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 |
|---|---|---|---|---|---|
| Key Financial Inc | 37 | $495 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 95 | $1.27K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 187 | $2.50K | 0.00% | +187 | New |
| Ameliora Wealth Management Ltd. | 200 | $2.67K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 254 | $3.36K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 307 | $4.10K | 0.00% | +6+2.0% | Added |
| Huntington National Bank | – | $5.42K | 0.00% | – | – |
| Stephens Consulting, LLC | 744 | $9.95K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 857 | $11.5K | 0.00% | +857 | New |
| Compass Wealth Management LLC | 907 | $12.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 978 | $13.0K | 0.00% | +978 | New |
| Centerpoint Advisors, LLC | 978 | $13.0K | 0.01% | +978 | New |
| Northwest Capital Management Inc | 978 | $13.1K | 0.01% | +978 | New |
| Geneos Wealth Management Inc. | 1,000 | $13.4K | 0.00% | −700−41.2% | Reduced |
| JPMorgan Chase & Co | 1,140 | $15.2K | 0.00% | +1,140 | New |
| Impact Partnership Wealth, LLC | 1,180 | $15.8K | 0.01% | +1,180 | New |
| Dividend Assets Capital, LLC | 1,239 | $17.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,293 | $17.3K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1,500 | $20.1K | 0.02% | −2,462−62.1% | Reduced |
| Osterweis Capital Management Inc | – | $22.7K | 0.00% | – | – |
| Hoese & Co LLP | 1,750 | $23.4K | 0.02% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 2,447 | $32.7K | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,474 | $33.0K | 0.00% | −991−28.6% | Reduced |
| CoreFirst Bank & Trust | 2,485 | $33.2K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,511 | $33.6K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 3,100 | $41.4K | 0.00% | +3,100 | New |
| Proequities, Inc. | 4,456 | $60.6K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 5,000 | $66.0K | 0.08% | 00.0% | Unchanged |
| Citigroup Inc | 6,293 | $84.1K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 7,594 | $102.0K | 0.08% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 7,890 | $105.5K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 8,139 | $108.8K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 8,609 | $115.1K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 8,797 | $117.6K | 0.04% | +2,400+37.5% | Added |
| Carret Asset Management, LLC | 10,000 | $133.7K | 0.02% | 00.0% | Unchanged |
| Global Endowment Management, LP | 10,000 | $133.7K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 10,313 | $137.9K | 0.00% | −3,114−23.2% | Reduced |
| Creative Planning | 10,322 | $138.0K | 0.00% | +10,322 | New |
| Kovack Advisors, Inc. | 10,534 | $140.8K | 0.02% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 10,666 | $142.6K | 0.06% | +189+1.8% | Added |
| Elequin Capital LP | 10,980 | $146.8K | 0.08% | +1,762+19.1% | Added |
| Eudaimonia Partners, LLC | 10,993 | $147.0K | 0.03% | −1,582−12.6% | Reduced |
| Centaurus Financial, Inc. | 11,743 | $157.0K | 0.01% | −2,699−18.7% | Reduced |
| Bank of New York Mellon Corp | 11,966 | $160.0K | 0.00% | −1,183−9.0% | Reduced |
| Envestnet Asset Management Inc | 12,043 | $161.0K | 0.00% | +1,702+16.5% | Added |
| Summit Financial, LLC | 12,203 | $166.0K | 0.01% | +12,203 | New |
| Western Wealth Management, LLC | 12,700 | $169.8K | 0.01% | +12,700 | New |
| US Bancorp | 12,725 | $170.1K | 0.00% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 13,079 | $174.9K | 0.07% | −1,059−7.5% | Reduced |
| CoreCap Advisors, LLC | 13,310 | $178.0K | 0.01% | +13,310 | New |
| Occidental Asset Management, LLC | 13,394 | $179.1K | 0.04% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 13,573 | $181.5K | 0.07% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 13,625 | $182.2K | 0.00% | +132+1.0% | Added |
