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 |
|---|---|---|---|---|---|
| Wood Tarver Financial Group, LLC | 21 | $0 | 0.00% | +21 | 新進 |
| NBC Securities, Inc. | 29 | $406 | 0.04% | −28,310−99.9% | 減碼 |
| Key Financial Inc | 37 | $518 | 0.00% | 00.0% | 不變 |
| St Germain D J Co Inc | 187 | $2,616 | 0.00% | 00.0% | 不變 |
| Ameliora Wealth Management Ltd. | 200 | $2,798 | 0.00% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 236 | $3,302 | 0.00% | +236 | 新進 |
| Fortis Group Advisors, LLC | 250 | $3,498 | 0.00% | 00.0% | 不變 |
| Colonial Trust Co | 254 | $3,500 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 262 | $3,665 | 0.00% | +27+11.5% | 加碼 |
| Plante Moran Financial Advisors, LLC | 349 | $4,883 | 0.00% | +349 | 新進 |
| MCF Advisors LLC | 430 | $6,016 | 0.00% | −467−52.1% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 465 | $6,505 | 0.00% | 00.0% | 不變 |
| Medallion Wealth Advisors, LLC | 481 | $6,729 | 0.00% | +481 | 新進 |
| Bryn Mawr Trust Co | 504 | $7,051 | 0.00% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 505 | $7,065 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 693 | $9,695 | 0.00% | 00.0% | 不變 |
| Stephens Consulting, LLC | 744 | $1.04 萬 | 0.00% | 00.0% | 不變 |
| Northwest Capital Management Inc | 978 | $1.37 萬 | 0.01% | 00.0% | 不變 |
| CWM, LLC | 978 | $1.40 萬 | 0.00% | −5,685−85.3% | 減碼 |
| WPG Advisers, LLC | 1,451 | $2.03 萬 | 0.02% | +1,451 | 新進 |
| Hoese & Co LLP | 1,750 | $2.45 萬 | 0.02% | 00.0% | 不變 |
| Delta Asset Management LLC | 1,800 | $2.52 萬 | 0.00% | −100−5.3% | 減碼 |
| Farmers & Merchants Investments Inc | 1,850 | $2.59 萬 | 0.00% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 1,860 | $2.60 萬 | 0.02% | 00.0% | 不變 |
| Bangor Savings Bank | 1,957 | $2.74 萬 | 0.00% | +1,957 | 新進 |
| BOK Financial Private Wealth, Inc. | 1,957 | $2.74 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 2,409 | $3.37 萬 | 0.00% | −10−0.4% | 減碼 |
| JPMorgan Chase & Co | 2,429 | $3.40 萬 | 0.00% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 2,486 | $3.48 萬 | 0.01% | 00.0% | 不變 |
| Signaturefd, LLC | 2,511 | $3.51 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | – | $3.74 萬 | 0.00% | – | – |
| Annis Gardner Whiting Capital Advisors, LLC | 3,000 | $4.20 萬 | 0.01% | 00.0% | 不變 |
| Citigroup Inc | 3,186 | $4.46 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 3,400 | $4.76 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 3,539 | $4.95 萬 | 0.01% | +1,000+39.4% | 加碼 |
| Blue Bell Private Wealth Management, LLC | 4,400 | $6.16 萬 | 0.01% | −4,600−51.1% | 減碼 |
| Castleview Partners, LLC | 4,517 | $6.21 萬 | 0.03% | 00.0% | 不變 |
| Proequities, Inc. | 4,456 | $6.28 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 5,000 | $7.00 萬 | 0.00% | 00.0% | 不變 |
| Arlington Trust Co LLC | 6,000 | $8.39 萬 | 0.02% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 7,890 | $11.0 萬 | 0.01% | 00.0% | 不變 |
| Continuum Advisory, LLC | 8,264 | $11.6 萬 | 0.01% | 00.0% | 不變 |
| Hollencrest Capital Management | 8,609 | $12.0 萬 | 0.00% | 00.0% | 不變 |
| Oliver Lagore Vanvalin Investment Group | 9,597 | $13.4 萬 | 0.03% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 9,722 | $13.6 萬 | 0.06% | +77+0.8% | 加碼 |
| Carret Asset Management, LLC | 10,000 | $14.0 萬 | 0.02% | 00.0% | 不變 |
| Global Endowment Management, LP | 10,000 | $14.0 萬 | 0.02% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 10,274 | $14.4 萬 | 0.00% | +10,274 | 新進 |
| Arq Wealth Advisors, LLC | 10,434 | $14.6 萬 | 0.06% | 00.0% | 不變 |
| Atria Investments LLC | 10,541 | $14.7 萬 | 0.00% | +10,541 | 新進 |
| Allworth Financial LP | 10,658 | $15.0 萬 | 0.00% | +2,000+23.1% | 加碼 |
