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 |
|---|---|---|---|---|---|
| Key Financial Inc | 37 | $440 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 95 | $1.20K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 100 | $1.26K | 0.00% | +100 | New |
| Colonial Trust Co | 254 | $3.17K | 0.00% | +254 | New |
| Huntington National Bank | – | $5.12K | 0.00% | – | – |
| Romano Brothers and Company | 406 | $5.14K | 0.00% | +406 | New |
| Accurate Wealth Management, LLC | 489 | $6.31K | 0.00% | +489 | New |
| Stephens Consulting, LLC | 744 | $9.41K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 860 | $10.9K | 0.00% | +860 | New |
| Compass Wealth Management LLC | 907 | $11.5K | 0.00% | +907 | New |
| Baldwin Brothers Inc | 1,061 | $13.4K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 1,250 | $15.8K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,251 | $15.8K | 0.00% | +1,251 | New |
| Private Trust Co NA | 1,293 | $16.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,239 | $16.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,354 | $17.0K | 0.00% | +1,354 | New |
| United Community Bank | 1,500 | $19.0K | 0.02% | +1,500 | New |
| Money Concepts Capital Corp | 1,566 | $19.8K | 0.00% | +1,566 | New |
| MinichMacGregor Wealth Management, LLC | 1,600 | $20.2K | 0.01% | +1,600 | New |
| Geneos Wealth Management Inc. | 1,700 | $21.5K | 0.00% | −5,541−76.5% | Reduced |
| Osterweis Capital Management Inc | – | $22.8K | 0.00% | – | – |
| Hoese & Co LLP | 1,750 | $24.0K | 0.03% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 2,447 | $31.0K | 0.11% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,485 | $31.4K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,511 | $31.8K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,731 | $47.0K | 0.00% | −269−6.7% | Reduced |
| Proequities, Inc. | 4,456 | $56.4K | 0.00% | −734−14.1% | Reduced |
| Umb Bank N A | 4,929 | $62.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 5,005 | $63.0K | 0.01% | +5,005 | New |
| Oliver Lagore Vanvalin Investment Group | 5,419 | $68.5K | 0.04% | +3,419+171.0% | Added |
| Spire Wealth Management | 5,500 | $70.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 7,594 | $96.0K | 0.08% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 7,890 | $99.8K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 8,139 | $103.0K | 0.00% | +283+3.6% | Added |
| Hollencrest Capital Management | 8,609 | $108.9K | 0.01% | +8,609 | New |
| Citigroup Inc | 9,008 | $113.9K | 0.00% | −330−3.5% | Reduced |
| Carret Asset Management, LLC | 10,000 | $126.0K | 0.02% | 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 |
| Pointe Capital Management LLC | 10,059 | $127.0K | 0.10% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 10,477 | $132.5K | 0.11% | +392+3.9% | Added |
| HighTower Advisors, LLC | 10,919 | $138.0K | 0.00% | −2,756−20.2% | Reduced |
| Private Capital Management LLC | 11,165 | $141.2K | 0.05% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 11,419 | $144.4K | 0.00% | +11,419 | New |
| Ameliora Wealth Management Ltd. | 11,482 | $145.2K | 0.08% | +11,482 | New |
| Captrust Financial Advisors | 11,778 | $149.0K | 0.00% | +11,778 | New |
| Centaurus Financial, Inc. | 12,311 | $156.0K | 0.01% | +3,690+42.8% | Added |
| GWM Advisors LLC | 15,957 | $156.9K | 0.00% | +15,957 | New |
| Eudaimonia Partners, LLC | 12,575 | $159.1K | 0.04% | +287+2.3% | Added |
| 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 |
| Occidental Asset Management, LLC | 13,394 | $169.4K | 0.05% | −80−0.6% | Reduced |
| Wealth Dimensions Group, Ltd. | 13,573 | $171.7K | 0.07% | 00.0% | Unchanged |
