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, Q3 2023
Institutional positions in Nuveen S&P 500 BuyWrite Income Fund as of Sep 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
- 138
- +4 vs. Q2 2023
- Shares held
- 28.5M
- +1.22M (+4.5%) vs. Q2 2023
- Total value
- $361.2M
- −$4.00M (−1.1%) vs. Q2 2023
- New holders
- 12
- 48 more added
- Sold out
- 8
- 33 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Nuveen S&P 500 BuyWrite Income Fund; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 11,556,986 | $146.3M | 0.01% | +230,727+2.0% | Added |
| UBS Group AG | 1,854,948 | $23.5M | 0.01% | +3,883+0.2% | Added |
| LPL Financial LLC | 1,666,379 | $21.1M | 0.01% | +171,538+11.5% | Added |
| Wells Fargo & Company | 1,661,013 | $21.0M | 0.01% | −8,557−0.5% | Reduced |
| Invesco Ltd. | 1,161,249 | $14.7M | 0.00% | +366,246+46.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 810,353 | $10.3M | 0.02% | −1710.0% | Reduced |
| Royal Bank of Canada | 732,332 | $9.27M | 0.00% | +2,316+0.3% | Added |
| Bank of America Corp | 652,153 | $8.26M | 0.00% | −14,329−2.1% | Reduced |
| Raymond James & Associates | 609,968 | $7.72M | 0.01% | −53,579−8.1% | Reduced |
| Guggenheim Capital LLC | 594,420 | $7.53M | 0.06% | −18,695−3.0% | Reduced |
| Lindbrook Capital, LLC | 497,635 | $6.30M | 0.70% | −5,775−1.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 472,122 | $5.98M | 0.03% | +41,722+9.7% | Added |
| Commonwealth Equity Services, LLC | 438,328 | $5.55M | 0.01% | −34,895−7.4% | Reduced |
| Advisor Group Holdings, Inc. | 428,862 | $5.43M | 0.01% | +86,153+25.1% | Added |
| Shaker Financial Services, LLC | 329,499 | $4.23M | 1.97% | +87,269+36.0% | Added |
| Ameriprise Financial Inc | 283,124 | $3.58M | 0.00% | +16,637+6.2% | Added |
| Focused Wealth Management, Inc | 274,698 | $3.48M | 0.61% | +3,861+1.4% | Added |
| MONECO Advisors, LLC | 272,354 | $3.45M | 0.94% | −7,542−2.7% | Reduced |
| Twelve Points Wealth Management LLC | 269,674 | $3.41M | 1.70% | +32,322+13.6% | Added |
| Stifel Financial Corp | 237,447 | $3.01M | 0.00% | −3,888−1.6% | Reduced |
| Janney Montgomery Scott LLC | 233,102 | $2.95M | 0.01% | +5,744+2.5% | Added |
| Wolverine Asset Management LLC | 204,928 | $2.59M | 0.05% | +94,513+85.6% | Added |
| Moors & Cabot, Inc. | 128,825 | $1.63M | 0.11% | +8,487+7.1% | Added |
| National Asset Management, Inc. | 125,755 | $1.62M | 0.04% | +5,767+4.8% | Added |
| Cornerstone Advisors, LLC | 126,455 | $1.60M | 0.07% | +126,455 | New |
| Comerica Bank | 116,131 | $1.47M | 0.01% | +116,131 | New |
| Northwestern Mutual Wealth Management Co | 114,435 | $1.45M | 0.00% | −7,370−6.1% | Reduced |
| Prosperity Wealth Management, Inc. | 108,376 | $1.37M | 0.89% | +1,728+1.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 105,104 | $1.33M | 0.08% | +6,359+6.4% | Added |
| Shulman DeMeo Asset Management LLC | 98,241 | $1.24M | 0.42% | −95−0.1% | Reduced |
| Prospera Financial Services Inc | 91,091 | $1.15M | 0.04% | +10,768+13.4% | Added |
| D.A. Davidson & Co. | 90,670 | $1.15M | 0.01% | −856−0.9% | Reduced |
| Arbor Capital Management Inc | 93,779 | $1.14M | 1.02% | +2,155+2.4% | Added |
| Truist Financial Corp | 83,914 | $1.06M | 0.00% | +5,032+6.4% | Added |
| Islay Capital Management, LLC | 83,118 | $1.05M | 0.91% | −2,532−3.0% | Reduced |
| Patten Group, Inc. | 80,379 | $1.02M | 0.30% | +452+0.6% | Added |
| Cetera Advisor Networks LLC | 77,649 | $983.0K | 0.01% | −2,245−2.8% | Reduced |
| Arq Wealth Advisors, LLC | 74,546 | $943.8K | 0.71% | +74,546 | New |
| Atomi Financial Group, Inc. | 69,014 | $873.7K | 0.29% | +7,975+13.1% | Added |
| Landscape Capital Management, L.L.C. | 62,517 | $791.5K | 0.10% | +29,375+88.6% | Added |
| Steward Partners Investment Advisory, LLC | 56,270 | $712.4K | 0.01% | +8,498+17.8% | Added |
| StoneX Group Inc. | 54,675 | $705.1K | 0.08% | −4,015−6.8% | Reduced |
| Mark Stevens | 55,213 | $699.0K | 0.09% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 47,293 | $598.7K | 0.14% | +324+0.7% | Added |
| Walleye Capital LLC | 46,001 | $582.4K | 0.01% | +22,630+96.8% | Added |
| Atria Wealth Solutions, Inc. | 42,402 | $544.0K | 0.01% | −145,219−77.4% | Reduced |
