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 |
|---|---|---|---|---|---|
| Hollencrest Capital Management | 8,609 | $108.9K | 0.01% | +8,609 | New |
| Allworth Financial LP | 8,139 | $103.0K | 0.00% | +283+3.6% | Added |
| Harbor Investment Advisory, LLC | 7,890 | $99.8K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 7,594 | $96.0K | 0.08% | 00.0% | Unchanged |
| Spire Wealth Management | 5,500 | $70.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 5,419 | $68.5K | 0.04% | +3,419+171.0% | Added |
| PrairieView Partners, LLC | 5,005 | $63.0K | 0.01% | +5,005 | New |
| Umb Bank N A | 4,929 | $62.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 4,456 | $56.4K | 0.00% | −734−14.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,731 | $47.0K | 0.00% | −269−6.7% | Reduced |
| Signaturefd, LLC | 2,511 | $31.8K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,485 | $31.4K | 0.02% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 2,447 | $31.0K | 0.11% | 00.0% | Unchanged |
| Hoese & Co LLP | 1,750 | $24.0K | 0.03% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | – | $22.8K | 0.00% | – | – |
| Geneos Wealth Management Inc. | 1,700 | $21.5K | 0.00% | −5,541−76.5% | Reduced |
| MinichMacGregor Wealth Management, LLC | 1,600 | $20.2K | 0.01% | +1,600 | New |
| Money Concepts Capital Corp | 1,566 | $19.8K | 0.00% | +1,566 | New |
| United Community Bank | 1,500 | $19.0K | 0.02% | +1,500 | New |
| JPMorgan Chase & Co | 1,354 | $17.0K | 0.00% | +1,354 | 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 |
| Belpointe Asset Management LLC | 1,251 | $15.8K | 0.00% | +1,251 | New |
| Ten Capital Wealth Advisors, LLC | 1,250 | $15.8K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,061 | $13.4K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 907 | $11.5K | 0.00% | +907 | New |
| Pathway Financial Advisers, LLC | 860 | $10.9K | 0.00% | +860 | New |
| Stephens Consulting, LLC | 744 | $9.41K | 0.01% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 489 | $6.31K | 0.00% | +489 | New |
| Romano Brothers and Company | 406 | $5.14K | 0.00% | +406 | New |
| Huntington National Bank | – | $5.12K | 0.00% | – | – |
| Colonial Trust Co | 254 | $3.17K | 0.00% | +254 | New |
| Advisory Services Network, LLC | 100 | $1.26K | 0.00% | +100 | New |
| Horan Securities, Inc. | 95 | $1.20K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 37 | $440 | 0.00% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −24,295−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | 0 | $0 | 0.00% | −19,396−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −16,740−100.0% | Sold out |
| Summit Financial, LLC | 0 | $0 | 0.00% | −12,203−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −12,114−100.0% | Sold out |
| Shilanski & Associates, Inc. | 0 | $0 | 0.00% | −11,165−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −10,739−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Karlinski Andrew C | 0 | $0 | 0.00% | −1,269−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −365−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| American Portfolios Advisors | – | – | – | – | Not filed |