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 |
|---|---|---|---|---|---|
| Key Financial Inc | 37 | $0 | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 54 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 289 | $4.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 285 | $4.00K | 0.00% | +5+1.8% | Added |
| CWM, LLC | 526 | $7.00K | 0.00% | +526 | New |
| Stephens Consulting, LLC | 744 | $9.20K | 0.01% | +744 | New |
| Huntington National Bank | – | $11.0K | 0.00% | – | New |
| Baldwin Brothers Inc | 1,061 | $13.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,239 | $15.0K | 0.00% | −3,830−75.6% | Reduced |
| Ten Capital Wealth Advisors, LLC | 1,250 | $15.0K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,223 | $15.0K | 0.00% | +1,223 | New |
| Karlinski Andrew C | 1,269 | $16.0K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 1,293 | $16.0K | 0.00% | +1,293 | New |
| Hoese & Co LLP | 1,750 | $22.0K | 0.02% | −1,750−50.0% | Reduced |
| Johnson Midwest Financial, LLC | 2,447 | $30.0K | 0.04% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,485 | $31.0K | 0.02% | −625−20.1% | Reduced |
| Signaturefd, LLC | 2,511 | $31.0K | 0.00% | +2,511 | New |
| ACG Wealth | 3,106 | $38.0K | 0.01% | +3,106 | New |
| Global Retirement Partners, LLC | 3,129 | $39.0K | 0.00% | +3,129 | New |
| American Portfolios Advisors | 3,663 | $45.3K | 0.00% | +287+8.5% | Added |
| Geneos Wealth Management Inc. | 4,129 | $52.0K | 0.00% | +9+0.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,306 | $53.0K | 0.00% | +4,111+2,108.2% | Added |
| FNY Investment Advisers, LLC | 5,000 | $61.0K | 0.05% | 00.0% | Unchanged |
| Umb Bank N A | 4,929 | $61.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 5,095 | $63.0K | 0.02% | +5,095 | New |
| IFP Advisors, Inc | 5,526 | $79.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 7,594 | $94.0K | 0.09% | 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 |
| Allworth Financial LP | 8,376 | $104.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Carret Asset Management, LLC | 10,203 | $126.0K | 0.02% | +203+2.0% | Added |
| Private Advisor Group, LLC | 10,739 | $133.0K | 0.00% | +10,739 | New |
| Avantax Advisory Services, Inc. | 11,545 | $143.0K | 0.00% | +11,545 | New |
| Bank of New York Mellon Corp | 11,621 | $144.0K | 0.00% | +11,621 | New |
| 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 |
| Measured Wealth Private Client Group, LLC | 12,355 | $153.0K | 0.07% | −7,744−38.5% | Reduced |
| Summit Financial, LLC | 12,203 | $153.8K | 0.01% | +12,203 | New |
| Private Capital Management LLC | 11,165 | $159.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| CoreCap Advisors, LLC | 13,310 | $165.0K | 0.01% | −10,184−43.3% | Reduced |
| US Bancorp | 13,391 | $166.0K | 0.00% | +5,666+73.3% | Added |
| Occidental Asset Management, LLC | 13,474 | $167.0K | 0.05% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 13,573 | $168.0K | 0.08% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 13,782 | $171.0K | 0.00% | −807−5.5% | Reduced |
| 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 |
| Apella Capital, LLC | 13,974 | $173.0K | 0.02% | +13,974 | New |
| Goldman Sachs Group Inc | 14,251 | $176.0K | 0.00% | +14,251 | New |
| Marco Investment Management LLC | 14,655 | $181.0K | 0.02% | 00.0% | Unchanged |
