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 |
|---|---|---|---|---|---|
| Northern Oak Wealth Management Inc | 54 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 289 | $4.00K | 0.00% | −1,401−82.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 280 | $4.00K | 0.00% | +8+2.9% | Added |
| Tower Research Capital LLC (TRC) | 300 | $4.00K | 0.00% | +300 | New |
| Harbour Investments, Inc. | 500 | $7.00K | 0.00% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 500 | $7.00K | 0.00% | +500 | New |
| NEXT Financial Group, Inc | 848 | $12.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,000 | $15.0K | 0.00% | +1,000 | New |
| Ten Capital Wealth Advisors, LLC | 1,250 | $18.0K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,223 | $18.0K | 0.00% | +1,223 | New |
| North Star Investment Management Corp. | 1,401 | $21.0K | 0.00% | +1,401 | New |
| American Portfolios Advisors | 1,601 | $23.4K | 0.00% | +41+2.6% | Added |
| Cornerstone Advisory, LLC | 2,359 | $35.0K | 0.01% | +2,359 | New |
| Johnson Midwest Financial, LLC | 2,447 | $36.0K | 0.03% | 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 |
| Hoese & Co LLP | 3,500 | $51.0K | 0.05% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,309 | $63.0K | 0.00% | −3,649−45.9% | Reduced |
| CoreCap Advisors, LLC | 4,488 | $66.0K | 0.00% | +4,488 | New |
| Ahl Investment Management, Inc. | 4,672 | $68.0K | 0.06% | +4,672 | New |
| Umb Bank N A | 4,929 | $72.0K | 0.00% | +4,929 | New |
| Dividend Assets Capital, LLC | 5,069 | $74.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5,422 | $79.0K | 0.01% | −350−6.1% | Reduced |
| US Bancorp | 7,725 | $113.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 7,761 | $114.0K | 0.01% | +89+1.2% | Added |
| Koshinski Asset Management, Inc. | 8,305 | $121.7K | 0.01% | +43+0.5% | Added |
| Carret Asset Management, LLC | 10,000 | $146.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Stratos Wealth Partners, LTD. | 10,650 | $156.0K | 0.00% | −259−2.4% | Reduced |
| Private Capital Management LLC | 11,263 | $165.0K | 0.06% | +11,263 | New |
| Cordasco Financial Network | 11,877 | $174.0K | 0.11% | +340+2.9% | Added |
| Summit Financial, LLC | 12,203 | $178.8K | 0.01% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 12,200 | $179.0K | 0.01% | +12,200 | New |
| Raymond James Trust N.A. | 12,773 | $187.0K | 0.01% | +300+2.4% | Added |
| Cetera Advisors LLC | 13,069 | $191.0K | 0.00% | +1,099+9.2% | Added |
| Wealth Dimensions Group, Ltd. | 13,573 | $199.0K | 0.10% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 13,762 | $201.0K | 0.00% | +1,999+17.0% | Added |
| Marco Investment Management LLC | 14,655 | $215.0K | 0.02% | 00.0% | Unchanged |
| Commerce Bank | 14,819 | $217.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 15,335 | $224.0K | 0.00% | +15,335 | New |
| HighTower Advisors, LLC | 15,362 | $225.0K | 0.00% | −1,924−11.1% | Reduced |
| Oppenheimer & Co Inc | 15,634 | $229.0K | 0.00% | −457−2.8% | Reduced |
| Founders Financial Alliance, LLC | 17,001 | $249.0K | 0.10% | +608+3.7% | Added |
| Kestra Advisory Services, LLC | 17,094 | $250.0K | 0.00% | +265+1.6% | Added |
| Baird Financial Group, Inc. | 17,976 | $263.0K | 0.00% | +5,775+47.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 19,484 | $285.0K | 0.02% | 00.0% | Unchanged |
| Apriem Advisors | 19,675 | $288.0K | 0.04% | −1,000−4.8% | Reduced |
| Advisors Capital Management, LLC | 19,803 | $290.0K | 0.01% | −3,798−16.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 19,909 | $292.0K | 0.01% | +5,547+38.6% | Added |
| Stephens Inc | 19,977 | $293.0K | 0.00% | +19,977 | New |
| Kestra Private Wealth Services, LLC | 20,145 | $295.0K | 0.01% | +3,580+21.6% | Added |
