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, Q2 2023
Institutional positions in Nuveen S&P 500 BuyWrite Income Fund as of Jun 30, 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
- 135
- +8 vs. Q1 2023
- Shares held
- 27.3M
- +449.9K (+1.7%) vs. Q1 2023
- Total value
- $365.6M
- +$13.6M (+3.9%) vs. Q1 2023
- New holders
- 20
- 44 more added
- Sold out
- 12
- 34 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Nuveen S&P 500 BuyWrite Income Fund; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 11,326,259 | $151.4M | 0.01% | −211,604−1.8% | Reduced |
| UBS Group AG | 1,851,065 | $24.7M | 0.01% | +16,397+0.9% | Added |
| Wells Fargo & Company | 1,669,570 | $22.3M | 0.01% | −64,747−3.7% | Reduced |
| LPL Financial LLC | 1,494,841 | $20.0M | 0.01% | +119,685+8.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 810,524 | $10.8M | 0.02% | +50,702+6.7% | Added |
| Invesco Ltd. | 795,003 | $10.6M | 0.00% | +5,709+0.7% | Added |
| Royal Bank of Canada | 730,016 | $9.76M | 0.00% | −24,573−3.3% | Reduced |
| Bank of America Corp | 666,482 | $8.91M | 0.00% | +82,606+14.1% | Added |
| Raymond James & Associates | 663,547 | $8.87M | 0.01% | +47,539+7.7% | Added |
| Guggenheim Capital LLC | 613,115 | $8.20M | 0.06% | +30,466+5.2% | Added |
| Lindbrook Capital, LLC | 503,410 | $6.73M | 0.72% | −150.0% | Reduced |
| Commonwealth Equity Services, LLC | 473,223 | $6.33M | 0.01% | −4,153−0.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 430,400 | $5.75M | 0.03% | +42,333+10.9% | Added |
| Advisor Group Holdings, Inc. | 342,709 | $4.58M | 0.01% | −96,434−22.0% | Reduced |
| MONECO Advisors, LLC | 279,896 | $3.74M | 1.02% | −5,705−2.0% | Reduced |
| Focused Wealth Management, Inc | 270,837 | $3.62M | 0.65% | +9,662+3.7% | Added |
| Ameriprise Financial Inc | 266,487 | $3.56M | 0.00% | +13,949+5.5% | Added |
| Shaker Financial Services, LLC | 242,230 | $3.27M | 1.43% | +179,730+287.6% | Added |
| Stifel Financial Corp | 241,335 | $3.23M | 0.00% | +460.0% | Added |
| Twelve Points Wealth Management LLC | 237,352 | $3.17M | 1.69% | +15,310+6.9% | Added |
| Janney Montgomery Scott LLC | 227,358 | $3.04M | 0.01% | −3,892−1.7% | Reduced |
| Atria Wealth Solutions, Inc. | 187,621 | $2.55M | 0.03% | +19,979+11.9% | Added |
| National Asset Management, Inc. | 119,988 | $1.63M | 0.04% | −202−0.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 121,805 | $1.63M | 0.00% | −6,075−4.8% | Reduced |
| Moors & Cabot, Inc. | 120,338 | $1.61M | 0.11% | +17,779+17.3% | Added |
| Wolverine Asset Management LLC | 110,415 | $1.48M | 0.03% | +110,415 | New |
| Prosperity Wealth Management, Inc. | 106,648 | $1.43M | 0.93% | −1,215−1.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 98,745 | $1.32M | 0.08% | −612−0.6% | Reduced |
| Shulman DeMeo Asset Management LLC | 98,336 | $1.31M | 0.39% | −436−0.4% | Reduced |
| Arbor Capital Management Inc | 91,624 | $1.23M | 0.96% | −7,357−7.4% | Reduced |
| D.A. Davidson & Co. | 91,526 | $1.22M | 0.01% | +11,032+13.7% | Added |
| Islay Capital Management, LLC | 85,650 | $1.15M | 1.01% | +1,300+1.5% | Added |
| Prospera Financial Services Inc | 80,323 | $1.07M | 0.04% | −8,804−9.9% | Reduced |
| Patten Group, Inc. | 79,927 | $1.07M | 0.30% | +3,287+4.3% | Added |
| Cetera Advisor Networks LLC | 79,894 | $1.07M | 0.01% | +3,406+4.5% | Added |
| Truist Financial Corp | 78,882 | $1.05M | 0.00% | +7,237+10.1% | Added |
| Atomi Financial Group, Inc. | 61,039 | $816.1K | 0.37% | +4,637+8.2% | Added |
| StoneX Group Inc. | 58,690 | $798.6K | 0.08% | +462+0.8% | Added |
| Mark Stevens | 55,213 | $738.2K | 0.10% | −26,800−32.7% | Reduced |
| Spire Wealth Management | 49,768 | $665.4K | 0.02% | −500−1.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 47,772 | $638.7K | 0.01% | +6,148+14.8% | Added |
| Glen Eagle Advisors, LLC | 46,969 | $628.0K | 0.14% | −375−0.8% | Reduced |
| Centurion Wealth Management LLC | 44,768 | $598.5K | 0.29% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 39,300 | $525.4K | 0.01% | −1,127−2.8% | Reduced |
| Pflug Koory, LLC | 37,617 | $502.9K | 0.26% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 37,071 | $495.6K | 0.43% | −232−0.6% | Reduced |
