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 |
|---|---|---|---|---|---|
| FMR LLC | 2 | $26 | 0.00% | +2 | New |
| Advisory Services Network, LLC | 15 | $196 | 0.00% | −85−85.0% | Reduced |
| Key Financial Inc | 37 | $484 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 95 | $1.24K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 200 | $2.62K | 0.00% | −11,282−98.3% | Reduced |
| Colonial Trust Co | 254 | $3.29K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 301 | $3.95K | 0.00% | +301 | New |
| Huntington National Bank | – | $5.30K | 0.00% | – | – |
| Chilton Capital Management LLC | 708 | $9.27K | 0.00% | +708 | New |
| Stephens Consulting, LLC | 744 | $9.74K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 860 | $11.3K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 907 | $11.9K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 938 | $12.3K | 0.00% | −312−25.0% | Reduced |
| Baldwin Brothers Inc | 1,061 | $13.9K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,239 | $16.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,251 | $16.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,293 | $16.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,700 | $22.3K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 1,750 | $23.2K | 0.03% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | – | $23.6K | 0.00% | – | – |
| Johnson Midwest Financial, LLC | 2,447 | $32.0K | 0.05% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,485 | $32.5K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,511 | $32.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,708 | $35.4K | 0.00% | +2,708 | New |
| Benjamin F. Edwards & Company, Inc. | 3,465 | $45.0K | 0.00% | −266−7.1% | Reduced |
| Chesapeake Asset Management LLC | 3,962 | $51.9K | 0.05% | +3,962 | New |
| Proequities, Inc. | 4,456 | $59.4K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 5,000 | $65.0K | 0.08% | +5,000 | New |
| Citigroup Inc | 6,293 | $82.4K | 0.00% | −2,715−30.1% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 6,397 | $83.7K | 0.04% | +978+18.0% | Added |
| Hazlett, Burt & Watson, Inc. | 7,594 | $99.0K | 0.08% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 7,890 | $103.3K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 8,139 | $106.5K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 8,609 | $112.7K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 9,218 | $120.7K | 0.08% | +9,218 | New |
| Global Endowment Management, LP | 10,000 | $130.9K | 0.01% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 10,000 | $131.0K | 0.02% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 10,059 | $131.7K | 0.10% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 10,341 | $135.4K | 0.00% | −1,078−9.4% | Reduced |
| Jane Street Group, LLC | 10,424 | $136.4K | 0.00% | +10,424 | New |
| Horizon Wealth Management, LLC | 10,477 | $137.1K | 0.10% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 10,534 | $137.9K | 0.02% | +10,534 | New |
| Eudaimonia Partners, LLC | 12,575 | $164.6K | 0.04% | 00.0% | Unchanged |
| US Bancorp | 12,725 | $166.6K | 0.00% | −4,077−24.3% | Reduced |
| Avantax Advisory Services, Inc. | 12,897 | $168.8K | 0.00% | −4,203−24.6% | Reduced |
| Barber Financial Group, Inc. | 12,902 | $168.9K | 0.03% | +12,902 | New |
| Bank of New York Mellon Corp | 13,149 | $172.1K | 0.00% | +13,149 | New |
| Rockefeller Capital Management L.P. | 13,493 | $175.0K | 0.00% | −6,198−31.5% | Reduced |
| Occidental Asset Management, LLC | 13,394 | $175.3K | 0.04% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 13,427 | $175.8K | 0.00% | −7,453−35.7% | Reduced |
| Wealth Dimensions Group, Ltd. | 13,573 | $177.7K | 0.07% | 00.0% | Unchanged |
