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 |
|---|---|---|---|---|---|
| Northern Oak Wealth Management Inc | 54 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 195 | $3.00K | 0.00% | +195 | New |
| Fifth Third Bancorp | 289 | $4.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 280 | $4.00K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 619 | $9.00K | 0.00% | +619 | New |
| Clearstead Advisors, LLC | 1,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,061 | $15.0K | 0.00% | +1,061 | New |
| Ten Capital Wealth Advisors, LLC | 1,250 | $18.0K | 0.01% | 00.0% | Unchanged |
| Karlinski Andrew C | 1,269 | $18.0K | 0.03% | +1,269 | New |
| North Star Investment Management Corp. | 1,401 | $20.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,566 | $22.0K | 0.00% | +1,566 | New |
| Johnson Midwest Financial, LLC | 2,447 | $35.0K | 0.05% | 00.0% | Unchanged |
| Valley National Advisers Inc | 2,538 | $36.0K | 0.01% | +2,538 | New |
| CoreFirst Bank & Trust | 3,110 | $44.0K | 0.03% | 00.0% | Unchanged |
| American Portfolios Advisors | 3,376 | $48.1K | 0.00% | +1,775+110.9% | Added |
| Hoese & Co LLP | 3,500 | $50.0K | 0.05% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,120 | $58.0K | 0.00% | −189−4.4% | Reduced |
| Umb Bank N A | 4,929 | $70.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 5,000 | $71.0K | 0.07% | +5,000 | New |
| Dividend Assets Capital, LLC | 5,069 | $72.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,526 | $79.0K | 0.00% | +5,526 | New |
| Hazlett, Burt & Watson, Inc. | 7,594 | $108.0K | 0.09% | +7,594 | New |
| US Bancorp | 7,725 | $110.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Koshinski Asset Management, Inc. | 8,347 | $118.9K | 0.01% | +42+0.5% | Added |
| Allworth Financial LP | 8,376 | $119.0K | 0.00% | +5,210+164.6% | Added |
| Carret Asset Management, LLC | 10,000 | $142.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Private Capital Management LLC | 11,165 | $159.0K | 0.05% | −98−0.9% | Reduced |
| Cordasco Financial Network | 11,877 | $169.0K | 0.11% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 12,078 | $172.0K | 0.00% | −7,725−39.0% | Reduced |
| Stratos Wealth Partners, LTD. | 12,450 | $177.0K | 0.00% | +1,800+16.9% | Added |
| Eudaimonia Partners, LLC | 13,236 | $189.0K | 0.03% | +13,236 | New |
| Occidental Asset Management, LLC | 13,474 | $192.0K | 0.05% | +13,474 | New |
| Wealth Dimensions Group, Ltd. | 13,573 | $193.0K | 0.09% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 13,762 | $197.0K | 0.00% | 00.0% | Unchanged |
| Marco Investment Management LLC | 14,655 | $209.0K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 14,589 | $210.0K | 0.00% | −773−5.0% | Reduced |
| Commerce Bank | 14,819 | $211.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 14,861 | $212.0K | 0.00% | +1,792+13.7% | Added |
| Oppenheimer & Co Inc | 15,234 | $217.0K | 0.00% | −400−2.6% | Reduced |
| MAI Capital Management | 16,215 | $231.0K | 0.00% | −4,511−21.8% | Reduced |
| Founders Financial Alliance, LLC | 16,524 | $235.0K | 0.10% | −477−2.8% | Reduced |
| Nations Financial Group Inc, | 16,744 | $239.0K | 0.03% | +16,744 | New |
| Baird Financial Group, Inc. | 17,586 | $251.0K | 0.00% | −390−2.2% | Reduced |
| 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 |
| AE Wealth Management LLC | 18,926 | $270.0K | 0.00% | +18,926 | New |
| 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 |
| Apriem Advisors | 19,675 | $280.0K | 0.04% | 00.0% | Unchanged |
