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 3 季 13F 持有人
Nuveen S&P 500 BuyWrite Income Fund 在 2025/9/30 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
- 158
- 較 2025 年第 2 季 +2 家
- 持有股數
- 3,232 萬
- 較 2025 年第 2 季 +82.0 萬 (+2.6%)
- 總市值
- $4.67 億
- 較 2025 年第 2 季 +$2,940 萬 (+6.7%)
- 新進機構
- 9
- 另有 56 家加碼
- 清倉機構
- 7
- 另有 39 家減碼
另有 3 家機構在 2025 年第 2 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 11,800,765 | $1.70 億 | 0.01% | −34,238−0.3% | 減碼 |
| LPL Financial LLC | 1,727,946 | $2,495 萬 | 0.01% | +98,895+6.1% | 加碼 |
| Wells Fargo & Company | 1,715,058 | $2,477 萬 | 0.01% | +25,508+1.5% | 加碼 |
| Invesco Ltd. | 1,531,461 | $2,211 萬 | 0.00% | +23,954+1.6% | 加碼 |
| UBS Group AG | 1,462,036 | $2,111 萬 | 0.00% | −26,264−1.8% | 減碼 |
| Advisors Asset Management, Inc. | 1,188,786 | $1,717 萬 | 0.29% | +260,070+28.0% | 加碼 |
| Allspring Global Investments Holdings, LLC | 1,004,275 | $1,450 萬 | 0.02% | +99,218+11.0% | 加碼 |
| Raymond James Financial Inc | 986,041 | $1,424 萬 | 0.00% | +34,632+3.6% | 加碼 |
| Bank of America Corp | 861,610 | $1,244 萬 | 0.00% | +37,663+4.6% | 加碼 |
| HighTower Advisors, LLC | 698,705 | $1,009 萬 | 0.01% | +661,371+1,771.5% | 加碼 |
| Guggenheim Capital LLC | 654,184 | $944.6 萬 | 0.07% | −69,443−9.6% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 536,826 | $775.2 萬 | 0.02% | −30,505−5.4% | 減碼 |
| Royal Bank of Canada | 472,572 | $682.4 萬 | 0.00% | −6,940−1.4% | 減碼 |
| Twelve Points Wealth Management LLC | 422,767 | $610.5 萬 | 1.52% | −9,923−2.3% | 減碼 |
| Advisor Group Holdings, Inc. | 419,273 | $597.4 萬 | 0.01% | +38,314+10.1% | 加碼 |
| Ameriprise Financial Inc | 334,756 | $483.4 萬 | 0.00% | +21,520+6.9% | 加碼 |
| Stifel Financial Corp | 301,828 | $435.8 萬 | 0.00% | −780−0.3% | 減碼 |
| Commonwealth Equity Services, LLC | 292,118 | $421.8 萬 | 0.01% | −35,731−10.9% | 減碼 |
| Janney Montgomery Scott LLC | 288,521 | $416.6 萬 | 0.01% | +19,141+7.1% | 加碼 |
| Cornerstone Advisors, LLC | 264,287 | $381.6 萬 | 0.13% | −116,397−30.6% | 減碼 |
| Sage Capital Management, LLC | 255,618 | $369.1 萬 | 1.66% | +523+0.2% | 加碼 |
| MONECO Advisors, LLC | 251,254 | $362.8 萬 | 0.30% | −6,713−2.6% | 減碼 |
| CNH Partners LLC | 240,398 | $343.0 萬 | 0.09% | −120,795−33.4% | 減碼 |
| Shaker Financial Services, LLC | 199,227 | $293.3 萬 | 1.01% | +121,632+156.8% | 加碼 |
| Cetera Investment Advisers | 178,085 | $257.2 萬 | 0.00% | +24,538+16.0% | 加碼 |
| Envestnet Asset Management Inc | 172,730 | $249.4 萬 | 0.00% | +5,708+3.4% | 加碼 |
| Two Sigma Investments, LP | 169,380 | $244.6 萬 | 0.00% | 00.0% | 不變 |
| Polar Asset Management Partners Inc. | 159,707 | $230.6 萬 | 0.05% | +3,011+1.9% | 加碼 |
| Park Avenue Securities LLC | 127,938 | $184.7 萬 | 0.01% | +5,899+4.8% | 加碼 |
