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 |
|---|---|---|---|---|---|
| Arq Wealth Advisors, LLC | 74,546 | $943.8K | 0.71% | +74,546 | New |
| Cetera Advisor Networks LLC | 77,649 | $983.0K | 0.01% | −2,245−2.8% | Reduced |
| Patten Group, Inc. | 80,379 | $1.02M | 0.30% | +452+0.6% | Added |
| Islay Capital Management, LLC | 83,118 | $1.05M | 0.91% | −2,532−3.0% | Reduced |
| Truist Financial Corp | 83,914 | $1.06M | 0.00% | +5,032+6.4% | Added |
| Arbor Capital Management Inc | 93,779 | $1.14M | 1.02% | +2,155+2.4% | Added |
| D.A. Davidson & Co. | 90,670 | $1.15M | 0.01% | −856−0.9% | Reduced |
| Prospera Financial Services Inc | 91,091 | $1.15M | 0.04% | +10,768+13.4% | Added |
| Shulman DeMeo Asset Management LLC | 98,241 | $1.24M | 0.42% | −95−0.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 105,104 | $1.33M | 0.08% | +6,359+6.4% | Added |
| Prosperity Wealth Management, Inc. | 108,376 | $1.37M | 0.89% | +1,728+1.6% | Added |
| Northwestern Mutual Wealth Management Co | 114,435 | $1.45M | 0.00% | −7,370−6.1% | Reduced |
| Comerica Bank | 116,131 | $1.47M | 0.01% | +116,131 | New |
| Cornerstone Advisors, LLC | 126,455 | $1.60M | 0.07% | +126,455 | New |
| National Asset Management, Inc. | 125,755 | $1.62M | 0.04% | +5,767+4.8% | Added |
| Moors & Cabot, Inc. | 128,825 | $1.63M | 0.11% | +8,487+7.1% | Added |
| Wolverine Asset Management LLC | 204,928 | $2.59M | 0.05% | +94,513+85.6% | Added |
| Janney Montgomery Scott LLC | 233,102 | $2.95M | 0.01% | +5,744+2.5% | Added |
| Stifel Financial Corp | 237,447 | $3.01M | 0.00% | −3,888−1.6% | Reduced |
| Twelve Points Wealth Management LLC | 269,674 | $3.41M | 1.70% | +32,322+13.6% | Added |
| MONECO Advisors, LLC | 272,354 | $3.45M | 0.94% | −7,542−2.7% | Reduced |
| Focused Wealth Management, Inc | 274,698 | $3.48M | 0.61% | +3,861+1.4% | Added |
| Ameriprise Financial Inc | 283,124 | $3.58M | 0.00% | +16,637+6.2% | Added |
| Shaker Financial Services, LLC | 329,499 | $4.23M | 1.97% | +87,269+36.0% | Added |
| Advisor Group Holdings, Inc. | 428,862 | $5.43M | 0.01% | +86,153+25.1% | Added |
| Commonwealth Equity Services, LLC | 438,328 | $5.55M | 0.01% | −34,895−7.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 472,122 | $5.98M | 0.03% | +41,722+9.7% | Added |
| Lindbrook Capital, LLC | 497,635 | $6.30M | 0.70% | −5,775−1.1% | Reduced |
| Guggenheim Capital LLC | 594,420 | $7.53M | 0.06% | −18,695−3.0% | Reduced |
| Raymond James & Associates | 609,968 | $7.72M | 0.01% | −53,579−8.1% | Reduced |
| Bank of America Corp | 652,153 | $8.26M | 0.00% | −14,329−2.1% | Reduced |
| Royal Bank of Canada | 732,332 | $9.27M | 0.00% | +2,316+0.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 810,353 | $10.3M | 0.02% | −1710.0% | Reduced |
| Invesco Ltd. | 1,161,249 | $14.7M | 0.00% | +366,246+46.1% | Added |
| Wells Fargo & Company | 1,661,013 | $21.0M | 0.01% | −8,557−0.5% | Reduced |
| LPL Financial LLC | 1,666,379 | $21.1M | 0.01% | +171,538+11.5% | Added |
| UBS Group AG | 1,854,948 | $23.5M | 0.01% | +3,883+0.2% | Added |
| Morgan Stanley | 11,556,986 | $146.3M | 0.01% | +230,727+2.0% | Added |
| Naviter Wealth, LLC | 0 | $0 | 0.00% | −28,208−100.0% | Sold out |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −22,654−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −17,537−100.0% | Sold out |
| Occidental Asset Management, LLC | 0 | $0 | 0.00% | −13,394−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −10,993−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −10,322−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −1,180−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| BFT Financial Group, LLC | – | – | – | – | Not filed |