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 |
|---|---|---|---|---|---|
| Sheaff Brock Investment Advisors, LLC | 12,511 | $160.5K | 0.01% | +12,511 | New |
| Envestnet Asset Management Inc | 12,375 | $158.8K | 0.00% | +766+6.6% | Added |
| Kovack Advisors, Inc. | 12,278 | $157.5K | 0.02% | +500+4.2% | Added |
| Summit Financial, LLC | 12,203 | $156.6K | 0.01% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 11,260 | $144.5K | 0.04% | +407+3.8% | Added |
| Western Wealth Management, LLC | 11,200 | $143.7K | 0.01% | −2,474−18.1% | Reduced |
| CTC Alternative Strategies, Ltd. | 10,792 | $138.5K | 0.29% | +10,792 | New |
| Beacon Pointe Advisors, LLC | 10,550 | $135.4K | 0.00% | +113+1.1% | Added |
| Raymond James Trust N.A. | 10,005 | $128.4K | 0.00% | +10,005 | New |
| 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 |
| Oliver Lagore Vanvalin Investment Group | 9,597 | $123.1K | 0.05% | 00.0% | Unchanged |
| Hollencrest Capital Management | 8,609 | $110.5K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 7,890 | $101.2K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 7,594 | $97.0K | 0.07% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 7,474 | $95.9K | 0.00% | +5,045+207.7% | Added |
| Citigroup Inc | 6,293 | $80.7K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 4,456 | $57.2K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 3,700 | $47.5K | 0.01% | +3,700 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 3,000 | $38.5K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,511 | $32.2K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,485 | $31.9K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,157 | $28.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2,100 | $26.9K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,957 | $25.1K | 0.00% | +1,957 | New |
| Hoese & Co LLP | 1,750 | $22.3K | 0.02% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | – | $21.5K | 0.00% | – | – |
| Chesapeake Asset Management LLC | 1,500 | $19.3K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 1,467 | $19.0K | 0.00% | +489+50.0% | Added |
| Private Trust Co NA | 1,293 | $16.6K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,239 | $16.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,000 | $12.8K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 978 | $12.5K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 907 | $11.6K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 860 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 832 | $10.7K | 0.00% | −25−2.9% | Reduced |
| Stephens Consulting, LLC | 744 | $9.55K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 693 | $8.89K | 0.00% | +693 | New |
| Baystate Wealth Management LLC | 509 | $6.53K | 0.00% | +509 | New |
| Fortis Group Advisors, LLC | 500 | $6.42K | 0.00% | +250+100.0% | Added |
| Northwest Financial Advisors | 489 | $6.27K | 0.01% | +489 | New |
| Huntington National Bank | – | $5.20K | 0.00% | – | – |
| GPS Wealth Strategies Group, LLC | 324 | $4.16K | 0.00% | +12+3.8% | Added |
| Colonial Trust Co | 254 | $3.25K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 200 | $2.57K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 187 | $2.40K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 157 | $2.00K | 0.00% | +157 | New |
| Key Financial Inc | 37 | $475 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 11 | $141 | 0.00% | +11 | New |
| 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 |