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, Q1 2024
Institutional positions in Nuveen S&P 500 BuyWrite Income Fund as of Mar 31, 2024. 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
- 149
- 0 vs. Q4 2023
- Shares held
- 30.2M
- +356.9K (+1.2%) vs. Q4 2023
- Total value
- $399.3M
- +$16.7M (+4.4%) vs. Q4 2023
- New holders
- 16
- 38 more added
- Sold out
- 16
- 44 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Nuveen S&P 500 BuyWrite Income Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 10,941,974 | $144.8M | 0.01% | −383,092−3.4% | Reduced |
| UBS Group AG | 1,804,032 | $23.9M | 0.01% | +29,391+1.7% | Added |
| LPL Financial LLC | 1,670,573 | $22.1M | 0.01% | −28,458−1.7% | Reduced |
| Wells Fargo & Company | 1,495,111 | $19.8M | 0.01% | −93,939−5.9% | Reduced |
| Invesco Ltd. | 1,351,073 | $17.9M | 0.00% | +15,458+1.2% | Added |
| Cornerstone Advisors, LLC | 1,017,567 | $13.5M | 0.56% | +274,634+37.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 852,160 | $11.3M | 0.02% | +43,980+5.4% | Added |
| Bank of America Corp | 746,647 | $9.88M | 0.00% | +70,287+10.4% | Added |
| Royal Bank of Canada | 652,847 | $8.64M | 0.00% | −76,506−10.5% | Reduced |
| Raymond James & Associates | 615,114 | $8.14M | 0.01% | +6,135+1.0% | Added |
| Guggenheim Capital LLC | 576,684 | $7.63M | 0.05% | −34,248−5.6% | Reduced |
| Shaker Financial Services, LLC | 509,619 | $6.86M | 2.66% | +116,048+29.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 498,188 | $6.59M | 0.03% | +6,070+1.2% | Added |
| Lindbrook Capital, LLC | 456,130 | $6.03M | 0.56% | +5,866+1.3% | Added |
| Advisor Group Holdings, Inc. | 384,787 | $5.09M | 0.01% | −2,164−0.6% | Reduced |
| Commonwealth Equity Services, LLC | 363,273 | $4.81M | 0.01% | −32,483−8.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 348,164 | $4.61M | 0.01% | +21,430+6.6% | Added |
| Landscape Capital Management, L.L.C. | 335,582 | $4.44M | 0.39% | +95,604+39.8% | Added |
| Ameriprise Financial Inc | 324,319 | $4.29M | 0.00% | +40,467+14.3% | Added |
| MONECO Advisors, LLC | 266,278 | $3.52M | 0.56% | −5,071−1.9% | Reduced |
| Wolverine Asset Management LLC | 265,268 | $3.51M | 0.07% | +105,640+66.2% | Added |
| Focused Wealth Management, Inc | 260,869 | $3.45M | 0.54% | −4,326−1.6% | Reduced |
| Stifel Financial Corp | 254,353 | $3.37M | 0.00% | +17,902+7.6% | Added |
| Sage Capital Management, LLC | 211,962 | $2.80M | 1.52% | −3,485−1.6% | Reduced |
| Twelve Points Wealth Management LLC | 195,658 | $2.59M | 0.95% | +20,788+11.9% | Added |
| Advisors Asset Management, Inc. | 181,812 | $2.41M | 0.05% | +103,516+132.2% | Added |
| Envestnet Asset Management Inc | 173,060 | $2.29M | 0.00% | +160,685+1,298.5% | Added |
| CNH Partners LLC | 163,084 | $2.16M | 0.08% | +78,950+93.8% | Added |
| Janney Montgomery Scott LLC | 153,656 | $2.03M | 0.01% | −31,906−17.2% | Reduced |
| Moors & Cabot, Inc. | 127,285 | $1.68M | 0.09% | −863−0.7% | Reduced |
| National Asset Management, Inc. | 125,755 | $1.62M | 0.04% | −3,432−2.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 116,747 | $1.54M | 0.08% | −3,286−2.7% | Reduced |
| Prosperity Wealth Management, Inc. | 116,262 | $1.54M | 0.73% | +3,940+3.5% | Added |
| Cetera Investment Advisers | 103,159 | $1.36M | 0.00% | +103,159 | New |
| Comerica Bank | 102,249 | $1.35M | 0.01% | −9,320−8.4% | Reduced |
| Shulman DeMeo Asset Management LLC | 97,227 | $1.29M | 0.34% | −422−0.4% | Reduced |
| Prospera Financial Services Inc | 94,098 | $1.24M | 0.04% | +1,536+1.7% | Added |
| Islay Capital Management, LLC | 82,278 | $1.09M | 0.81% | +10,441+14.5% | Added |
| NCP Inc. | 81,150 | $1.07M | 0.74% | +81,150 | New |
| Patten Group, Inc. | 80,898 | $1.07M | 0.26% | −467−0.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 80,154 | $1.06M | 0.00% | −21,663−21.3% | Reduced |
| HTLF Bank | 73,002 | $965.8K | 0.11% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 64,259 | $850.1K | 0.04% | +4,230+7.0% | Added |
| Atomi Financial Group, Inc. | 60,442 | $799.7K | 0.07% | −14,213−19.0% | Reduced |
| Citadel Advisors LLC | 57,217 | $757.0K | 0.00% | +57,217 | New |
| Truist Financial Corp | 54,959 | $727.1K | 0.00% | −5,534−9.1% | Reduced |