| Davenport & Co LLC | 13,927 | $182.3K | 0.00% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 14,138 | $186.1K | 0.09% | −731−4.9% | Reduced |
| Cetera Advisors LLC | 14,216 | $186.1K | 0.00% | +186+1.3% | Added |
| Centaurus Financial, Inc. | 14,442 | $189.0K | 0.02% | +2,131+17.3% | Added |
| Commerce Bank | 15,540 | $203.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 15,957 | $208.9K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 16,310 | $214.0K | 0.00% | −1,331−7.5% | Reduced |
| Maltin Wealth Management, Inc. | 17,481 | $228.8K | 0.16% | 00.0% | Unchanged |
| Veritable, L.P. | 17,537 | $229.6K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 18,854 | $246.8K | 0.00% | −430−2.2% | Reduced |
| Apriem Advisors | 19,675 | $257.5K | 0.04% | 00.0% | Unchanged |
| Marco Investment Management LLC | 20,300 | $265.7K | 0.03% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 20,515 | $268.5K | 0.03% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 20,605 | $269.7K | 0.00% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 20,706 | $271.0K | 0.04% | −1,056−4.9% | Reduced |
| Instrumental Wealth, LLC | 20,810 | $272.2K | 0.36% | +20,810 | New |
| Encompass Wealth Advisors, LLC | 21,488 | $281.3K | 0.10% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 22,248 | $291.2K | 0.03% | −778−3.4% | Reduced |
| The PNC Financial Services Group, Inc. | 23,415 | $306.5K | 0.00% | +535+2.3% | Added |
| AE Wealth Management LLC | 24,593 | $321.9K | 0.00% | +1,935+8.5% | Added |
| Kestra Private Wealth Services, LLC | 24,600 | $322.0K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 25,077 | $328.3K | 0.00% | +3,399+15.7% | Added |
| Great Valley Advisor Group, Inc. | 25,253 | $330.6K | 0.02% | −500−1.9% | Reduced |
| Stephens Inc | 26,227 | $343.3K | 0.01% | +4,495+20.7% | Added |
| Palogic Value Management, L.P. | 26,371 | $345.2K | 0.17% | −2,500−8.7% | Reduced |
| Capstone Financial Advisors, Inc. | 26,423 | $345.9K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 27,467 | $359.5K | 0.17% | +357+1.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 29,068 | $380.5K | 0.08% | −100−0.3% | Reduced |
| International Assets Investment Management, LLC | 31,316 | $409.9K | 0.06% | −31,063−49.8% | Reduced |
| Venture Visionary Partners LLC | 34,051 | $445.7K | 0.03% | +79+0.2% | Added |
| BFT Financial Group, LLC | 34,991 | $458.0K | 0.07% | +34,991 | New |
| Howard Wealth Management, LLC | 37,303 | $488.3K | 0.41% | −543−1.4% | Reduced |
| Armor Investment Advisors, LLC | 37,364 | $489.1K | 0.28% | −4,290−10.3% | Reduced |
| Pflug Koory, LLC | 37,617 | $492.4K | 0.27% | −600−1.6% | Reduced |
| Advisors Asset Management, Inc. | 40,427 | $529.2K | 0.01% | −111,497−73.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 41,624 | $544.9K | 0.01% | −2,882−6.5% | Reduced |
| Centurion Wealth Management LLC | 44,768 | $586.0K | 0.30% | +2,497+5.9% | Added |
| Glen Eagle Advisors, LLC | 47,344 | $619.7K | 0.16% | 00.0% | Unchanged |
| Spire Wealth Management | 50,268 | $658.0K | 0.03% | +44,768+814.0% | Added |
| Atomi Financial Group, Inc. | 56,402 | $738.3K | 0.41% | +56,402 | New |
| StoneX Group Inc. | 58,228 | $775.6K | 0.08% | +909+1.6% | Added |
| Shaker Financial Services, LLC | 62,500 | $818.1K | 0.36% | +62,500 | New |
| Commons Capital, LLC | 62,730 | $821.1K | 1.32% | −7,162−10.2% | Reduced |
| Truist Financial Corp | 71,645 | $937.8K | 0.00% | +7,862+12.3% | Added |
| Cetera Advisor Networks LLC | 76,488 | $1.00M | 0.01% | −986−1.3% | Reduced |
| Patten Group, Inc. | 76,640 | $1.00M | 0.30% | +4,944+6.9% | Added |
| D.A. Davidson & Co. | 80,494 | $1.05M | 0.01% | +10,456+14.9% | Added |
| Mark Stevens | 82,013 | $1.07M | 0.14% | −14,131−14.7% | Reduced |
| Islay Capital Management, LLC | 84,350 | $1.10M | 1.08% | +7,703+10.0% | Added |