +164,962 | 新進 |
| Sage Capital Management, LLC | 201,770 | $276.8 萬 | 1.33% | −12,628−5.9% | 減碼 |
| Ameriprise Financial Inc | 249,655 | $342.5 萬 | 0.00% | −21,418−7.9% | 減碼 |
| Wolverine Asset Management LLC | 254,550 | $349.2 萬 | 0.06% | −19,439−7.1% | 減碼 |
| Advisor Group Holdings, Inc. | 255,269 | $350.3 萬 | 0.01% | −8,420−3.2% | 減碼 |
| Stifel Financial Corp | 263,482 | $361.5 萬 | 0.00% | +448+0.2% | 加碼 |
| MONECO Advisors, LLC | 265,799 | $364.7 萬 | 0.45% | +6,848+2.6% | 加碼 |
| Focused Wealth Management, Inc | 278,067 | $381.5 萬 | 0.53% | +4,794+1.8% | 加碼 |
| Twelve Points Wealth Management LLC | 278,478 | $382.1 萬 | 1.20% | +38,614+16.1% | 加碼 |
| Shaker Financial Services, LLC | 321,732 | $448.8 萬 | 1.69% | −104,475−24.5% | 減碼 |
| Commonwealth Equity Services, LLC | 354,326 | $486.1 萬 | 0.01% | −5,514−1.5% | 減碼 |
| Advisors Asset Management, Inc. | 433,892 | $595.3 萬 | 0.11% | +131,318+43.4% | 加碼 |
| CNH Partners LLC | 503,490 | $684.2 萬 | 0.16% | +124,903+33.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 536,533 | $736.1 萬 | 0.03% | +20,720+4.0% | 加碼 |
| Guggenheim Capital LLC | 560,967 | $769.6 萬 | 0.05% | −19,245−3.3% | 減碼 |
| Raymond James & Associates | 610,760 | $838.0 萬 | 0.01% | +7,661+1.3% | 加碼 |
| Royal Bank of Canada | 667,114 | $915.2 萬 | 0.00% | +5,617+0.8% | 加碼 |
| Allspring Global Investments Holdings, LLC | 675,344 | $926.6 萬 | 0.01% | +354,431+110.4% | 加碼 |
| Lindbrook Capital, LLC | 689,638 | $946.2 萬 | 0.84% | +215,808+45.5% | 加碼 |
| Bank of America Corp | 784,068 | $1,076 萬 | 0.00% | +6,888+0.9% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 890,824 | $1,222 萬 | 0.02% | +39,510+4.6% | 加碼 |
| Cornerstone Advisors, LLC | 943,978 | $1,295 萬 | 0.51% | −30,554−3.1% | 減碼 |
| Wells Fargo & Company | 1,447,205 | $1,986 萬 | 0.00% | +43,348+3.1% | 加碼 |
| Invesco Ltd. | 1,559,086 | $2,139 萬 | 0.00% | +100,040+6.9% | 加碼 |
| LPL Financial LLC | 1,687,195 | $2,315 萬 | 0.01% | +28,984+1.7% | 加碼 |
| UBS Group AG | 1,802,032 | $2,472 萬 | 0.01% | −2,225−0.1% | 減碼 |
| Morgan Stanley | 11,194,536 | $1.54 億 | 0.01% | +155,539+1.4% | 加碼 |
| International Assets Investment Management, LLC | 488,892 | – | – | +454,058+1,303.5% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −298,274−100.0% | 清倉 |
| PVG Asset Management Corp | 0 | $0 | 0.00% | −113,390−100.0% | 清倉 |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −28,969−100.0% | 清倉 |
| Capstone Financial Advisors, Inc. | 0 | $0 | 0.00% | −26,423−100.0% | 清倉 |
| Atria Investments LLC | 0 | $0 | 0.00% | −22,166−100.0% | 清倉 |
| Kraft, Davis & Associates, LLC | 0 | $0 | 0.00% | −18,535−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −13,930−100.0% | 清倉 |
| Stonebrook Private Inc. | 0 | $0 | 0.00% | −12,383−100.0% | 清倉 |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −11,966−100.0% | 清倉 |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −10,800−100.0% | 清倉 |
| Maryland Capital Advisors Inc. | 0 | $0 | 0.00% | −1,750−100.0% | 清倉 |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −598−100.0% | 清倉 |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −380−100.0% | 清倉 |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −330−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −314−100.0% | 清倉 |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −214−100.0% | 清倉 |
| Central Trust Co | 0 | $0 | 0.00% | −131−100.0% | 清倉 |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | 本季未申報 |