| Kestra Advisory Services, LLC | 36,100 | $482.7K | 0.00% | +17,246+91.5% | Added |
| Armor Investment Advisors, LLC | 35,238 | $471.1K | 0.29% | −2,126−5.7% | Reduced |
| BFT Financial Group, LLC | 34,991 | $467.8K | 0.05% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 34,177 | $457.0K | 0.03% | +126+0.4% | Added |
| Landscape Capital Management, L.L.C. | 33,142 | $443.1K | 0.06% | +33,142 | New |
| Mariner, LLC | 33,127 | $442.9K | 0.00% | +33,127 | New |
| International Assets Investment Management, LLC | 32,403 | $433.2K | 0.06% | +1,087+3.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 29,277 | $391.4K | 0.07% | +209+0.7% | Added |
| Naviter Wealth, LLC | 28,208 | $383.8K | 0.10% | +28,208 | New |
| The PNC Financial Services Group, Inc. | 28,209 | $377.1K | 0.00% | +4,794+20.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 27,825 | $372.0K | 0.17% | +358+1.3% | Added |
| Great Valley Advisor Group, Inc. | 27,253 | $364.4K | 0.02% | +2,000+7.9% | Added |
| Baird Financial Group, Inc. | 26,577 | $355.3K | 0.00% | +1,500+6.0% | Added |
| Capstone Financial Advisors, Inc. | 26,423 | $353.3K | 0.03% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 25,371 | $339.2K | 0.16% | −1,000−3.8% | Reduced |
| Kestra Private Wealth Services, LLC | 24,722 | $330.5K | 0.01% | +122+0.5% | Added |
| AE Wealth Management LLC | 24,302 | $324.9K | 0.00% | −291−1.2% | Reduced |
| Commons Capital, LLC | 23,390 | $312.7K | 0.47% | −39,340−62.7% | Reduced |
| Walleye Capital LLC | 23,371 | $312.5K | 0.01% | +23,371 | New |
| Regal Investment Advisors LLC | 22,654 | $302.9K | 0.03% | +406+1.8% | Added |
| Instrumental Wealth, LLC | 21,806 | $296.3K | 0.36% | +996+4.8% | Added |
| Encompass Wealth Advisors, LLC | 21,621 | $289.1K | 0.09% | +133+0.6% | Added |
| Equitable Holdings, Inc. | 21,328 | $285.2K | 0.00% | +723+3.5% | Added |
| Nations Financial Group Inc, | 20,515 | $274.3K | 0.03% | 00.0% | Unchanged |
| Marco Investment Management LLC | 20,300 | $271.4K | 0.03% | 00.0% | Unchanged |
| Apriem Advisors | 19,675 | $263.1K | 0.04% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 17,741 | $237.2K | 0.17% | +260+1.5% | Added |
| Veritable, L.P. | 17,537 | $234.5K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 17,032 | $231.7K | 0.11% | +17,032 | New |
| Integrated Advisors Network LLC | 16,201 | $216.6K | 0.01% | +16,201 | New |
| GWM Advisors LLC | 15,957 | $213.3K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 15,170 | $203.0K | 0.00% | −1,140−7.0% | Reduced |
| Apella Capital, LLC | 15,035 | $201.0K | 0.01% | +15,035 | New |
| Commerce Bank | 14,819 | $198.1K | 0.00% | −721−4.6% | Reduced |
| Cetera Advisors LLC | 14,395 | $192.5K | 0.00% | +179+1.3% | Added |
| Davenport & Co LLC | 13,927 | $186.2K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 13,625 | $182.2K | 0.00% | +132+1.0% | Added |
| Wealth Dimensions Group, Ltd. | 13,573 | $181.5K | 0.07% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 13,394 | $179.1K | 0.04% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 13,310 | $178.0K | 0.01% | +13,310 | New |
| Founders Financial Alliance, LLC | 13,079 | $174.9K | 0.07% | −1,059−7.5% | Reduced |
| US Bancorp | 12,725 | $170.1K | 0.00% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 12,700 | $169.8K | 0.01% | +12,700 | New |
| Summit Financial, LLC | 12,203 | $166.0K | 0.01% | +12,203 | New |
| Envestnet Asset Management Inc | 12,043 | $161.0K | 0.00% | +1,702+16.5% | Added |
| Bank of New York Mellon Corp | 11,966 | $160.0K | 0.00% | −1,183−9.0% | Reduced |
| Centaurus Financial, Inc. | 11,743 | $157.0K | 0.01% | −2,699−18.7% | Reduced |
| Eudaimonia Partners, LLC | 10,993 | $147.0K | 0.03% | −1,582−12.6% | Reduced |
| Elequin Capital LP | 10,980 | $146.8K | 0.08% | +1,762+19.1% | Added |
| Horizon Wealth Management, LLC | 10,666 | $142.6K | 0.06% | +189+1.8% | Added |
| Kovack Advisors, Inc. | 10,534 | $140.8K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 10,322 | $138.0K | 0.00% | +10,322 | New |
| Stratos Wealth Partners, LTD. | 10,313 | $137.9K | 0.00% | −3,114−23.2% | Reduced |
| Carret Asset Management, LLC | 10,000 | $133.7K | 0.02% | 00.0% | Unchanged |