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 |
|---|---|---|---|---|---|
| Key Financial Inc | 37 | $468 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 187 | $2.37K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 200 | $2.53K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 211 | $2.67K | 0.00% | +211 | New |
| Fortis Group Advisors, LLC | 250 | $3.17K | 0.00% | +250 | New |
| Colonial Trust Co | 254 | $3.34K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 312 | $3.95K | 0.00% | +5+1.6% | Added |
| Huntington National Bank | – | $5.13K | 0.00% | – | – |
| Baker Avenue Asset Management, LP | 612 | $7.75K | 0.00% | +612 | New |
| Stephens Consulting, LLC | 744 | $9.42K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 857 | $10.8K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 860 | $10.9K | 0.00% | +860 | New |
| Compass Wealth Management LLC | 907 | $11.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 978 | $12.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 978 | $12.0K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 978 | $12.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,000 | $12.7K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,239 | $16.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,293 | $16.4K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1,500 | $19.0K | 0.02% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | – | $21.2K | 0.00% | – | – |
| Hoese & Co LLP | 1,750 | $22.2K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2,100 | $26.6K | 0.00% | −1,000−32.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,157 | $27.0K | 0.00% | −317−12.8% | Reduced |
| JPMorgan Chase & Co | 2,429 | $30.8K | 0.00% | +1,289+113.1% | Added |
| Johnson Midwest Financial, LLC | 2,447 | $31.0K | 0.07% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,485 | $31.5K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,511 | $31.8K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3,000 | $38.7K | 0.02% | +3,000 | New |
| Proequities, Inc. | 4,456 | $57.5K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 5,000 | $63.0K | 0.04% | 00.0% | Unchanged |
| Citigroup Inc | 6,293 | $79.7K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 7,594 | $96.0K | 0.07% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 7,890 | $99.9K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 8,139 | $103.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 8,609 | $109.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 9,597 | $121.5K | 0.05% | +800+9.1% | Added |
| Carret Asset Management, LLC | 10,000 | $126.6K | 0.02% | 00.0% | Unchanged |
| Global Endowment Management, LP | 10,000 | $126.6K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 10,329 | $130.8K | 0.00% | +16+0.2% | Added |
| Beacon Pointe Advisors, LLC | 10,437 | $132.1K | 0.00% | +10,437 | New |
| Horizon Wealth Management, LLC | 10,853 | $137.4K | 0.06% | +187+1.8% | Added |
| Envestnet Asset Management Inc | 11,609 | $147.0K | 0.00% | −434−3.6% | Reduced |
| Kovack Advisors, Inc. | 11,778 | $149.1K | 0.02% | +1,244+11.8% | Added |
| Summit Financial, LLC | 12,203 | $157.4K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 12,725 | $161.1K | 0.00% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 13,211 | $167.3K | 0.07% | +132+1.0% | Added |
| CoreCap Advisors, LLC | 13,310 | $168.5K | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 13,413 | $169.8K | 0.00% | +1,447+12.1% | Added |
| Wealth Dimensions Group, Ltd. | 13,573 | $171.8K | 0.06% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 13,674 | $173.1K | 0.01% | +974+7.7% | Added |
| Davenport & Co LLC | 13,927 | $176.3K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 14,401 | $182.3K | 0.00% | +60.0% | Added |