| Davenport & Co LLC | 13,927 | $176.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 14,030 | $177.5K | 0.00% | +157+1.1% | Added |
| Apella Capital, LLC | 14,503 | $183.5K | 0.02% | +266+1.9% | Added |
| Founders Financial Alliance, LLC | 14,869 | $188.1K | 0.09% | +651+4.6% | Added |
| Commerce Bank | 15,540 | $196.6K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 15,770 | $199.0K | 0.00% | +15,770 | New |
| US Bancorp | 16,802 | $212.5K | 0.00% | +2,745+19.5% | Added |
| Avantax Advisory Services, Inc. | 17,100 | $216.3K | 0.00% | +2,032+13.5% | Added |
| Maltin Wealth Management, Inc. | 17,481 | $221.1K | 0.16% | +656+3.9% | Added |
| Veritable, L.P. | 17,537 | $221.8K | 0.00% | +17,537 | New |
| Mercer Global Advisors Inc | 17,641 | $223.0K | 0.00% | +3,873+28.1% | Added |
| Kestra Advisory Services, LLC | 19,284 | $243.9K | 0.00% | −486−2.5% | Reduced |
| Rockefeller Capital Management L.P. | 19,691 | $248.0K | 0.00% | +37+0.2% | Added |
| Apriem Advisors | 19,675 | $248.9K | 0.04% | 00.0% | Unchanged |
| Marco Investment Management LLC | 20,300 | $256.8K | 0.03% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 20,515 | $259.5K | 0.03% | +3,771+22.5% | Added |
| Equitable Holdings, Inc. | 20,605 | $260.7K | 0.00% | −118−0.6% | Reduced |
| Stratos Wealth Partners, LTD. | 20,880 | $264.1K | 0.01% | +729+3.6% | Added |
| Encompass Wealth Advisors, LLC | 21,488 | $271.8K | 0.10% | +273+1.3% | Added |
| Baird Financial Group, Inc. | 21,678 | $274.0K | 0.00% | +1,001+4.8% | Added |
| Stephens Inc | 21,732 | $274.9K | 0.01% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 21,762 | $275.3K | 0.04% | 00.0% | Unchanged |
| AE Wealth Management LLC | 22,658 | $286.6K | 0.00% | −1,476−6.1% | Reduced |
| The PNC Financial Services Group, Inc. | 22,880 | $289.4K | 0.00% | +2,669+13.2% | Added |
| Regal Investment Advisors LLC | 23,026 | $291.3K | 0.03% | +863+3.9% | Added |
| Kestra Private Wealth Services, LLC | 24,600 | $311.2K | 0.02% | −14,757−37.5% | Reduced |
| Bank of Montreal | 24,446 | $312.4K | 0.00% | −3,043−11.1% | Reduced |
| Great Valley Advisor Group, Inc. | 25,753 | $325.8K | 0.02% | −3,800−12.9% | Reduced |
| Capstone Financial Advisors, Inc. | 26,423 | $334.3K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 27,110 | $342.9K | 0.17% | +362+1.4% | Added |
| Weiss Asset Management LP | 28,401 | $359.3K | 0.02% | +28,401 | New |
| Palogic Value Management, L.P. | 28,871 | $365.2K | 0.19% | +28,871 | New |
| Patriot Financial Group Insurance Agency, LLC | 29,168 | $369.0K | 0.08% | +435+1.5% | Added |
| Venture Visionary Partners LLC | 33,972 | $429.7K | 0.03% | −3,805−10.1% | Reduced |
| Howard Wealth Management, LLC | 37,846 | $478.8K | 0.39% | −1,058−2.7% | Reduced |
| Pflug Koory, LLC | 38,217 | $483.0K | 0.27% | +1,500+4.1% | Added |
| Alpine Global Management, LLC | 38,373 | $485.0K | 0.16% | +38,373 | New |
| IFP Advisors, Inc | 37,209 | $526.0K | 0.02% | +2,906+8.5% | Added |
| Armor Investment Advisors, LLC | 41,654 | $526.9K | 0.32% | −8,003−16.1% | Reduced |
| Centurion Wealth Management LLC | 42,271 | $534.7K | 0.30% | +42,271 | New |
| Steward Partners Investment Advisory, LLC | 44,506 | $563.0K | 0.01% | +1,505+3.5% | Added |
| Glen Eagle Advisors, LLC | 47,344 | $598.9K | 0.16% | +1,050+2.3% | Added |
| Claraphi Advisory Network, LLC | 48,030 | $607.6K | 0.24% | −14,624−23.3% | Reduced |
| StoneX Group Inc. | 57,319 | $725.1K | 0.09% | −3,731−6.1% | Reduced |
| International Assets Investment Management, LLC | 62,379 | $789.1K | 0.08% | +34,215+121.5% | Added |
| Truist Financial Corp | 63,783 | $806.9K | 0.00% | +3,059+5.0% | Added |
| Commons Capital, LLC | 69,892 | $884.1K | 1.46% | −1,277−1.8% | Reduced |