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 |
|---|---|---|---|---|---|
| Key Financial Inc | 37 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Tower Research Capital LLC (TRC) | 1 | $0 | 0.00% | +1 | New |
| Horan Securities, Inc. | 95 | $1.00K | 0.00% | +95 | New |
| GPS Wealth Strategies Group, LLC | 290 | $3.00K | 0.00% | +5+1.8% | Added |
| Meeder Asset Management Inc | 365 | $4.00K | 0.00% | +365 | New |
| Huntington National Bank | – | $5.00K | 0.00% | – | – |
| Stephens Consulting, LLC | 744 | $8.84K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,061 | $13.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,293 | $15.0K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 1,269 | $15.0K | 0.02% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,239 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 1,250 | $15.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 1,750 | $21.0K | 0.02% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | – | $21.0K | 0.00% | – | New |
| Oliver Lagore Vanvalin Investment Group | 2,000 | $24.0K | 0.02% | +2,000 | New |
| Johnson Midwest Financial, LLC | 2,447 | $29.0K | 0.11% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,511 | $30.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,485 | $30.0K | 0.03% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,898 | $34.4K | 0.00% | −765−20.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,000 | $48.0K | 0.00% | −306−7.1% | Reduced |
| Umb Bank N A | 4,929 | $59.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 5,000 | $59.0K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 5,190 | $63.0K | 0.01% | −2,571−33.1% | Reduced |
| Spire Wealth Management | 5,500 | $65.0K | 0.00% | −44,385−89.0% | Reduced |
| Geneos Wealth Management Inc. | 7,241 | $86.0K | 0.01% | +3,112+75.4% | Added |
| Hazlett, Burt & Watson, Inc. | 7,594 | $90.0K | 0.09% | 00.0% | Unchanged |
| Allworth Financial LP | 7,856 | $93.0K | 0.00% | −520−6.2% | Reduced |
| Harbor Investment Advisory, LLC | 7,890 | $94.0K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 8,621 | $102.0K | 0.01% | +8,621 | New |
| Citigroup Inc | 9,338 | $111.0K | 0.00% | −16,228−63.5% | Reduced |
| 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 |
| 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 |
| Private Advisor Group, LLC | 10,739 | $128.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Bank of New York Mellon Corp | 12,114 | $144.0K | 0.00% | +493+4.2% | Added |
| Eudaimonia Partners, LLC | 12,288 | $146.0K | 0.04% | −974−7.3% | Reduced |
| Summit Financial, LLC | 12,203 | $147.9K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 13,310 | $158.0K | 0.01% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 13,474 | $160.0K | 0.05% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 13,573 | $161.0K | 0.08% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 13,675 | $162.0K | 0.00% | −107−0.8% | Reduced |
| Mercer Global Advisors Inc | 13,768 | $163.0K | 0.00% | +13,768 | New |
| Davenport & Co LLC | 13,927 | $165.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 13,873 | $165.0K | 0.00% | +60.0% | Added |
| 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 |
| 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 |
| Avantax Advisory Services, Inc. | 15,068 | $179.0K | 0.00% | +3,523+30.5% | Added |
| Commerce Bank | 15,540 | $185.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Maltin Wealth Management, Inc. | 16,825 | $200.0K | 0.16% | −16,597−49.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 19,396 | $230.0K | 0.03% | −62−0.3% | Reduced |
| Rockefeller Capital Management L.P. | 19,654 | $233.0K | 0.00% | −215,941−91.7% | Reduced |
| Apriem Advisors | 19,675 | $234.0K | 0.04% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 19,770 | $235.0K | 0.00% | +19,770 | New |
| Stratos Wealth Partners, LTD. | 20,151 | $239.0K | 0.01% | −301−1.5% | Reduced |
| 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 |
| 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 |
| Mark Stevens | 21,024 | $250.0K | 0.03% | −2,212−9.5% | Reduced |
| Encompass Wealth Advisors, LLC | 21,215 | $252.0K | 0.10% | +393+1.9% | Added |
| Stephens Inc | 21,732 | $258.0K | 0.01% | +1,755+8.8% | Added |
| Hilltop Holdings Inc. | 21,762 | $259.0K | 0.04% | −589−2.6% | Reduced |
| Regal Investment Advisors LLC | 22,163 | $263.0K | 0.03% | +411+1.9% | Added |
| AE Wealth Management LLC | 24,134 | $287.0K | 0.00% | +2,080+9.4% | Added |
| Bluefin Capital Management, LLC | 24,295 | $289.0K | 0.03% | +24,295 | New |
| Capstone Financial Advisors, Inc. | 26,423 | $314.0K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 26,748 | $318.0K | 0.17% | +371+1.4% | Added |
| Bank of Montreal | 27,489 | $331.0K | 0.00% | +27,489 | New |
| International Assets Investment Management, LLC | 28,164 | $335.0K | 0.07% | −2,279−7.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 28,733 | $341.0K | 0.08% | −1,277−4.3% | Reduced |
| Great Valley Advisor Group, Inc. | 29,553 | $351.0K | 0.02% | −400−1.3% | Reduced |
| Pflug Koory, LLC | 36,717 | $436.0K | 0.27% | +125+0.3% | Added |
| Venture Visionary Partners LLC | 37,777 | $448.0K | 0.04% | +78+0.2% | Added |
| Howard Wealth Management, LLC | 38,904 | $462.0K | 0.33% | +38,904 | New |
| Kestra Private Wealth Services, LLC | 39,357 | $468.0K | 0.03% | +15,126+62.4% | Added |
| IFP Advisors, Inc | 34,303 | $485.0K | 0.01% | +28,777+520.8% | Added |
| Steward Partners Investment Advisory, LLC | 43,001 | $511.0K | 0.01% | +3,030+7.6% | Added |
| Glen Eagle Advisors, LLC | 46,294 | $550.0K | 0.16% | +916+2.0% | Added |
| Armor Investment Advisors, LLC | 49,657 | $590.0K | 0.40% | −14,621−22.7% | Reduced |
| Patten Group, Inc. | 54,325 | $661.0K | 0.23% | +7,703+16.5% | Added |
| Truist Financial Corp | 60,724 | $721.0K | 0.00% | +5,559+10.1% | Added |
| StoneX Group Inc. | 61,050 | $739.7K | 0.10% | −6,446−9.6% | Reduced |
| Claraphi Advisory Network, LLC | 62,654 | $744.0K | 0.40% | −40,056−39.0% | Reduced |
| Cetera Advisor Networks LLC | 68,589 | $815.0K | 0.01% | +3,209+4.9% | Added |
| National Asset Management, Inc. | 69,482 | $826.0K | 0.02% | +26,730+62.5% | Added |
| Commons Capital, LLC | 71,169 | $845.0K | 1.34% | +1,130+1.6% | Added |
| D.A. Davidson & Co. | 73,640 | $875.0K | 0.01% | +3,312+4.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 75,556 | $898.0K | 0.06% | +22,653+42.8% | Added |
| Islay Capital Management, LLC | 77,647 | $922.0K | 1.10% | −26,914−25.7% | Reduced |
| Moors & Cabot, Inc. | 84,349 | $1.00M | 0.08% | +1,440+1.7% | Added |
| Prospera Financial Services Inc | 89,788 | $1.07M | 0.06% | +3,221+3.7% | Added |