| Centurion Wealth Management LLC | 14,696 | $186.1K | 0.09% | −30,072−67.2% | Reduced |
| Commerce Bank | 14,819 | $187.6K | 0.00% | 00.0% | Unchanged |
| Apella Capital, LLC | 15,035 | $190.3K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 15,399 | $195.0K | 0.00% | +229+1.5% | Added |
| Integrated Advisors Network LLC | 16,201 | $205.1K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 16,512 | $209.1K | 0.00% | +2,887+21.2% | Added |
| Equitable Holdings, Inc. | 17,311 | $219.2K | 0.00% | −4,017−18.8% | Reduced |
| Triumph Capital Management | 17,032 | $219.7K | 0.10% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 17,537 | $222.0K | 0.00% | +17,537 | New |
| Maltin Wealth Management, Inc. | 18,000 | $227.9K | 0.16% | +259+1.5% | Added |
| GWM Advisors LLC | 18,686 | $236.6K | 0.00% | +2,729+17.1% | Added |
| Apriem Advisors | 19,675 | $249.1K | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 19,696 | $249.4K | 0.01% | −30,072−60.4% | Reduced |
| Marco Investment Management LLC | 20,300 | $257.0K | 0.03% | 00.0% | Unchanged |
| Instrumental Wealth, LLC | 21,517 | $270.3K | 0.32% | −289−1.3% | Reduced |
| Encompass Wealth Advisors, LLC | 21,754 | $275.4K | 0.09% | +133+0.6% | Added |
| Centaurus Financial, Inc. | 22,163 | $281.0K | 0.02% | +10,420+88.7% | Added |
| Commons Capital, LLC | 22,376 | $283.3K | 0.49% | −1,014−4.3% | Reduced |
| Nations Financial Group Inc, | 22,430 | $284.0K | 0.03% | +1,915+9.3% | Added |
| AE Wealth Management LLC | 23,365 | $295.8K | 0.00% | −937−3.9% | Reduced |
| Kestra Private Wealth Services, LLC | 23,956 | $303.3K | 0.01% | −766−3.1% | Reduced |
| Palogic Value Management, L.P. | 25,371 | $321.2K | 0.16% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 26,423 | $334.5K | 0.03% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 27,027 | $342.2K | 0.00% | +450+1.7% | Added |
| Great Valley Advisor Group, Inc. | 27,243 | $344.9K | 0.01% | −100.0% | Reduced |
| The PNC Financial Services Group, Inc. | 27,923 | $353.5K | 0.00% | −286−1.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 28,212 | $357.2K | 0.17% | +387+1.4% | Added |
| NBC Securities, Inc. | 28,584 | $361.0K | 0.04% | +28,584 | New |
| Kestra Advisory Services, LLC | 28,793 | $364.5K | 0.00% | −7,307−20.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 29,187 | $369.5K | 0.08% | −90−0.3% | Reduced |
| TCI Wealth Advisors, Inc. | 31,000 | $392.5K | 0.05% | +31,000 | New |
| Mariner, LLC | 32,927 | $416.9K | 0.00% | −200−0.6% | Reduced |
| Elequin Capital LP | 33,571 | $425.0K | 0.08% | +22,591+205.7% | Added |
| Venture Visionary Partners LLC | 34,318 | $434.5K | 0.03% | +141+0.4% | Added |
| Armor Investment Advisors, LLC | 34,490 | $436.6K | 0.26% | −748−2.1% | Reduced |
| International Assets Investment Management, LLC | 35,817 | $444.5K | 0.06% | +3,414+10.5% | Added |
| Howard Wealth Management, LLC | 37,071 | $469.3K | 0.43% | 00.0% | Unchanged |
| Pflug Koory, LLC | 37,617 | $476.2K | 0.28% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 38,934 | $492.9K | 0.01% | −366−0.9% | Reduced |
| Atria Wealth Solutions, Inc. | 42,402 | $544.0K | 0.01% | −145,219−77.4% | Reduced |
| Walleye Capital LLC | 46,001 | $582.4K | 0.01% | +22,630+96.8% | Added |
| Glen Eagle Advisors, LLC | 47,293 | $598.7K | 0.14% | +324+0.7% | Added |
| Mark Stevens | 55,213 | $699.0K | 0.09% | 00.0% | Unchanged |
| StoneX Group Inc. | 54,675 | $705.1K | 0.08% | −4,015−6.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 56,270 | $712.4K | 0.01% | +8,498+17.8% | Added |
| Landscape Capital Management, L.L.C. | 62,517 | $791.5K | 0.10% | +29,375+88.6% | Added |
| Atomi Financial Group, Inc. | 69,014 | $873.7K | 0.29% | +7,975+13.1% | Added |