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, Q4 2022
Institutional positions in Nuveen S&P 500 BuyWrite Income Fund as of Dec 31, 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
- 135
- +11 vs. Q3 2022
- Shares held
- 26.6M
- +746.4K (+2.9%) vs. Q3 2022
- Total value
- $336.2M
- +$29.2M (+9.5%) vs. Q3 2022
- New holders
- 24
- 48 more added
- Sold out
- 13
- 32 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Nuveen S&P 500 BuyWrite Income Fund; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 11,145,552 | $141.0M | 0.02% | +73,225+0.7% | Added |
| UBS Group AG | 2,007,047 | $25.4M | 0.01% | +171,295+9.3% | Added |
| Wells Fargo & Company | 1,597,273 | $20.2M | 0.01% | +97,621+6.5% | Added |
| LPL Financial LLC | 1,387,720 | $17.6M | 0.02% | −156,898−10.2% | Reduced |
| Invesco Ltd. | 805,670 | $10.2M | 0.00% | −63,211−7.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 751,686 | $9.51M | 0.02% | +26,622+3.7% | Added |
| Royal Bank of Canada | 721,888 | $9.13M | 0.00% | −4,698−0.6% | Reduced |
| Guggenheim Capital LLC | 656,104 | $8.30M | 0.07% | −8,767−1.3% | Reduced |
| Raymond James & Associates | 580,908 | $7.35M | 0.01% | +2,140+0.4% | Added |
| Bank of America Corp | 557,996 | $7.06M | 0.00% | −129,207−18.8% | Reduced |
| Lindbrook Capital, LLC | 503,690 | $6.37M | 0.78% | +102,800+25.6% | Added |
| Commonwealth Equity Services, LLC | 481,580 | $6.09M | 0.01% | +25,083+5.5% | Added |
| Advisor Group Holdings, Inc. | 437,641 | $5.54M | 0.01% | +78,103+21.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 369,181 | $4.67M | 0.02% | +38,610+11.7% | Added |
| MONECO Advisors, LLC | 290,489 | $3.67M | 1.33% | −2,153−0.7% | Reduced |
| Focused Wealth Management, Inc | 286,225 | $3.62M | 0.74% | −173−0.1% | Reduced |
| Stifel Financial Corp | 242,910 | $3.07M | 0.00% | +25,686+11.8% | Added |
| Janney Montgomery Scott LLC | 226,646 | $2.87M | 0.01% | −1,735−0.8% | Reduced |
| Ameriprise Financial Inc | 209,290 | $2.69M | 0.00% | +3,220+1.6% | Added |
| Twelve Points Wealth Management LLC | 195,512 | $2.47M | 1.68% | +63,539+48.1% | Added |
| Advisors Asset Management, Inc. | 151,924 | $1.92M | 0.04% | −13,922−8.4% | Reduced |
| Atria Wealth Solutions, Inc. | 132,829 | $1.68M | 0.03% | +35,944+37.1% | Added |
| Northwestern Mutual Wealth Management Co | 130,355 | $1.65M | 0.00% | +4,892+3.9% | Added |
| Prosperity Wealth Management, Inc. | 104,711 | $1.32M | 1.31% | +104,711 | New |
| Shulman DeMeo Asset Management LLC | 99,430 | $1.26M | 0.42% | −1,023−1.0% | Reduced |
| Arbor Capital Management Inc | 97,734 | $1.23M | 1.10% | +419+0.4% | Added |
| Mark Stevens | 96,144 | $1.22M | 0.16% | +75,120+357.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 94,665 | $1.20M | 0.07% | +19,109+25.3% | Added |
| Prospera Financial Services Inc | 91,553 | $1.16M | 0.06% | +1,765+2.0% | Added |
| National Asset Management, Inc. | 90,439 | $1.14M | 0.03% | +20,957+30.2% | Added |
| Moors & Cabot, Inc. | 81,621 | $1.03M | 0.07% | −2,728−3.2% | Reduced |
| Cetera Advisor Networks LLC | 77,474 | $980.0K | 0.01% | +8,885+13.0% | Added |
| Islay Capital Management, LLC | 76,647 | $969.6K | 1.11% | −1,000−1.3% | Reduced |
| Patten Group, Inc. | 71,696 | $907.0K | 0.28% | +17,371+32.0% | Added |
| D.A. Davidson & Co. | 70,038 | $886.0K | 0.01% | −3,602−4.9% | Reduced |
| Commons Capital, LLC | 69,892 | $884.1K | 1.46% | −1,277−1.8% | Reduced |
| Truist Financial Corp | 63,783 | $806.9K | 0.00% | +3,059+5.0% | Added |
| International Assets Investment Management, LLC | 62,379 | $789.1K | 0.08% | +34,215+121.5% | Added |
| StoneX Group Inc. | 57,319 | $725.1K | 0.09% | −3,731−6.1% | Reduced |
| Claraphi Advisory Network, LLC | 48,030 | $607.6K | 0.24% | −14,624−23.3% | Reduced |
| Glen Eagle Advisors, LLC | 47,344 | $598.9K | 0.16% | +1,050+2.3% | Added |
| Steward Partners Investment Advisory, LLC | 44,506 | $563.0K | 0.01% | +1,505+3.5% | Added |
| Centurion Wealth Management LLC | 42,271 | $534.7K | 0.30% | +42,271 | New |
| Armor Investment Advisors, LLC | 41,654 | $526.9K | 0.32% | −8,003−16.1% | Reduced |
| IFP Advisors, Inc | 37,209 | $526.0K | 0.02% | +2,906+8.5% | Added |
| Alpine Global Management, LLC | 38,373 | $485.0K | 0.16% | +38,373 | New |
