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。
2025 年第 1 季 13F 持有人
Nuveen S&P 500 BuyWrite Income Fund 在 2025/3/31 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
- 165
- 較 2024 年第 4 季 −3 家
- 持有股數
- 3,212 萬
- 較 2024 年第 4 季 −39.5 萬 (−1.2%)
- 總市值
- $4.21 億
- 較 2024 年第 4 季 −$3,343 萬 (−7.3%)
- 新進機構
- 16
- 另有 50 家加碼
- 清倉機構
- 19
- 另有 49 家減碼
另有 3 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 11,599,448 | $1.52 億 | 0.01% | +340,833+3.0% | 加碼 |
| Wells Fargo & Company | 1,665,484 | $2,185 萬 | 0.01% | +50,711+3.1% | 加碼 |
| LPL Financial LLC | 1,615,346 | $2,119 萬 | 0.01% | −66,340−3.9% | 減碼 |
| UBS Group AG | 1,550,899 | $2,035 萬 | 0.00% | −247,841−13.8% | 減碼 |
| Invesco Ltd. | 1,513,697 | $1,986 萬 | 0.00% | −21,810−1.4% | 減碼 |
| Raymond James Financial Inc | 957,600 | $1,256 萬 | 0.00% | −316,056−24.8% | 減碼 |
| Bank of America Corp | 800,399 | $1,050 萬 | 0.00% | −38,265−4.6% | 減碼 |
| Advisors Asset Management, Inc. | 785,965 | $1,031 萬 | 0.19% | +199,031+33.9% | 加碼 |
| Cornerstone Advisors, LLC | 700,570 | $919.1 萬 | 0.40% | −186,729−21.0% | 減碼 |
| Lindbrook Capital, LLC | 690,062 | $905.4 萬 | 0.83% | 00.0% | 不變 |
| Guggenheim Capital LLC | 668,968 | $877.7 萬 | 0.08% | +2,923+0.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 636,911 | $835.6 萬 | 0.01% | +160,135+33.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 558,246 | $732.4 萬 | 0.02% | +12,051+2.2% | 加碼 |
| Royal Bank of Canada | 495,627 | $650.2 萬 | 0.00% | −177,155−26.3% | 減碼 |
| CNH Partners LLC | 471,748 | $613.3 萬 | 0.15% | −24,120−4.9% | 減碼 |
| Twelve Points Wealth Management LLC | 414,978 | $544.5 萬 | 1.48% | +32,611+8.5% | 加碼 |
| Ameriprise Financial Inc | 398,750 | $523.2 萬 | 0.00% | +104,401+35.5% | 加碼 |
| Advisor Group Holdings, Inc. | 369,692 | $485.1 萬 | 0.01% | +5,995+1.6% | 加碼 |
| Commonwealth Equity Services, LLC | 349,528 | $458.6 萬 | 0.01% | −12,076−3.3% | 減碼 |
| Focused Wealth Management, Inc | 328,730 | $431.3 萬 | 0.59% | +11,530+3.6% | 加碼 |
| Stifel Financial Corp | 281,381 | $369.2 萬 | 0.00% | +4,595+1.7% | 加碼 |
| MONECO Advisors, LLC | 263,712 | $346.0 萬 | 0.36% | −1,812−0.7% | 減碼 |
| Sage Capital Management, LLC | 249,250 | $327.0 萬 | 1.78% | +42,637+20.6% | 加碼 |
| Wolverine Asset Management LLC | 229,208 | $300.7 萬 | 0.06% | +110,235+92.7% | 加碼 |
| Shaker Financial Services, LLC | 209,352 | $281.7 萬 | 1.10% | −5,516−2.6% | 減碼 |
| Janney Montgomery Scott LLC | 211,578 | $277.6 萬 | 0.01% | +13,027+6.6% | 加碼 |
| Envestnet Asset Management Inc | 174,891 | $229.5 萬 | 0.00% | −183,615−51.2% | 減碼 |
| Cetera Investment Advisers | 141,007 | $185.0 萬 | 0.00% | +3,891+2.8% | 加碼 |
| TPG Advisors LLC | 139,397 | $182.9 萬 | 1.44% | −2,674−1.9% | 減碼 |
| Moors & Cabot, Inc. | 131,972 | $173.1 萬 | 0.09% | −3,071−2.3% | 減碼 |
