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 |
|---|---|---|---|---|---|
| Northern Oak Wealth Management Inc | 54 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 272 | $4.00K | 0.00% | +4+1.5% | Added |
| Optimum Investment Advisors | 395 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, 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 |
| Ten Capital Wealth Advisors, LLC | 1,250 | $18.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,560 | $22.2K | 0.00% | +215+16.0% | Added |
| Fifth Third Bancorp | 1,690 | $24.0K | 0.00% | −611−26.6% | Reduced |
| Arkadios Wealth Advisors | 2,291 | $32.0K | 0.00% | −6,648−74.4% | Reduced |
| Johnson Midwest Financial, LLC | 2,447 | $35.0K | 0.03% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,110 | $44.0K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 3,166 | $45.0K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 3,500 | $50.0K | 0.05% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 5,069 | $72.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5,772 | $82.0K | 0.01% | −17−0.3% | Reduced |
| US Bancorp | 7,725 | $110.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 7,672 | $111.0K | 0.01% | +247+3.3% | Added |
| Geneos Wealth Management Inc. | 7,958 | $114.0K | 0.00% | +5+0.1% | Added |
| Koshinski Asset Management, Inc. | 8,262 | $117.6K | 0.01% | +8,262 | 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 |
| 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 |
| Continuum Advisory, LLC | 10,262 | $146.0K | 0.04% | 00.0% | Unchanged |
| Youngs Advisory Group, Inc. | 10,324 | $147.0K | 0.11% | +19+0.2% | Added |
| Stratos Wealth Partners, LTD. | 10,909 | $155.0K | 0.00% | −3,950−26.6% | Reduced |
| 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 |
| The PNC Financial Services Group, Inc. | 11,763 | $168.0K | 0.00% | +1,065+10.0% | Added |
| Cetera Advisors LLC | 11,970 | $170.0K | 0.00% | −240−2.0% | Reduced |
| Baird Financial Group, Inc. | 12,201 | $174.0K | 0.00% | −2,744−18.4% | Reduced |
| Summit Financial, LLC | 12,203 | $176.3K | 0.02% | +177+1.5% | Added |
| Raymond James Trust N.A. | 12,473 | $177.0K | 0.01% | +12,473 | New |
| Wealth Dimensions Group, Ltd. | 13,573 | $193.0K | 0.12% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 14,362 | $204.0K | 0.01% | +14,362 | New |
| Eudaimonia Partners, LLC | 14,435 | $205.0K | 0.04% | +1,274+9.7% | Added |
| Marco Investment Management LLC | 14,655 | $209.0K | 0.02% | −347−2.3% | Reduced |
| Commerce Bank | 14,819 | $211.0K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 15,058 | $214.0K | 0.00% | +3,532+30.6% | Added |
| Oppenheimer & Co Inc | 16,091 | $229.0K | 0.00% | −3,389−17.4% | Reduced |
| Founders Financial Alliance, LLC | 16,393 | $233.0K | 0.11% | −250−1.5% | Reduced |
| Kestra Private Wealth Services, LLC | 16,565 | $236.0K | 0.01% | −692−4.0% | Reduced |
| Kestra Advisory Services, LLC | 16,829 | $239.0K | 0.00% | −2,557−13.2% | Reduced |
| HighTower Advisors, LLC | 17,286 | $246.0K | 0.00% | +17,286 | New |
| Capstone Financial Advisors, Inc. | 18,700 | $266.0K | 0.02% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 19,484 | $277.0K | 0.03% | −30−0.2% | Reduced |
| Encompass Wealth Advisors, LLC | 19,896 | $283.0K | 0.07% | +292+1.5% | Added |
| Apriem Advisors | 20,675 | $294.0K | 0.04% | 00.0% | Unchanged |
| Creative Planning | 21,209 | $302.0K | 0.00% | +100.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 22,888 | $326.0K | 0.00% | −45,415−66.5% | Reduced |
| Advisors Capital Management, LLC | 23,601 | $336.0K | 0.01% | +23,601 | New |
| Hochman Cole Investment Advisors, Inc. | 23,808 | $339.0K | 0.13% | +23,808 | New |
