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, Q4 2023
Institutional positions in Nuveen S&P 500 BuyWrite Income Fund as of Dec 31, 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
- 150
- +15 vs. Q3 2023
- Shares held
- 29.8M
- +1.37M (+4.8%) vs. Q3 2023
- Total value
- $382.5M
- +$22.3M (+6.2%) vs. Q3 2023
- New holders
- 24
- 45 more added
- Sold out
- 9
- 36 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Nuveen S&P 500 BuyWrite Income Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 11,325,066 | $145.3M | 0.01% | −231,920−2.0% | Reduced |
| UBS Group AG | 1,774,641 | $22.8M | 0.01% | −80,307−4.3% | Reduced |
| LPL Financial LLC | 1,699,031 | $21.8M | 0.01% | +32,652+2.0% | Added |
| Wells Fargo & Company | 1,589,050 | $20.4M | 0.01% | −71,963−4.3% | Reduced |
| Invesco Ltd. | 1,335,615 | $17.1M | 0.00% | +174,366+15.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 808,180 | $10.4M | 0.02% | −2,173−0.3% | Reduced |
| Cornerstone Advisors, LLC | 742,933 | $9.53M | 0.42% | +616,478+487.5% | Added |
| Royal Bank of Canada | 729,353 | $9.36M | 0.00% | −2,979−0.4% | Reduced |
| Bank of America Corp | 676,360 | $8.68M | 0.00% | +24,207+3.7% | Added |
| Guggenheim Capital LLC | 610,932 | $7.84M | 0.06% | +16,512+2.8% | Added |
| Raymond James & Associates | 608,979 | $7.81M | 0.01% | −989−0.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 492,118 | $6.31M | 0.03% | +19,996+4.2% | Added |
| Lindbrook Capital, LLC | 450,264 | $5.78M | 0.58% | −47,371−9.5% | Reduced |
| Commonwealth Equity Services, LLC | 395,756 | $5.08M | 0.01% | −42,572−9.7% | Reduced |
| Shaker Financial Services, LLC | 393,571 | $5.05M | 2.07% | +64,072+19.4% | Added |
| Advisor Group Holdings, Inc. | 386,951 | $4.96M | 0.01% | −41,911−9.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 326,734 | $4.19M | 0.01% | +326,734 | New |
| Ameriprise Financial Inc | 283,852 | $3.64M | 0.00% | +728+0.3% | Added |
| MONECO Advisors, LLC | 271,349 | $3.48M | 0.66% | −1,005−0.4% | Reduced |
| Focused Wealth Management, Inc | 265,195 | $3.40M | 0.56% | −9,503−3.5% | Reduced |
| Landscape Capital Management, L.L.C. | 239,978 | $3.08M | 0.27% | +177,461+283.9% | Added |
| Stifel Financial Corp | 236,451 | $3.03M | 0.00% | −996−0.4% | Reduced |
| Sage Capital Management, LLC | 215,447 | $2.76M | 1.65% | +215,447 | New |
| Janney Montgomery Scott LLC | 185,562 | $2.38M | 0.01% | −47,540−20.4% | Reduced |
| Twelve Points Wealth Management LLC | 174,870 | $2.24M | 1.06% | −94,804−35.2% | Reduced |
| Wolverine Asset Management LLC | 159,628 | $2.05M | 0.03% | −45,300−22.1% | Reduced |
| National Asset Management, Inc. | 129,187 | $1.66M | 0.04% | +3,432+2.7% | Added |
| Moors & Cabot, Inc. | 128,148 | $1.64M | 0.10% | −677−0.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 120,033 | $1.54M | 0.09% | +14,929+14.2% | Added |
| Prosperity Wealth Management, Inc. | 112,322 | $1.44M | 0.94% | +3,946+3.6% | Added |
| Comerica Bank | 111,569 | $1.43M | 0.01% | −4,562−3.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 101,817 | $1.31M | 0.00% | −12,618−11.0% | Reduced |
| Shulman DeMeo Asset Management LLC | 97,649 | $1.25M | 0.36% | −592−0.6% | Reduced |
| Prospera Financial Services Inc | 92,562 | $1.19M | 0.04% | +1,471+1.6% | Added |
| Arq Wealth Advisors, LLC | 91,947 | $1.18M | 0.70% | +17,401+23.3% | Added |
| Arbor Capital Management Inc | 91,957 | $1.17M | 0.88% | −1,822−1.9% | Reduced |
| CNH Partners LLC | 84,134 | $1.08M | 0.04% | +84,134 | New |
| Patten Group, Inc. | 81,365 | $1.04M | 0.28% | +986+1.2% | Added |
| Advisors Asset Management, Inc. | 78,296 | $1.00M | 0.02% | +39,362+101.1% | Added |
| Atomi Financial Group, Inc. | 74,655 | $957.8K | 0.13% | +5,641+8.2% | Added |
| HTLF Bank | 73,002 | $936.6K | 0.11% | +73,002 | New |
| Islay Capital Management, LLC | 71,837 | $921.7K | 0.73% | −11,281−13.6% | Reduced |
| Cetera Advisor Networks LLC | 70,853 | $909.0K | 0.01% | −6,796−8.8% | Reduced |
| D.A. Davidson & Co. | 64,501 | $827.5K | 0.01% | −26,169−28.9% | Reduced |
| Truist Financial Corp | 60,493 | $776.1K | 0.00% | −23,421−27.9% | Reduced |
| Venture Visionary Partners LLC | 60,029 | $770.2K | 0.04% | +25,711+74.9% | Added |
