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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 44,617 | $572.4K | 0.00% | +15,824+55.0% | Added |
| Steward Partners Investment Advisory, LLC | 45,231 | $580.3K | 0.01% | −11,039−19.6% | Reduced |
| Glen Eagle Advisors, LLC | 47,345 | $607.4K | 0.13% | +52+0.1% | Added |
| StoneX Group Inc. | 50,255 | $644.8K | 0.06% | −4,420−8.1% | Reduced |
| Venture Visionary Partners LLC | 60,029 | $770.2K | 0.04% | +25,711+74.9% | Added |
| Truist Financial Corp | 60,493 | $776.1K | 0.00% | −23,421−27.9% | Reduced |
| D.A. Davidson & Co. | 64,501 | $827.5K | 0.01% | −26,169−28.9% | Reduced |
| Cetera Advisor Networks LLC | 70,853 | $909.0K | 0.01% | −6,796−8.8% | Reduced |
| Islay Capital Management, LLC | 71,837 | $921.7K | 0.73% | −11,281−13.6% | Reduced |
| HTLF Bank | 73,002 | $936.6K | 0.11% | +73,002 | New |
| Atomi Financial Group, Inc. | 74,655 | $957.8K | 0.13% | +5,641+8.2% | Added |
| Advisors Asset Management, Inc. | 78,296 | $1.00M | 0.02% | +39,362+101.1% | Added |
| Patten Group, Inc. | 81,365 | $1.04M | 0.28% | +986+1.2% | Added |
| CNH Partners LLC | 84,134 | $1.08M | 0.04% | +84,134 | New |
| Arbor Capital Management Inc | 91,957 | $1.17M | 0.88% | −1,822−1.9% | Reduced |
| Arq Wealth Advisors, LLC | 91,947 | $1.18M | 0.70% | +17,401+23.3% | Added |
| Prospera Financial Services Inc | 92,562 | $1.19M | 0.04% | +1,471+1.6% | Added |
| Shulman DeMeo Asset Management LLC | 97,649 | $1.25M | 0.36% | −592−0.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 101,817 | $1.31M | 0.00% | −12,618−11.0% | Reduced |
| Comerica Bank | 111,569 | $1.43M | 0.01% | −4,562−3.9% | Reduced |
| Prosperity Wealth Management, Inc. | 112,322 | $1.44M | 0.94% | +3,946+3.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 120,033 | $1.54M | 0.09% | +14,929+14.2% | Added |
| Moors & Cabot, Inc. | 128,148 | $1.64M | 0.10% | −677−0.5% | Reduced |
| National Asset Management, Inc. | 129,187 | $1.66M | 0.04% | +3,432+2.7% | Added |
| Wolverine Asset Management LLC | 159,628 | $2.05M | 0.03% | −45,300−22.1% | Reduced |
| Twelve Points Wealth Management LLC | 174,870 | $2.24M | 1.06% | −94,804−35.2% | Reduced |
| Janney Montgomery Scott LLC | 185,562 | $2.38M | 0.01% | −47,540−20.4% | Reduced |
| Sage Capital Management, LLC | 215,447 | $2.76M | 1.65% | +215,447 | New |
| Stifel Financial Corp | 236,451 | $3.03M | 0.00% | −996−0.4% | Reduced |
| Landscape Capital Management, L.L.C. | 239,978 | $3.08M | 0.27% | +177,461+283.9% | Added |
| Focused Wealth Management, Inc | 265,195 | $3.40M | 0.56% | −9,503−3.5% | Reduced |
| MONECO Advisors, LLC | 271,349 | $3.48M | 0.66% | −1,005−0.4% | Reduced |
| Ameriprise Financial Inc | 283,852 | $3.64M | 0.00% | +728+0.3% | Added |
| Allspring Global Investments Holdings, LLC | 326,734 | $4.19M | 0.01% | +326,734 | New |
| Advisor Group Holdings, Inc. | 386,951 | $4.96M | 0.01% | −41,911−9.8% | Reduced |
| Shaker Financial Services, LLC | 393,571 | $5.05M | 2.07% | +64,072+19.4% | Added |
| Commonwealth Equity Services, LLC | 395,756 | $5.08M | 0.01% | −42,572−9.7% | Reduced |
| Lindbrook Capital, LLC | 450,264 | $5.78M | 0.58% | −47,371−9.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 492,118 | $6.31M | 0.03% | +19,996+4.2% | Added |
| Raymond James & Associates | 608,979 | $7.81M | 0.01% | −989−0.2% | Reduced |
| Guggenheim Capital LLC | 610,932 | $7.84M | 0.06% | +16,512+2.8% | Added |
| Bank of America Corp | 676,360 | $8.68M | 0.00% | +24,207+3.7% | Added |
| Royal Bank of Canada | 729,353 | $9.36M | 0.00% | −2,979−0.4% | Reduced |
| Cornerstone Advisors, LLC | 742,933 | $9.53M | 0.42% | +616,478+487.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 808,180 | $10.4M | 0.02% | −2,173−0.3% | Reduced |
| Invesco Ltd. | 1,335,615 | $17.1M | 0.00% | +174,366+15.0% | Added |
| Wells Fargo & Company | 1,589,050 | $20.4M | 0.01% | −71,963−4.3% | Reduced |
| LPL Financial LLC | 1,699,031 | $21.8M | 0.01% | +32,652+2.0% | Added |
| UBS Group AG | 1,774,641 | $22.8M | 0.01% | −80,307−4.3% | Reduced |
| Morgan Stanley | 11,325,066 | $145.3M | 0.01% | −231,920−2.0% | Reduced |
| Walleye Capital LLC | 0 | $0 | 0.00% | −46,001−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −31,000−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −17,311−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −13,413−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −10,329−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −978−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −612−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −211−100.0% | Sold out |
| Mark Stevens | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Johnson Midwest Financial, LLC | – | – | – | – | Not filed |