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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 27 | $357 | 0.00% | +16+145.5% | Added |
| Key Financial Inc | 37 | $490 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 157 | $2.00K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 187 | $2.47K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 200 | $2.65K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 214 | $2.83K | 0.00% | +214 | New |
| Fortis Group Advisors, LLC | 250 | $3.31K | 0.00% | −250−50.0% | Reduced |
| Colonial Trust Co | 254 | $3.33K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 324 | $4.29K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $5.36K | 0.00% | – | – |
| Rothschild Investment LLC | 693 | $9.17K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 744 | $9.84K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 868 | $11.0K | 0.00% | −1,289−59.8% | Reduced |
| Sunbelt Securities, Inc. | 832 | $11.0K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 907 | $12.0K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 978 | $12.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,000 | $13.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,293 | $17.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,467 | $19.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,400 | $19.0K | 0.00% | +1,400 | New |
| IFP Advisors, Inc | 1,552 | $20.5K | 0.00% | +1,552 | New |
| ICA Group Wealth Management, LLC | 1,671 | $22.1K | 0.00% | +1,671 | New |
| Hoese & Co LLP | 1,750 | $23.1K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,957 | $26.4K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 2,000 | $26.5K | 0.02% | +2,000 | New |
| Delta Asset Management LLC | 2,100 | $27.8K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,429 | $32.1K | 0.00% | −5,045−67.5% | Reduced |
| CoreFirst Bank & Trust | 2,485 | $32.9K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2,486 | $32.9K | 0.01% | +2,486 | New |
| Signaturefd, LLC | 2,511 | $33.2K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3,000 | $40.4K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 3,447 | $45.6K | 0.00% | −2,846−45.2% | Reduced |
| Deutsche Bank AG | 3,500 | $46.3K | 0.00% | +3,500 | New |
| Proequities, Inc. | 4,456 | $60.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 5,000 | $66.0K | 0.04% | +5,000 | New |
| Blue Bell Private Wealth Management, LLC | 6,000 | $79.4K | 0.02% | +2,300+62.2% | Added |
| Harbor Investment Advisory, LLC | 7,890 | $104.4K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 8,609 | $113.9K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 9,041 | $118.8K | 0.02% | +9,041 | New |
| Hazlett, Burt & Watson, Inc. | 9,574 | $126.0K | 0.08% | +1,980+26.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 9,597 | $127.0K | 0.04% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 10,000 | $132.3K | 0.02% | 00.0% | Unchanged |
| Global Endowment Management, LP | 10,000 | $132.3K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 10,800 | $142.9K | 0.01% | −400−3.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 11,004 | $145.6K | 0.01% | −1,507−12.0% | Reduced |
| Horizon Wealth Management, LLC | 11,260 | $149.0K | 0.04% | 00.0% | Unchanged |
| Arq Wealth Advisors, LLC | 11,779 | $156.3K | 0.07% | −80,168−87.2% | Reduced |
| Summit Financial, LLC | 12,203 | $164.3K | 0.01% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 12,510 | $165.5K | 0.05% | −832−6.2% | Reduced |
| Wetherby Asset Management Inc | 12,534 | $165.8K | 0.01% | +12,534 | New |
| US Bancorp | 12,725 | $168.4K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 12,966 | $171.5K | 0.00% | +2,961+29.6% | Added |
| Wealth Dimensions Group, Ltd. | 13,205 | $174.7K | 0.05% | −368−2.7% | Reduced |
| CoreCap Advisors, LLC | 13,310 | $176.1K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 13,907 | $184.0K | 0.01% | −11,402−45.1% | Reduced |
| Koshinski Asset Management, Inc. | 13,914 | $184.1K | 0.02% | −1,169−7.8% | Reduced |
| Davenport & Co LLC | 13,927 | $184.3K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 13,950 | $184.6K | 0.00% | +13,950 | New |
| Allworth Financial LP | 14,531 | $192.2K | 0.00% | +1,019+7.5% | Added |
| Centurion Wealth Management LLC | 14,696 | $194.4K | 0.08% | 00.0% | Unchanged |
| Apella Capital, LLC | 15,035 | $196.1K | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 14,819 | $196.1K | 0.00% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 16,201 | $214.3K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 17,032 | $225.5K | 0.09% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 17,537 | $232.0K | 0.00% | 00.0% | Unchanged |
| Commons Capital, LLC | 18,366 | $243.0K | 0.35% | +756+4.3% | Added |
| Kraft, Davis & Associates, LLC | 18,535 | $243.0K | 0.07% | +18,535 | New |
| Maltin Wealth Management, Inc. | 18,436 | $243.9K | 0.14% | 00.0% | Unchanged |
| Apriem Advisors | 19,675 | $260.3K | 0.03% | 00.0% | Unchanged |
| Marco Investment Management LLC | 20,300 | $268.6K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 21,346 | $282.4K | 0.01% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 21,553 | $285.1K | 0.01% | −1,600−6.9% | Reduced |
| Encompass Wealth Advisors, LLC | 22,039 | $291.6K | 0.08% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 22,144 | $293.0K | 0.00% | +22,144 | New |
| Nations Financial Group Inc, | 22,430 | $296.7K | 0.02% | 00.0% | Unchanged |
| Instrumental Wealth, LLC | 22,542 | $296.9K | 0.13% | +702+3.2% | Added |
| The PNC Financial Services Group, Inc. | 22,823 | $301.9K | 0.00% | −5,385−19.1% | Reduced |
| Palogic Value Management, L.P. | 23,371 | $309.2K | 0.13% | −1,000−4.1% | Reduced |
| Kestra Private Wealth Services, LLC | 23,465 | $310.4K | 0.01% | +1,500+6.8% | Added |
| Armor Investment Advisors, LLC | 25,187 | $333.2K | 0.16% | −6,816−21.3% | Reduced |
| Capstone Financial Advisors, Inc. | 26,423 | $349.6K | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 27,677 | $366.2K | 0.00% | −5,250−15.9% | Reduced |
| Tyche Wealth Partners LLC | 27,942 | $369.7K | 0.09% | −2,933−9.5% | Reduced |
| NBC Securities, Inc. | 28,584 | $378.0K | 0.04% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 28,573 | $378.0K | 0.06% | +227+0.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 28,977 | $383.4K | 0.16% | +381+1.3% | Added |
| Captrust Financial Advisors | 29,469 | $389.9K | 0.00% | −3,453−10.5% | Reduced |
| GWM Advisors LLC | 30,761 | $407.0K | 0.00% | +5,546+22.0% | Added |
| Mercer Global Advisors Inc | 31,377 | $415.0K | 0.00% | +6,557+26.4% | Added |
| Stonebrook Private Inc. | 32,363 | $428.2K | 0.12% | −1,981−5.8% | Reduced |
| Baird Financial Group, Inc. | 34,186 | $452.3K | 0.00% | +3,000+9.6% | Added |
| Leo Wealth, LLC | 34,991 | $462.9K | 0.05% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 36,234 | $479.7K | 0.05% | +390+1.1% | Added |
| Pflug Koory, LLC | 37,617 | $497.7K | 0.24% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 39,427 | $527.9K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 40,880 | $540.0K | 0.00% | +17,198+72.6% | Added |
| Rockefeller Capital Management L.P. | 41,326 | $546.7K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 42,466 | $561.8K | 0.00% | −2,151−4.8% | Reduced |
| Investment Partners Asset Management, Inc. | 43,254 | $572.3K | 0.52% | −1,000−2.3% | Reduced |
| Glen Eagle Advisors, LLC | 46,845 | $619.8K | 0.12% | −500−1.1% | Reduced |