| Park Avenue Securities LLC | 127,301 | $167.0 萬 | 0.02% | +1,391+1.1% | 加碼 |
| NCP Inc. | 126,302 | $165.7 萬 | 2.24% | +17,234+15.8% | 加碼 |
| Prosperity Wealth Management, Inc. | 122,266 | $160.4 萬 | 0.75% | 00.0% | 不變 |
| National Asset Management, Inc. | 107,139 | $140.6 萬 | 0.04% | +2,107+2.0% | 加碼 |
| Prospera Financial Services Inc | 99,307 | $130.3 萬 | 0.03% | −1,362−1.4% | 減碼 |
| Shulman DeMeo Asset Management LLC | 96,210 | $126.2 萬 | 0.35% | −600−0.6% | 減碼 |
| Comerica Bank | 90,115 | $118.2 萬 | 0.00% | −3,347−3.6% | 減碼 |
| Atomi Financial Group, Inc. | 81,882 | $107.4 萬 | 0.05% | −16,678−16.9% | 減碼 |
| Islay Capital Management, LLC | 80,256 | $105.3 萬 | 0.71% | +2,500+3.2% | 加碼 |
| Puff Wealth Management, LLC | 79,065 | $103.7 萬 | 1.83% | +300+0.4% | 加碼 |
| Kovitz Investment Group Partners, LLC | 75,903 | $99.6 萬 | 0.01% | +75,903 | 新進 |
| Readystate Asset Management LP | 73,002 | $95.8 萬 | 0.05% | +73,002 | 新進 |
| Blake Schutter Theil Wealth Advisors, LLC | 68,438 | $89.8 萬 | 1.02% | +3,348+5.1% | 加碼 |
| Kestra Advisory Services, LLC | 67,215 | $88.2 萬 | 0.00% | −10,132−13.1% | 減碼 |
| GatePass Capital, LLC | 61,000 | $80.0 萬 | 0.60% | +38,300+168.7% | 加碼 |
| Sims Investment Management, LLC | 60,100 | $78.9 萬 | 0.35% | +100+0.2% | 加碼 |
| Patten Group, Inc. | 58,645 | $76.9 萬 | 0.18% | −2,756−4.5% | 減碼 |
| Richmond Investment Services, LLC | 58,330 | $76.5 萬 | 0.42% | 00.0% | 不變 |
| Matrix Trust Co | 57,471 | $75.4 萬 | 0.13% | +18,729+48.3% | 加碼 |
| Susquehanna International Group, LLP | 55,753 | $73.1 萬 | 0.00% | +55,753 | 新進 |
| Venture Visionary Partners LLC | 54,325 | $71.3 萬 | 0.03% | −3,563−6.2% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 52,300 | $68.6 萬 | 0.03% | −228−0.4% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 52,373 | $68.2 萬 | 0.01% | +1,535+3.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 49,930 | $65.5 萬 | 0.01% | −2,146−4.1% | 減碼 |
| Atria Wealth Solutions, Inc. | 48,496 | $64.6 萬 | 0.01% | −2,994−5.8% | 減碼 |
| D.A. Davidson & Co. | 48,255 | $63.3 萬 | 0.01% | −102−0.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 45,939 | $60.3 萬 | 0.00% | +707+1.6% | 加碼 |
| Hilltop Holdings Inc. | 44,948 | $59.0 萬 | 0.04% | +26,000+137.2% | 加碼 |
| GWM Advisors LLC | 43,415 | $57.0 萬 | 0.00% | +3,580+9.0% | 加碼 |
| Alteri Wealth LLC | 43,405 | $56.9 萬 | 0.25% | +3,195+7.9% | 加碼 |
| HighTower Advisors, LLC | 43,128 | $56.6 萬 | 0.00% | +8,852+25.8% | 加碼 |
| International Assets Investment Management, LLC | 42,934 | $56.3 萬 | 0.05% | +5,300+14.1% | 加碼 |
| Truist Financial Corp | 41,276 | $54.2 萬 | 0.00% | −97−0.2% | 減碼 |
| Investment Partners Asset Management, Inc. | 37,309 | $48.9 萬 | 0.38% | −750−2.0% | 減碼 |
