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 |
|---|---|---|---|---|---|
| Northern Oak Wealth Management Inc | 54 | $1.00K | 0.00% | −18,876−99.7% | Reduced |
| Hartford Financial Management Inc. | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 200 | $3.00K | 0.00% | +200 | New |
| GPS Wealth Strategies Group, LLC | 268 | $4.00K | 0.00% | +4+1.5% | Added |
| Advisory Services Network, LLC | 300 | $4.00K | 0.00% | +300 | New |
| Optimum Investment Advisors | 395 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 500 | $7.00K | 0.00% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 500 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 542 | $8.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 848 | $12.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,208 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 1,250 | $18.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,345 | $19.3K | 0.00% | +21+1.6% | Added |
| Newbridge Financial Services Group, Inc. | 1,593 | $23.0K | 0.01% | +248+18.4% | Added |
| Fifth Third Bancorp | 2,301 | $33.0K | 0.00% | −1,770−43.5% | Reduced |
| Johnson Midwest Financial, LLC | 2,447 | $35.0K | 0.03% | 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 |
| Hoese & Co LLP | 3,500 | $50.0K | 0.06% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 4,258 | $61.0K | 0.03% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 5,069 | $73.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5,789 | $83.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 7,425 | $108.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 7,725 | $111.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 7,953 | $116.0K | 0.00% | −995−11.1% | Reduced |
| Arkadios Wealth Advisors | 8,939 | $128.0K | 0.02% | +7,680+610.0% | Added |
| 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 |
| Pointe Capital Management LLC | 10,059 | $145.0K | 0.10% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 10,262 | $147.0K | 0.05% | +10,262 | New |
| Youngs Advisory Group, Inc. | 10,305 | $148.0K | 0.16% | +10,305 | New |
| Bel Air Investment Advisors LLC | 10,375 | $149.0K | 0.00% | +10,375 | New |
| The PNC Financial Services Group, Inc. | 10,698 | $154.0K | 0.00% | +3,702+52.9% | Added |
| Cordasco Financial Network | 11,368 | $163.0K | 0.11% | +176+1.6% | Added |
| Equitable Holdings, Inc. | 11,526 | $166.0K | 0.00% | −469−3.9% | Reduced |
| Summit Financial, LLC | 12,026 | $172.8K | 0.02% | +12,026 | New |
| Cetera Advisors LLC | 12,210 | $175.0K | 0.00% | −20,660−62.9% | Reduced |
| Eudaimonia Partners, LLC | 13,161 | $189.0K | 0.04% | −396−2.9% | Reduced |
| Wealth Dimensions Group, Ltd. | 13,573 | $195.0K | 0.13% | 00.0% | Unchanged |
| Commerce Bank | 14,819 | $213.0K | 0.00% | −2,700−15.4% | Reduced |
| Stratos Wealth Partners, LTD. | 14,859 | $214.0K | 0.01% | +3,892+35.5% | Added |
| Baird Financial Group, Inc. | 14,945 | $215.0K | 0.00% | −159−1.1% | Reduced |
| Marco Investment Management LLC | 15,002 | $216.0K | 0.03% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 16,643 | $239.0K | 0.11% | −1,627−8.9% | Reduced |
| HRT Financial LP | 16,723 | $240.0K | 0.00% | +16,723 | New |
| Kestra Private Wealth Services, LLC | 17,257 | $248.0K | 0.02% | +845+5.1% | Added |
| Capstone Financial Advisors, Inc. | 18,700 | $269.0K | 0.02% | +200+1.1% | Added |
| Kestra Advisory Services, LLC | 19,386 | $279.0K | 0.00% | +106+0.5% | Added |
| 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 |
| Encompass Wealth Advisors, LLC | 19,604 | $281.0K | 0.07% | 00.0% | Unchanged |
| Apriem Advisors | 20,675 | $297.0K | 0.04% | 00.0% | Unchanged |