| Davenport & Co LLC | 13,927 | $186.2K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 14,395 | $192.5K | 0.00% | +179+1.3% | Added |
| Commerce Bank | 14,819 | $198.1K | 0.00% | −721−4.6% | Reduced |
| Apella Capital, LLC | 15,035 | $201.0K | 0.01% | +15,035 | New |
| Mercer Global Advisors Inc | 15,170 | $203.0K | 0.00% | −1,140−7.0% | Reduced |
| GWM Advisors LLC | 15,957 | $213.3K | 0.00% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 16,201 | $216.6K | 0.01% | +16,201 | New |
| Triumph Capital Management | 17,032 | $231.7K | 0.11% | +17,032 | New |
| Veritable, L.P. | 17,537 | $234.5K | 0.00% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 17,741 | $237.2K | 0.17% | +260+1.5% | Added |
| Apriem Advisors | 19,675 | $263.1K | 0.04% | 00.0% | Unchanged |
| Marco Investment Management LLC | 20,300 | $271.4K | 0.03% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 20,515 | $274.3K | 0.03% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 21,328 | $285.2K | 0.00% | +723+3.5% | Added |
| Encompass Wealth Advisors, LLC | 21,621 | $289.1K | 0.09% | +133+0.6% | Added |
| Instrumental Wealth, LLC | 21,806 | $296.3K | 0.36% | +996+4.8% | Added |
| Regal Investment Advisors LLC | 22,654 | $302.9K | 0.03% | +406+1.8% | Added |
| Walleye Capital LLC | 23,371 | $312.5K | 0.01% | +23,371 | New |
| Commons Capital, LLC | 23,390 | $312.7K | 0.47% | −39,340−62.7% | Reduced |
| AE Wealth Management LLC | 24,302 | $324.9K | 0.00% | −291−1.2% | Reduced |
| Kestra Private Wealth Services, LLC | 24,722 | $330.5K | 0.01% | +122+0.5% | Added |
| Palogic Value Management, L.P. | 25,371 | $339.2K | 0.16% | −1,000−3.8% | Reduced |
| Capstone Financial Advisors, Inc. | 26,423 | $353.3K | 0.03% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 26,577 | $355.3K | 0.00% | +1,500+6.0% | Added |
| Great Valley Advisor Group, Inc. | 27,253 | $364.4K | 0.02% | +2,000+7.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 27,825 | $372.0K | 0.17% | +358+1.3% | Added |
| The PNC Financial Services Group, Inc. | 28,209 | $377.1K | 0.00% | +4,794+20.5% | Added |
| Naviter Wealth, LLC | 28,208 | $383.8K | 0.10% | +28,208 | New |
| Patriot Financial Group Insurance Agency, LLC | 29,277 | $391.4K | 0.07% | +209+0.7% | Added |
| International Assets Investment Management, LLC | 32,403 | $433.2K | 0.06% | +1,087+3.5% | Added |
| Mariner, LLC | 33,127 | $442.9K | 0.00% | +33,127 | New |
| Landscape Capital Management, L.L.C. | 33,142 | $443.1K | 0.06% | +33,142 | New |
| Venture Visionary Partners LLC | 34,177 | $457.0K | 0.03% | +126+0.4% | Added |
| BFT Financial Group, LLC | 34,991 | $467.8K | 0.05% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 35,238 | $471.1K | 0.29% | −2,126−5.7% | Reduced |
| Kestra Advisory Services, LLC | 36,100 | $482.7K | 0.00% | +17,246+91.5% | Added |
| Howard Wealth Management, LLC | 37,071 | $495.6K | 0.43% | −232−0.6% | Reduced |
| Pflug Koory, LLC | 37,617 | $502.9K | 0.26% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 39,300 | $525.4K | 0.01% | −1,127−2.8% | Reduced |
| Centurion Wealth Management LLC | 44,768 | $598.5K | 0.29% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 46,969 | $628.0K | 0.14% | −375−0.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 47,772 | $638.7K | 0.01% | +6,148+14.8% | Added |
| Spire Wealth Management | 49,768 | $665.4K | 0.02% | −500−1.0% | Reduced |
| Mark Stevens | 55,213 | $738.2K | 0.10% | −26,800−32.7% | Reduced |
| StoneX Group Inc. | 58,690 | $798.6K | 0.08% | +462+0.8% | Added |
| Atomi Financial Group, Inc. | 61,039 | $816.1K | 0.37% | +4,637+8.2% | Added |
| Truist Financial Corp | 78,882 | $1.05M | 0.00% | +7,237+10.1% | Added |