| D.A. Davidson & Co. | 52,617 | $696.1K | 0.01% | −11,884−18.4% | Reduced |
| StoneX Group Inc. | 50,158 | $675.5K | 0.06% | −97−0.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 47,238 | $625.0K | 0.01% | +2,007+4.4% | Added |
| Glen Eagle Advisors, LLC | 46,845 | $619.8K | 0.12% | −500−1.1% | Reduced |
| Investment Partners Asset Management, Inc. | 43,254 | $572.3K | 0.52% | −1,000−2.3% | Reduced |
| Kestra Advisory Services, LLC | 42,466 | $561.8K | 0.00% | −2,151−4.8% | Reduced |
| Rockefeller Capital Management L.P. | 41,326 | $546.7K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 40,880 | $540.0K | 0.00% | +17,198+72.6% | Added |
| Atria Wealth Solutions, Inc. | 39,427 | $527.9K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 37,617 | $497.7K | 0.24% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 36,234 | $479.7K | 0.05% | +390+1.1% | Added |
| Leo Wealth, LLC | 34,991 | $462.9K | 0.05% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 34,186 | $452.3K | 0.00% | +3,000+9.6% | Added |
| Stonebrook Private Inc. | 32,363 | $428.2K | 0.12% | −1,981−5.8% | Reduced |
| Mercer Global Advisors Inc | 31,377 | $415.0K | 0.00% | +6,557+26.4% | Added |
| GWM Advisors LLC | 30,761 | $407.0K | 0.00% | +5,546+22.0% | Added |
| Captrust Financial Advisors | 29,469 | $389.9K | 0.00% | −3,453−10.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 28,977 | $383.4K | 0.16% | +381+1.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 28,573 | $378.0K | 0.06% | +227+0.8% | Added |
| NBC Securities, Inc. | 28,584 | $378.0K | 0.04% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 27,942 | $369.7K | 0.09% | −2,933−9.5% | Reduced |
| Mariner, LLC | 27,677 | $366.2K | 0.00% | −5,250−15.9% | Reduced |
| Capstone Financial Advisors, Inc. | 26,423 | $349.6K | 0.02% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 25,187 | $333.2K | 0.16% | −6,816−21.3% | Reduced |
| Kestra Private Wealth Services, LLC | 23,465 | $310.4K | 0.01% | +1,500+6.8% | Added |
| Palogic Value Management, L.P. | 23,371 | $309.2K | 0.13% | −1,000−4.1% | Reduced |
| The PNC Financial Services Group, Inc. | 22,823 | $301.9K | 0.00% | −5,385−19.1% | Reduced |
| Instrumental Wealth, LLC | 22,542 | $296.9K | 0.13% | +702+3.2% | Added |
| Nations Financial Group Inc, | 22,430 | $296.7K | 0.02% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 22,144 | $293.0K | 0.00% | +22,144 | New |
| Encompass Wealth Advisors, LLC | 22,039 | $291.6K | 0.08% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 21,553 | $285.1K | 0.01% | −1,600−6.9% | Reduced |
| Spire Wealth Management | 21,346 | $282.4K | 0.01% | 00.0% | Unchanged |
| Marco Investment Management LLC | 20,300 | $268.6K | 0.03% | 00.0% | Unchanged |
| Apriem Advisors | 19,675 | $260.3K | 0.03% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 18,436 | $243.9K | 0.14% | 00.0% | Unchanged |
| Kraft, Davis & Associates, LLC | 18,535 | $243.0K | 0.07% | +18,535 | New |
| Commons Capital, LLC | 18,366 | $243.0K | 0.35% | +756+4.3% | Added |
| Pathstone Holdings, LLC | 17,537 | $232.0K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 17,032 | $225.5K | 0.09% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 16,201 | $214.3K | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 14,819 | $196.1K | 0.00% | 00.0% | Unchanged |
| Apella Capital, LLC | 15,035 | $196.1K | 0.01% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 14,696 | $194.4K | 0.08% | 00.0% | Unchanged |
| Allworth Financial LP | 14,531 | $192.2K | 0.00% | +1,019+7.5% | Added |
| Susquehanna International Group, LLP | 13,950 | $184.6K | 0.00% | +13,950 | New |
| Davenport & Co LLC | 13,927 | $184.3K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 13,914 | $184.1K | 0.02% | −1,169−7.8% | Reduced |
| Centaurus Financial, Inc. | 13,907 | $184.0K | 0.01% | −11,402−45.1% | Reduced |
| CoreCap Advisors, LLC | 13,310 | $176.1K | 0.01% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 13,205 | $174.7K | 0.05% | −368−2.7% | Reduced |
| Raymond James Trust N.A. | 12,966 | $171.5K | 0.00% | +2,961+29.6% | Added |
| US Bancorp | 12,725 | $168.4K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 12,534 | $165.8K | 0.01% | +12,534 | New |