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, Q4 2021
Institutional positions in Nuveen S&P 500 BuyWrite Income Fund as of Dec 31, 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
- 114
- +11 vs. Q3 2021
- Shares held
- 25.3M
- +1.01M (+4.2%) vs. Q3 2021
- Total value
- $370.1M
- +$24.9M (+7.2%) vs. Q3 2021
- New holders
- 19
- 44 more added
- Sold out
- 8
- 29 more reduced
4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Nuveen S&P 500 BuyWrite Income Fund; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 9,748,562 | $142.8M | 0.02% | +208,057+2.2% | Added |
| UBS Group AG | 2,067,406 | $30.3M | 0.01% | +33,082+1.6% | Added |
| LPL Financial LLC | 1,643,480 | $24.1M | 0.02% | +249,509+17.9% | Added |
| Invesco Ltd. | 1,372,812 | $20.1M | 0.00% | +32,530+2.4% | Added |
| Wells Fargo & Company | 1,198,822 | $17.6M | 0.00% | −20,620−1.7% | Reduced |
| Guggenheim Capital LLC | 686,143 | $10.1M | 0.05% | +133,341+24.1% | Added |
| Mark Stevens | 639,466 | $9.37M | 0.98% | +2,984+0.5% | Added |
| Royal Bank of Canada | 508,790 | $7.45M | 0.00% | −50,468−9.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 477,229 | $6.99M | 0.01% | −46,637−8.9% | Reduced |
| Commonwealth Equity Services, LLC | 462,209 | $6.77M | 0.02% | +30,202+7.0% | Added |
| Lindbrook Capital, LLC | 446,632 | $6.54M | 1.00% | +286,323+178.6% | Added |
| Bank of America Corp | 439,716 | $6.44M | 0.00% | +42,053+10.6% | Added |
| Shaker Financial Services, LLC | 342,005 | $5.01M | 1.77% | +171,914+101.1% | Added |
| Advisors Asset Management, Inc. | 338,791 | $4.96M | 0.07% | −41,460−10.9% | Reduced |
| Advisor Group Holdings, Inc. | 297,251 | $4.36M | 0.01% | +22,183+8.1% | Added |
| MONECO Advisors, LLC | 304,918 | $4.31M | 1.62% | +2,190+0.7% | Added |
| Rockefeller Capital Management L.P. | 286,458 | $4.20M | 0.02% | +669+0.2% | Added |
| Raymond James & Associates | 279,769 | $4.10M | 0.00% | +10,332+3.8% | Added |
| Stifel Financial Corp | 278,601 | $4.08M | 0.01% | +14,660+5.6% | Added |
| Focused Wealth Management, Inc | 267,390 | $3.92M | 0.61% | +14,930+5.9% | Added |
| Ameriprise Financial Inc | 229,019 | $3.36M | 0.00% | +30,966+15.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 220,185 | $3.23M | 0.01% | +10,926+5.2% | Added |
| 1607 Capital Partners, LLC | 171,320 | $2.51M | 0.13% | −10,509−5.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 160,926 | $2.36M | 0.00% | −192,132−54.4% | Reduced |
| Janney Montgomery Scott LLC | 113,582 | $1.66M | 0.01% | +651+0.6% | Added |
| Shulman DeMeo Asset Management LLC | 108,742 | $1.59M | 0.42% | +108,742 | New |
| Armor Investment Advisors, LLC | 89,519 | $1.31M | 0.74% | −14,117−13.6% | Reduced |
| Moors & Cabot, Inc. | 87,756 | $1.29M | 0.08% | −5,208−5.6% | Reduced |
| Islay Capital Management, LLC | 87,562 | $1.28M | 0.97% | 00.0% | Unchanged |
| Arbor Capital Management Inc | 85,575 | $1.25M | 0.89% | +85,575 | New |
| Prospera Financial Services Inc | 84,321 | $1.24M | 0.05% | −18,759−18.2% | Reduced |
| Bank of Montreal | 79,319 | $1.22M | 0.00% | −5,964−7.0% | Reduced |
| Spire Wealth Management | 80,056 | $1.17M | 0.03% | +2,630+3.4% | Added |
| Commons Capital, LLC | 70,744 | $1.04M | 1.03% | +70,744 | New |
| Truist Financial Corp | 67,302 | $986.0K | 0.00% | −3,806−5.4% | Reduced |
| StoneX Group Inc. | 62,373 | $913.8K | 0.11% | −6,593−9.6% | Reduced |
| Jane Street Group, LLC | 60,121 | $881.0K | 0.00% | +48,577+420.8% | Added |
| Maltin Wealth Management, Inc. | 59,576 | $873.0K | 0.52% | −5,872−9.0% | Reduced |
| Cetera Advisor Networks LLC | 57,716 | $846.0K | 0.01% | −295,708−83.7% | Reduced |
| D.A. Davidson & Co. | 57,339 | $846.0K | 0.01% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 51,424 | $753.0K | 0.61% | +51,424 | New |
| Blue Bell Private Wealth Management, LLC | 49,260 | $722.0K | 0.19% | −7,755−13.6% | Reduced |
| Parametric Portfolio Associates LLC | 49,166 | $720.0K | 0.00% | +49,166 | New |
| Glen Eagle Advisors, LLC | 44,364 | $649.9K | 0.17% | +1,122+2.6% | Added |
| Patten Group, Inc. | 42,900 | $628.0K | 0.17% | +779+1.8% | Added |
| Howard Wealth Management, LLC | 39,656 | $580.0K | 0.31% | −878−2.2% | Reduced |