| Commerce Bank | 15,540 | $192.0K | 0.00% | +721+4.9% | Added |
| Nations Financial Group Inc, | 16,744 | $207.0K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 17,725 | $220.0K | 0.00% | +3,963+28.8% | Added |
| 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 |
| Sheaff Brock Investment Advisors, LLC | 19,458 | $241.0K | 0.03% | −26−0.1% | Reduced |
| Apriem Advisors | 19,675 | $243.0K | 0.04% | 00.0% | Unchanged |
| Stephens Inc | 19,977 | $247.0K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 20,452 | $253.0K | 0.01% | +8,002+64.3% | Added |
| Equitable Holdings, Inc. | 20,786 | $257.0K | 0.00% | +74+0.4% | Added |
| Encompass Wealth Advisors, LLC | 20,822 | $258.0K | 0.09% | +338+1.7% | Added |
| Regal Investment Advisors LLC | 21,752 | $269.0K | 0.03% | +353+1.6% | Added |
| AE Wealth Management LLC | 22,054 | $273.0K | 0.00% | +3,128+16.5% | Added |
| Hilltop Holdings Inc. | 22,351 | $276.0K | 0.04% | +22,351 | New |
| Mark Stevens | 23,236 | $287.0K | 0.04% | −35,134−60.2% | Reduced |
| Kestra Private Wealth Services, LLC | 24,231 | $300.0K | 0.02% | +86+0.4% | Added |
| Citigroup Inc | 25,566 | $316.0K | 0.00% | −5,154−16.8% | Reduced |
| Millennium Management LLC | 25,858 | $320.0K | 0.00% | +25,858 | New |
| Jackson, Grant Investment Advisers, Inc. | 26,377 | $326.0K | 0.16% | +349+1.3% | Added |
| Capstone Financial Advisors, Inc. | 26,423 | $327.0K | 0.03% | −2,277−7.9% | Reduced |
| 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 |
| International Assets Investment Management, LLC | 30,443 | $377.0K | 0.07% | +350+1.2% | Added |
| Maltin Wealth Management, Inc. | 33,422 | $413.0K | 0.30% | −19,910−37.3% | Reduced |
| BFT Financial Group, LLC | 34,991 | $433.0K | 0.12% | 00.0% | Unchanged |
| Pflug Koory, LLC | 36,592 | $453.0K | 0.26% | +100+0.3% | Added |
| Venture Visionary Partners LLC | 37,699 | $466.3K | 0.04% | −1,289−3.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 39,971 | $494.0K | 0.01% | +2,770+7.4% | Added |
| HRT Financial LP | 40,853 | $505.0K | 0.01% | +40,853 | New |
| National Asset Management, Inc. | 42,752 | $530.0K | 0.02% | +11,433+36.5% | Added |
| B. Riley Wealth Management, Inc. | 43,126 | $533.0K | 0.05% | +24,926+137.0% | Added |
| Glen Eagle Advisors, LLC | 45,378 | $561.3K | 0.15% | +514+1.1% | Added |
| Patten Group, Inc. | 46,622 | $604.0K | 0.19% | +702+1.5% | Added |
| Spire Wealth Management | 49,885 | $617.0K | 0.03% | −43,491−46.6% | Reduced |
| Integrated Wealth Concepts LLC | 51,271 | $634.0K | 0.02% | +51,271 | New |
| Hennion & Walsh Asset Management, Inc. | 52,903 | $654.0K | 0.04% | +33,394+171.2% | Added |
| Truist Financial Corp | 55,165 | $682.0K | 0.00% | +2,949+5.6% | Added |
| 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 |
| Cetera Advisor Networks LLC | 65,380 | $809.0K | 0.01% | −373−0.6% | Reduced |
| StoneX Group Inc. | 67,496 | $849.5K | 0.10% | +5,453+8.8% | Added |
| Commons Capital, LLC | 70,039 | $866.0K | 1.31% | −655−0.9% | Reduced |
| D.A. Davidson & Co. | 70,328 | $870.0K | 0.01% | +8,727+14.2% | Added |
| Moors & Cabot, Inc. | 82,909 | $1.03M | 0.07% | −1,280−1.5% | Reduced |
| Prospera Financial Services Inc | 86,567 | $1.07M | 0.05% | +2,828+3.4% | Added |
| Arbor Capital Management Inc | 97,643 | $1.21M | 1.15% | −820−0.8% | Reduced |