| TPG Advisors LLC | 126,501 | $182.7 萬 | 1.20% | −12,212−8.8% | 減碼 |
| Prosperity Wealth Management, Inc. | 125,508 | $181.2 萬 | 0.62% | +1,763+1.4% | 加碼 |
| Kovitz Investment Group Partners, LLC | 124,735 | $180.2 萬 | 0.01% | +19,004+18.0% | 加碼 |
| NCP Inc. | 118,908 | $171.7 萬 | 1.28% | −8,424−6.6% | 減碼 |
| Richmond Investment Services, LLC | 114,396 | $165.2 萬 | 0.31% | +225+0.2% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 107,512 | $155.2 萬 | 0.06% | +3,312+3.2% | 加碼 |
| Prospera Financial Services Inc | 103,320 | $149.2 萬 | 0.03% | +2,537+2.5% | 加碼 |
| Islay Capital Management, LLC | 100,987 | $145.8 萬 | 0.84% | +24,670+32.3% | 加碼 |
| Comerica Bank | 96,533 | $139.4 萬 | 0.01% | +3,667+3.9% | 加碼 |
| Shulman DeMeo Asset Management LLC | 96,046 | $138.7 萬 | 0.32% | −49−0.1% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 91,348 | $131.9 萬 | 0.01% | +3,540+4.0% | 加碼 |
| GWM Advisors LLC | 87,502 | $126.4 萬 | 0.01% | −329−0.4% | 減碼 |
| Atomi Financial Group, Inc. | 80,979 | $116.9 萬 | 0.04% | +3,917+5.1% | 加碼 |
| Puff Wealth Management, LLC | 77,885 | $112.5 萬 | 1.71% | −3,667−4.5% | 減碼 |
| Moors & Cabot, Inc. | 76,101 | $109.9 萬 | 0.05% | +3,049+4.2% | 加碼 |
| Kestra Advisory Services, LLC | 70,306 | $101.5 萬 | 0.00% | −4,365−5.8% | 減碼 |
| Blake Schutter Theil Wealth Advisors, LLC | 68,763 | $99.3 萬 | 0.98% | +159+0.2% | 加碼 |
| Sims Investment Management, LLC | 60,100 | $86.8 萬 | 0.31% | 00.0% | 不變 |
| Patten Group, Inc. | 57,469 | $83.0 萬 | 0.16% | −746−1.3% | 減碼 |
| Venture Visionary Partners LLC | 52,681 | $76.1 萬 | 0.03% | 00.0% | 不變 |
| Matrix Trust Co | 52,360 | $75.6 萬 | 0.12% | −5,495−9.5% | 減碼 |
| Steward Partners Investment Advisory, LLC | 51,988 | $75.1 萬 | 0.00% | +1,542+3.1% | 加碼 |
| Alteri Wealth LLC | 50,080 | $72.3 萬 | 0.25% | +2,125+4.4% | 加碼 |
| D.A. Davidson & Co. | 47,011 | $67.9 萬 | 0.00% | −1,583−3.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 46,242 | $66.8 萬 | 0.00% | +13,986+43.4% | 加碼 |
| International Assets Investment Management, LLC | 47,535 | $66.5 萬 | 0.05% | +168+0.4% | 加碼 |
| GatePass Capital, LLC | 46,000 | $66.4 萬 | 0.38% | −12,000−20.7% | 減碼 |
| Northwestern Mutual Wealth Management Co | 45,949 | $66.4 萬 | 0.00% | −1,438−3.0% | 減碼 |
| Focused Wealth Management, Inc | 42,093 | $60.8 萬 | 0.07% | −291,794−87.4% | 減碼 |
| Truist Financial Corp | 41,895 | $60.5 萬 | 0.00% | +646+1.6% | 加碼 |
| Spire Wealth Management | 40,202 | $58.1 萬 | 0.02% | +2,838+7.6% | 加碼 |
| PMG Family Office LLC | 37,027 | $54.5 萬 | 0.61% | +37,027 | 新進 |
| Allworth Financial LP | 37,423 | $54.0 萬 | 0.00% | +565+1.5% | 加碼 |
| Pflug Koory, LLC | 37,108 | $53.6 萬 | 0.25% | +3,426+10.2% | 加碼 |
| Investment Partners Asset Management, Inc. | 37,009 | $53.4 萬 | 0.35% | −210−0.6% | 減碼 |