| Measured Wealth Private Client Group, LLC | 23,967 | $341.0K | 0.13% | −99,914−80.7% | Reduced |
| Claraphi Advisory Network, LLC | 24,275 | $345.0K | 0.12% | −10.0% | Reduced |
| International Assets Investment Management, LLC | 27,104 | $386.0K | 0.07% | +135+0.5% | Added |
| Pflug Koory, LLC | 27,492 | $391.0K | 0.21% | +200+0.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 28,090 | $400.0K | 0.18% | +292+1.1% | Added |
| National Asset Management, Inc. | 31,146 | $444.0K | 0.01% | +3,685+13.4% | Added |
| Steward Partners Investment Advisory, LLC | 31,429 | $447.0K | 0.01% | −1,507−4.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 33,420 | $476.0K | 0.08% | +2,195+7.0% | Added |
| Regal Investment Advisors LLC | 34,212 | $487.0K | 0.05% | −152−0.4% | Reduced |
| BFT Financial Group, LLC | 34,991 | $498.0K | 0.09% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 38,878 | $553.0K | 0.04% | +3,912+11.2% | Added |
| Howard Wealth Management, LLC | 40,534 | $576.0K | 0.32% | −244−0.6% | Reduced |
| 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 |
| Glen Eagle Advisors, LLC | 43,242 | $615.3K | 0.18% | +100.0% | Added |
| Blue Bell Private Wealth Management, LLC | 57,015 | $812.0K | 0.24% | −23,578−29.3% | Reduced |
| D.A. Davidson & Co. | 57,339 | $816.0K | 0.01% | +16,211+39.4% | Added |
| Maltin Wealth Management, Inc. | 65,448 | $931.0K | 0.57% | +3,123+5.0% | Added |
| StoneX Group Inc. | 68,966 | $996.0K | 0.14% | −2,064−2.9% | Reduced |
| Truist Financial Corp | 71,108 | $1.01M | 0.00% | −1,722−2.4% | Reduced |
| Spire Wealth Management | 77,426 | $1.10M | 0.03% | +6,159+8.6% | Added |
| Islay Capital Management, LLC | 87,562 | $1.25M | 0.96% | +5,802+7.1% | Added |
| Bank of Montreal | 85,283 | $1.25M | 0.00% | +11,814+16.1% | Added |
| Moors & Cabot, Inc. | 92,964 | $1.32M | 0.08% | +49,482+113.8% | Added |
| Prospera Financial Services Inc | 103,080 | $1.47M | 0.07% | +158+0.2% | Added |
| Armor Investment Advisors, LLC | 103,636 | $1.48M | 0.93% | −10,504−9.2% | Reduced |
| Janney Montgomery Scott LLC | 112,931 | $1.61M | 0.01% | +7,580+7.2% | Added |
| Lindbrook Capital, LLC | 160,309 | $2.28M | 0.60% | −229−0.1% | Reduced |
| Shaker Financial Services, LLC | 170,091 | $2.42M | 0.97% | −17,654−9.4% | Reduced |
| 1607 Capital Partners, LLC | 181,829 | $2.59M | 0.13% | −108,411−37.4% | Reduced |
| Ameriprise Financial Inc | 198,053 | $2.83M | 0.00% | +39,803+25.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 209,259 | $2.98M | 0.01% | +8,072+4.0% | Added |
| Focused Wealth Management, Inc | 252,460 | $3.59M | 0.59% | +7,021+2.9% | Added |
| Stifel Financial Corp | 263,941 | $3.76M | 0.01% | −1,396−0.5% | Reduced |
| Raymond James & Associates | 269,437 | $3.83M | 0.00% | +29,121+12.1% | Added |
| Advisor Group Holdings, Inc. | 275,068 | $3.92M | 0.01% | −8,406−3.0% | Reduced |
| Rockefeller Capital Management L.P. | 285,789 | $4.07M | 0.02% | +47,127+19.7% | Added |
| MONECO Advisors, LLC | 302,728 | $4.31M | 1.70% | +5,660+1.9% | Added |
| Northwestern Mutual Wealth Management Co | 353,058 | $5.02M | 0.01% | −257,972−42.2% | Reduced |
| Cetera Advisor Networks LLC | 353,424 | $5.03M | 0.07% | +26,307+8.0% | Added |
| Advisors Asset Management, Inc. | 380,251 | $5.41M | 0.08% | +2,616+0.7% | Added |
| Bank of America Corp | 397,663 | $5.66M | 0.00% | +23,428+6.3% | Added |
| Commonwealth Equity Services, LLC | 432,007 | $6.15M | 0.02% | −7,692−1.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 523,866 | $7.46M | 0.02% | +37,513+7.7% | Added |
| Guggenheim Capital LLC | 552,802 | $7.87M | 0.05% | +60,178+12.2% | Added |