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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 11 | $141 | 0.00% | +11 | New |
| Key Financial Inc | 37 | $475 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 157 | $2.00K | 0.00% | +157 | New |
| St Germain D J Co Inc | 187 | $2.40K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 200 | $2.57K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 254 | $3.25K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 324 | $4.16K | 0.00% | +12+3.8% | Added |
| Huntington National Bank | – | $5.20K | 0.00% | – | – |
| Northwest Financial Advisors | 489 | $6.27K | 0.01% | +489 | New |
| Fortis Group Advisors, LLC | 500 | $6.42K | 0.00% | +250+100.0% | Added |
| Baystate Wealth Management LLC | 509 | $6.53K | 0.00% | +509 | New |
| Rothschild Investment LLC | 693 | $8.89K | 0.00% | +693 | New |
| Stephens Consulting, LLC | 744 | $9.55K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 832 | $10.7K | 0.00% | −25−2.9% | Reduced |
| Pathway Financial Advisers, LLC | 860 | $11.0K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 907 | $11.6K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 978 | $12.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,000 | $12.8K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,239 | $16.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,293 | $16.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,467 | $19.0K | 0.00% | +489+50.0% | Added |
| Chesapeake Asset Management LLC | 1,500 | $19.3K | 0.02% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | – | $21.5K | 0.00% | – | – |
| Hoese & Co LLP | 1,750 | $22.3K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,957 | $25.1K | 0.00% | +1,957 | New |
| Delta Asset Management LLC | 2,100 | $26.9K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,157 | $28.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,485 | $31.9K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,511 | $32.2K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3,000 | $38.5K | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 3,700 | $47.5K | 0.01% | +3,700 | New |
| Proequities, Inc. | 4,456 | $57.2K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 6,293 | $80.7K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 7,474 | $95.9K | 0.00% | +5,045+207.7% | Added |
| Hazlett, Burt & Watson, Inc. | 7,594 | $97.0K | 0.07% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 7,890 | $101.2K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 8,609 | $110.5K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 9,597 | $123.1K | 0.05% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 10,000 | $128.3K | 0.02% | 00.0% | Unchanged |
| Global Endowment Management, LP | 10,000 | $128.3K | 0.01% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 10,000 | $128.3K | 0.00% | +10,000 | New |
| Raymond James Trust N.A. | 10,005 | $128.4K | 0.00% | +10,005 | New |
| Beacon Pointe Advisors, LLC | 10,550 | $135.4K | 0.00% | +113+1.1% | Added |
| CTC Alternative Strategies, Ltd. | 10,792 | $138.5K | 0.29% | +10,792 | New |
| Western Wealth Management, LLC | 11,200 | $143.7K | 0.01% | −2,474−18.1% | Reduced |
| Horizon Wealth Management, LLC | 11,260 | $144.5K | 0.04% | +407+3.8% | Added |
| Summit Financial, LLC | 12,203 | $156.6K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 12,278 | $157.5K | 0.02% | +500+4.2% | Added |
| Envestnet Asset Management Inc | 12,375 | $158.8K | 0.00% | +766+6.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 12,511 | $160.5K | 0.01% | +12,511 | New |
| US Bancorp | 12,725 | $163.3K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 13,310 | $170.8K | 0.01% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 13,342 | $171.2K | 0.07% | +131+1.0% | Added |
