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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 47,238 | $625.0K | 0.01% | +2,007+4.4% | Added |
| StoneX Group Inc. | 50,158 | $675.5K | 0.06% | −97−0.2% | Reduced |
| D.A. Davidson & Co. | 52,617 | $696.1K | 0.01% | −11,884−18.4% | Reduced |
| Truist Financial Corp | 54,959 | $727.1K | 0.00% | −5,534−9.1% | Reduced |
| Citadel Advisors LLC | 57,217 | $757.0K | 0.00% | +57,217 | New |
| Atomi Financial Group, Inc. | 60,442 | $799.7K | 0.07% | −14,213−19.0% | Reduced |
| Venture Visionary Partners LLC | 64,259 | $850.1K | 0.04% | +4,230+7.0% | Added |
| HTLF Bank | 73,002 | $965.8K | 0.11% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 80,154 | $1.06M | 0.00% | −21,663−21.3% | Reduced |
| Patten Group, Inc. | 80,898 | $1.07M | 0.26% | −467−0.6% | Reduced |
| NCP Inc. | 81,150 | $1.07M | 0.74% | +81,150 | New |
| Islay Capital Management, LLC | 82,278 | $1.09M | 0.81% | +10,441+14.5% | Added |
| Prospera Financial Services Inc | 94,098 | $1.24M | 0.04% | +1,536+1.7% | Added |
| Shulman DeMeo Asset Management LLC | 97,227 | $1.29M | 0.34% | −422−0.4% | Reduced |
| Comerica Bank | 102,249 | $1.35M | 0.01% | −9,320−8.4% | Reduced |
| Cetera Investment Advisers | 103,159 | $1.36M | 0.00% | +103,159 | New |
| Prosperity Wealth Management, Inc. | 116,262 | $1.54M | 0.73% | +3,940+3.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 116,747 | $1.54M | 0.08% | −3,286−2.7% | Reduced |
| National Asset Management, Inc. | 125,755 | $1.62M | 0.04% | −3,432−2.7% | Reduced |
| Moors & Cabot, Inc. | 127,285 | $1.68M | 0.09% | −863−0.7% | Reduced |
| Janney Montgomery Scott LLC | 153,656 | $2.03M | 0.01% | −31,906−17.2% | Reduced |
| CNH Partners LLC | 163,084 | $2.16M | 0.08% | +78,950+93.8% | Added |
| Envestnet Asset Management Inc | 173,060 | $2.29M | 0.00% | +160,685+1,298.5% | Added |
| Advisors Asset Management, Inc. | 181,812 | $2.41M | 0.05% | +103,516+132.2% | Added |
| Twelve Points Wealth Management LLC | 195,658 | $2.59M | 0.95% | +20,788+11.9% | Added |
| Sage Capital Management, LLC | 211,962 | $2.80M | 1.52% | −3,485−1.6% | Reduced |
| Stifel Financial Corp | 254,353 | $3.37M | 0.00% | +17,902+7.6% | Added |
| Focused Wealth Management, Inc | 260,869 | $3.45M | 0.54% | −4,326−1.6% | Reduced |
| Wolverine Asset Management LLC | 265,268 | $3.51M | 0.07% | +105,640+66.2% | Added |
| MONECO Advisors, LLC | 266,278 | $3.52M | 0.56% | −5,071−1.9% | Reduced |
| Ameriprise Financial Inc | 324,319 | $4.29M | 0.00% | +40,467+14.3% | Added |
| Landscape Capital Management, L.L.C. | 335,582 | $4.44M | 0.39% | +95,604+39.8% | Added |
| Allspring Global Investments Holdings, LLC | 348,164 | $4.61M | 0.01% | +21,430+6.6% | Added |
| Commonwealth Equity Services, LLC | 363,273 | $4.81M | 0.01% | −32,483−8.2% | Reduced |
| Advisor Group Holdings, Inc. | 384,787 | $5.09M | 0.01% | −2,164−0.6% | Reduced |
| Lindbrook Capital, LLC | 456,130 | $6.03M | 0.56% | +5,866+1.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 498,188 | $6.59M | 0.03% | +6,070+1.2% | Added |
| Shaker Financial Services, LLC | 509,619 | $6.86M | 2.66% | +116,048+29.5% | Added |
| Guggenheim Capital LLC | 576,684 | $7.63M | 0.05% | −34,248−5.6% | Reduced |
| Raymond James & Associates | 615,114 | $8.14M | 0.01% | +6,135+1.0% | Added |
| Royal Bank of Canada | 652,847 | $8.64M | 0.00% | −76,506−10.5% | Reduced |
| Bank of America Corp | 746,647 | $9.88M | 0.00% | +70,287+10.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 852,160 | $11.3M | 0.02% | +43,980+5.4% | Added |
| Cornerstone Advisors, LLC | 1,017,567 | $13.5M | 0.56% | +274,634+37.0% | Added |
| Invesco Ltd. | 1,351,073 | $17.9M | 0.00% | +15,458+1.2% | Added |
| Wells Fargo & Company | 1,495,111 | $19.8M | 0.01% | −93,939−5.9% | Reduced |
| LPL Financial LLC | 1,670,573 | $22.1M | 0.01% | −28,458−1.7% | Reduced |
| UBS Group AG | 1,804,032 | $23.9M | 0.01% | +29,391+1.7% | Added |
| Morgan Stanley | 10,941,974 | $144.8M | 0.01% | −383,092−3.4% | Reduced |
| Arbor Capital Management Inc | 0 | $0 | 0.00% | −91,957−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −70,853−100.0% | Sold out |
| Howard Wealth Management, LLC | 0 | $0 | 0.00% | −42,391−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −38,474−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −25,599−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −22,590−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −14,407−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −12,278−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −10,792−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −10,550−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | – | Sold out |
| Chesapeake Asset Management LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Dividend Assets Capital, LLC | 0 | $0 | 0.00% | −1,239−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −860−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −489−100.0% | Sold out |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |