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
BXMX 已不再掛牌,所以這裡顯示 2025 年第 4 季;之後各季在 13F 申報持有的機構少得多。
- 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 |
|---|---|---|---|---|---|
| Key Financial Inc | 37 | $544 | 0.00% | 00.0% | 不變 |
| Costello Asset Management, INC | 100 | $1,470 | 0.00% | 00.0% | 不變 |
| Evolution Wealth Management Inc. | 109 | $1,602 | 0.00% | +109 | 新進 |
| SHP Wealth Management | 110 | $1,620 | 0.00% | +110 | 新進 |
| Pinnacle Bancorp, Inc. | 115 | $1,691 | 0.00% | −2,780−96.0% | 減碼 |
| St Germain D J Co Inc | 187 | $2,749 | 0.00% | 00.0% | 不變 |
| Ameliora Wealth Management Ltd. | 200 | $2,940 | 0.00% | 00.0% | 不變 |
| Lodestone Wealth Management LLC | 228 | $3,352 | 0.00% | +228 | 新進 |
| Fortis Group Advisors, LLC | 250 | $3,675 | 0.00% | 00.0% | 不變 |
| Colonial Trust Co | 254 | $3,703 | 0.00% | 00.0% | 不變 |
| Glass Jacobson Investment Advisors llc | 256 | $3,764 | 0.00% | −233−47.6% | 減碼 |
| Tucker Asset Management LLC | 406 | $5,968 | 0.00% | +406 | 新進 |
| BOK Financial Private Wealth, Inc. | 435 | $6,395 | 0.00% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 465 | $6,836 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 500 | $7,350 | 0.00% | +500 | 新進 |
| Bryn Mawr Trust Co | 504 | $7,409 | 0.00% | 00.0% | 不變 |
| WPG Advisers, LLC | 562 | $8,261 | 0.01% | −68−10.8% | 減碼 |
| Geneos Wealth Management Inc. | 564 | $8,291 | 0.00% | −1,136−66.8% | 減碼 |
| Imprint Wealth LLC | 630 | $9,261 | 0.04% | −630−50.0% | 減碼 |
| Rothschild Investment LLC | 693 | $1.02 萬 | 0.00% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 811 | $1.19 萬 | 0.00% | +811 | 新進 |
| Hoese & Co LLP | 875 | $1.29 萬 | 0.01% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 930 | $1.37 萬 | 0.01% | 00.0% | 不變 |
| Kilter Group LLC | 975 | $1.43 萬 | 0.01% | +35+3.7% | 加碼 |
| Bangor Savings Bank | 1,057 | $1.55 萬 | 0.00% | 00.0% | 不變 |
| Delta Asset Management LLC | 1,800 | $2.65 萬 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 1,875 | $2.74 萬 | 0.00% | +1,875 | 新進 |
| Private Trust Co NA | 2,000 | $2.94 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 2,027 | $2.98 萬 | 0.00% | +2,027 | 新進 |
| Eastern Bank | 2,199 | $3.23 萬 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 2,250 | $3.31 萬 | 0.00% | +2,000+800.0% | 加碼 |
| JPMorgan Chase & Co | 2,428 | $3.57 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 2,511 | $3.69 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | – | $3.73 萬 | 0.00% | – | – |
| Annis Gardner Whiting Capital Advisors, LLC | 3,000 | $4.41 萬 | 0.01% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 3,400 | $5.00 萬 | 0.00% | +932+37.8% | 加碼 |
| Citigroup Inc | 3,450 | $5.07 萬 | 0.00% | 00.0% | 不變 |
| Smallwood Wealth Investment Management, LLC | 4,100 | $6.03 萬 | 0.03% | +36+0.9% | 加碼 |
| Global Retirement Partners, LLC | 4,645 | $6.83 萬 | 0.00% | +4,645 | 新進 |
| US Bancorp | 5,000 | $7.35 萬 | 0.00% | 00.0% | 不變 |
| Bayban | 5,000 | $7.35 萬 | 0.06% | +5,000 | 新進 |
| Farther Finance Advisors, LLC | 5,179 | $7.61 萬 | 0.00% | +353+7.3% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 7,594 | $11.2 萬 | 0.04% | 00.0% | 不變 |
| Wealth Preservation Advisors, LLC | 7,655 | $11.3 萬 | 0.06% | 00.0% | 不變 |
| Cornerstone Financial Management LLC | 8,000 | $11.8 萬 | 0.11% | +8,000 | 新進 |
| Harbour Investments, Inc. | 8,273 | $12.2 萬 | 0.00% | +6,448+353.3% | 加碼 |
| Hollencrest Capital Management | 8,609 | $12.7 萬 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 9,321 | $13.7 萬 | 0.00% | +9,321 | 新進 |
| CWM, LLC | 9,748 | $14.3 萬 | 0.00% | +8,000+457.7% | 加碼 |
| Almitas Capital LLC | 10,320 | $15.2 萬 | 0.03% | +10,320 | 新進 |
| Snowden Capital Advisors LLC | 10,339 | $15.2 萬 | 0.00% | +10,339 | 新進 |
