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, Q3 2021
Institutional positions in Nuveen S&P 500 BuyWrite Income Fund as of Sep 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
- 107
- −1 vs. Q2 2021
- Shares held
- 24.3M
- +171.4K (+0.7%) vs. Q2 2021
- Total value
- $346.3M
- −$907.0K (−0.3%) vs. Q2 2021
- New holders
- 7
- 42 more added
- Sold out
- 8
- 35 more reduced
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Nuveen S&P 500 BuyWrite Income Fund; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 9,540,505 | $135.8M | 0.02% | +593,043+6.6% | Added |
| UBS Group AG | 2,034,324 | $28.9M | 0.01% | −44,946−2.2% | Reduced |
| LPL Financial LLC | 1,393,971 | $19.8M | 0.02% | +287,038+25.9% | Added |
| Invesco Ltd. | 1,340,282 | $19.1M | 0.00% | −30,059−2.2% | Reduced |
| Wells Fargo & Company | 1,219,442 | $17.4M | 0.00% | −261,226−17.6% | Reduced |
| Mark Stevens | 636,482 | $9.06M | 1.01% | +28,927+4.8% | Added |
| Royal Bank of Canada | 559,258 | $7.96M | 0.00% | −9,803−1.7% | Reduced |
| Guggenheim Capital LLC | 552,802 | $7.87M | 0.05% | +60,178+12.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 523,866 | $7.46M | 0.02% | +37,513+7.7% | Added |
| Commonwealth Equity Services, LLC | 432,007 | $6.15M | 0.02% | −7,692−1.7% | Reduced |
| Bank of America Corp | 397,663 | $5.66M | 0.00% | +23,428+6.3% | Added |
| Advisors Asset Management, Inc. | 380,251 | $5.41M | 0.08% | +2,616+0.7% | Added |
| Cetera Advisor Networks LLC | 353,424 | $5.03M | 0.07% | +26,307+8.0% | Added |
| Northwestern Mutual Wealth Management Co | 353,058 | $5.02M | 0.01% | −257,972−42.2% | Reduced |
| MONECO Advisors, LLC | 302,728 | $4.31M | 1.70% | +5,660+1.9% | Added |
| Rockefeller Capital Management L.P. | 285,789 | $4.07M | 0.02% | +47,127+19.7% | Added |
| Advisor Group Holdings, Inc. | 275,068 | $3.92M | 0.01% | −8,406−3.0% | Reduced |
| Raymond James & Associates | 269,437 | $3.83M | 0.00% | +29,121+12.1% | Added |
| Stifel Financial Corp | 263,941 | $3.76M | 0.01% | −1,396−0.5% | Reduced |
| Focused Wealth Management, Inc | 252,460 | $3.59M | 0.59% | +7,021+2.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 209,259 | $2.98M | 0.01% | +8,072+4.0% | Added |
| Ameriprise Financial Inc | 198,053 | $2.83M | 0.00% | +39,803+25.2% | Added |
| 1607 Capital Partners, LLC | 181,829 | $2.59M | 0.13% | −108,411−37.4% | Reduced |
| Shaker Financial Services, LLC | 170,091 | $2.42M | 0.97% | −17,654−9.4% | Reduced |
| Lindbrook Capital, LLC | 160,309 | $2.28M | 0.60% | −229−0.1% | Reduced |
| Janney Montgomery Scott LLC | 112,931 | $1.61M | 0.01% | +7,580+7.2% | Added |
| Armor Investment Advisors, LLC | 103,636 | $1.48M | 0.93% | −10,504−9.2% | Reduced |
| Prospera Financial Services Inc | 103,080 | $1.47M | 0.07% | +158+0.2% | Added |
| Moors & Cabot, Inc. | 92,964 | $1.32M | 0.08% | +49,482+113.8% | Added |
| Bank of Montreal | 85,283 | $1.25M | 0.00% | +11,814+16.1% | Added |
| Islay Capital Management, LLC | 87,562 | $1.25M | 0.96% | +5,802+7.1% | Added |
| Spire Wealth Management | 77,426 | $1.10M | 0.03% | +6,159+8.6% | Added |
| Truist Financial Corp | 71,108 | $1.01M | 0.00% | −1,722−2.4% | Reduced |
| StoneX Group Inc. | 68,966 | $996.0K | 0.14% | −2,064−2.9% | Reduced |
| Maltin Wealth Management, Inc. | 65,448 | $931.0K | 0.57% | +3,123+5.0% | Added |
| D.A. Davidson & Co. | 57,339 | $816.0K | 0.01% | +16,211+39.4% | Added |
| Blue Bell Private Wealth Management, LLC | 57,015 | $812.0K | 0.24% | −23,578−29.3% | Reduced |
| Glen Eagle Advisors, LLC | 43,242 | $615.3K | 0.18% | +100.0% | Added |
| Citigroup Inc | 42,072 | $599.0K | 0.00% | −26,522−38.7% | Reduced |
| Patten Group, Inc. | 42,121 | $599.0K | 0.18% | +806+2.0% | Added |
| Howard Wealth Management, LLC | 40,534 | $576.0K | 0.32% | −244−0.6% | Reduced |
| Venture Visionary Partners LLC | 38,878 | $553.0K | 0.04% | +3,912+11.2% | Added |
| BFT Financial Group, LLC | 34,991 | $498.0K | 0.09% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 34,212 | $487.0K | 0.05% | −152−0.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 33,420 | $476.0K | 0.08% | +2,195+7.0% | Added |
| Steward Partners Investment Advisory, LLC | 31,429 | $447.0K | 0.01% | −1,507−4.6% | Reduced |
