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 4 季 13F 持有人
Nuveen S&P 500 BuyWrite Income Fund 在 2024/12/31 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
- 171
- 較 2024 年第 3 季 +19 家
- 持有股數
- 3,260 萬
- 較 2024 年第 3 季 +211.7 萬 (+6.9%)
- 總市值
- $4.56 億
- 較 2024 年第 3 季 +$4,449 萬 (+10.8%)
- 新進機構
- 27
- 另有 53 家加碼
- 清倉機構
- 8
- 另有 43 家減碼
另有 2 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 11,258,615 | $1.58 億 | 0.01% | +64,079+0.6% | 加碼 |
| UBS Group AG | 1,798,740 | $2,516 萬 | 0.01% | −3,292−0.2% | 減碼 |
| LPL Financial LLC | 1,681,686 | $2,353 萬 | 0.01% | −5,509−0.3% | 減碼 |
| Wells Fargo & Company | 1,614,773 | $2,259 萬 | 0.01% | +167,568+11.6% | 加碼 |
| Invesco Ltd. | 1,535,507 | $2,148 萬 | 0.00% | −23,579−1.5% | 減碼 |
| Raymond James Financial Inc | 1,273,656 | $1,782 萬 | 0.01% | +1,273,656 | 新進 |
| Cornerstone Advisors, LLC | 887,299 | $1,241 萬 | 0.49% | −56,679−6.0% | 減碼 |
| Bank of America Corp | 838,664 | $1,173 萬 | 0.00% | +54,596+7.0% | 加碼 |
| Lindbrook Capital, LLC | 690,062 | $965.4 萬 | 0.87% | +424+0.1% | 加碼 |
| Royal Bank of Canada | 672,782 | $941.3 萬 | 0.00% | +5,668+0.8% | 加碼 |
| Guggenheim Capital LLC | 666,045 | $931.8 萬 | 0.08% | +105,078+18.7% | 加碼 |
| Advisors Asset Management, Inc. | 586,934 | $821.1 萬 | 0.15% | +153,042+35.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 546,195 | $764.1 萬 | 0.03% | +9,662+1.8% | 加碼 |
| CNH Partners LLC | 495,868 | $693.7 萬 | 0.16% | −7,622−1.5% | 減碼 |
| Allspring Global Investments Holdings, LLC | 476,776 | $667.0 萬 | 0.01% | −198,568−29.4% | 減碼 |
| Twelve Points Wealth Management LLC | 382,367 | $534.9 萬 | 1.54% | +103,889+37.3% | 加碼 |
| Advisor Group Holdings, Inc. | 363,697 | $508.9 萬 | 0.01% | +108,428+42.5% | 加碼 |
| Commonwealth Equity Services, LLC | 361,604 | $505.9 萬 | 0.01% | +7,278+2.1% | 加碼 |
| Envestnet Asset Management Inc | 358,506 | $501.6 萬 | 0.00% | +199,151+125.0% | 加碼 |
| Focused Wealth Management, Inc | 317,200 | $443.8 萬 | 0.60% | +39,133+14.1% | 加碼 |
| Ameriprise Financial Inc | 294,349 | $411.7 萬 | 0.00% | +44,694+17.9% | 加碼 |
| Stifel Financial Corp | 276,786 | $387.2 萬 | 0.00% | +13,304+5.0% | 加碼 |
| MONECO Advisors, LLC | 265,524 | $371.5 萬 | 0.39% | −275−0.1% | 減碼 |
| Shaker Financial Services, LLC | 214,868 | $300.6 萬 | 1.15% | −106,864−33.2% | 減碼 |
| Sage Capital Management, LLC | 206,613 | $289.1 萬 | 1.46% | +4,843+2.4% | 加碼 |
| Janney Montgomery Scott LLC | 198,551 | $277.8 萬 | 0.01% | +33,589+20.4% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 152,261 | $213.0 萬 | 0.53% | +152,261 | 新進 |
| TPG Advisors LLC | 142,071 | $198.8 萬 | 1.55% | −4,676−3.2% | 減碼 |
| Cetera Investment Advisers | 137,116 | $191.8 萬 | 0.00% | +37,062+37.0% | 加碼 |
