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 |
|---|---|---|---|---|---|
| Shulman DeMeo Asset Management LLC | 100,562 | $1.24M | 0.41% | −636−0.6% | Reduced |
| Claraphi Advisory Network, LLC | 102,710 | $1.27M | 0.45% | −8,355−7.5% | Reduced |
| Islay Capital Management, LLC | 104,561 | $1.29M | 1.35% | −2,928−2.7% | Reduced |
| Twelve Points Wealth Management LLC | 122,222 | $1.51M | 1.16% | +26,407+27.6% | Added |
| Northwestern Mutual Wealth Management Co | 128,529 | $1.59M | 0.00% | −20,088−13.5% | Reduced |
| Janney Montgomery Scott LLC | 149,396 | $1.86M | 0.01% | +15,892+11.9% | Added |
| Stifel Financial Corp | 207,943 | $2.57M | 0.00% | −51,034−19.7% | Reduced |
| Ameriprise Financial Inc | 209,243 | $2.59M | 0.00% | −6,402−3.0% | Reduced |
| Rockefeller Capital Management L.P. | 235,595 | $2.91M | 0.02% | −6,216−2.6% | Reduced |
| Shaker Financial Services, LLC | 251,782 | $3.12M | 1.52% | +183,474+268.6% | Added |
| Advisor Group Holdings, Inc. | 278,344 | $3.44M | 0.01% | −10,646−3.7% | Reduced |
| Advisors Asset Management, Inc. | 282,820 | $3.50M | 0.06% | +282,820 | New |
| Focused Wealth Management, Inc | 283,390 | $3.51M | 0.64% | +9,975+3.6% | Added |
| MONECO Advisors, LLC | 293,345 | $3.63M | 1.41% | −5,933−2.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 305,877 | $3.78M | 0.02% | +74,043+31.9% | Added |
| Lindbrook Capital, LLC | 440,003 | $5.44M | 0.90% | −136,411−23.7% | Reduced |
| Commonwealth Equity Services, LLC | 442,947 | $5.48M | 0.01% | −5,592−1.2% | Reduced |
| Bank of America Corp | 509,311 | $6.30M | 0.00% | +33,788+7.1% | Added |
| Raymond James & Associates | 514,531 | $6.37M | 0.01% | +51,780+11.2% | Added |
| Royal Bank of Canada | 677,737 | $8.38M | 0.00% | +30,180+4.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 693,104 | $8.57M | 0.02% | +124,876+22.0% | Added |
| Guggenheim Capital LLC | 713,261 | $8.82M | 0.07% | +1,458+0.2% | Added |
| Invesco Ltd. | 872,892 | $10.8M | 0.00% | −410,828−32.0% | Reduced |
| Wells Fargo & Company | 1,343,844 | $16.6M | 0.01% | +108,882+8.8% | Added |
| LPL Financial LLC | 1,628,633 | $20.1M | 0.02% | −58,819−3.5% | Reduced |
| UBS Group AG | 1,989,398 | $24.6M | 0.01% | −7990.0% | Reduced |
| Morgan Stanley | 10,696,340 | $132.3M | 0.02% | +520,024+5.1% | Added |
| 1607 Capital Partners, LLC | 0 | $0 | 0.00% | −124,677−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −40,288−100.0% | Sold out |
| Howard Wealth Management, LLC | 0 | $0 | 0.00% | −39,593−100.0% | Sold out |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −31,629−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −26,038−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −18,173−100.0% | Sold out |
| Founders Financial Alliance, LLC | 0 | $0 | 0.00% | −16,524−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −16,215−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −8,347−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −2,538−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,566−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −1,401−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −619−100.0% | Sold out |