| Horizon Wealth Management, LLC | 11,660 | $16.3 萬 | 0.03% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 12,178 | $17.0 萬 | 0.02% | −500−3.9% | 減碼 |
| Summit Financial, LLC | 12,203 | $17.1 萬 | 0.01% | 00.0% | 不變 |
| Centurion Wealth Management LLC | 12,318 | $17.2 萬 | 0.05% | −760−5.8% | 減碼 |
| Wetherby Asset Management Inc | 12,534 | $17.5 萬 | 0.01% | 00.0% | 不變 |
| GWN Securities Inc. | 12,595 | $17.8 萬 | 0.05% | +12,595 | 新進 |
| Founders Financial Alliance, LLC | 12,935 | $18.1 萬 | 0.05% | +182+1.4% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 13,198 | $18.5 萬 | 0.02% | +1,441+12.3% | 加碼 |
| Wealth Dimensions Group, Ltd. | 13,205 | $18.5 萬 | 0.05% | 00.0% | 不變 |
| MML Investors Services, LLC | 13,228 | $18.5 萬 | 0.00% | +13,228 | 新進 |
| Clarity Wealth Advisors, LLC | 13,300 | $18.6 萬 | 0.05% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 13,310 | $18.6 萬 | 0.01% | 00.0% | 不變 |
| Fiduciary Financial Group, LLC | 13,910 | $19.0 萬 | 0.04% | −7,129−33.9% | 減碼 |
| Davenport & Co LLC | 13,927 | $19.5 萬 | 0.00% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 14,723 | $20.6 萬 | 0.00% | −141−0.9% | 減碼 |
| Apella Capital, LLC | 15,035 | $21.0 萬 | 0.01% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 15,074 | $21.1 萬 | 0.00% | +4,717+45.5% | 加碼 |
| Green Harvest Asset Management LLC | 15,760 | $22.0 萬 | 0.00% | +15,760 | 新進 |
| Commerce Bank | 15,819 | $22.1 萬 | 0.00% | +1,000+6.7% | 加碼 |
| Bay Capital Advisors, LLC | 15,950 | $22.3 萬 | 0.18% | +15,950 | 新進 |
| Quantedge Capital Pte Ltd | 16,000 | $22.4 萬 | 0.08% | −8,800−35.5% | 減碼 |
| Kestra Private Wealth Services, LLC | 16,228 | $22.7 萬 | 0.00% | +870+5.7% | 加碼 |
| Triumph Capital Management | 16,932 | $23.7 萬 | 0.08% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 17,537 | $24.5 萬 | 0.00% | 00.0% | 不變 |
| Apriem Advisors | 17,968 | $25.1 萬 | 0.03% | −1,707−8.7% | 減碼 |
| Maltin Wealth Management, Inc. | 17,981 | $25.2 萬 | 0.12% | +560+3.2% | 加碼 |
| Commons Capital, LLC | 18,465 | $25.8 萬 | 0.23% | +442+2.5% | 加碼 |
| Hilltop Holdings Inc. | 18,948 | $26.5 萬 | 0.02% | −4,411−18.9% | 減碼 |
| Great Valley Advisor Group, Inc. | 18,988 | $26.6 萬 | 0.01% | −507−2.6% | 減碼 |
| Armor Investment Advisors, LLC | 19,794 | $27.7 萬 | 0.11% | −2,949−13.0% | 減碼 |
| Private Advisory Group LLC | 20,116 | $28.1 萬 | 0.03% | +20,116 | 新進 |
| Marco Investment Management LLC | 20,300 | $28.4 萬 | 0.02% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 21,244 | $29.7 萬 | 0.00% | +2,796+15.2% | 加碼 |
| Integrated Capital Management, Inc. | 21,588 | $30.2 萬 | 0.24% | +657+3.1% | 加碼 |
| World Equity Group, Inc. | 21,700 | $30.4 萬 | 0.07% | +21,700 | 新進 |
| Palogic Value Management, L.P. | 21,871 | $30.6 萬 | 0.12% | 00.0% | 不變 |
| Mariner, LLC | 21,947 | $30.7 萬 | 0.00% | −12,756−36.8% | 減碼 |
| Nations Financial Group Inc, | 22,430 | $31.4 萬 | 0.02% | 00.0% | 不變 |
| Encompass Wealth Advisors, LLC | 22,622 | $31.6 萬 | 0.13% | +302+1.4% | 加碼 |
| GatePass Capital, LLC | 22,700 | $31.8 萬 | 0.35% | +22,700 | 新進 |
| Instrumental Wealth, LLC | 23,840 | $33.6 萬 | 0.32% | +1,136+5.0% | 加碼 |
| Tyche Wealth Partners LLC | 25,621 | $35.8 萬 | 0.08% | −75−0.3% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 28,725 | $40.2 萬 | 0.05% | −96−0.3% | 減碼 |
| Colony Group, LLC | 29,431 | $41.2 萬 | 0.00% | +29,431 | 新進 |
| Independent Advisor Alliance | 29,514 | $41.3 萬 | 0.01% | +29,514 | 新進 |
| Spire Wealth Management | 29,976 | $41.9 萬 | 0.01% | +10,465+53.6% | 加碼 |
| Jackson, Grant Investment Advisers, Inc. | 30,170 | $42.2 萬 | 0.16% | +436+1.5% | 加碼 |
| Baird Financial Group, Inc. | 30,257 | $42.3 萬 | 0.00% | +755+2.6% | 加碼 |
| Creative Planning | 30,318 | $42.4 萬 | 0.00% | +30,318 | 新進 |