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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 338,791 | $4.96M | 0.07% | −41,460−10.9% | Reduced |
| Shaker Financial Services, LLC | 342,005 | $5.01M | 1.77% | +171,914+101.1% | Added |
| Bank of America Corp | 439,716 | $6.44M | 0.00% | +42,053+10.6% | Added |
| Lindbrook Capital, LLC | 446,632 | $6.54M | 1.00% | +286,323+178.6% | Added |
| Commonwealth Equity Services, LLC | 462,209 | $6.77M | 0.02% | +30,202+7.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 477,229 | $6.99M | 0.01% | −46,637−8.9% | Reduced |
| Royal Bank of Canada | 508,790 | $7.45M | 0.00% | −50,468−9.0% | Reduced |
| Mark Stevens | 639,466 | $9.37M | 0.98% | +2,984+0.5% | Added |
| Guggenheim Capital LLC | 686,143 | $10.1M | 0.05% | +133,341+24.1% | Added |
| Wells Fargo & Company | 1,198,822 | $17.6M | 0.00% | −20,620−1.7% | Reduced |
| Invesco Ltd. | 1,372,812 | $20.1M | 0.00% | +32,530+2.4% | Added |
| LPL Financial LLC | 1,643,480 | $24.1M | 0.02% | +249,509+17.9% | Added |
| UBS Group AG | 2,067,406 | $30.3M | 0.01% | +33,082+1.6% | Added |
| Morgan Stanley | 9,748,562 | $142.8M | 0.02% | +208,057+2.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −22,888−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −21,209−100.0% | Sold out |
| Youngs Advisory Group, Inc. | 0 | $0 | 0.00% | −10,324−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −10,262−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −10,082−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −2,291−100.0% | Sold out |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −395−100.0% | Sold out |
| Hartford Financial Management Inc. | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| BFT Financial Group, LLC | – | – | – | – | Not filed |
| Hochman Cole Investment Advisors, Inc. | – | – | – | – | Not filed |
| Eudaimonia Partners, LLC | – | – | – | – | Not filed |
| Sonora Investment Management, LLC | – | – | – | – | Not filed |