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 |
|---|---|---|---|---|---|
| Global Endowment Management, LP | 10,000 | $133.7K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 8,797 | $117.6K | 0.04% | +2,400+37.5% | Added |
| Hollencrest Capital Management | 8,609 | $115.1K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 8,139 | $108.8K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 7,890 | $105.5K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 7,594 | $102.0K | 0.08% | 00.0% | Unchanged |
| Citigroup Inc | 6,293 | $84.1K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 5,000 | $66.0K | 0.08% | 00.0% | Unchanged |
| Proequities, Inc. | 4,456 | $60.6K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 3,100 | $41.4K | 0.00% | +3,100 | New |
| Signaturefd, LLC | 2,511 | $33.6K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,485 | $33.2K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,474 | $33.0K | 0.00% | −991−28.6% | Reduced |
| Johnson Midwest Financial, LLC | 2,447 | $32.7K | 0.03% | 00.0% | Unchanged |
| Hoese & Co LLP | 1,750 | $23.4K | 0.02% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | – | $22.7K | 0.00% | – | – |
| Chesapeake Asset Management LLC | 1,500 | $20.1K | 0.02% | −2,462−62.1% | Reduced |
| Private Trust Co NA | 1,293 | $17.3K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,239 | $17.0K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 1,180 | $15.8K | 0.01% | +1,180 | New |
| JPMorgan Chase & Co | 1,140 | $15.2K | 0.00% | +1,140 | New |
| Geneos Wealth Management Inc. | 1,000 | $13.4K | 0.00% | −700−41.2% | Reduced |
| Northwest Capital Management Inc | 978 | $13.1K | 0.01% | +978 | New |
| CWM, LLC | 978 | $13.0K | 0.00% | +978 | New |
| Centerpoint Advisors, LLC | 978 | $13.0K | 0.01% | +978 | New |
| Compass Wealth Management LLC | 907 | $12.1K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 857 | $11.5K | 0.00% | +857 | New |
| Stephens Consulting, LLC | 744 | $9.95K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $5.42K | 0.00% | – | – |
| GPS Wealth Strategies Group, LLC | 307 | $4.10K | 0.00% | +6+2.0% | Added |
| Colonial Trust Co | 254 | $3.36K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 200 | $2.67K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 187 | $2.50K | 0.00% | +187 | New |
| Horan Securities, Inc. | 95 | $1.27K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 37 | $495 | 0.00% | 00.0% | Unchanged |
| 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 |