Nuveen S&P 500 BuyWrite Income Fund
BXMXDelisted Mar 30, 2026- SEC CIK
- 0001298699
Nuveen S&P 500 BuyWrite Income Fund was delisted on Mar 30, 2026; its insiders filed their last Form 4 on Feb 21, 2025; 177 institutions reported holding it in 13F filings for Q4 2025, worth $481.3M in total; no superinvestor held it.
13F holders, Q2 2021
Institutional positions in Nuveen S&P 500 BuyWrite Income Fund as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 111
- −10 vs. Q1 2021
- Shares held
- 24.2M
- −1.09M (−4.3%) vs. Q1 2021
- Total value
- $347.4M
- +$6.67M (+2.0%) vs. Q1 2021
- New holders
- 11
- 34 more added
- Sold out
- 21
- 37 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BXMX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 5 | $331.2K |
| Q4 2025 | 177 | $481.3M |
| Q3 2025 | 158 | $466.7M |
| Q2 2025 | 159 | $438.0M |
| Q1 2025 | 165 | $421.5M |
| Q4 2024 | 171 | $456.0M |
| Q3 2024 | 154 | $432.1M |
| Q2 2024 | 156 | $421.0M |
| Q1 2024 | 149 | $399.3M |
| Q4 2023 | 150 | $382.5M |
| Q3 2023 | 138 | $361.2M |
| Q2 2023 | 135 | $365.6M |
| Q1 2023 | 129 | $352.2M |
| Q4 2022 | 135 | $336.2M |
| Q3 2022 | 125 | $307.1M |
| Q2 2022 | 127 | $318.8M |
| Q1 2022 | 117 | $356.3M |
| Q4 2021 | 114 | $370.1M |
| Q3 2021 | 107 | $346.3M |
| Q2 2021 | 111 | $347.4M |
| Q1 2021 | 121 | $340.7M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Nuveen S&P 500 BuyWrite Income Fund; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 8,947,462 | $128.6M | 0.02% | +601,470+7.2% | Added |
| UBS Group AG | 2,079,270 | $29.9M | 0.01% | −186,827−8.2% | Reduced |
| Wells Fargo & Company | 1,480,668 | $21.3M | 0.00% | −361,818−19.6% | Reduced |
| Invesco Ltd. | 1,370,341 | $19.7M | 0.00% | −74,673−5.2% | Reduced |
| LPL Financial LLC | 1,106,933 | $15.9M | 0.02% | +90,933+9.0% | Added |
| Northwestern Mutual Wealth Management Co | 611,030 | $8.78M | 0.02% | +11,444+1.9% | Added |
| Mark Stevens | 607,555 | $8.73M | 0.97% | +11,456+1.9% | Added |
| Royal Bank of Canada | 569,061 | $8.18M | 0.00% | +41,128+7.8% | Added |
| Guggenheim Capital LLC | 492,624 | $7.08M | 0.04% | −25,971−5.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 486,353 | $6.99M | 0.01% | +60,027+14.1% | Added |
| Commonwealth Equity Services, LLC | 439,699 | $6.32M | 0.02% | +10,771+2.5% | Added |
| Advisors Asset Management, Inc. | 377,635 | $5.43M | 0.08% | +8,648+2.3% | Added |
| Bank of America Corp | 374,235 | $5.38M | 0.00% | −150,554−28.7% | Reduced |
| Cetera Advisor Networks LLC | 327,117 | $4.70M | 0.07% | −72,126−18.1% | Reduced |
| MONECO Advisors, LLC | 297,068 | $4.27M | 1.96% | +14,122+5.0% | Added |
| 1607 Capital Partners, LLC | 290,240 | $4.17M | 0.20% | −24,600−7.8% | Reduced |
| Advisor Group Holdings, Inc. | 283,474 | $4.08M | 0.01% | −12,050−4.1% | Reduced |
| Stifel Financial Corp | 265,337 | $3.81M | 0.01% | −14,354−5.1% | Reduced |
| Focused Wealth Management, Inc | 245,439 | $3.53M | 0.58% | −3,555−1.4% | Reduced |
| Raymond James & Associates | 240,316 | $3.45M | 0.00% | +24,447+11.3% | Added |
