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 |
|---|---|---|---|---|---|
| Global Endowment Management, LP | 10,000 | $126.6K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 9,597 | $121.5K | 0.05% | +800+9.1% | Added |
| Hollencrest Capital Management | 8,609 | $109.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 8,139 | $103.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 7,890 | $99.9K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 7,594 | $96.0K | 0.07% | 00.0% | Unchanged |
| Citigroup Inc | 6,293 | $79.7K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 5,000 | $63.0K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 4,456 | $57.5K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3,000 | $38.7K | 0.02% | +3,000 | New |
| Signaturefd, LLC | 2,511 | $31.8K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,485 | $31.5K | 0.02% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 2,447 | $31.0K | 0.07% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,429 | $30.8K | 0.00% | +1,289+113.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,157 | $27.0K | 0.00% | −317−12.8% | Reduced |
| Delta Asset Management LLC | 2,100 | $26.6K | 0.00% | −1,000−32.3% | Reduced |
| Hoese & Co LLP | 1,750 | $22.2K | 0.02% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | – | $21.2K | 0.00% | – | – |
| Chesapeake Asset Management LLC | 1,500 | $19.0K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 1,293 | $16.4K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,239 | $16.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,000 | $12.7K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 978 | $12.4K | 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 |
| Compass Wealth Management LLC | 907 | $11.5K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 860 | $10.9K | 0.00% | +860 | New |
| Sunbelt Securities, Inc. | 857 | $10.8K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 744 | $9.42K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 612 | $7.75K | 0.00% | +612 | New |
| Huntington National Bank | – | $5.13K | 0.00% | – | – |
| GPS Wealth Strategies Group, LLC | 312 | $3.95K | 0.00% | +5+1.6% | Added |
| Colonial Trust Co | 254 | $3.34K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 250 | $3.17K | 0.00% | +250 | New |
| Fifth Third Bancorp | 211 | $2.67K | 0.00% | +211 | New |
| Ameliora Wealth Management Ltd. | 200 | $2.53K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 187 | $2.37K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 37 | $468 | 0.00% | 00.0% | Unchanged |
| 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 |