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, Q1 2023
Institutional positions in Nuveen S&P 500 BuyWrite Income Fund as of Mar 31, 2023. 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
- 129
- −3 vs. Q4 2022
- Shares held
- 26.9M
- +404.6K (+1.5%) vs. Q4 2022
- Total value
- $352.2M
- +$17.0M (+5.1%) vs. Q4 2022
- New holders
- 15
- 33 more added
- Sold out
- 18
- 39 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Nuveen S&P 500 BuyWrite Income Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 11,537,863 | $151.0M | 0.02% | +392,311+3.5% | Added |
| UBS Group AG | 1,834,668 | $24.0M | 0.01% | −172,379−8.6% | Reduced |
| Wells Fargo & Company | 1,734,317 | $22.7M | 0.01% | +137,044+8.6% | Added |
| LPL Financial LLC | 1,375,156 | $18.0M | 0.01% | −12,564−0.9% | Reduced |
| Invesco Ltd. | 789,294 | $10.3M | 0.00% | −16,376−2.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 759,822 | $9.95M | 0.02% | +8,136+1.1% | Added |
| Royal Bank of Canada | 754,589 | $9.88M | 0.00% | +32,701+4.5% | Added |
| Raymond James & Associates | 616,008 | $8.06M | 0.01% | +35,100+6.0% | Added |
| Bank of America Corp | 583,876 | $7.64M | 0.00% | +25,880+4.6% | Added |
| Guggenheim Capital LLC | 582,649 | $7.63M | 0.06% | −73,455−11.2% | Reduced |
| Lindbrook Capital, LLC | 503,425 | $6.59M | 0.77% | −265−0.1% | Reduced |
| Commonwealth Equity Services, LLC | 477,376 | $6.25M | 0.01% | −4,204−0.9% | Reduced |
| Advisor Group Holdings, Inc. | 439,143 | $5.75M | 0.01% | +1,502+0.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 388,067 | $5.08M | 0.02% | +18,886+5.1% | Added |
| MONECO Advisors, LLC | 285,601 | $3.74M | 1.10% | −4,888−1.7% | Reduced |
| Focused Wealth Management, Inc | 261,175 | $3.42M | 0.69% | −25,050−8.8% | Reduced |
| Ameriprise Financial Inc | 252,538 | $3.30M | 0.00% | +43,248+20.7% | Added |
| Stifel Financial Corp | 241,289 | $3.16M | 0.00% | −1,621−0.7% | Reduced |
| Janney Montgomery Scott LLC | 231,250 | $3.03M | 0.01% | +4,604+2.0% | Added |
| Twelve Points Wealth Management LLC | 222,042 | $2.91M | 1.67% | +26,530+13.6% | Added |
| Atria Wealth Solutions, Inc. | 167,642 | $2.23M | 0.03% | +34,813+26.2% | Added |
| Northwestern Mutual Wealth Management Co | 127,880 | $1.67M | 0.00% | −2,475−1.9% | Reduced |
| National Asset Management, Inc. | 120,190 | $1.60M | 0.04% | +29,751+32.9% | Added |
| Prosperity Wealth Management, Inc. | 107,863 | $1.41M | 1.14% | +3,152+3.0% | Added |
| Moors & Cabot, Inc. | 102,559 | $1.34M | 0.09% | +20,938+25.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 99,357 | $1.30M | 0.08% | +4,692+5.0% | Added |
| Arbor Capital Management Inc | 98,981 | $1.30M | 1.05% | +1,247+1.3% | Added |
| Shulman DeMeo Asset Management LLC | 98,772 | $1.29M | 0.41% | −658−0.7% | Reduced |
| Prospera Financial Services Inc | 89,127 | $1.17M | 0.05% | −2,426−2.6% | Reduced |
| Islay Capital Management, LLC | 84,350 | $1.10M | 1.08% | +7,703+10.0% | Added |
| Mark Stevens | 82,013 | $1.07M | 0.14% | −14,131−14.7% | Reduced |
| D.A. Davidson & Co. | 80,494 | $1.05M | 0.01% | +10,456+14.9% | Added |
| Patten Group, Inc. | 76,640 | $1.00M | 0.30% | +4,944+6.9% | Added |
| Cetera Advisor Networks LLC | 76,488 | $1.00M | 0.01% | −986−1.3% | Reduced |
| Truist Financial Corp | 71,645 | $937.8K | 0.00% | +7,862+12.3% | Added |
| Commons Capital, LLC | 62,730 | $821.1K | 1.32% | −7,162−10.2% | Reduced |
| Shaker Financial Services, LLC | 62,500 | $818.1K | 0.36% | +62,500 | New |
| StoneX Group Inc. | 58,228 | $775.6K | 0.08% | +909+1.6% | Added |
| Atomi Financial Group, Inc. | 56,402 | $738.3K | 0.41% | +56,402 | New |
| Spire Wealth Management | 50,268 | $658.0K | 0.03% | +44,768+814.0% | Added |
| Glen Eagle Advisors, LLC | 47,344 | $619.7K | 0.16% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 44,768 | $586.0K | 0.30% | +2,497+5.9% | Added |
| Steward Partners Investment Advisory, LLC | 41,624 | $544.9K | 0.01% | −2,882−6.5% | Reduced |
| Advisors Asset Management, Inc. | 40,427 | $529.2K | 0.01% | −111,497−73.4% | Reduced |
| Pflug Koory, LLC | 37,617 | $492.4K | 0.27% | −600−1.6% | Reduced |
| Armor Investment Advisors, LLC | 37,364 | $489.1K | 0.28% | −4,290−10.3% | Reduced |
