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 4 季 13F 持有人
Nuveen S&P 500 BuyWrite Income Fund 在 2025/12/31 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
- 177
- 較 2025 年第 3 季 +20 家
- 持有股數
- 3,273 萬
- 較 2025 年第 3 季 +43.6 萬 (+1.3%)
- 總市值
- $4.81 億
- 較 2025 年第 3 季 +$1,493 萬 (+3.2%)
- 新進機構
- 34
- 另有 54 家加碼
- 清倉機構
- 14
- 另有 48 家減碼
另有 1 家機構在 2025 年第 3 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 12,037,265 | $1.77 億 | 0.01% | +236,500+2.0% | 加碼 |
| LPL Financial LLC | 1,722,466 | $2,532 萬 | 0.01% | −5,480−0.3% | 減碼 |
| Wells Fargo & Company | 1,707,328 | $2,510 萬 | 0.00% | −7,730−0.5% | 減碼 |
| Invesco Ltd. | 1,445,343 | $2,125 萬 | 0.00% | −86,118−5.6% | 減碼 |
| UBS Group AG | 1,433,452 | $2,107 萬 | 0.00% | −28,584−2.0% | 減碼 |
| Advisors Asset Management, Inc. | 1,307,509 | $1,922 萬 | 0.32% | +118,723+10.0% | 加碼 |
| Allspring Global Investments Holdings, LLC | 1,057,645 | $1,555 萬 | 0.03% | +53,370+5.3% | 加碼 |
| Raymond James Financial Inc | 1,051,368 | $1,546 萬 | 0.00% | +65,327+6.6% | 加碼 |
| Bank of America Corp | 864,351 | $1,271 萬 | 0.00% | +2,741+0.3% | 加碼 |
| HighTower Advisors, LLC | 688,353 | $1,012 萬 | 0.01% | −10,352−1.5% | 減碼 |
| Guggenheim Capital LLC | 584,818 | $859.7 萬 | 0.06% | −69,366−10.6% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 532,098 | $782.2 萬 | 0.02% | −4,728−0.9% | 減碼 |
| Royal Bank of Canada | 461,647 | $678.6 萬 | 0.00% | −10,925−2.3% | 減碼 |
| Advisor Group Holdings, Inc. | 451,649 | $664.0 萬 | 0.01% | +32,376+7.7% | 加碼 |
| Twelve Points Wealth Management LLC | 366,510 | $542.4 萬 | 1.22% | −56,257−13.3% | 減碼 |
| Ameriprise Financial Inc | 349,963 | $514.3 萬 | 0.00% | +15,207+4.5% | 加碼 |
| Stifel Financial Corp | 326,600 | $480.1 萬 | 0.00% | +24,772+8.2% | 加碼 |
| Janney Montgomery Scott LLC | 277,034 | $407.2 萬 | 0.01% | −11,487−4.0% | 減碼 |
| MONECO Advisors, LLC | 246,917 | $363.0 萬 | 0.29% | −4,337−1.7% | 減碼 |
| Commonwealth Equity Services, LLC | 245,449 | $360.8 萬 | 0.00% | −46,669−16.0% | 減碼 |
| Sage Capital Management, LLC | 239,661 | $352.3 萬 | 1.63% | −15,957−6.2% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 201,587 | $296.3 萬 | 0.02% | +110,239+120.7% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 176,905 | $260.1 萬 | 0.09% | +69,393+64.5% | 加碼 |
| Envestnet Asset Management Inc | 176,287 | $259.1 萬 | 0.00% | +3,557+2.1% | 加碼 |
| Cetera Investment Advisers | 175,873 | $258.5 萬 | 0.00% | −2,212−1.2% | 減碼 |
| Colony Group, LLC | 138,187 | $202.5 萬 | 0.00% | +107,848+355.5% | 加碼 |
| Two Sigma Investments, LP | 135,519 | $199.2 萬 | 0.00% | −33,861−20.0% | 減碼 |
| Lighthouse Financial Services Inc | 133,174 | $195.8 萬 | 0.45% | +133,174 | 新進 |
| Park Avenue Securities LLC | 127,179 | $187.0 萬 | 0.02% | −759−0.6% | 減碼 |