| Moors & Cabot, Inc. | 135,043 | $188.9 萬 | 0.09% | +5,494+4.2% | 加碼 |
| Park Avenue Securities LLC | 125,910 | $176.1 萬 | 0.02% | +3,359+2.7% | 加碼 |
| Prosperity Wealth Management, Inc. | 122,266 | $171.0 萬 | 0.70% | +3,401+2.9% | 加碼 |
| Wolverine Asset Management LLC | 118,973 | $166.4 萬 | 0.03% | −135,577−53.3% | 減碼 |
| ICONIQ Capital, LLC | 109,800 | $153.6 萬 | 0.02% | +109,800 | 新進 |
| NCP Inc. | 109,068 | $152.6 萬 | 0.78% | +5,151+5.0% | 加碼 |
| National Asset Management, Inc. | 105,032 | $146.9 萬 | 0.05% | −982−0.9% | 減碼 |
| Prospera Financial Services Inc | 100,669 | $140.8 萬 | 0.03% | +4,298+4.5% | 加碼 |
| Atomi Financial Group, Inc. | 98,560 | $137.9 萬 | 0.07% | +13,913+16.4% | 加碼 |
| Shulman DeMeo Asset Management LLC | 96,810 | $135.4 萬 | 0.37% | −127−0.1% | 減碼 |
| Comerica Bank | 93,462 | $130.8 萬 | 0.01% | −156−0.2% | 減碼 |
| PVG Asset Management Corp | 91,460 | $128.0 萬 | 6.05% | +91,460 | 新進 |
| Puff Wealth Management, LLC | 78,765 | $110.2 萬 | 1.92% | +78,765 | 新進 |
| Essential Planning, LLC. | 79,495 | $110.1 萬 | 0.01% | +79,495 | 新進 |
| Islay Capital Management, LLC | 77,756 | $108.8 萬 | 0.76% | +1,801+2.4% | 加碼 |
| Kestra Advisory Services, LLC | 77,347 | $108.2 萬 | 0.01% | +42,411+121.4% | 加碼 |
| Blake Schutter Theil Wealth Advisors, LLC | 65,090 | $91.1 萬 | 0.96% | +89+0.1% | 加碼 |
| Patten Group, Inc. | 61,401 | $85.9 萬 | 0.19% | −83−0.1% | 減碼 |
| HTLF Bank | 60,313 | $84.4 萬 | 0.10% | −324−0.5% | 減碼 |
| Sims Investment Management, LLC | 60,000 | $83.9 萬 | 0.47% | +60,000 | 新進 |
| Richmond Investment Services, LLC | 58,330 | $81.6 萬 | 0.46% | +58,330 | 新進 |
| Venture Visionary Partners LLC | 57,888 | $81.0 萬 | 0.03% | +38+0.1% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 52,528 | $73.5 萬 | 0.03% | −19,078−26.6% | 減碼 |
| Steward Partners Investment Advisory, LLC | 52,076 | $72.9 萬 | 0.01% | +3,789+7.8% | 加碼 |
| Atria Wealth Solutions, Inc. | 51,490 | $72.0 萬 | 0.01% | −400−0.8% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 50,838 | $70.8 萬 | 0.01% | +4,961+10.8% | 加碼 |
| D.A. Davidson & Co. | 48,357 | $67.7 萬 | 0.01% | −600−1.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 45,232 | $63.3 萬 | 0.00% | −260−0.6% | 減碼 |
| StoneX Group Inc. | 44,581 | $62.4 萬 | 0.03% | +304+0.7% | 加碼 |
| Truist Financial Corp | 41,373 | $57.9 萬 | 0.00% | +4,987+13.7% | 加碼 |
| Alteri Wealth LLC | 40,210 | $56.3 萬 | 0.16% | +40,210 | 新進 |
| GWM Advisors LLC | 39,835 | $55.7 萬 | 0.00% | −2,179−5.2% | 減碼 |
| Matrix Trust Co | 38,742 | $54.2 萬 | 0.09% | +33,701+668.5% | 加碼 |
| Investment Partners Asset Management, Inc. | 38,059 | $53.2 萬 | 0.42% | −3,432−8.3% | 減碼 |
| International Assets Investment Management, LLC | 37,634 | $51.7 萬 | 0.04% | −451,258−92.3% | 減碼 |
