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, Q3 2022
Institutional positions in Nuveen S&P 500 BuyWrite Income Fund as of Sep 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
- 125
- +1 vs. Q2 2022
- Shares held
- 25.8M
- +155.2K (+0.6%) vs. Q2 2022
- Total value
- $307.1M
- −$10.6M (−3.3%) vs. Q2 2022
- New holders
- 15
- 45 more added
- Sold out
- 14
- 35 more reduced
3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Nuveen S&P 500 BuyWrite Income Fund; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 11,072,327 | $131.5M | 0.02% | +375,987+3.5% | Added |
| UBS Group AG | 1,835,752 | $21.8M | 0.01% | −153,646−7.7% | Reduced |
| LPL Financial LLC | 1,544,618 | $18.4M | 0.02% | −84,015−5.2% | Reduced |
| Wells Fargo & Company | 1,499,652 | $17.8M | 0.01% | +155,808+11.6% | Added |
| Invesco Ltd. | 868,881 | $10.3M | 0.00% | −4,011−0.5% | Reduced |
| Royal Bank of Canada | 726,586 | $8.63M | 0.00% | +48,849+7.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 725,064 | $8.61M | 0.02% | +31,960+4.6% | Added |
| Bank of America Corp | 687,203 | $8.16M | 0.00% | +177,892+34.9% | Added |
| Guggenheim Capital LLC | 664,871 | $7.90M | 0.07% | −48,390−6.8% | Reduced |
| Raymond James & Associates | 578,768 | $6.88M | 0.01% | +64,237+12.5% | Added |
| Commonwealth Equity Services, LLC | 456,497 | $5.42M | 0.01% | +13,550+3.1% | Added |
| Lindbrook Capital, LLC | 400,890 | $4.76M | 0.80% | −39,113−8.9% | Reduced |
| Advisor Group Holdings, Inc. | 359,538 | $4.27M | 0.01% | +81,194+29.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 330,571 | $3.93M | 0.02% | +24,694+8.1% | Added |
| MONECO Advisors, LLC | 292,642 | $3.48M | 1.39% | −703−0.2% | Reduced |
| Focused Wealth Management, Inc | 286,398 | $3.40M | 0.71% | +3,008+1.1% | Added |
| Janney Montgomery Scott LLC | 228,381 | $2.71M | 0.01% | +78,985+52.9% | Added |
| Stifel Financial Corp | 217,224 | $2.58M | 0.00% | +9,281+4.5% | Added |
| Ameriprise Financial Inc | 206,070 | $2.45M | 0.00% | −3,173−1.5% | Reduced |
| Advisors Asset Management, Inc. | 165,846 | $1.97M | 0.04% | −116,974−41.4% | Reduced |
| Twelve Points Wealth Management LLC | 131,973 | $1.57M | 1.22% | +9,751+8.0% | Added |
| Northwestern Mutual Wealth Management Co | 125,463 | $1.49M | 0.00% | −3,066−2.4% | Reduced |
| Arbor Capital Management Inc | 97,315 | $1.23M | 1.11% | −328−0.3% | Reduced |
| Shulman DeMeo Asset Management LLC | 100,453 | $1.19M | 0.42% | −109−0.1% | Reduced |
| Atria Wealth Solutions, Inc. | 96,885 | $1.17M | 0.02% | +33,466+52.8% | Added |
| Prospera Financial Services Inc | 89,788 | $1.07M | 0.06% | +3,221+3.7% | Added |
| Moors & Cabot, Inc. | 84,349 | $1.00M | 0.08% | +1,440+1.7% | Added |
| Islay Capital Management, LLC | 77,647 | $922.0K | 1.10% | −26,914−25.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 75,556 | $898.0K | 0.06% | +22,653+42.8% | Added |
| D.A. Davidson & Co. | 73,640 | $875.0K | 0.01% | +3,312+4.7% | Added |
| Commons Capital, LLC | 71,169 | $845.0K | 1.34% | +1,130+1.6% | Added |
| National Asset Management, Inc. | 69,482 | $826.0K | 0.02% | +26,730+62.5% | Added |
| Cetera Advisor Networks LLC | 68,589 | $815.0K | 0.01% | +3,209+4.9% | Added |
| Claraphi Advisory Network, LLC | 62,654 | $744.0K | 0.40% | −40,056−39.0% | Reduced |
| StoneX Group Inc. | 61,050 | $739.7K | 0.10% | −6,446−9.6% | Reduced |
| Truist Financial Corp | 60,724 | $721.0K | 0.00% | +5,559+10.1% | Added |
| Patten Group, Inc. | 54,325 | $661.0K | 0.23% | +7,703+16.5% | Added |
| Armor Investment Advisors, LLC | 49,657 | $590.0K | 0.40% | −14,621−22.7% | Reduced |
| Glen Eagle Advisors, LLC | 46,294 | $550.0K | 0.16% | +916+2.0% | Added |
| Steward Partners Investment Advisory, LLC | 43,001 | $511.0K | 0.01% | +3,030+7.6% | Added |
| IFP Advisors, Inc | 34,303 | $485.0K | 0.01% | +28,777+520.8% | Added |
| Kestra Private Wealth Services, LLC | 39,357 | $468.0K | 0.03% | +15,126+62.4% | Added |
| Howard Wealth Management, LLC | 38,904 | $462.0K | 0.33% | +38,904 | New |
| Venture Visionary Partners LLC | 37,777 | $448.0K | 0.04% | +78+0.2% | Added |
| Pflug Koory, LLC | 36,717 | $436.0K | 0.27% | +125+0.3% | Added |
