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, Q2 2024
Institutional positions in Nuveen S&P 500 BuyWrite Income Fund as of Jun 30, 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
- 156
- +9 vs. Q1 2024
- Shares held
- 31.2M
- +1.06M (+3.5%) vs. Q1 2024
- Total value
- $421.0M
- +$22.5M (+5.6%) vs. Q1 2024
- New holders
- 22
- 44 more added
- Sold out
- 13
- 49 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Nuveen S&P 500 BuyWrite Income Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Key Financial Inc | 37 | $500 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 131 | $1.77K | 0.00% | +131 | New |
| St Germain D J Co Inc | 187 | $2.52K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 200 | $2.70K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 214 | $2.89K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 198 | $3.00K | 0.00% | +41+26.1% | Added |
| Colonial Trust Co | 254 | $3.37K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 250 | $3.38K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 300 | $3.97K | 0.00% | +300 | New |
| Tower Research Capital LLC (TRC) | 314 | $4.24K | 0.00% | +287+1,063.0% | Added |
| GPS Wealth Strategies Group, LLC | 330 | $4.45K | 0.00% | +6+1.9% | Added |
| Redwood Wealth Management Group, LLC | 380 | $5.13K | 0.00% | +380 | New |
| Kayne Anderson Rudnick Investment Management LLC | 465 | $6.28K | 0.00% | +465 | New |
| Principal Securities, Inc. | 598 | $8.07K | 0.00% | +598 | New |
| Rothschild Investment LLC | 693 | $9.36K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 744 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 832 | $11.2K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 868 | $12.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 897 | $12.3K | 0.00% | +897 | New |
| CWM, LLC | 978 | $13.0K | 0.00% | −489−33.3% | Reduced |
| Northwest Capital Management Inc | 978 | $13.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,000 | $13.5K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 1,750 | $23.0K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1,750 | $23.6K | 0.01% | +1,750 | New |
| Farmers & Merchants Investments Inc | 1,850 | $25.0K | 0.00% | +1,850 | New |
| Delta Asset Management LLC | 1,900 | $25.6K | 0.00% | −200−9.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,957 | $26.9K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,429 | $32.8K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2,486 | $33.6K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,511 | $33.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,539 | $34.3K | 0.00% | +1,246+96.4% | Added |
| Huntington National Bank | – | $39.7K | 0.00% | – | – |
| Annis Gardner Whiting Capital Advisors, LLC | 3,000 | $41.2K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 3,186 | $43.0K | 0.00% | −261−7.6% | Reduced |
| IFP Advisors, Inc | 3,400 | $45.9K | 0.00% | +1,848+119.1% | Added |
| Castleview Partners, LLC | 4,517 | $61.0K | 0.03% | +4,517 | New |
| Proequities, Inc. | 4,456 | $61.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 5,000 | $67.5K | 0.00% | −7,725−60.7% | Reduced |
| Arlington Trust Co LLC | 6,000 | $81.0K | 0.02% | +6,000 | New |
| Spire Wealth Management | 7,200 | $97.2K | 0.00% | −14,146−66.3% | Reduced |
| Harbor Investment Advisory, LLC | 7,890 | $106.5K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 8,658 | $115.4K | 0.00% | −5,873−40.4% | Reduced |
| Hollencrest Capital Management | 8,609 | $116.2K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 9,000 | $121.5K | 0.03% | +3,000+50.0% | Added |
| Continuum Advisory, LLC | 9,041 | $122.1K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 9,597 | $129.6K | 0.04% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 9,610 | $130.0K | 0.07% | +36+0.4% | Added |
| Carret Asset Management, LLC | 10,000 | $135.0K | 0.02% | 00.0% | Unchanged |