| Rockefeller Capital Management L.P. | 36,648 | $52.9 萬 | 0.00% | +2,124+6.2% | 加碼 |
| Leo Wealth, LLC | 34,991 | $50.5 萬 | 0.07% | 00.0% | 不變 |
| Marco Investment Management LLC | 34,300 | $49.5 萬 | 0.04% | +7,000+25.6% | 加碼 |
| Sanctuary Advisors, LLC | 32,569 | $47.0 萬 | 0.00% | −3,417−9.5% | 減碼 |
| Wolverine Asset Management LLC | 31,629 | $45.7 萬 | 0.01% | +31,629 | 新進 |
| Jackson, Grant Investment Advisers, Inc. | 31,552 | $45.6 萬 | 0.15% | +449+1.4% | 加碼 |
| Hilltop Holdings Inc. | 31,501 | $45.5 萬 | 0.02% | −8,097−20.4% | 減碼 |
| Baird Financial Group, Inc. | 30,469 | $44.0 萬 | 0.00% | +661+2.2% | 加碼 |
| Colony Group, LLC | 30,339 | $43.8 萬 | 0.00% | +196+0.7% | 加碼 |
| NBC Securities, Inc. | 28,864 | $41.7 萬 | 0.03% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 28,125 | $40.6 萬 | 0.05% | +495+1.8% | 加碼 |
| World Equity Group, Inc. | 27,500 | $39.7 萬 | 0.09% | +750+2.8% | 加碼 |
| Summit Financial, LLC | 27,259 | $39.4 萬 | 0.01% | +845+3.2% | 加碼 |
| Instrumental Wealth, LLC | 27,182 | $39.2 萬 | 0.27% | +1,931+7.6% | 加碼 |
| Wetherby Asset Management Inc | 26,302 | $38.0 萬 | 0.02% | 00.0% | 不變 |
| Tyche Wealth Partners LLC | 25,658 | $37.1 萬 | 0.07% | +18+0.1% | 加碼 |
| Integrated Capital Management, Inc. | 25,460 | $36.8 萬 | 0.26% | +2,391+10.4% | 加碼 |
| Palogic Value Management, L.P. | 21,371 | $30.9 萬 | 0.13% | 00.0% | 不變 |
| Nations Financial Group Inc, | 20,877 | $30.1 萬 | 0.02% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 20,656 | $29.8 萬 | 0.01% | 00.0% | 不變 |
| StoneX Group Inc. | 19,802 | $29.1 萬 | 0.01% | −6,635−25.1% | 減碼 |
| MML Investors Services, LLC | 20,114 | $29.0 萬 | 0.00% | +2,209+12.3% | 加碼 |
| Armor Investment Advisors, LLC | 19,673 | $28.4 萬 | 0.09% | 00.0% | 不變 |
| Maltin Wealth Management, Inc. | 18,589 | $26.8 萬 | 0.11% | +298+1.6% | 加碼 |
| Kestra Private Wealth Services, LLC | 18,272 | $26.4 萬 | 0.00% | −20−0.1% | 減碼 |
| Commons Capital, LLC | 18,119 | $26.2 萬 | 0.18% | +2,992+19.8% | 加碼 |
| Apriem Advisors | 17,968 | $25.9 萬 | 0.02% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 17,537 | $25.3 萬 | 0.00% | 00.0% | 不變 |
| Triumph Capital Management | 17,432 | $25.2 萬 | 0.07% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 16,089 | $23.7 萬 | 0.00% | −1,582−9.0% | 減碼 |
| Creative Planning | 16,108 | $23.3 萬 | 0.00% | +16,108 | 新進 |
| Bay Capital Advisors, LLC | 15,950 | $23.0 萬 | 0.15% | 00.0% | 不變 |
| Commerce Bank | 15,819 | $22.8 萬 | 0.00% | 00.0% | 不變 |
| Green Harvest Asset Management LLC | 15,760 | $22.8 萬 | 0.00% | 00.0% | 不變 |
| Apella Capital, LLC | 15,035 | $21.3 萬 | 0.00% | 00.0% | 不變 |
| Encompass Wealth Advisors, LLC | 14,207 | $20.5 萬 | 0.07% | 00.0% | 不變 |