| Sanctuary Advisors, LLC | 35,202 | $49.9 萬 | 0.00% | −1,866−5.0% | 減碼 |
| Leo Wealth, LLC | 34,991 | $49.0 萬 | 0.04% | 00.0% | 不變 |
| Pflug Koory, LLC | 34,617 | $48.4 萬 | 0.25% | 00.0% | 不變 |
| HighTower Advisors, LLC | 34,276 | $48.0 萬 | 0.00% | +1,619+5.0% | 加碼 |
| Rockefeller Capital Management L.P. | 33,931 | $47.5 萬 | 0.00% | +1,893+5.9% | 加碼 |
| Glen Eagle Advisors, LLC | 32,557 | $45.5 萬 | 0.08% | −9,132−21.9% | 減碼 |
| Landscape Capital Management, L.L.C. | 31,277 | $43.8 萬 | 0.05% | −80,968−72.1% | 減碼 |
| Creative Planning | 30,318 | $42.4 萬 | 0.00% | +30,318 | 新進 |
| Baird Financial Group, Inc. | 30,257 | $42.3 萬 | 0.00% | +755+2.6% | 加碼 |
| Jackson, Grant Investment Advisers, Inc. | 30,170 | $42.2 萬 | 0.16% | +436+1.5% | 加碼 |
| Spire Wealth Management | 29,976 | $41.9 萬 | 0.01% | +10,465+53.6% | 加碼 |
| Independent Advisor Alliance | 29,514 | $41.3 萬 | 0.01% | +29,514 | 新進 |
| Colony Group, LLC | 29,431 | $41.2 萬 | 0.00% | +29,431 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 28,725 | $40.2 萬 | 0.05% | −96−0.3% | 減碼 |
| Tyche Wealth Partners LLC | 25,621 | $35.8 萬 | 0.08% | −75−0.3% | 減碼 |
| Instrumental Wealth, LLC | 23,840 | $33.6 萬 | 0.32% | +1,136+5.0% | 加碼 |
| GatePass Capital, LLC | 22,700 | $31.8 萬 | 0.35% | +22,700 | 新進 |
| Encompass Wealth Advisors, LLC | 22,622 | $31.6 萬 | 0.13% | +302+1.4% | 加碼 |
| Nations Financial Group Inc, | 22,430 | $31.4 萬 | 0.02% | 00.0% | 不變 |
| Mariner, LLC | 21,947 | $30.7 萬 | 0.00% | −12,756−36.8% | 減碼 |
| Palogic Value Management, L.P. | 21,871 | $30.6 萬 | 0.12% | 00.0% | 不變 |
| World Equity Group, Inc. | 21,700 | $30.4 萬 | 0.07% | +21,700 | 新進 |
| Integrated Capital Management, Inc. | 21,588 | $30.2 萬 | 0.24% | +657+3.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 21,244 | $29.7 萬 | 0.00% | +2,796+15.2% | 加碼 |
| Marco Investment Management LLC | 20,300 | $28.4 萬 | 0.02% | 00.0% | 不變 |
| Private Advisory Group LLC | 20,116 | $28.1 萬 | 0.03% | +20,116 | 新進 |
| Armor Investment Advisors, LLC | 19,794 | $27.7 萬 | 0.11% | −2,949−13.0% | 減碼 |
| Great Valley Advisor Group, Inc. | 18,988 | $26.6 萬 | 0.01% | −507−2.6% | 減碼 |
| Hilltop Holdings Inc. | 18,948 | $26.5 萬 | 0.02% | −4,411−18.9% | 減碼 |
| Commons Capital, LLC | 18,465 | $25.8 萬 | 0.23% | +442+2.5% | 加碼 |
| Maltin Wealth Management, Inc. | 17,981 | $25.2 萬 | 0.12% | +560+3.2% | 加碼 |
| Apriem Advisors | 17,968 | $25.1 萬 | 0.03% | −1,707−8.7% | 減碼 |
| Pathstone Holdings, LLC | 17,537 | $24.5 萬 | 0.00% | 00.0% | 不變 |
| Triumph Capital Management | 16,932 | $23.7 萬 | 0.08% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 16,228 | $22.7 萬 | 0.00% | +870+5.7% | 加碼 |
| Quantedge Capital Pte Ltd | 16,000 | $22.4 萬 | 0.08% | −8,800−35.5% | 減碼 |