| Stephens Inc | 19,977 | $285.0K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 20,099 | $286.0K | 0.11% | −484−2.4% | Reduced |
| Encompass Wealth Advisors, LLC | 20,484 | $292.0K | 0.07% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 20,712 | $295.0K | 0.00% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 21,399 | $305.0K | 0.03% | −41−0.2% | Reduced |
| CoreCap Advisors, LLC | 23,494 | $335.0K | 0.02% | +19,006+423.5% | Added |
| Kestra Private Wealth Services, LLC | 24,145 | $344.0K | 0.02% | +4,000+19.9% | Added |
| 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 |
| Capstone Financial Advisors, Inc. | 28,700 | $409.0K | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 30,093 | $429.0K | 0.08% | +2,766+10.1% | Added |
| Citigroup Inc | 30,720 | $438.0K | 0.00% | −3,861−11.2% | Reduced |
| National Asset Management, Inc. | 31,319 | $447.0K | 0.01% | +441+1.4% | Added |
| Blue Bell Private Wealth Management, LLC | 31,629 | $451.0K | 0.13% | −17,631−35.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 33,020 | $471.0K | 0.08% | −1,094−3.2% | Reduced |
| BFT Financial Group, LLC | 34,991 | $499.0K | 0.08% | +34,991 | New |
| Pflug Koory, LLC | 36,492 | $520.0K | 0.26% | +9,000+32.7% | Added |
| Steward Partners Investment Advisory, LLC | 37,201 | $530.0K | 0.01% | +5,600+17.7% | Added |
| Venture Visionary Partners LLC | 38,988 | $555.0K | 0.04% | +56+0.1% | Added |
| Howard Wealth Management, LLC | 39,593 | $564.0K | 0.31% | −63−0.2% | Reduced |
| Bank of Montreal | 40,288 | $593.0K | 0.00% | −39,031−49.2% | Reduced |
| Glen Eagle Advisors, LLC | 44,864 | $639.3K | 0.17% | +500+1.1% | Added |
| Patten Group, Inc. | 45,920 | $654.0K | 0.18% | +3,020+7.0% | Added |
| Truist Financial Corp | 52,216 | $744.0K | 0.00% | −15,086−22.4% | Reduced |
| Maltin Wealth Management, Inc. | 53,332 | $760.0K | 0.50% | −6,244−10.5% | Reduced |
| Atria Wealth Solutions, Inc. | 56,868 | $823.0K | 0.01% | +56,868 | New |
| Mark Stevens | 58,370 | $832.0K | 0.09% | −581,096−90.9% | Reduced |
| D.A. Davidson & Co. | 61,601 | $878.0K | 0.01% | +4,262+7.4% | Added |
| StoneX Group Inc. | 62,043 | $898.8K | 0.07% | −330−0.5% | Reduced |
| Cetera Advisor Networks LLC | 65,753 | $937.0K | 0.01% | +8,037+13.9% | Added |
| Shaker Financial Services, LLC | 68,308 | $973.0K | 0.37% | −273,697−80.0% | Reduced |
| Commons Capital, LLC | 70,694 | $1.01M | 1.09% | −50−0.1% | Reduced |
| Prospera Financial Services Inc | 83,739 | $1.19M | 0.05% | −582−0.7% | Reduced |
| Moors & Cabot, Inc. | 84,189 | $1.20M | 0.07% | −3,567−4.1% | Reduced |
| Spire Wealth Management | 93,376 | $1.33M | 0.04% | +13,320+16.6% | Added |
| Twelve Points Wealth Management LLC | 95,815 | $1.36M | 1.02% | +44,391+86.3% | Added |
| Arbor Capital Management Inc | 98,463 | $1.41M | 1.08% | +12,888+15.1% | Added |
| Shulman DeMeo Asset Management LLC | 101,198 | $1.44M | 0.40% | −7,544−6.9% | Reduced |
| Islay Capital Management, LLC | 107,489 | $1.53M | 1.27% | +19,927+22.8% | Added |
| Claraphi Advisory Network, LLC | 111,065 | $1.58M | 0.46% | +86,949+360.5% | Added |
| 1607 Capital Partners, LLC | 124,677 | $1.78M | 0.10% | −46,643−27.2% | Reduced |
| Janney Montgomery Scott LLC | 133,504 | $1.90M | 0.01% | +19,922+17.5% | Added |
| Northwestern Mutual Wealth Management Co | 148,617 | $2.12M | 0.00% | −12,309−7.6% | Reduced |
| Ameriprise Financial Inc | 215,645 | $3.08M | 0.00% | −13,374−5.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 231,834 | $3.30M | 0.02% | +11,649+5.3% | Added |