| Pflug Koory, LLC | 38,217 | $483.0K | 0.27% | +1,500+4.1% | Added |
| Howard Wealth Management, LLC | 37,846 | $478.8K | 0.39% | −1,058−2.7% | Reduced |
| Venture Visionary Partners LLC | 33,972 | $429.7K | 0.03% | −3,805−10.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 29,168 | $369.0K | 0.08% | +435+1.5% | Added |
| Palogic Value Management, L.P. | 28,871 | $365.2K | 0.19% | +28,871 | New |
| Weiss Asset Management LP | 28,401 | $359.3K | 0.02% | +28,401 | New |
| Jackson, Grant Investment Advisers, Inc. | 27,110 | $342.9K | 0.17% | +362+1.4% | Added |
| Capstone Financial Advisors, Inc. | 26,423 | $334.3K | 0.03% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 25,753 | $325.8K | 0.02% | −3,800−12.9% | Reduced |
| Bank of Montreal | 24,446 | $312.4K | 0.00% | −3,043−11.1% | Reduced |
| Kestra Private Wealth Services, LLC | 24,600 | $311.2K | 0.02% | −14,757−37.5% | Reduced |
| Regal Investment Advisors LLC | 23,026 | $291.3K | 0.03% | +863+3.9% | Added |
| The PNC Financial Services Group, Inc. | 22,880 | $289.4K | 0.00% | +2,669+13.2% | Added |
| AE Wealth Management LLC | 22,658 | $286.6K | 0.00% | −1,476−6.1% | Reduced |
| Hilltop Holdings Inc. | 21,762 | $275.3K | 0.04% | 00.0% | Unchanged |
| Stephens Inc | 21,732 | $274.9K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 21,678 | $274.0K | 0.00% | +1,001+4.8% | Added |
| Encompass Wealth Advisors, LLC | 21,488 | $271.8K | 0.10% | +273+1.3% | Added |
| Stratos Wealth Partners, LTD. | 20,880 | $264.1K | 0.01% | +729+3.6% | Added |
| Equitable Holdings, Inc. | 20,605 | $260.7K | 0.00% | −118−0.6% | Reduced |
| Nations Financial Group Inc, | 20,515 | $259.5K | 0.03% | +3,771+22.5% | Added |
| Marco Investment Management LLC | 20,300 | $256.8K | 0.03% | 00.0% | Unchanged |
| Apriem Advisors | 19,675 | $248.9K | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 19,691 | $248.0K | 0.00% | +37+0.2% | Added |
| Kestra Advisory Services, LLC | 19,284 | $243.9K | 0.00% | −486−2.5% | Reduced |
| Mercer Global Advisors Inc | 17,641 | $223.0K | 0.00% | +3,873+28.1% | Added |
| Veritable, L.P. | 17,537 | $221.8K | 0.00% | +17,537 | New |
| Maltin Wealth Management, Inc. | 17,481 | $221.1K | 0.16% | +656+3.9% | Added |
| Avantax Advisory Services, Inc. | 17,100 | $216.3K | 0.00% | +2,032+13.5% | Added |
| US Bancorp | 16,802 | $212.5K | 0.00% | +2,745+19.5% | Added |
| Mariner, LLC | 15,770 | $199.0K | 0.00% | +15,770 | New |
| Commerce Bank | 15,540 | $196.6K | 0.00% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 14,869 | $188.1K | 0.09% | +651+4.6% | Added |
| Apella Capital, LLC | 14,503 | $183.5K | 0.02% | +266+1.9% | Added |
| Cetera Advisors LLC | 14,030 | $177.5K | 0.00% | +157+1.1% | Added |
| Davenport & Co LLC | 13,927 | $176.0K | 0.00% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 13,573 | $171.7K | 0.07% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 13,394 | $169.4K | 0.05% | −80−0.6% | Reduced |
| Oppenheimer & Co Inc | 13,310 | $168.4K | 0.00% | −706−5.0% | Reduced |
| CoreCap Advisors, LLC | 13,310 | $168.4K | 0.01% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 12,575 | $159.1K | 0.04% | +287+2.3% | Added |
| GWM Advisors LLC | 15,957 | $156.9K | 0.00% | +15,957 | New |
| Centaurus Financial, Inc. | 12,311 | $156.0K | 0.01% | +3,690+42.8% | Added |
| Captrust Financial Advisors | 11,778 | $149.0K | 0.00% | +11,778 | New |
| Ameliora Wealth Management Ltd. | 11,482 | $145.2K | 0.08% | +11,482 | New |
| Envestnet Asset Management Inc | 11,419 | $144.4K | 0.00% | +11,419 | New |
| Private Capital Management LLC | 11,165 | $141.2K | 0.05% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 10,919 | $138.0K | 0.00% | −2,756−20.2% | Reduced |
| Horizon Wealth Management, LLC | 10,477 | $132.5K | 0.11% | +392+3.9% | Added |
| Pointe Capital Management LLC | 10,059 | $127.0K | 0.10% | 00.0% | Unchanged |
| Global Endowment Management, LP | 10,000 | $126.5K | 0.01% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 10,000 | $126.5K | 0.08% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 10,000 | $126.0K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 9,008 | $113.9K | 0.00% | −330−3.5% | Reduced |