| Creative Planning | 21,199 | $305.0K | 0.00% | −3,157−13.0% | Reduced |
| Claraphi Advisory Network, LLC | 24,276 | $349.0K | 0.11% | −110−0.5% | Reduced |
| International Assets Investment Management, LLC | 26,969 | $388.0K | 0.07% | −22,583−45.6% | Reduced |
| Pflug Koory, LLC | 27,292 | $392.0K | 0.21% | 00.0% | Unchanged |
| National Asset Management, Inc. | 27,461 | $394.0K | 0.01% | +1,174+4.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 27,798 | $399.0K | 0.18% | +288+1.0% | Added |
| Jane Street Group, LLC | 28,708 | $413.0K | 0.00% | +28,708 | New |
| Patriot Financial Group Insurance Agency, LLC | 31,225 | $449.0K | 0.08% | +505+1.6% | Added |
| Steward Partners Investment Advisory, LLC | 32,936 | $473.0K | 0.01% | −7,757−19.1% | Reduced |
| Regal Investment Advisors LLC | 34,364 | $494.0K | 0.05% | +34,364 | New |
| Venture Visionary Partners LLC | 34,966 | $502.0K | 0.04% | +3,786+12.1% | Added |
| BFT Financial Group, LLC | 34,991 | $503.0K | 0.10% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 40,778 | $585.0K | 0.32% | −154−0.4% | Reduced |
| D.A. Davidson & Co. | 41,128 | $591.0K | 0.01% | +611+1.5% | 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 |
| Glen Eagle Advisors, LLC | 43,232 | $621.2K | 0.19% | +512+1.2% | Added |
| Moors & Cabot, Inc. | 43,482 | $625.0K | 0.04% | +2,300+5.6% | Added |
| Maltin Wealth Management, Inc. | 62,325 | $896.0K | 0.54% | −68,245−52.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 68,303 | $982.0K | 0.00% | +18,725+37.8% | Added |
| Citigroup Inc | 68,594 | $986.0K | 0.00% | −9,505−12.2% | Reduced |
| Spire Wealth Management | 71,267 | $1.02M | 0.03% | −491−0.7% | Reduced |
| StoneX Group Inc. | 71,030 | $1.04M | 0.15% | −6,217−8.0% | Reduced |
| Truist Financial Corp | 72,830 | $1.05M | 0.00% | +12,459+20.6% | Added |
| Bank of Montreal | 73,469 | $1.09M | 0.00% | +73,469 | New |
| Deutsche Bank AG | 78,465 | $1.13M | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 80,593 | $1.16M | 0.34% | −57,820−41.8% | Reduced |
| Islay Capital Management, LLC | 81,760 | $1.18M | 0.95% | +2,687+3.4% | Added |
| Prospera Financial Services Inc | 102,922 | $1.48M | 0.07% | −13,264−11.4% | Reduced |
| Janney Montgomery Scott LLC | 105,351 | $1.51M | 0.01% | −10,434−9.0% | Reduced |
| Shulman DeMeo Asset Management LLC | 111,984 | $1.61M | 0.62% | −1,425−1.3% | Reduced |
| Armor Investment Advisors, LLC | 114,140 | $1.64M | 0.99% | −4,764−4.0% | Reduced |
| Measured Wealth Private Client Group, LLC | 123,881 | $1.78M | 0.57% | +6,471+5.5% | Added |
| Ameriprise Financial Inc | 158,250 | $2.26M | 0.00% | −15,352−8.8% | Reduced |
| Lindbrook Capital, LLC | 160,538 | $2.31M | 0.52% | −4,250−2.6% | Reduced |
| Shaker Financial Services, LLC | 187,745 | $2.70M | 1.00% | +39,536+26.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 201,187 | $2.89M | 0.01% | +15,792+8.5% | Added |
| Rockefeller Capital Management L.P. | 238,662 | $3.43M | 0.02% | −4,217−1.7% | Reduced |
| Raymond James & Associates | 240,316 | $3.45M | 0.00% | +24,447+11.3% | Added |
| Focused Wealth Management, Inc | 245,439 | $3.53M | 0.58% | −3,555−1.4% | Reduced |
| Stifel Financial Corp | 265,337 | $3.81M | 0.01% | −14,354−5.1% | Reduced |
| Advisor Group Holdings, Inc. | 283,474 | $4.08M | 0.01% | −12,050−4.1% | Reduced |
| 1607 Capital Partners, LLC | 290,240 | $4.17M | 0.20% | −24,600−7.8% | Reduced |
| MONECO Advisors, LLC | 297,068 | $4.27M | 1.96% | +14,122+5.0% | Added |
| Cetera Advisor Networks LLC | 327,117 | $4.70M | 0.07% | −72,126−18.1% | Reduced |
| Bank of America Corp | 374,235 | $5.38M | 0.00% | −150,554−28.7% | Reduced |
| Advisors Asset Management, Inc. | 377,635 | $5.43M | 0.08% | +8,648+2.3% | Added |