| Howard Wealth Management, LLC | 37,303 | $488.3K | 0.41% | −543−1.4% | Reduced |
| BFT Financial Group, LLC | 34,991 | $458.0K | 0.07% | +34,991 | New |
| Venture Visionary Partners LLC | 34,051 | $445.7K | 0.03% | +79+0.2% | Added |
| International Assets Investment Management, LLC | 31,316 | $409.9K | 0.06% | −31,063−49.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 29,068 | $380.5K | 0.08% | −100−0.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 27,467 | $359.5K | 0.17% | +357+1.3% | Added |
| Capstone Financial Advisors, Inc. | 26,423 | $345.9K | 0.03% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 26,371 | $345.2K | 0.17% | −2,500−8.7% | Reduced |
| Stephens Inc | 26,227 | $343.3K | 0.01% | +4,495+20.7% | Added |
| Great Valley Advisor Group, Inc. | 25,253 | $330.6K | 0.02% | −500−1.9% | Reduced |
| Baird Financial Group, Inc. | 25,077 | $328.3K | 0.00% | +3,399+15.7% | Added |
| Kestra Private Wealth Services, LLC | 24,600 | $322.0K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 24,593 | $321.9K | 0.00% | +1,935+8.5% | Added |
| The PNC Financial Services Group, Inc. | 23,415 | $306.5K | 0.00% | +535+2.3% | Added |
| Regal Investment Advisors LLC | 22,248 | $291.2K | 0.03% | −778−3.4% | Reduced |
| Encompass Wealth Advisors, LLC | 21,488 | $281.3K | 0.10% | 00.0% | Unchanged |
| Instrumental Wealth, LLC | 20,810 | $272.2K | 0.36% | +20,810 | New |
| Hilltop Holdings Inc. | 20,706 | $271.0K | 0.04% | −1,056−4.9% | Reduced |
| Equitable Holdings, Inc. | 20,605 | $269.7K | 0.00% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 20,515 | $268.5K | 0.03% | 00.0% | Unchanged |
| Marco Investment Management LLC | 20,300 | $265.7K | 0.03% | 00.0% | Unchanged |
| Apriem Advisors | 19,675 | $257.5K | 0.04% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 18,854 | $246.8K | 0.00% | −430−2.2% | Reduced |
| Veritable, L.P. | 17,537 | $229.6K | 0.00% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 17,481 | $228.8K | 0.16% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 16,310 | $214.0K | 0.00% | −1,331−7.5% | Reduced |
| GWM Advisors LLC | 15,957 | $208.9K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 15,540 | $203.4K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 14,442 | $189.0K | 0.02% | +2,131+17.3% | Added |
| Cetera Advisors LLC | 14,216 | $186.1K | 0.00% | +186+1.3% | Added |
| Founders Financial Alliance, LLC | 14,138 | $186.1K | 0.09% | −731−4.9% | Reduced |
| Davenport & Co LLC | 13,927 | $182.3K | 0.00% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 13,573 | $177.7K | 0.07% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 13,427 | $175.8K | 0.00% | −7,453−35.7% | Reduced |
| Occidental Asset Management, LLC | 13,394 | $175.3K | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 13,493 | $175.0K | 0.00% | −6,198−31.5% | Reduced |
| Bank of New York Mellon Corp | 13,149 | $172.1K | 0.00% | +13,149 | New |
| Barber Financial Group, Inc. | 12,902 | $168.9K | 0.03% | +12,902 | New |
| Avantax Advisory Services, Inc. | 12,897 | $168.8K | 0.00% | −4,203−24.6% | Reduced |
| US Bancorp | 12,725 | $166.6K | 0.00% | −4,077−24.3% | Reduced |
| Eudaimonia Partners, LLC | 12,575 | $164.6K | 0.04% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 10,534 | $137.9K | 0.02% | +10,534 | New |
| Horizon Wealth Management, LLC | 10,477 | $137.1K | 0.10% | 00.0% | Unchanged |
| Jane Street Group, LLC | 10,424 | $136.4K | 0.00% | +10,424 | New |
| Envestnet Asset Management Inc | 10,341 | $135.4K | 0.00% | −1,078−9.4% | Reduced |
| Pointe Capital Management LLC | 10,059 | $131.7K | 0.10% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 10,000 | $131.0K | 0.02% | 00.0% | Unchanged |
| Global Endowment Management, LP | 10,000 | $130.9K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 9,218 | $120.7K | 0.08% | +9,218 | New |
| Hollencrest Capital Management | 8,609 | $112.7K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 8,139 | $106.5K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 7,890 | $103.3K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 7,594 | $99.0K | 0.08% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 6,397 | $83.7K | 0.04% | +978+18.0% | Added |