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, Q2 2022
Institutional positions in Nuveen S&P 500 BuyWrite Income Fund as of Jun 30, 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
- 127
- +10 vs. Q1 2022
- Shares held
- 25.8M
- +757.5K (+3.0%) vs. Q1 2022
- Total value
- $318.8M
- −$37.5M (−10.5%) vs. Q1 2022
- New holders
- 24
- 43 more added
- Sold out
- 14
- 34 more reduced
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Nuveen S&P 500 BuyWrite Income Fund; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 10,696,340 | $132.3M | 0.02% | +520,024+5.1% | Added |
| UBS Group AG | 1,989,398 | $24.6M | 0.01% | −7990.0% | Reduced |
| LPL Financial LLC | 1,628,633 | $20.1M | 0.02% | −58,819−3.5% | Reduced |
| Wells Fargo & Company | 1,343,844 | $16.6M | 0.01% | +108,882+8.8% | Added |
| Invesco Ltd. | 872,892 | $10.8M | 0.00% | −410,828−32.0% | Reduced |
| Guggenheim Capital LLC | 713,261 | $8.82M | 0.07% | +1,458+0.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 693,104 | $8.57M | 0.02% | +124,876+22.0% | Added |
| Royal Bank of Canada | 677,737 | $8.38M | 0.00% | +30,180+4.7% | Added |
| Raymond James & Associates | 514,531 | $6.37M | 0.01% | +51,780+11.2% | Added |
| Bank of America Corp | 509,311 | $6.30M | 0.00% | +33,788+7.1% | Added |
| Commonwealth Equity Services, LLC | 442,947 | $5.48M | 0.01% | −5,592−1.2% | Reduced |
| Lindbrook Capital, LLC | 440,003 | $5.44M | 0.90% | −136,411−23.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 305,877 | $3.78M | 0.02% | +74,043+31.9% | Added |
| MONECO Advisors, LLC | 293,345 | $3.63M | 1.41% | −5,933−2.0% | Reduced |
| Focused Wealth Management, Inc | 283,390 | $3.51M | 0.64% | +9,975+3.6% | Added |
| Advisors Asset Management, Inc. | 282,820 | $3.50M | 0.06% | +282,820 | New |
| Advisor Group Holdings, Inc. | 278,344 | $3.44M | 0.01% | −10,646−3.7% | Reduced |
| Shaker Financial Services, LLC | 251,782 | $3.12M | 1.52% | +183,474+268.6% | Added |
| Rockefeller Capital Management L.P. | 235,595 | $2.91M | 0.02% | −6,216−2.6% | Reduced |
| Ameriprise Financial Inc | 209,243 | $2.59M | 0.00% | −6,402−3.0% | Reduced |
| Stifel Financial Corp | 207,943 | $2.57M | 0.00% | −51,034−19.7% | Reduced |
| Janney Montgomery Scott LLC | 149,396 | $1.86M | 0.01% | +15,892+11.9% | Added |
| Northwestern Mutual Wealth Management Co | 128,529 | $1.59M | 0.00% | −20,088−13.5% | Reduced |
| Twelve Points Wealth Management LLC | 122,222 | $1.51M | 1.16% | +26,407+27.6% | Added |
| Islay Capital Management, LLC | 104,561 | $1.29M | 1.35% | −2,928−2.7% | Reduced |
| Claraphi Advisory Network, LLC | 102,710 | $1.27M | 0.45% | −8,355−7.5% | Reduced |
| Shulman DeMeo Asset Management LLC | 100,562 | $1.24M | 0.41% | −636−0.6% | Reduced |
| Arbor Capital Management Inc | 97,643 | $1.21M | 1.15% | −820−0.8% | Reduced |
| Prospera Financial Services Inc | 86,567 | $1.07M | 0.05% | +2,828+3.4% | Added |
| Moors & Cabot, Inc. | 82,909 | $1.03M | 0.07% | −1,280−1.5% | Reduced |
| D.A. Davidson & Co. | 70,328 | $870.0K | 0.01% | +8,727+14.2% | Added |
| Commons Capital, LLC | 70,039 | $866.0K | 1.31% | −655−0.9% | Reduced |
| StoneX Group Inc. | 67,496 | $849.5K | 0.10% | +5,453+8.8% | Added |
| Cetera Advisor Networks LLC | 65,380 | $809.0K | 0.01% | −373−0.6% | Reduced |
| Atria Wealth Solutions, Inc. | 63,419 | $795.0K | 0.02% | +6,551+11.5% | Added |
| Armor Investment Advisors, LLC | 64,278 | $795.0K | 0.52% | +64,278 | New |
| Truist Financial Corp | 55,165 | $682.0K | 0.00% | +2,949+5.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 52,903 | $654.0K | 0.04% | +33,394+171.2% | Added |
| Integrated Wealth Concepts LLC | 51,271 | $634.0K | 0.02% | +51,271 | New |
| Spire Wealth Management | 49,885 | $617.0K | 0.03% | −43,491−46.6% | Reduced |
| Patten Group, Inc. | 46,622 | $604.0K | 0.19% | +702+1.5% | Added |
| Glen Eagle Advisors, LLC | 45,378 | $561.3K | 0.15% | +514+1.1% | Added |
| B. Riley Wealth Management, Inc. | 43,126 | $533.0K | 0.05% | +24,926+137.0% | Added |
| National Asset Management, Inc. | 42,752 | $530.0K | 0.02% | +11,433+36.5% | Added |
| HRT Financial LP | 40,853 | $505.0K | 0.01% | +40,853 | New |
| Steward Partners Investment Advisory, LLC | 39,971 | $494.0K | 0.01% | +2,770+7.4% | Added |
