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, Q1 2022
Institutional positions in Nuveen S&P 500 BuyWrite Income Fund as of Mar 31, 2022. 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
- 117
- +5 vs. Q4 2021
- Shares held
- 25.0M
- −265.7K (−1.1%) vs. Q4 2021
- Total value
- $356.3M
- −$13.8M (−3.7%) vs. Q4 2021
- New holders
- 17
- 36 more added
- Sold out
- 12
- 36 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Nuveen S&P 500 BuyWrite Income Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 10,176,316 | $145.0M | 0.02% | +427,754+4.4% | Added |
| UBS Group AG | 1,990,197 | $28.4M | 0.01% | −77,209−3.7% | Reduced |
| LPL Financial LLC | 1,687,452 | $24.0M | 0.02% | +43,972+2.7% | Added |
| Invesco Ltd. | 1,283,720 | $18.3M | 0.00% | −89,092−6.5% | Reduced |
| Wells Fargo & Company | 1,234,962 | $17.6M | 0.00% | +36,140+3.0% | Added |
| Guggenheim Capital LLC | 711,803 | $10.1M | 0.06% | +25,660+3.7% | Added |
| Royal Bank of Canada | 647,557 | $9.23M | 0.00% | +138,767+27.3% | Added |
| Lindbrook Capital, LLC | 576,414 | $8.21M | 1.27% | +129,782+29.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 568,228 | $8.10M | 0.02% | +90,999+19.1% | Added |
| Bank of America Corp | 475,523 | $6.78M | 0.00% | +35,807+8.1% | Added |
| Raymond James & Associates | 462,751 | $6.59M | 0.01% | +182,982+65.4% | Added |
| Commonwealth Equity Services, LLC | 448,539 | $6.39M | 0.01% | −13,670−3.0% | Reduced |
| MONECO Advisors, LLC | 299,278 | $4.26M | 1.57% | −5,640−1.8% | Reduced |
| Advisor Group Holdings, Inc. | 288,990 | $4.04M | 0.01% | −8,261−2.8% | Reduced |
| Focused Wealth Management, Inc | 273,415 | $3.90M | 0.62% | +6,025+2.3% | Added |
| Stifel Financial Corp | 258,977 | $3.69M | 0.01% | −19,624−7.0% | Reduced |
| Rockefeller Capital Management L.P. | 241,811 | $3.44M | 0.02% | −44,647−15.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 231,834 | $3.30M | 0.02% | +11,649+5.3% | Added |
| Ameriprise Financial Inc | 215,645 | $3.08M | 0.00% | −13,374−5.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 148,617 | $2.12M | 0.00% | −12,309−7.6% | Reduced |
| Janney Montgomery Scott LLC | 133,504 | $1.90M | 0.01% | +19,922+17.5% | Added |
| 1607 Capital Partners, LLC | 124,677 | $1.78M | 0.10% | −46,643−27.2% | Reduced |
| Claraphi Advisory Network, LLC | 111,065 | $1.58M | 0.46% | +86,949+360.5% | Added |
| Islay Capital Management, LLC | 107,489 | $1.53M | 1.27% | +19,927+22.8% | Added |
| Shulman DeMeo Asset Management LLC | 101,198 | $1.44M | 0.40% | −7,544−6.9% | Reduced |
| Arbor Capital Management Inc | 98,463 | $1.41M | 1.08% | +12,888+15.1% | Added |
| Twelve Points Wealth Management LLC | 95,815 | $1.36M | 1.02% | +44,391+86.3% | Added |
| Spire Wealth Management | 93,376 | $1.33M | 0.04% | +13,320+16.6% | Added |
| Moors & Cabot, Inc. | 84,189 | $1.20M | 0.07% | −3,567−4.1% | Reduced |
| Prospera Financial Services Inc | 83,739 | $1.19M | 0.05% | −582−0.7% | Reduced |
| Commons Capital, LLC | 70,694 | $1.01M | 1.09% | −50−0.1% | Reduced |
| Shaker Financial Services, LLC | 68,308 | $973.0K | 0.37% | −273,697−80.0% | Reduced |
| Cetera Advisor Networks LLC | 65,753 | $937.0K | 0.01% | +8,037+13.9% | Added |
| StoneX Group Inc. | 62,043 | $898.8K | 0.07% | −330−0.5% | Reduced |
| D.A. Davidson & Co. | 61,601 | $878.0K | 0.01% | +4,262+7.4% | Added |
| Mark Stevens | 58,370 | $832.0K | 0.09% | −581,096−90.9% | Reduced |
| Atria Wealth Solutions, Inc. | 56,868 | $823.0K | 0.01% | +56,868 | New |
| Maltin Wealth Management, Inc. | 53,332 | $760.0K | 0.50% | −6,244−10.5% | Reduced |
| Truist Financial Corp | 52,216 | $744.0K | 0.00% | −15,086−22.4% | Reduced |
| Patten Group, Inc. | 45,920 | $654.0K | 0.18% | +3,020+7.0% | Added |
| Glen Eagle Advisors, LLC | 44,864 | $639.3K | 0.17% | +500+1.1% | Added |
| Bank of Montreal | 40,288 | $593.0K | 0.00% | −39,031−49.2% | Reduced |
| Howard Wealth Management, LLC | 39,593 | $564.0K | 0.31% | −63−0.2% | Reduced |
| Venture Visionary Partners LLC | 38,988 | $555.0K | 0.04% | +56+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 37,201 | $530.0K | 0.01% | +5,600+17.7% | Added |
| Pflug Koory, LLC | 36,492 | $520.0K | 0.26% | +9,000+32.7% | Added |