| Venture Visionary Partners LLC | 38,932 | $570.0K | 0.04% | +54+0.1% | Added |
| Citigroup Inc | 34,581 | $507.0K | 0.00% | −7,491−17.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 34,114 | $500.0K | 0.08% | +694+2.1% | Added |
| Steward Partners Investment Advisory, LLC | 31,601 | $463.0K | 0.01% | +172+0.5% | Added |
| National Asset Management, Inc. | 30,878 | $453.0K | 0.01% | −268−0.9% | Reduced |
| Capstone Financial Advisors, Inc. | 28,700 | $420.0K | 0.03% | +10,000+53.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 28,378 | $416.0K | 0.21% | +288+1.0% | Added |
| Pflug Koory, LLC | 27,492 | $403.0K | 0.20% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 27,327 | $400.0K | 0.07% | +223+0.8% | Added |
| Claraphi Advisory Network, LLC | 24,116 | $353.0K | 0.12% | −159−0.7% | Reduced |
| Regal Investment Advisors LLC | 21,440 | $314.0K | 0.03% | −12,772−37.3% | Reduced |
| MAI Capital Management | 20,726 | $304.0K | 0.00% | +20,726 | New |
| Equitable Holdings, Inc. | 20,712 | $303.0K | 0.00% | +5,654+37.5% | Added |
| Measured Wealth Private Client Group, LLC | 20,583 | $302.0K | 0.11% | −3,384−14.1% | Reduced |
| Encompass Wealth Advisors, LLC | 20,484 | $300.0K | 0.07% | +588+3.0% | Added |
| Kestra Private Wealth Services, LLC | 20,145 | $295.0K | 0.01% | +3,580+21.6% | Added |
| Stephens Inc | 19,977 | $293.0K | 0.00% | +19,977 | New |
| Hennion & Walsh Asset Management, Inc. | 19,909 | $292.0K | 0.01% | +5,547+38.6% | Added |
| Advisors Capital Management, LLC | 19,803 | $290.0K | 0.01% | −3,798−16.1% | Reduced |
| Apriem Advisors | 19,675 | $288.0K | 0.04% | −1,000−4.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 19,484 | $285.0K | 0.02% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 17,976 | $263.0K | 0.00% | +5,775+47.3% | Added |
| Kestra Advisory Services, LLC | 17,094 | $250.0K | 0.00% | +265+1.6% | Added |
| Founders Financial Alliance, LLC | 17,001 | $249.0K | 0.10% | +608+3.7% | Added |
| Oppenheimer & Co Inc | 15,634 | $229.0K | 0.00% | −457−2.8% | Reduced |
| HighTower Advisors, LLC | 15,362 | $225.0K | 0.00% | −1,924−11.1% | Reduced |
| Wolverine Asset Management LLC | 15,335 | $224.0K | 0.00% | +15,335 | New |
| Commerce Bank | 14,819 | $217.0K | 0.00% | 00.0% | Unchanged |
| Marco Investment Management LLC | 14,655 | $215.0K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 13,762 | $201.0K | 0.00% | +1,999+17.0% | Added |
| Wealth Dimensions Group, Ltd. | 13,573 | $199.0K | 0.10% | 00.0% | Unchanged |
| Cetera Advisors LLC | 13,069 | $191.0K | 0.00% | +1,099+9.2% | Added |
| Raymond James Trust N.A. | 12,773 | $187.0K | 0.01% | +300+2.4% | Added |
| B. Riley Wealth Management, Inc. | 12,200 | $179.0K | 0.01% | +12,200 | New |
| Summit Financial, LLC | 12,203 | $178.8K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 11,877 | $174.0K | 0.11% | +340+2.9% | Added |
| Private Capital Management LLC | 11,263 | $165.0K | 0.06% | +11,263 | New |
| Stratos Wealth Partners, LTD. | 10,650 | $156.0K | 0.00% | −259−2.4% | Reduced |
| Pointe Capital Management LLC | 10,059 | $147.0K | 0.09% | 00.0% | Unchanged |
| Global Endowment Management, LP | 10,000 | $147.0K | 0.01% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 10,000 | $146.0K | 0.02% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 8,305 | $121.7K | 0.01% | +43+0.5% | Added |
| Proequities, Inc. | 7,761 | $114.0K | 0.01% | +89+1.2% | Added |
| US Bancorp | 7,725 | $113.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5,422 | $79.0K | 0.01% | −350−6.1% | Reduced |
| Dividend Assets Capital, LLC | 5,069 | $74.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 4,929 | $72.0K | 0.00% | +4,929 | New |
| Ahl Investment Management, Inc. | 4,672 | $68.0K | 0.06% | +4,672 | New |
| CoreCap Advisors, LLC | 4,488 | $66.0K | 0.00% | +4,488 | New |
| Geneos Wealth Management Inc. | 4,309 | $63.0K | 0.00% | −3,649−45.9% | Reduced |
| Hoese & Co LLP | 3,500 | $51.0K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 3,166 | $46.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,110 | $46.0K | 0.03% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 2,447 | $36.0K | 0.03% | 00.0% | Unchanged |