| Venture Visionary Partners LLC | 37,699 | $466.3K | 0.04% | −1,289−3.3% | Reduced |
| Pflug Koory, LLC | 36,592 | $453.0K | 0.26% | +100+0.3% | Added |
| BFT Financial Group, LLC | 34,991 | $433.0K | 0.12% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 33,422 | $413.0K | 0.30% | −19,910−37.3% | Reduced |
| International Assets Investment Management, LLC | 30,443 | $377.0K | 0.07% | +350+1.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 30,010 | $371.0K | 0.08% | −3,010−9.1% | Reduced |
| Great Valley Advisor Group, Inc. | 29,953 | $371.0K | 0.02% | +29,953 | New |
| Capstone Financial Advisors, Inc. | 26,423 | $327.0K | 0.03% | −2,277−7.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 26,377 | $326.0K | 0.16% | +349+1.3% | Added |
| Millennium Management LLC | 25,858 | $320.0K | 0.00% | +25,858 | New |
| Citigroup Inc | 25,566 | $316.0K | 0.00% | −5,154−16.8% | Reduced |
| Kestra Private Wealth Services, LLC | 24,231 | $300.0K | 0.02% | +86+0.4% | Added |
| Mark Stevens | 23,236 | $287.0K | 0.04% | −35,134−60.2% | Reduced |
| Hilltop Holdings Inc. | 22,351 | $276.0K | 0.04% | +22,351 | New |
| AE Wealth Management LLC | 22,054 | $273.0K | 0.00% | +3,128+16.5% | Added |
| Regal Investment Advisors LLC | 21,752 | $269.0K | 0.03% | +353+1.6% | Added |
| Encompass Wealth Advisors, LLC | 20,822 | $258.0K | 0.09% | +338+1.7% | Added |
| Equitable Holdings, Inc. | 20,786 | $257.0K | 0.00% | +74+0.4% | Added |
| Stratos Wealth Partners, LTD. | 20,452 | $253.0K | 0.01% | +8,002+64.3% | Added |
| Stephens Inc | 19,977 | $247.0K | 0.00% | 00.0% | Unchanged |
| Apriem Advisors | 19,675 | $243.0K | 0.04% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 19,458 | $241.0K | 0.03% | −26−0.1% | Reduced |
| Baird Financial Group, Inc. | 18,677 | $231.0K | 0.00% | +1,091+6.2% | Added |
| OTA Financial Group L.P. | 18,741 | $231.0K | 0.11% | +18,741 | New |
| The PNC Financial Services Group, Inc. | 17,725 | $220.0K | 0.00% | +3,963+28.8% | Added |
| Nations Financial Group Inc, | 16,744 | $207.0K | 0.03% | 00.0% | Unchanged |
| Commerce Bank | 15,540 | $192.0K | 0.00% | +721+4.9% | Added |
| Marco Investment Management LLC | 14,655 | $181.0K | 0.02% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 14,251 | $176.0K | 0.00% | +14,251 | New |
| Apella Capital, LLC | 13,974 | $173.0K | 0.02% | +13,974 | New |
| Cetera Advisors LLC | 13,867 | $172.0K | 0.00% | −994−6.7% | Reduced |
| Davenport & Co LLC | 13,927 | $172.0K | 0.00% | +13,927 | New |
| HighTower Advisors, LLC | 13,782 | $171.0K | 0.00% | −807−5.5% | Reduced |
| Wealth Dimensions Group, Ltd. | 13,573 | $168.0K | 0.08% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 13,474 | $167.0K | 0.05% | 00.0% | Unchanged |
| US Bancorp | 13,391 | $166.0K | 0.00% | +5,666+73.3% | Added |
| CoreCap Advisors, LLC | 13,310 | $165.0K | 0.01% | −10,184−43.3% | Reduced |
| Oppenheimer & Co Inc | 13,238 | $164.0K | 0.00% | −1,996−13.1% | Reduced |
| Eudaimonia Partners, LLC | 13,262 | $164.0K | 0.03% | +26+0.2% | Added |
| Private Capital Management LLC | 11,165 | $159.0K | 0.05% | 00.0% | Unchanged |
| Summit Financial, LLC | 12,203 | $153.8K | 0.01% | +12,203 | New |
| Measured Wealth Private Client Group, LLC | 12,355 | $153.0K | 0.07% | −7,744−38.5% | Reduced |
| Advisors Capital Management, LLC | 12,078 | $149.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 12,073 | $149.0K | 0.11% | +196+1.7% | Added |
| Bank of New York Mellon Corp | 11,621 | $144.0K | 0.00% | +11,621 | New |
| Avantax Advisory Services, Inc. | 11,545 | $143.0K | 0.00% | +11,545 | New |
| Private Advisor Group, LLC | 10,739 | $133.0K | 0.00% | +10,739 | New |
| Carret Asset Management, LLC | 10,203 | $126.0K | 0.02% | +203+2.0% | Added |
| Global Endowment Management, LP | 10,000 | $124.0K | 0.01% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 10,059 | $124.0K | 0.09% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 10,000 | $124.0K | 0.08% | 00.0% | Unchanged |
| Allworth Financial LP | 8,376 | $104.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 7,761 | $98.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 7,890 | $98.0K | 0.02% | 00.0% | Unchanged |