| National Asset Management, Inc. | 31,146 | $444.0K | 0.01% | +3,685+13.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 28,090 | $400.0K | 0.18% | +292+1.1% | Added |
| Pflug Koory, LLC | 27,492 | $391.0K | 0.21% | +200+0.7% | Added |
| International Assets Investment Management, LLC | 27,104 | $386.0K | 0.07% | +135+0.5% | Added |
| Claraphi Advisory Network, LLC | 24,275 | $345.0K | 0.12% | −10.0% | Reduced |
| Measured Wealth Private Client Group, LLC | 23,967 | $341.0K | 0.13% | −99,914−80.7% | Reduced |
| Hochman Cole Investment Advisors, Inc. | 23,808 | $339.0K | 0.13% | +23,808 | New |
| Advisors Capital Management, LLC | 23,601 | $336.0K | 0.01% | +23,601 | New |
| Mirae Asset Global Investments Co., Ltd. | 22,888 | $326.0K | 0.00% | −45,415−66.5% | Reduced |
| Creative Planning | 21,209 | $302.0K | 0.00% | +100.0% | Added |
| Apriem Advisors | 20,675 | $294.0K | 0.04% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 19,896 | $283.0K | 0.07% | +292+1.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 19,484 | $277.0K | 0.03% | −30−0.2% | Reduced |
| Capstone Financial Advisors, Inc. | 18,700 | $266.0K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 17,286 | $246.0K | 0.00% | +17,286 | New |
| Kestra Advisory Services, LLC | 16,829 | $239.0K | 0.00% | −2,557−13.2% | Reduced |
| Kestra Private Wealth Services, LLC | 16,565 | $236.0K | 0.01% | −692−4.0% | Reduced |
| Founders Financial Alliance, LLC | 16,393 | $233.0K | 0.11% | −250−1.5% | Reduced |
| Oppenheimer & Co Inc | 16,091 | $229.0K | 0.00% | −3,389−17.4% | Reduced |
| Equitable Holdings, Inc. | 15,058 | $214.0K | 0.00% | +3,532+30.6% | Added |
| Commerce Bank | 14,819 | $211.0K | 0.00% | 00.0% | Unchanged |
| Marco Investment Management LLC | 14,655 | $209.0K | 0.02% | −347−2.3% | Reduced |
| Eudaimonia Partners, LLC | 14,435 | $205.0K | 0.04% | +1,274+9.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 14,362 | $204.0K | 0.01% | +14,362 | New |
| Wealth Dimensions Group, Ltd. | 13,573 | $193.0K | 0.12% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 12,473 | $177.0K | 0.01% | +12,473 | New |
| Summit Financial, LLC | 12,203 | $176.3K | 0.02% | +177+1.5% | Added |
| Baird Financial Group, Inc. | 12,201 | $174.0K | 0.00% | −2,744−18.4% | Reduced |
| Cetera Advisors LLC | 11,970 | $170.0K | 0.00% | −240−2.0% | Reduced |
| The PNC Financial Services Group, Inc. | 11,763 | $168.0K | 0.00% | +1,065+10.0% | Added |
| Jane Street Group, LLC | 11,544 | $164.0K | 0.00% | −17,164−59.8% | Reduced |
| Cordasco Financial Network | 11,537 | $164.0K | 0.11% | +169+1.5% | Added |
| Stratos Wealth Partners, LTD. | 10,909 | $155.0K | 0.00% | −3,950−26.6% | Reduced |
| Youngs Advisory Group, Inc. | 10,324 | $147.0K | 0.11% | +19+0.2% | Added |
| Continuum Advisory, LLC | 10,262 | $146.0K | 0.04% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 10,059 | $143.0K | 0.10% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 10,082 | $143.0K | 0.00% | +10,082 | New |
| Carret Asset Management, LLC | 10,000 | $142.0K | 0.02% | 00.0% | Unchanged |
| Global Endowment Management, LP | 10,000 | $142.0K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 8,262 | $117.6K | 0.01% | +8,262 | New |
| Geneos Wealth Management Inc. | 7,958 | $114.0K | 0.00% | +5+0.1% | Added |
| Proequities, Inc. | 7,672 | $111.0K | 0.01% | +247+3.3% | Added |
| US Bancorp | 7,725 | $110.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5,772 | $82.0K | 0.01% | −17−0.3% | Reduced |
| Dividend Assets Capital, LLC | 5,069 | $72.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 3,500 | $50.0K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 3,166 | $45.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,110 | $44.0K | 0.03% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 2,447 | $35.0K | 0.03% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 2,291 | $32.0K | 0.00% | −6,648−74.4% | Reduced |
| Fifth Third Bancorp | 1,690 | $24.0K | 0.00% | −611−26.6% | Reduced |
| American Portfolios Advisors | 1,560 | $22.2K | 0.00% | +215+16.0% | Added |
| Ten Capital Wealth Advisors, LLC | 1,250 | $18.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 848 | $12.0K | 0.00% | 00.0% | Unchanged |