| Closed-End Fund Advisors, Inc. | 10,353 | $15.2 萬 | 0.09% | +10,353 | 新進 |
| Glen Eagle Advisors, LLC | 10,738 | $15.8 萬 | 0.02% | −1,888−15.0% | 減碼 |
| Arq Wealth Advisors, LLC | 10,976 | $16.1 萬 | 0.04% | +10,976 | 新進 |
| Horizon Wealth Management, LLC | 11,660 | $17.1 萬 | 0.03% | 00.0% | 不變 |
| KLCM Advisors, Inc. | 11,694 | $17.2 萬 | 0.01% | +11,694 | 新進 |
| Quarry LP | 11,723 | $17.2 萬 | 0.03% | +11,723 | 新進 |
| Centurion Wealth Management LLC | 12,318 | $18.1 萬 | 0.04% | 00.0% | 不變 |
| Founders Financial Alliance, LLC | 13,225 | $19.4 萬 | 0.04% | +211+1.6% | 加碼 |
| Laird Norton Trust Company, LLC | 13,768 | $20.2 萬 | 0.00% | +13,768 | 新進 |
| Quantedge Capital Pte Ltd | 13,900 | $20.4 萬 | 0.10% | +13,900 | 新進 |
| Kestra Private Wealth Services, LLC | 13,923 | $20.5 萬 | 0.00% | −4,349−23.8% | 減碼 |
| Davenport & Co LLC | 13,927 | $20.5 萬 | 0.00% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 13,790 | $20.5 萬 | 0.00% | −2,299−14.3% | 減碼 |
| Concurrent Investment Advisors, LLC | 14,101 | $20.7 萬 | 0.00% | +1,340+10.5% | 加碼 |
| Pointe Capital Management LLC | 14,155 | $20.8 萬 | 0.10% | +14,155 | 新進 |
| Encompass Wealth Advisors, LLC | 14,207 | $20.9 萬 | 0.07% | 00.0% | 不變 |
| Apella Capital, LLC | 15,035 | $22.1 萬 | 0.00% | 00.0% | 不變 |
| Creative Planning | 15,633 | $23.0 萬 | 0.00% | −475−2.9% | 減碼 |
| Commerce Bank | 15,819 | $23.3 萬 | 0.00% | 00.0% | 不變 |
| Bay Capital Advisors, LLC | 15,950 | $23.4 萬 | 0.14% | 00.0% | 不變 |
| Jane Street Group, LLC | 16,283 | $23.9 萬 | 0.00% | +16,283 | 新進 |
| Captrust Financial Advisors | 16,662 | $24.5 萬 | 0.00% | +3,454+26.2% | 加碼 |
| Decision Investments, Inc | 16,936 | $24.9 萬 | 0.27% | +16,936 | 新進 |
| StoneX Group Inc. | 17,174 | $25.2 萬 | 0.01% | −2,628−13.3% | 減碼 |
| Kovack Advisors, Inc. | 17,278 | $25.4 萬 | 0.01% | +3,200+22.7% | 加碼 |
| Pathstone Holdings, LLC | 17,537 | $25.8 萬 | 0.00% | 00.0% | 不變 |
| Apriem Advisors | 17,968 | $26.4 萬 | 0.02% | 00.0% | 不變 |
| Triumph Capital Management | 18,132 | $26.7 萬 | 0.06% | +700+4.0% | 加碼 |
| Maltin Wealth Management, Inc. | 19,177 | $28.2 萬 | 0.11% | +588+3.2% | 加碼 |
| Commons Capital, LLC | 19,363 | $28.5 萬 | 0.20% | +1,244+6.9% | 加碼 |
| Armor Investment Advisors, LLC | 19,673 | $28.9 萬 | 0.11% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 20,565 | $30.2 萬 | 0.01% | −91−0.4% | 減碼 |
| Landscape Capital Management, L.L.C. | 20,625 | $30.3 萬 | 0.02% | +20,625 | 新進 |
| Mariner, LLC | 20,867 | $30.7 萬 | 0.00% | +8,508+68.8% | 加碼 |
| Blue Bell Private Wealth Management, LLC | 21,063 | $31.0 萬 | 0.05% | +10,657+102.4% | 加碼 |
| Palogic Value Management, L.P. | 21,371 | $31.4 萬 | 0.13% | 00.0% | 不變 |
| Nations Financial Group Inc, | 21,377 | $31.4 萬 | 0.02% | +500+2.4% | 加碼 |
| Pasadena Private Wealth, LLC | 21,548 | $31.7 萬 | 0.04% | +21,548 | 新進 |
| MML Investors Services, LLC | 22,627 | $33.3 萬 | 0.00% | +2,513+12.5% | 加碼 |
| Summit Financial, LLC | 22,988 | $33.8 萬 | 0.00% | −4,271−15.7% | 減碼 |
| Tyche Wealth Partners LLC | 23,400 | $34.4 萬 | 0.05% | −2,258−8.8% | 減碼 |
| Instrumental Wealth, LLC | 26,833 | $39.3 萬 | 0.24% | −349−1.3% | 減碼 |
| Pensionmark Financial Group, LLC | 26,885 | $39.5 萬 | 0.01% | +26,885 | 新進 |
| Wolverine Asset Management LLC | 27,191 | $40.0 萬 | 0.01% | −4,438−14.0% | 減碼 |
| Integrated Capital Management, Inc. | 27,738 | $40.8 萬 | 0.27% | +2,278+8.9% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 27,978 | $41.1 萬 | 0.05% | −147−0.5% | 減碼 |
| NBC Securities, Inc. | 28,864 | $42.4 萬 | 0.03% | 00.0% | 不變 |
| IFP Advisors, Inc | 28,947 | $42.6 萬 | 0.01% | +25,051+643.0% | 加碼 |
| Sanctuary Advisors, LLC | 31,019 | $45.6 萬 | 0.00% | −1,550−4.8% | 減碼 |