| Prosperity Wealth Management, Inc. | 126,381 | $185.8 萬 | 0.62% | +873+0.7% | 加碼 |
| CNH Partners LLC | 125,210 | $184.1 萬 | 0.04% | −115,188−47.9% | 減碼 |
| NCP Inc. | 124,716 | $183.3 萬 | 1.48% | +5,808+4.9% | 加碼 |
| TPG Advisors LLC | 122,371 | $179.9 萬 | 1.12% | −4,130−3.3% | 減碼 |
| Shaker Financial Services, LLC | 121,640 | $178.8 萬 | 0.57% | −77,587−38.9% | 減碼 |
| Richmond Investment Services, LLC | 113,259 | $166.5 萬 | 0.29% | −1,137−1.0% | 減碼 |
| Prospera Financial Services Inc | 106,029 | $155.9 萬 | 0.03% | +2,709+2.6% | 加碼 |
| Atomi Financial Group, Inc. | 95,651 | $140.6 萬 | 0.04% | +14,672+18.1% | 加碼 |
| Shulman DeMeo Asset Management LLC | 94,573 | $139.0 萬 | 0.32% | −1,473−1.5% | 減碼 |
| Comerica Bank | 92,980 | $136.7 萬 | 0.01% | −3,553−3.7% | 減碼 |
| Islay Capital Management, LLC | 89,516 | $131.6 萬 | 0.77% | −11,471−11.4% | 減碼 |
| GWM Advisors LLC | 89,051 | $130.9 萬 | 0.00% | +1,549+1.8% | 加碼 |
| Kestra Advisory Services, LLC | 83,340 | $122.5 萬 | 0.01% | +13,034+18.5% | 加碼 |
| Moors & Cabot, Inc. | 76,618 | $112.6 萬 | 0.05% | +517+0.7% | 加碼 |
| Puff Wealth Management, LLC | 72,819 | $107.0 萬 | 1.38% | −5,066−6.5% | 減碼 |
| Blake Schutter Theil Wealth Advisors, LLC | 69,078 | $101.5 萬 | 0.83% | +315+0.5% | 加碼 |
| Patten Group, Inc. | 67,086 | $98.6 萬 | 0.18% | +9,617+16.7% | 加碼 |
| Advisory Advocates, LLC | 61,900 | $91.0 萬 | 0.90% | +61,900 | 新進 |
| Sims Investment Management, LLC | 60,100 | $88.3 萬 | 0.31% | 00.0% | 不變 |
| Logan Stone Capital, LLC | 58,669 | $86.2 萬 | 0.21% | +58,669 | 新進 |
| Absolute Investment Advisers LLC | 56,216 | $82.7 萬 | 0.09% | +56,216 | 新進 |
| Steward Partners Investment Advisory, LLC | 52,707 | $77.5 萬 | 0.00% | +719+1.4% | 加碼 |
| Umb Bank N A | 51,793 | $76.1 萬 | 0.01% | +51,793 | 新進 |
| International Assets Investment Management, LLC | 51,758 | $76.1 萬 | 0.05% | +4,223+8.9% | 加碼 |
| Venture Visionary Partners LLC | 49,679 | $75.4 萬 | 0.02% | −3,002−5.7% | 減碼 |
| The PNC Financial Services Group, Inc. | 50,737 | $74.6 萬 | 0.00% | +4,495+9.7% | 加碼 |
| Alteri Wealth LLC | 50,108 | $73.7 萬 | 0.24% | +28+0.1% | 加碼 |
| GatePass Capital, LLC | 46,000 | $67.6 萬 | 0.35% | 00.0% | 不變 |
| D.A. Davidson & Co. | 44,517 | $65.4 萬 | 0.00% | −2,494−5.3% | 減碼 |
| Forteris Wealth Management Inc. | 43,883 | $64.5 萬 | 0.63% | +43,883 | 新進 |
| Ionic Capital Management LLC | 42,861 | $63.0 萬 | 0.62% | +42,861 | 新進 |
| Focused Wealth Management, Inc | 42,074 | $61.8 萬 | 0.07% | −190.0% | 減碼 |
| Truist Financial Corp | 41,887 | $61.6 萬 | 0.00% | −80.0% | 減碼 |
| Cornerstone Advisors, LLC | 41,504 | $61.0 萬 | 0.02% | −222,783−84.3% | 減碼 |
| Spire Wealth Management | 41,243 | $60.6 萬 | 0.02% | +1,041+2.6% | 加碼 |