| Leo Wealth, LLC | 34,991 | $45.9 萬 | 0.07% | 00.0% | 不變 |
| Sanctuary Advisors, LLC | 34,247 | $44.9 萬 | 0.00% | −955−2.7% | 減碼 |
| Rockefeller Capital Management L.P. | 33,931 | $44.5 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 33,896 | $44.5 萬 | 0.01% | +3,920+13.1% | 加碼 |
| StoneX Group Inc. | 33,155 | $44.4 萬 | 0.02% | −11,426−25.6% | 減碼 |
| Pflug Koory, LLC | 33,682 | $44.2 萬 | 0.25% | −935−2.7% | 減碼 |
| Baird Financial Group, Inc. | 31,159 | $40.9 萬 | 0.00% | +902+3.0% | 加碼 |
| Jackson, Grant Investment Advisers, Inc. | 30,647 | $40.2 萬 | 0.16% | +477+1.6% | 加碼 |
| NBC Securities, Inc. | 29,069 | $38.1 萬 | 0.03% | +29,040+100,137.9% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 27,376 | $35.9 萬 | 0.05% | −1,349−4.7% | 減碼 |
| Marco Investment Management LLC | 27,300 | $35.8 萬 | 0.03% | +7,000+34.5% | 加碼 |
| Tyche Wealth Partners LLC | 25,621 | $33.6 萬 | 0.07% | 00.0% | 不變 |
| Landscape Capital Management, L.L.C. | 24,985 | $32.8 萬 | 0.03% | −6,292−20.1% | 減碼 |
| The PNC Financial Services Group, Inc. | 24,964 | $32.8 萬 | 0.00% | +3,720+17.5% | 加碼 |
| Colony Group, LLC | 24,831 | $32.6 萬 | 0.00% | −4,600−15.6% | 減碼 |
| Instrumental Wealth, LLC | 23,840 | $30.5 萬 | 0.28% | 00.0% | 不變 |
| Encompass Wealth Advisors, LLC | 22,622 | $29.7 萬 | 0.12% | 00.0% | 不變 |
| Integrated Capital Management, Inc. | 22,463 | $29.5 萬 | 0.23% | +875+4.1% | 加碼 |
| Nations Financial Group Inc, | 22,430 | $29.4 萬 | 0.02% | 00.0% | 不變 |
| Palogic Value Management, L.P. | 21,871 | $28.7 萬 | 0.13% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 20,464 | $26.8 萬 | 0.04% | −12,093−37.1% | 減碼 |
| Creative Planning | 20,012 | $26.3 萬 | 0.00% | −10,306−34.0% | 減碼 |
| Armor Investment Advisors, LLC | 19,687 | $25.8 萬 | 0.11% | −107−0.5% | 減碼 |
| Quantedge Capital Pte Ltd | 19,500 | $25.6 萬 | 0.08% | +3,500+21.9% | 加碼 |
| Avantax Advisory Services, Inc. | 18,653 | $24.5 萬 | 0.00% | +18,653 | 新進 |
| RSM US Wealth Management LLC | 17,817 | $23.9 萬 | 0.00% | +3,094+21.0% | 加碼 |
| Maltin Wealth Management, Inc. | 17,981 | $23.6 萬 | 0.11% | 00.0% | 不變 |
| Apriem Advisors | 17,968 | $23.6 萬 | 0.03% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 17,537 | $23.0 萬 | 0.00% | 00.0% | 不變 |
| Triumph Capital Management | 17,432 | $22.9 萬 | 0.08% | +500+3.0% | 加碼 |
| Kestra Private Wealth Services, LLC | 17,417 | $22.9 萬 | 0.00% | +1,189+7.3% | 加碼 |
| MML Investors Services, LLC | 17,000 | $22.3 萬 | 0.00% | +3,772+28.5% | 加碼 |
| Jane Street Group, LLC | 16,232 | $21.3 萬 | 0.00% | +16,232 | 新進 |
| Bay Capital Advisors, LLC | 15,950 | $20.9 萬 | 0.17% | 00.0% | 不變 |
| Commerce Bank | 15,819 | $20.8 萬 | 0.00% | 00.0% | 不變 |
| Green Harvest Asset Management LLC | 15,760 | $20.7 萬 | 0.00% | 00.0% | 不變 |