| Encompass Wealth Advisors, LLC | 20,484 | $300.0K | 0.07% | +588+3.0% | Added |
| Measured Wealth Private Client Group, LLC | 20,583 | $302.0K | 0.11% | −3,384−14.1% | Reduced |
| Equitable Holdings, Inc. | 20,712 | $303.0K | 0.00% | +5,654+37.5% | Added |
| MAI Capital Management | 20,726 | $304.0K | 0.00% | +20,726 | New |
| Regal Investment Advisors LLC | 21,440 | $314.0K | 0.03% | −12,772−37.3% | Reduced |
| Claraphi Advisory Network, LLC | 24,116 | $353.0K | 0.12% | −159−0.7% | Reduced |
| International Assets Investment Management, LLC | 27,327 | $400.0K | 0.07% | +223+0.8% | Added |
| Pflug Koory, LLC | 27,492 | $403.0K | 0.20% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 28,378 | $416.0K | 0.21% | +288+1.0% | Added |
| Capstone Financial Advisors, Inc. | 28,700 | $420.0K | 0.03% | +10,000+53.5% | Added |
| National Asset Management, Inc. | 30,878 | $453.0K | 0.01% | −268−0.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 31,601 | $463.0K | 0.01% | +172+0.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 34,114 | $500.0K | 0.08% | +694+2.1% | Added |
| Citigroup Inc | 34,581 | $507.0K | 0.00% | −7,491−17.8% | Reduced |
| Venture Visionary Partners LLC | 38,932 | $570.0K | 0.04% | +54+0.1% | Added |
| Howard Wealth Management, LLC | 39,656 | $580.0K | 0.31% | −878−2.2% | Reduced |
| Patten Group, Inc. | 42,900 | $628.0K | 0.17% | +779+1.8% | Added |
| Glen Eagle Advisors, LLC | 44,364 | $649.9K | 0.17% | +1,122+2.6% | Added |
| Parametric Portfolio Associates LLC | 49,166 | $720.0K | 0.00% | +49,166 | New |
| Blue Bell Private Wealth Management, LLC | 49,260 | $722.0K | 0.19% | −7,755−13.6% | Reduced |
| Twelve Points Wealth Management LLC | 51,424 | $753.0K | 0.61% | +51,424 | New |
| 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 |
| Maltin Wealth Management, Inc. | 59,576 | $873.0K | 0.52% | −5,872−9.0% | Reduced |
| Jane Street Group, LLC | 60,121 | $881.0K | 0.00% | +48,577+420.8% | Added |
| StoneX Group Inc. | 62,373 | $913.8K | 0.11% | −6,593−9.6% | Reduced |
| Truist Financial Corp | 67,302 | $986.0K | 0.00% | −3,806−5.4% | Reduced |
| Commons Capital, LLC | 70,744 | $1.04M | 1.03% | +70,744 | New |
| Spire Wealth Management | 80,056 | $1.17M | 0.03% | +2,630+3.4% | Added |
| Bank of Montreal | 79,319 | $1.22M | 0.00% | −5,964−7.0% | Reduced |
| Prospera Financial Services Inc | 84,321 | $1.24M | 0.05% | −18,759−18.2% | Reduced |
| Arbor Capital Management Inc | 85,575 | $1.25M | 0.89% | +85,575 | New |
| Islay Capital Management, LLC | 87,562 | $1.28M | 0.97% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 87,756 | $1.29M | 0.08% | −5,208−5.6% | Reduced |
| Armor Investment Advisors, LLC | 89,519 | $1.31M | 0.74% | −14,117−13.6% | Reduced |
| Shulman DeMeo Asset Management LLC | 108,742 | $1.59M | 0.42% | +108,742 | New |
| Janney Montgomery Scott LLC | 113,582 | $1.66M | 0.01% | +651+0.6% | Added |
| Northwestern Mutual Wealth Management Co | 160,926 | $2.36M | 0.00% | −192,132−54.4% | Reduced |
| 1607 Capital Partners, LLC | 171,320 | $2.51M | 0.13% | −10,509−5.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 220,185 | $3.23M | 0.01% | +10,926+5.2% | Added |
| Ameriprise Financial Inc | 229,019 | $3.36M | 0.00% | +30,966+15.6% | Added |
| Focused Wealth Management, Inc | 267,390 | $3.92M | 0.61% | +14,930+5.9% | Added |
| Stifel Financial Corp | 278,601 | $4.08M | 0.01% | +14,660+5.6% | Added |
| Raymond James & Associates | 279,769 | $4.10M | 0.00% | +10,332+3.8% | Added |
| Rockefeller Capital Management L.P. | 286,458 | $4.20M | 0.02% | +669+0.2% | Added |
| MONECO Advisors, LLC | 304,918 | $4.31M | 1.62% | +2,190+0.7% | Added |
| Advisor Group Holdings, Inc. | 297,251 | $4.36M | 0.01% | +22,183+8.1% | Added |