| StoneX Group Inc. | 50,255 | $644.8K | 0.06% | −4,420−8.1% | Reduced |
| Glen Eagle Advisors, LLC | 47,345 | $607.4K | 0.13% | +52+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 45,231 | $580.3K | 0.01% | −11,039−19.6% | Reduced |
| Kestra Advisory Services, LLC | 44,617 | $572.4K | 0.00% | +15,824+55.0% | Added |
| Investment Partners Asset Management, Inc. | 44,254 | $567.8K | 0.56% | +44,254 | New |
| Howard Wealth Management, LLC | 42,391 | $543.9K | 0.45% | +5,320+14.4% | Added |
| Rockefeller Capital Management L.P. | 41,326 | $530.2K | 0.00% | +24,814+150.3% | Added |
| Atria Wealth Solutions, Inc. | 39,427 | $505.8K | 0.01% | −2,975−7.0% | Reduced |
| Elequin Capital LP | 38,474 | $493.6K | 0.15% | +4,903+14.6% | Added |
| Pflug Koory, LLC | 37,617 | $482.6K | 0.26% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 35,844 | $459.9K | 0.06% | +27+0.1% | Added |
| Leo Wealth, LLC | 34,991 | $448.9K | 0.05% | +34,991 | New |
| Stonebrook Private Inc. | 34,344 | $440.6K | 0.15% | +34,344 | New |
| Mariner, LLC | 32,927 | $422.5K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 32,922 | $422.4K | 0.00% | +32,922 | New |
| Armor Investment Advisors, LLC | 32,003 | $410.6K | 0.22% | −2,487−7.2% | Reduced |
| Baird Financial Group, Inc. | 31,186 | $400.1K | 0.00% | +4,159+15.4% | Added |
| Tyche Wealth Partners LLC | 30,875 | $396.1K | 0.10% | +30,875 | New |
| Jackson, Grant Investment Advisers, Inc. | 28,596 | $366.9K | 0.16% | +384+1.4% | Added |
| NBC Securities, Inc. | 28,584 | $366.0K | 0.04% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 28,346 | $363.7K | 0.07% | −841−2.9% | Reduced |
| The PNC Financial Services Group, Inc. | 28,208 | $361.9K | 0.00% | +285+1.0% | Added |
| Capstone Financial Advisors, Inc. | 26,423 | $339.0K | 0.02% | 00.0% | Unchanged |
| Weiss Asset Management LP | 25,599 | $328.4K | 0.02% | +25,599 | New |
| Centaurus Financial, Inc. | 25,309 | $325.0K | 0.02% | +3,146+14.2% | Added |
| GWM Advisors LLC | 25,215 | $324.5K | 0.00% | +6,529+34.9% | Added |
| Mercer Global Advisors Inc | 24,820 | $318.0K | 0.00% | +9,421+61.2% | Added |
| Palogic Value Management, L.P. | 24,371 | $312.7K | 0.14% | −1,000−3.9% | Reduced |
| HighTower Advisors, LLC | 23,682 | $307.0K | 0.00% | +23,682 | New |
| Great Valley Advisor Group, Inc. | 23,153 | $297.1K | 0.01% | −4,090−15.0% | Reduced |
| AE Wealth Management LLC | 22,590 | $292.1K | 0.00% | −775−3.3% | Reduced |
| Nations Financial Group Inc, | 22,430 | $287.8K | 0.03% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 22,039 | $282.8K | 0.08% | +285+1.3% | Added |
| Kestra Private Wealth Services, LLC | 21,965 | $281.8K | 0.01% | −1,991−8.3% | Reduced |
| Instrumental Wealth, LLC | 21,840 | $281.1K | 0.30% | +323+1.5% | Added |
| Spire Wealth Management | 21,346 | $274.1K | 0.01% | +1,650+8.4% | Added |
| Marco Investment Management LLC | 20,300 | $260.4K | 0.03% | 00.0% | Unchanged |
| Apriem Advisors | 19,675 | $252.4K | 0.03% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 18,436 | $236.5K | 0.15% | +436+2.4% | Added |
| Commons Capital, LLC | 17,610 | $225.9K | 0.36% | −4,766−21.3% | Reduced |
| Pathstone Holdings, LLC | 17,537 | $225.0K | 0.00% | +17,537 | New |
| Triumph Capital Management | 17,032 | $218.5K | 0.09% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 16,201 | $207.9K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 15,083 | $193.5K | 0.03% | +15,083 | New |
| Apella Capital, LLC | 15,035 | $191.5K | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 14,819 | $190.1K | 0.00% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 14,696 | $188.5K | 0.08% | 00.0% | Unchanged |
| Cetera Advisors LLC | 14,407 | $184.8K | 0.00% | +60.0% | Added |
| Davenport & Co LLC | 13,927 | $178.7K | 0.00% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 13,573 | $174.1K | 0.06% | 00.0% | Unchanged |
| Allworth Financial LP | 13,512 | $173.4K | 0.00% | +5,373+66.0% | Added |
| Founders Financial Alliance, LLC | 13,342 | $171.2K | 0.07% | +131+1.0% | Added |
| CoreCap Advisors, LLC | 13,310 | $170.8K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 12,725 | $163.3K | 0.00% | 00.0% | Unchanged |