| Global Endowment Management, LP | 10,000 | $135.0K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 10,800 | $145.8K | 0.01% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 11,460 | $154.7K | 0.04% | +200+1.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 11,794 | $159.2K | 0.01% | +790+7.2% | Added |
| Raymond James Trust N.A. | 11,966 | $161.5K | 0.00% | −1,000−7.7% | Reduced |
| Stonebrook Private Inc. | 12,383 | $167.2K | 0.05% | −19,980−61.7% | Reduced |
| Summit Financial, LLC | 12,203 | $167.6K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 12,534 | $169.2K | 0.01% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 12,640 | $170.6K | 0.05% | +130+1.0% | Added |
| Kovack Advisors, Inc. | 12,678 | $171.2K | 0.02% | +12,678 | New |
| Wealth Dimensions Group, Ltd. | 13,205 | $178.3K | 0.05% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 13,310 | $179.7K | 0.02% | 00.0% | Unchanged |
| Davenport & Co LLC | 13,927 | $188.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 13,930 | $188.1K | 0.00% | −20−0.1% | Reduced |
| Mercer Global Advisors Inc | 14,686 | $198.3K | 0.00% | −16,691−53.2% | Reduced |
| Commerce Bank | 14,819 | $200.1K | 0.00% | 00.0% | Unchanged |
| Apella Capital, LLC | 15,035 | $205.2K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 16,932 | $232.6K | 0.09% | −100−0.6% | Reduced |
| Pathstone Holdings, LLC | 17,537 | $236.8K | 0.00% | 00.0% | Unchanged |
| Commons Capital, LLC | 17,818 | $240.5K | 0.29% | −548−3.0% | Reduced |
| Kraft, Davis & Associates, LLC | 18,535 | $243.8K | 0.07% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 18,712 | $252.6K | 0.14% | +276+1.5% | Added |
| Great Valley Advisor Group, Inc. | 19,253 | $259.9K | 0.01% | −2,300−10.7% | Reduced |
| Kestra Private Wealth Services, LLC | 19,427 | $262.3K | 0.01% | −4,038−17.2% | Reduced |
| Integrated Capital Management, Inc. | 19,465 | $262.8K | 0.21% | +19,465 | New |
| Apriem Advisors | 19,675 | $265.6K | 0.03% | 00.0% | Unchanged |
| Marco Investment Management LLC | 20,300 | $274.1K | 0.03% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 21,051 | $284.2K | 0.00% | −1,093−4.9% | Reduced |
| Palogic Value Management, L.P. | 21,871 | $295.3K | 0.13% | −1,500−6.4% | Reduced |
| Instrumental Wealth, LLC | 22,704 | $297.0K | 0.31% | +162+0.7% | Added |
| Atria Investments LLC | 22,166 | $299.2K | 0.00% | +22,166 | New |
| Encompass Wealth Advisors, LLC | 22,180 | $299.4K | 0.08% | +141+0.6% | Added |
| Nations Financial Group Inc, | 22,430 | $302.8K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 23,318 | $314.8K | 0.00% | +495+2.2% | Added |
| Armor Investment Advisors, LLC | 23,470 | $316.8K | 0.15% | −1,717−6.8% | Reduced |
| Capstone Financial Advisors, Inc. | 26,423 | $356.7K | 0.02% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 27,276 | $368.2K | 0.09% | −666−2.4% | Reduced |
| Fiduciary Financial Group, LLC | 27,422 | $373.2K | 0.09% | +27,422 | New |
| NBC Securities, Inc. | 28,339 | $382.0K | 0.03% | −245−0.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 28,798 | $388.8K | 0.06% | +225+0.8% | Added |
| Captrust Financial Advisors | 28,969 | $391.1K | 0.00% | −500−1.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 29,355 | $396.3K | 0.16% | +378+1.3% | Added |
| Boothbay Fund Management, LLC | 33,084 | $446.6K | 0.01% | +33,084 | New |
| Mariner, LLC | 33,760 | $455.8K | 0.00% | +6,083+22.0% | Added |
| International Assets Investment Management, LLC | 34,834 | $470.3K | 0.04% | −1,400−3.9% | Reduced |
| Leo Wealth, LLC | 34,991 | $472.4K | 0.05% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 35,617 | $480.8K | 0.00% | −5,709−13.8% | Reduced |
| Two Sigma Investments, LP | 36,025 | $486.3K | 0.00% | +36,025 | New |
| Sanctuary Advisors, LLC | 38,589 | $490.1K | 0.00% | +38,589 | New |
| Baird Financial Group, Inc. | 36,776 | $496.5K | 0.00% | +2,590+7.6% | Added |
| HighTower Advisors, LLC | 40,214 | $543.0K | 0.00% | −666−1.6% | Reduced |
| Truist Financial Corp | 41,267 | $557.1K | 0.00% | −13,692−24.9% | Reduced |