| Rockefeller Capital Management L.P. | 238,662 | $3.43M | 0.02% | −4,217−1.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 201,187 | $2.89M | 0.01% | +15,792+8.5% | Added |
| Shaker Financial Services, LLC | 187,745 | $2.70M | 1.00% | +39,536+26.7% | Added |
| Lindbrook Capital, LLC | 160,538 | $2.31M | 0.52% | −4,250−2.6% | Reduced |
| Ameriprise Financial Inc | 158,250 | $2.26M | 0.00% | −15,352−8.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 123,881 | $1.78M | 0.57% | +6,471+5.5% | Added |
| Armor Investment Advisors, LLC | 114,140 | $1.64M | 0.99% | −4,764−4.0% | Reduced |
| Shulman DeMeo Asset Management LLC | 111,984 | $1.61M | 0.62% | −1,425−1.3% | Reduced |
| Janney Montgomery Scott LLC | 105,351 | $1.51M | 0.01% | −10,434−9.0% | Reduced |
| Prospera Financial Services Inc | 102,922 | $1.48M | 0.07% | −13,264−11.4% | Reduced |
| Islay Capital Management, LLC | 81,760 | $1.18M | 0.95% | +2,687+3.4% | Added |
| Blue Bell Private Wealth Management, LLC | 80,593 | $1.16M | 0.34% | −57,820−41.8% | Reduced |
| Deutsche Bank AG | 78,465 | $1.13M | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 73,469 | $1.09M | 0.00% | +73,469 | New |
| Truist Financial Corp | 72,830 | $1.05M | 0.00% | +12,459+20.6% | Added |
| StoneX Group Inc. | 71,030 | $1.04M | 0.15% | −6,217−8.0% | Reduced |
| Spire Wealth Management | 71,267 | $1.02M | 0.03% | −491−0.7% | Reduced |
| Citigroup Inc | 68,594 | $986.0K | 0.00% | −9,505−12.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 68,303 | $982.0K | 0.00% | +18,725+37.8% | Added |
| Maltin Wealth Management, Inc. | 62,325 | $896.0K | 0.54% | −68,245−52.3% | Reduced |
| Moors & Cabot, Inc. | 43,482 | $625.0K | 0.04% | +2,300+5.6% | Added |
| Glen Eagle Advisors, LLC | 43,232 | $621.2K | 0.19% | +512+1.2% | Added |
| Patten Group, Inc. | 41,315 | $594.0K | 0.17% | −875−2.1% | Reduced |
| PRW Wealth Management LLC | 41,315 | $594.0K | 0.17% | +41,315 | New |
| D.A. Davidson & Co. | 41,128 | $591.0K | 0.01% | +611+1.5% | Added |
| Howard Wealth Management, LLC | 40,778 | $585.0K | 0.32% | −154−0.4% | Reduced |
| BFT Financial Group, LLC | 34,991 | $503.0K | 0.10% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 34,966 | $502.0K | 0.04% | +3,786+12.1% | Added |
| Regal Investment Advisors LLC | 34,364 | $494.0K | 0.05% | +34,364 | New |
| Steward Partners Investment Advisory, LLC | 32,936 | $473.0K | 0.01% | −7,757−19.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 31,225 | $449.0K | 0.08% | +505+1.6% | Added |
| Jane Street Group, LLC | 28,708 | $413.0K | 0.00% | +28,708 | New |
| Jackson, Grant Investment Advisers, Inc. | 27,798 | $399.0K | 0.18% | +288+1.0% | Added |
| National Asset Management, Inc. | 27,461 | $394.0K | 0.01% | +1,174+4.5% | Added |
| Pflug Koory, LLC | 27,292 | $392.0K | 0.21% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 26,969 | $388.0K | 0.07% | −22,583−45.6% | Reduced |
| Claraphi Advisory Network, LLC | 24,276 | $349.0K | 0.11% | −110−0.5% | Reduced |
| Creative Planning | 21,199 | $305.0K | 0.00% | −3,157−13.0% | Reduced |