| Great Valley Advisor Group, Inc. | 29,553 | $351.0K | 0.02% | −400−1.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 28,733 | $341.0K | 0.08% | −1,277−4.3% | Reduced |
| International Assets Investment Management, LLC | 28,164 | $335.0K | 0.07% | −2,279−7.5% | Reduced |
| Bank of Montreal | 27,489 | $331.0K | 0.00% | +27,489 | New |
| Jackson, Grant Investment Advisers, Inc. | 26,748 | $318.0K | 0.17% | +371+1.4% | Added |
| Capstone Financial Advisors, Inc. | 26,423 | $314.0K | 0.03% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 24,295 | $289.0K | 0.03% | +24,295 | New |
| AE Wealth Management LLC | 24,134 | $287.0K | 0.00% | +2,080+9.4% | Added |
| Regal Investment Advisors LLC | 22,163 | $263.0K | 0.03% | +411+1.9% | Added |
| Hilltop Holdings Inc. | 21,762 | $259.0K | 0.04% | −589−2.6% | Reduced |
| Stephens Inc | 21,732 | $258.0K | 0.01% | +1,755+8.8% | Added |
| Encompass Wealth Advisors, LLC | 21,215 | $252.0K | 0.10% | +393+1.9% | Added |
| Mark Stevens | 21,024 | $250.0K | 0.03% | −2,212−9.5% | Reduced |
| Equitable Holdings, Inc. | 20,723 | $246.0K | 0.00% | −63−0.3% | Reduced |
| Baird Financial Group, Inc. | 20,677 | $246.0K | 0.00% | +2,000+10.7% | Added |
| The PNC Financial Services Group, Inc. | 20,211 | $241.0K | 0.00% | +2,486+14.0% | Added |
| Marco Investment Management LLC | 20,300 | $241.0K | 0.03% | +5,645+38.5% | Added |
| Stratos Wealth Partners, LTD. | 20,151 | $239.0K | 0.01% | −301−1.5% | Reduced |
| Kestra Advisory Services, LLC | 19,770 | $235.0K | 0.00% | +19,770 | New |
| Apriem Advisors | 19,675 | $234.0K | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 19,654 | $233.0K | 0.00% | −215,941−91.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 19,396 | $230.0K | 0.03% | −62−0.3% | Reduced |
| Maltin Wealth Management, Inc. | 16,825 | $200.0K | 0.16% | −16,597−49.7% | Reduced |
| Shaker Financial Services, LLC | 16,740 | $199.0K | 0.10% | −235,042−93.4% | Reduced |
| Nations Financial Group Inc, | 16,744 | $199.0K | 0.03% | 00.0% | Unchanged |
| Commerce Bank | 15,540 | $185.0K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 15,068 | $179.0K | 0.00% | +3,523+30.5% | Added |
| Apella Capital, LLC | 14,237 | $169.0K | 0.02% | +263+1.9% | Added |
| Founders Financial Alliance, LLC | 14,218 | $169.0K | 0.09% | +14,218 | New |
| US Bancorp | 14,057 | $167.0K | 0.00% | +666+5.0% | Added |
| Oppenheimer & Co Inc | 14,016 | $167.0K | 0.00% | +778+5.9% | Added |
| Davenport & Co LLC | 13,927 | $165.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 13,873 | $165.0K | 0.00% | +60.0% | Added |
| Mercer Global Advisors Inc | 13,768 | $163.0K | 0.00% | +13,768 | New |
| HighTower Advisors, LLC | 13,675 | $162.0K | 0.00% | −107−0.8% | Reduced |
| Wealth Dimensions Group, Ltd. | 13,573 | $161.0K | 0.08% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 13,474 | $160.0K | 0.05% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 13,310 | $158.0K | 0.01% | 00.0% | Unchanged |
| Summit Financial, LLC | 12,203 | $147.9K | 0.01% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 12,288 | $146.0K | 0.04% | −974−7.3% | Reduced |
| Bank of New York Mellon Corp | 12,114 | $144.0K | 0.00% | +493+4.2% | Added |
| Private Capital Management LLC | 11,165 | $133.0K | 0.05% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 11,165 | $133.0K | 0.05% | +11,165 | New |
| Private Advisor Group, LLC | 10,739 | $128.0K | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 10,059 | $120.0K | 0.10% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 10,085 | $120.0K | 0.09% | +10,085 | New |
| Carret Asset Management, LLC | 10,000 | $119.0K | 0.02% | −203−2.0% | Reduced |
| Global Endowment Management, LP | 10,000 | $119.0K | 0.01% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 10,000 | $119.0K | 0.08% | 00.0% | Unchanged |
| Citigroup Inc | 9,338 | $111.0K | 0.00% | −16,228−63.5% | Reduced |
| Centaurus Financial, Inc. | 8,621 | $102.0K | 0.01% | +8,621 | New |
| Harbor Investment Advisory, LLC | 7,890 | $94.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 7,856 | $93.0K | 0.00% | −520−6.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 7,594 | $90.0K | 0.09% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 7,241 | $86.0K | 0.01% | +3,112+75.4% | Added |