| BFT Financial Group, LLC | 34,991 | $499.0K | 0.08% | +34,991 | New |
| Patriot Financial Group Insurance Agency, LLC | 33,020 | $471.0K | 0.08% | −1,094−3.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 31,629 | $451.0K | 0.13% | −17,631−35.8% | Reduced |
| National Asset Management, Inc. | 31,319 | $447.0K | 0.01% | +441+1.4% | Added |
| Citigroup Inc | 30,720 | $438.0K | 0.00% | −3,861−11.2% | Reduced |
| International Assets Investment Management, LLC | 30,093 | $429.0K | 0.08% | +2,766+10.1% | Added |
| Capstone Financial Advisors, Inc. | 28,700 | $409.0K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 26,028 | $371.0K | 0.16% | −2,350−8.3% | Reduced |
| Creative Planning | 26,038 | $371.0K | 0.00% | +26,038 | New |
| Kestra Private Wealth Services, LLC | 24,145 | $344.0K | 0.02% | +4,000+19.9% | Added |
| CoreCap Advisors, LLC | 23,494 | $335.0K | 0.02% | +19,006+423.5% | Added |
| Regal Investment Advisors LLC | 21,399 | $305.0K | 0.03% | −41−0.2% | Reduced |
| Equitable Holdings, Inc. | 20,712 | $295.0K | 0.00% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 20,484 | $292.0K | 0.07% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 20,099 | $286.0K | 0.11% | −484−2.4% | Reduced |
| Stephens Inc | 19,977 | $285.0K | 0.00% | 00.0% | Unchanged |
| Apriem Advisors | 19,675 | $280.0K | 0.04% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 19,509 | $278.0K | 0.01% | −400−2.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 19,484 | $278.0K | 0.02% | 00.0% | Unchanged |
| AE Wealth Management LLC | 18,926 | $270.0K | 0.00% | +18,926 | New |
| Raymond James Trust N.A. | 18,173 | $259.0K | 0.01% | +5,400+42.3% | Added |
| B. Riley Wealth Management, Inc. | 18,200 | $259.0K | 0.02% | +6,000+49.2% | Added |
| Baird Financial Group, Inc. | 17,586 | $251.0K | 0.00% | −390−2.2% | Reduced |
| Nations Financial Group Inc, | 16,744 | $239.0K | 0.03% | +16,744 | New |
| Founders Financial Alliance, LLC | 16,524 | $235.0K | 0.10% | −477−2.8% | Reduced |
| MAI Capital Management | 16,215 | $231.0K | 0.00% | −4,511−21.8% | Reduced |
| Oppenheimer & Co Inc | 15,234 | $217.0K | 0.00% | −400−2.6% | Reduced |
| Cetera Advisors LLC | 14,861 | $212.0K | 0.00% | +1,792+13.7% | Added |
| Commerce Bank | 14,819 | $211.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 14,589 | $210.0K | 0.00% | −773−5.0% | Reduced |
| Marco Investment Management LLC | 14,655 | $209.0K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 13,762 | $197.0K | 0.00% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 13,573 | $193.0K | 0.09% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 13,474 | $192.0K | 0.05% | +13,474 | New |
| Eudaimonia Partners, LLC | 13,236 | $189.0K | 0.03% | +13,236 | New |
| Stratos Wealth Partners, LTD. | 12,450 | $177.0K | 0.00% | +1,800+16.9% | Added |
| Advisors Capital Management, LLC | 12,078 | $172.0K | 0.00% | −7,725−39.0% | Reduced |
| Cordasco Financial Network | 11,877 | $169.0K | 0.11% | 00.0% | Unchanged |
| Private Capital Management LLC | 11,165 | $159.0K | 0.05% | −98−0.9% | Reduced |
| Global Endowment Management, LP | 10,000 | $143.0K | 0.01% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 10,059 | $143.0K | 0.09% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 10,000 | $143.0K | 0.08% | +10,000 | New |
| Carret Asset Management, LLC | 10,000 | $142.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 8,376 | $119.0K | 0.00% | +5,210+164.6% | Added |
| Koshinski Asset Management, Inc. | 8,347 | $118.9K | 0.01% | +42+0.5% | Added |
| Proequities, Inc. | 7,761 | $112.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 7,890 | $112.0K | 0.01% | +2,468+45.5% | Added |
| US Bancorp | 7,725 | $110.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 7,594 | $108.0K | 0.09% | +7,594 | New |
| IFP Advisors, Inc | 5,526 | $79.0K | 0.00% | +5,526 | New |
| Dividend Assets Capital, LLC | 5,069 | $72.0K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 5,000 | $71.0K | 0.07% | +5,000 | New |
| Umb Bank N A | 4,929 | $70.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,120 | $58.0K | 0.00% | −189−4.4% | Reduced |