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 |
|---|---|---|---|---|---|
| Founders Financial Alliance, LLC | 12,510 | $165.5K | 0.05% | −832−6.2% | Reduced |
| Summit Financial, LLC | 12,203 | $164.3K | 0.01% | 00.0% | Unchanged |
| Arq Wealth Advisors, LLC | 11,779 | $156.3K | 0.07% | −80,168−87.2% | Reduced |
| Horizon Wealth Management, LLC | 11,260 | $149.0K | 0.04% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 11,004 | $145.6K | 0.01% | −1,507−12.0% | Reduced |
| Western Wealth Management, LLC | 10,800 | $142.9K | 0.01% | −400−3.6% | Reduced |
| 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 |
| Oliver Lagore Vanvalin Investment Group | 9,597 | $127.0K | 0.04% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 9,574 | $126.0K | 0.08% | +1,980+26.1% | Added |
| Continuum Advisory, LLC | 9,041 | $118.8K | 0.02% | +9,041 | New |
| Hollencrest Capital Management | 8,609 | $113.9K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 7,890 | $104.4K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 6,000 | $79.4K | 0.02% | +2,300+62.2% | Added |
| FNY Investment Advisers, LLC | 5,000 | $66.0K | 0.04% | +5,000 | New |
| Proequities, Inc. | 4,456 | $60.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 3,500 | $46.3K | 0.00% | +3,500 | New |
| Citigroup Inc | 3,447 | $45.6K | 0.00% | −2,846−45.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 3,000 | $40.4K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,511 | $33.2K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2,486 | $32.9K | 0.01% | +2,486 | New |
| CoreFirst Bank & Trust | 2,485 | $32.9K | 0.02% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,429 | $32.1K | 0.00% | −5,045−67.5% | Reduced |
| Delta Asset Management LLC | 2,100 | $27.8K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 2,000 | $26.5K | 0.02% | +2,000 | New |
| BOK Financial Private Wealth, Inc. | 1,957 | $26.4K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 1,750 | $23.1K | 0.02% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,671 | $22.1K | 0.00% | +1,671 | New |
| IFP Advisors, Inc | 1,552 | $20.5K | 0.00% | +1,552 | New |
| CWM, LLC | 1,467 | $19.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,400 | $19.0K | 0.00% | +1,400 | New |
| Private Trust Co NA | 1,293 | $17.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,000 | $13.2K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 978 | $12.9K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 907 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 832 | $11.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 868 | $11.0K | 0.00% | −1,289−59.8% | Reduced |
| Stephens Consulting, LLC | 744 | $9.84K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 693 | $9.17K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $5.36K | 0.00% | – | – |
| GPS Wealth Strategies Group, LLC | 324 | $4.29K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 254 | $3.33K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 250 | $3.31K | 0.00% | −250−50.0% | Reduced |
| Venturi Wealth Management, LLC | 214 | $2.83K | 0.00% | +214 | New |
| Ameliora Wealth Management Ltd. | 200 | $2.65K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 187 | $2.47K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 157 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 37 | $490 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 27 | $357 | 0.00% | +16+145.5% | Added |
| 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 |