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 |
|---|---|---|---|---|---|
| Cetera Advisor Networks LLC | 79,894 | $1.07M | 0.01% | +3,406+4.5% | Added |
| Patten Group, Inc. | 79,927 | $1.07M | 0.30% | +3,287+4.3% | Added |
| Prospera Financial Services Inc | 80,323 | $1.07M | 0.04% | −8,804−9.9% | Reduced |
| Islay Capital Management, LLC | 85,650 | $1.15M | 1.01% | +1,300+1.5% | Added |
| D.A. Davidson & Co. | 91,526 | $1.22M | 0.01% | +11,032+13.7% | Added |
| Arbor Capital Management Inc | 91,624 | $1.23M | 0.96% | −7,357−7.4% | Reduced |
| Shulman DeMeo Asset Management LLC | 98,336 | $1.31M | 0.39% | −436−0.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 98,745 | $1.32M | 0.08% | −612−0.6% | Reduced |
| Prosperity Wealth Management, Inc. | 106,648 | $1.43M | 0.93% | −1,215−1.1% | Reduced |
| Wolverine Asset Management LLC | 110,415 | $1.48M | 0.03% | +110,415 | New |
| Moors & Cabot, Inc. | 120,338 | $1.61M | 0.11% | +17,779+17.3% | Added |
| Northwestern Mutual Wealth Management Co | 121,805 | $1.63M | 0.00% | −6,075−4.8% | Reduced |
| National Asset Management, Inc. | 119,988 | $1.63M | 0.04% | −202−0.2% | Reduced |
| Atria Wealth Solutions, Inc. | 187,621 | $2.55M | 0.03% | +19,979+11.9% | Added |
| Janney Montgomery Scott LLC | 227,358 | $3.04M | 0.01% | −3,892−1.7% | Reduced |
| Twelve Points Wealth Management LLC | 237,352 | $3.17M | 1.69% | +15,310+6.9% | Added |
| Stifel Financial Corp | 241,335 | $3.23M | 0.00% | +460.0% | Added |
| Shaker Financial Services, LLC | 242,230 | $3.27M | 1.43% | +179,730+287.6% | Added |
| Ameriprise Financial Inc | 266,487 | $3.56M | 0.00% | +13,949+5.5% | Added |
| Focused Wealth Management, Inc | 270,837 | $3.62M | 0.65% | +9,662+3.7% | Added |
| MONECO Advisors, LLC | 279,896 | $3.74M | 1.02% | −5,705−2.0% | Reduced |
| Advisor Group Holdings, Inc. | 342,709 | $4.58M | 0.01% | −96,434−22.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 430,400 | $5.75M | 0.03% | +42,333+10.9% | Added |
| Commonwealth Equity Services, LLC | 473,223 | $6.33M | 0.01% | −4,153−0.9% | Reduced |
| Lindbrook Capital, LLC | 503,410 | $6.73M | 0.72% | −150.0% | Reduced |
| Guggenheim Capital LLC | 613,115 | $8.20M | 0.06% | +30,466+5.2% | Added |
| Raymond James & Associates | 663,547 | $8.87M | 0.01% | +47,539+7.7% | Added |
| Bank of America Corp | 666,482 | $8.91M | 0.00% | +82,606+14.1% | Added |
| Royal Bank of Canada | 730,016 | $9.76M | 0.00% | −24,573−3.3% | Reduced |
| Invesco Ltd. | 795,003 | $10.6M | 0.00% | +5,709+0.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 810,524 | $10.8M | 0.02% | +50,702+6.7% | Added |
| LPL Financial LLC | 1,494,841 | $20.0M | 0.01% | +119,685+8.7% | Added |
| Wells Fargo & Company | 1,669,570 | $22.3M | 0.01% | −64,747−3.7% | Reduced |
| UBS Group AG | 1,851,065 | $24.7M | 0.01% | +16,397+0.9% | Added |
| Morgan Stanley | 11,326,259 | $151.4M | 0.01% | −211,604−1.8% | Reduced |
| Stephens Inc | 0 | $0 | 0.00% | −26,227−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −20,706−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −12,897−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −10,424−100.0% | Sold out |
| Pointe Capital Management LLC | 0 | $0 | 0.00% | −10,059−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −2,708−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −1,251−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −1,061−100.0% | Sold out |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −938−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −708−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Barber Financial Group, Inc. | – | – | – | – | Not filed |
| Pathway Financial Advisers, LLC | – | – | – | – | Not filed |