| Rockefeller Capital Management L.P. | 39,680 | $58.3 萬 | 0.00% | +3,032+8.3% | 加碼 |
| High Point Wealth Management, LLC | 39,066 | $57.4 萬 | 0.54% | +39,066 | 新進 |
| Pflug Koory, LLC | 38,938 | $57.2 萬 | 0.27% | +1,830+4.9% | 加碼 |
| Allworth Financial LP | 37,873 | $55.7 萬 | 0.00% | +450+1.2% | 加碼 |
| PMG Family Office LLC | 37,052 | $54.5 萬 | 0.63% | +25+0.1% | 加碼 |
| Northwestern Mutual Wealth Management Co | 36,892 | $54.2 萬 | 0.00% | −9,057−19.7% | 減碼 |
| Investment Partners Asset Management, Inc. | 36,709 | $54.0 萬 | 0.34% | −300−0.8% | 減碼 |
| Leo Wealth, LLC | 34,991 | $51.4 萬 | 0.04% | 00.0% | 不變 |
| Marco Investment Management LLC | 34,300 | $50.4 萬 | 0.04% | 00.0% | 不變 |
| World Equity Group, Inc. | 33,534 | $49.3 萬 | 0.14% | +6,034+21.9% | 加碼 |
| Hilltop Holdings Inc. | 33,370 | $49.1 萬 | 0.03% | +1,869+5.9% | 加碼 |
| Jackson, Grant Investment Advisers, Inc. | 32,004 | $47.0 萬 | 0.15% | +452+1.4% | 加碼 |
| Baird Financial Group, Inc. | 31,681 | $46.6 萬 | 0.00% | +1,212+4.0% | 加碼 |
| Sanctuary Advisors, LLC | 31,019 | $45.6 萬 | 0.00% | −1,550−4.8% | 減碼 |
| IFP Advisors, Inc | 28,947 | $42.6 萬 | 0.01% | +25,051+643.0% | 加碼 |
| NBC Securities, Inc. | 28,864 | $42.4 萬 | 0.03% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 27,978 | $41.1 萬 | 0.05% | −147−0.5% | 減碼 |
| Integrated Capital Management, Inc. | 27,738 | $40.8 萬 | 0.27% | +2,278+8.9% | 加碼 |
| Wolverine Asset Management LLC | 27,191 | $40.0 萬 | 0.01% | −4,438−14.0% | 減碼 |
| Pensionmark Financial Group, LLC | 26,885 | $39.5 萬 | 0.01% | +26,885 | 新進 |
| Instrumental Wealth, LLC | 26,833 | $39.3 萬 | 0.24% | −349−1.3% | 減碼 |
| Tyche Wealth Partners LLC | 23,400 | $34.4 萬 | 0.05% | −2,258−8.8% | 減碼 |
| Summit Financial, LLC | 22,988 | $33.8 萬 | 0.00% | −4,271−15.7% | 減碼 |
| MML Investors Services, LLC | 22,627 | $33.3 萬 | 0.00% | +2,513+12.5% | 加碼 |
| Pasadena Private Wealth, LLC | 21,548 | $31.7 萬 | 0.04% | +21,548 | 新進 |
| Nations Financial Group Inc, | 21,377 | $31.4 萬 | 0.02% | +500+2.4% | 加碼 |
| Palogic Value Management, L.P. | 21,371 | $31.4 萬 | 0.13% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 21,063 | $31.0 萬 | 0.05% | +10,657+102.4% | 加碼 |
| Mariner, LLC | 20,867 | $30.7 萬 | 0.00% | +8,508+68.8% | 加碼 |
| Landscape Capital Management, L.L.C. | 20,625 | $30.3 萬 | 0.02% | +20,625 | 新進 |
| CoreCap Advisors, LLC | 20,565 | $30.2 萬 | 0.01% | −91−0.4% | 減碼 |
| Armor Investment Advisors, LLC | 19,673 | $28.9 萬 | 0.11% | 00.0% | 不變 |
| Commons Capital, LLC | 19,363 | $28.5 萬 | 0.20% | +1,244+6.9% | 加碼 |
| Maltin Wealth Management, Inc. | 19,177 | $28.2 萬 | 0.11% | +588+3.2% | 加碼 |
| Triumph Capital Management | 18,132 | $26.7 萬 | 0.06% | +700+4.0% | 加碼 |
| Apriem Advisors | 17,968 | $26.4 萬 | 0.02% | 00.0% | 不變 |