| Advisors Asset Management, Inc. | 38,934 | $492.9K | 0.01% | −366−0.9% | Reduced |
| Pflug Koory, LLC | 37,617 | $476.2K | 0.28% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 37,071 | $469.3K | 0.43% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 35,817 | $444.5K | 0.06% | +3,414+10.5% | Added |
| Armor Investment Advisors, LLC | 34,490 | $436.6K | 0.26% | −748−2.1% | Reduced |
| Venture Visionary Partners LLC | 34,318 | $434.5K | 0.03% | +141+0.4% | Added |
| Elequin Capital LP | 33,571 | $425.0K | 0.08% | +22,591+205.7% | Added |
| Mariner, LLC | 32,927 | $416.9K | 0.00% | −200−0.6% | Reduced |
| TCI Wealth Advisors, Inc. | 31,000 | $392.5K | 0.05% | +31,000 | New |
| Patriot Financial Group Insurance Agency, LLC | 29,187 | $369.5K | 0.08% | −90−0.3% | Reduced |
| Kestra Advisory Services, LLC | 28,793 | $364.5K | 0.00% | −7,307−20.2% | Reduced |
| NBC Securities, Inc. | 28,584 | $361.0K | 0.04% | +28,584 | New |
| Jackson, Grant Investment Advisers, Inc. | 28,212 | $357.2K | 0.17% | +387+1.4% | Added |
| The PNC Financial Services Group, Inc. | 27,923 | $353.5K | 0.00% | −286−1.0% | Reduced |
| Great Valley Advisor Group, Inc. | 27,243 | $344.9K | 0.01% | −100.0% | Reduced |
| Baird Financial Group, Inc. | 27,027 | $342.2K | 0.00% | +450+1.7% | Added |
| Capstone Financial Advisors, Inc. | 26,423 | $334.5K | 0.03% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 25,371 | $321.2K | 0.16% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 23,956 | $303.3K | 0.01% | −766−3.1% | Reduced |
| AE Wealth Management LLC | 23,365 | $295.8K | 0.00% | −937−3.9% | Reduced |
| Nations Financial Group Inc, | 22,430 | $284.0K | 0.03% | +1,915+9.3% | Added |
| Commons Capital, LLC | 22,376 | $283.3K | 0.49% | −1,014−4.3% | Reduced |
| Centaurus Financial, Inc. | 22,163 | $281.0K | 0.02% | +10,420+88.7% | Added |
| Encompass Wealth Advisors, LLC | 21,754 | $275.4K | 0.09% | +133+0.6% | Added |
| Instrumental Wealth, LLC | 21,517 | $270.3K | 0.32% | −289−1.3% | Reduced |
| Marco Investment Management LLC | 20,300 | $257.0K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 19,696 | $249.4K | 0.01% | −30,072−60.4% | Reduced |
| Apriem Advisors | 19,675 | $249.1K | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 18,686 | $236.6K | 0.00% | +2,729+17.1% | Added |
| Maltin Wealth Management, Inc. | 18,000 | $227.9K | 0.16% | +259+1.5% | Added |
| Pathstone Family Office, LLC | 17,537 | $222.0K | 0.00% | +17,537 | New |
| Triumph Capital Management | 17,032 | $219.7K | 0.10% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 17,311 | $219.2K | 0.00% | −4,017−18.8% | Reduced |
| Rockefeller Capital Management L.P. | 16,512 | $209.1K | 0.00% | +2,887+21.2% | Added |
| Integrated Advisors Network LLC | 16,201 | $205.1K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 15,399 | $195.0K | 0.00% | +229+1.5% | Added |
| Apella Capital, LLC | 15,035 | $190.3K | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 14,819 | $187.6K | 0.00% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 14,696 | $186.1K | 0.09% | −30,072−67.2% | Reduced |
| Cetera Advisors LLC | 14,401 | $182.3K | 0.00% | +60.0% | Added |
| Davenport & Co LLC | 13,927 | $176.3K | 0.00% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 13,674 | $173.1K | 0.01% | +974+7.7% | Added |
| Wealth Dimensions Group, Ltd. | 13,573 | $171.8K | 0.06% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 13,413 | $169.8K | 0.00% | +1,447+12.1% | Added |
| CoreCap Advisors, LLC | 13,310 | $168.5K | 0.01% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 13,211 | $167.3K | 0.07% | +132+1.0% | Added |
| US Bancorp | 12,725 | $161.1K | 0.00% | 00.0% | Unchanged |
| Summit Financial, LLC | 12,203 | $157.4K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 11,778 | $149.1K | 0.02% | +1,244+11.8% | Added |
| Envestnet Asset Management Inc | 11,609 | $147.0K | 0.00% | −434−3.6% | Reduced |
| Horizon Wealth Management, LLC | 10,853 | $137.4K | 0.06% | +187+1.8% | Added |
| Beacon Pointe Advisors, LLC | 10,437 | $132.1K | 0.00% | +10,437 | New |
| Stratos Wealth Partners, LTD. | 10,329 | $130.8K | 0.00% | +16+0.2% | Added |
| Carret Asset Management, LLC | 10,000 | $126.6K | 0.02% | 00.0% | Unchanged |