| Allworth Financial LP | 13,512 | $173.4K | 0.00% | +5,373+66.0% | Added |
| Wealth Dimensions Group, Ltd. | 13,573 | $174.1K | 0.06% | 00.0% | Unchanged |
| Davenport & Co LLC | 13,927 | $178.7K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 14,407 | $184.8K | 0.00% | +60.0% | Added |
| Centurion Wealth Management LLC | 14,696 | $188.5K | 0.08% | 00.0% | Unchanged |
| Commerce Bank | 14,819 | $190.1K | 0.00% | 00.0% | Unchanged |
| Apella Capital, LLC | 15,035 | $191.5K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 15,083 | $193.5K | 0.03% | +15,083 | New |
| Integrated Advisors Network LLC | 16,201 | $207.9K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 17,032 | $218.5K | 0.09% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 17,537 | $225.0K | 0.00% | +17,537 | New |
| Commons Capital, LLC | 17,610 | $225.9K | 0.36% | −4,766−21.3% | Reduced |
| Maltin Wealth Management, Inc. | 18,436 | $236.5K | 0.15% | +436+2.4% | Added |
| Apriem Advisors | 19,675 | $252.4K | 0.03% | 00.0% | Unchanged |
| Marco Investment Management LLC | 20,300 | $260.4K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 21,346 | $274.1K | 0.01% | +1,650+8.4% | Added |
| Instrumental Wealth, LLC | 21,840 | $281.1K | 0.30% | +323+1.5% | Added |
| Kestra Private Wealth Services, LLC | 21,965 | $281.8K | 0.01% | −1,991−8.3% | Reduced |
| Encompass Wealth Advisors, LLC | 22,039 | $282.8K | 0.08% | +285+1.3% | Added |
| Nations Financial Group Inc, | 22,430 | $287.8K | 0.03% | 00.0% | Unchanged |
| AE Wealth Management LLC | 22,590 | $292.1K | 0.00% | −775−3.3% | Reduced |
| Great Valley Advisor Group, Inc. | 23,153 | $297.1K | 0.01% | −4,090−15.0% | Reduced |
| HighTower Advisors, LLC | 23,682 | $307.0K | 0.00% | +23,682 | New |
| Palogic Value Management, L.P. | 24,371 | $312.7K | 0.14% | −1,000−3.9% | Reduced |
| Mercer Global Advisors Inc | 24,820 | $318.0K | 0.00% | +9,421+61.2% | Added |
| GWM Advisors LLC | 25,215 | $324.5K | 0.00% | +6,529+34.9% | Added |
| Centaurus Financial, Inc. | 25,309 | $325.0K | 0.02% | +3,146+14.2% | Added |
| Weiss Asset Management LP | 25,599 | $328.4K | 0.02% | +25,599 | New |
| Capstone Financial Advisors, Inc. | 26,423 | $339.0K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 28,208 | $361.9K | 0.00% | +285+1.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 28,346 | $363.7K | 0.07% | −841−2.9% | Reduced |
| NBC Securities, Inc. | 28,584 | $366.0K | 0.04% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 28,596 | $366.9K | 0.16% | +384+1.4% | Added |
| Tyche Wealth Partners LLC | 30,875 | $396.1K | 0.10% | +30,875 | New |
| Baird Financial Group, Inc. | 31,186 | $400.1K | 0.00% | +4,159+15.4% | Added |
| Armor Investment Advisors, LLC | 32,003 | $410.6K | 0.22% | −2,487−7.2% | Reduced |
| Captrust Financial Advisors | 32,922 | $422.4K | 0.00% | +32,922 | New |
| Mariner, LLC | 32,927 | $422.5K | 0.00% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 34,344 | $440.6K | 0.15% | +34,344 | New |
| Leo Wealth, LLC | 34,991 | $448.9K | 0.05% | +34,991 | New |
| International Assets Investment Management, LLC | 35,844 | $459.9K | 0.06% | +27+0.1% | Added |
| Pflug Koory, LLC | 37,617 | $482.6K | 0.26% | 00.0% | Unchanged |
| Elequin Capital LP | 38,474 | $493.6K | 0.15% | +4,903+14.6% | Added |
| Atria Wealth Solutions, Inc. | 39,427 | $505.8K | 0.01% | −2,975−7.0% | Reduced |
| Rockefeller Capital Management L.P. | 41,326 | $530.2K | 0.00% | +24,814+150.3% | Added |
| Howard Wealth Management, LLC | 42,391 | $543.9K | 0.45% | +5,320+14.4% | Added |
| Investment Partners Asset Management, Inc. | 44,254 | $567.8K | 0.56% | +44,254 | New |