| Apriem Advisors | 20,675 | $297.0K | 0.04% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 19,604 | $281.0K | 0.07% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 19,514 | $280.0K | 0.03% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 19,480 | $280.0K | 0.01% | +2,239+13.0% | Added |
| Kestra Advisory Services, LLC | 19,386 | $279.0K | 0.00% | +106+0.5% | Added |
| Capstone Financial Advisors, Inc. | 18,700 | $269.0K | 0.02% | +200+1.1% | Added |
| Kestra Private Wealth Services, LLC | 17,257 | $248.0K | 0.02% | +845+5.1% | Added |
| HRT Financial LP | 16,723 | $240.0K | 0.00% | +16,723 | New |
| Founders Financial Alliance, LLC | 16,643 | $239.0K | 0.11% | −1,627−8.9% | Reduced |
| Marco Investment Management LLC | 15,002 | $216.0K | 0.03% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 14,945 | $215.0K | 0.00% | −159−1.1% | Reduced |
| Stratos Wealth Partners, LTD. | 14,859 | $214.0K | 0.01% | +3,892+35.5% | Added |
| Commerce Bank | 14,819 | $213.0K | 0.00% | −2,700−15.4% | Reduced |
| Wealth Dimensions Group, Ltd. | 13,573 | $195.0K | 0.13% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 13,161 | $189.0K | 0.04% | −396−2.9% | Reduced |
| Cetera Advisors LLC | 12,210 | $175.0K | 0.00% | −20,660−62.9% | Reduced |
| Summit Financial, LLC | 12,026 | $172.8K | 0.02% | +12,026 | New |
| Equitable Holdings, Inc. | 11,526 | $166.0K | 0.00% | −469−3.9% | Reduced |
| Cordasco Financial Network | 11,368 | $163.0K | 0.11% | +176+1.6% | Added |
| The PNC Financial Services Group, Inc. | 10,698 | $154.0K | 0.00% | +3,702+52.9% | Added |
| Bel Air Investment Advisors LLC | 10,375 | $149.0K | 0.00% | +10,375 | New |
| Youngs Advisory Group, Inc. | 10,305 | $148.0K | 0.16% | +10,305 | New |
| Continuum Advisory, LLC | 10,262 | $147.0K | 0.05% | +10,262 | New |
| Pointe Capital Management LLC | 10,059 | $145.0K | 0.10% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 10,000 | $144.0K | 0.02% | 00.0% | Unchanged |
| Global Endowment Management, LP | 10,000 | $144.0K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 8,939 | $128.0K | 0.02% | +7,680+610.0% | Added |
| Geneos Wealth Management Inc. | 7,953 | $116.0K | 0.00% | −995−11.1% | Reduced |
| US Bancorp | 7,725 | $111.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 7,425 | $108.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5,789 | $83.0K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 5,069 | $73.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 4,258 | $61.0K | 0.03% | 00.0% | Unchanged |
| Hoese & Co LLP | 3,500 | $50.0K | 0.06% | 00.0% | Unchanged |
| Allworth Financial LP | 3,166 | $45.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,110 | $45.0K | 0.03% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 2,447 | $35.0K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,301 | $33.0K | 0.00% | −1,770−43.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,593 | $23.0K | 0.01% | +248+18.4% | Added |
| American Portfolios Advisors | 1,345 | $19.3K | 0.00% | +21+1.6% | Added |
| Ten Capital Wealth Advisors, LLC | 1,250 | $18.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,208 | $17.0K | 0.00% | 00.0% | Unchanged |