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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 41,665 | $562.5K | 0.00% | +10,904+35.4% | Added |
| Investment Partners Asset Management, Inc. | 41,691 | $562.8K | 0.50% | −1,563−3.6% | Reduced |
| Kestra Advisory Services, LLC | 42,143 | $568.9K | 0.00% | −323−0.8% | Reduced |
| Glen Eagle Advisors, LLC | 45,664 | $616.5K | 0.11% | −1,181−2.5% | Reduced |
| StoneX Group Inc. | 45,132 | $620.0K | 0.05% | −5,026−10.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 47,987 | $647.8K | 0.01% | +749+1.6% | Added |
| D.A. Davidson & Co. | 49,099 | $662.8K | 0.01% | −3,518−6.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 49,139 | $663.4K | 0.00% | −31,015−38.7% | Reduced |
| Atria Wealth Solutions, Inc. | 49,864 | $682.3K | 0.01% | +10,437+26.5% | Added |
| Meteora Capital, LLC | 56,106 | $757.4K | 0.14% | +56,106 | New |
| Patten Group, Inc. | 62,727 | $846.8K | 0.20% | −18,171−22.5% | Reduced |
| Venture Visionary Partners LLC | 64,342 | $868.6K | 0.04% | +83+0.1% | Added |
| HTLF Bank | 71,091 | $959.7K | 0.11% | −1,911−2.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 72,741 | $982.0K | 0.05% | −44,006−37.7% | Reduced |
| Atomi Financial Group, Inc. | 73,011 | $985.6K | 0.07% | +12,569+20.8% | Added |
| Islay Capital Management, LLC | 75,955 | $1.03M | 0.74% | −6,323−7.7% | Reduced |
| Prospera Financial Services Inc | 95,255 | $1.29M | 0.04% | +1,157+1.2% | Added |
| Shulman DeMeo Asset Management LLC | 97,131 | $1.31M | 0.34% | −96−0.1% | Reduced |
| NCP Inc. | 100,941 | $1.36M | 0.86% | +19,791+24.4% | Added |
| Comerica Bank | 101,792 | $1.37M | 0.01% | −457−0.4% | Reduced |
| Cetera Investment Advisers | 105,196 | $1.42M | 0.00% | +2,037+2.0% | Added |
| PVG Asset Management Corp | 113,390 | $1.53M | 6.07% | +113,390 | New |
| Prosperity Wealth Management, Inc. | 118,294 | $1.60M | 0.79% | +2,032+1.7% | Added |
| Park Avenue Securities LLC | 124,826 | $1.69M | 0.02% | +124,826 | New |
| Moors & Cabot, Inc. | 126,959 | $1.71M | 0.09% | −326−0.3% | Reduced |
| National Asset Management, Inc. | 131,877 | $1.81M | 0.05% | +6,122+4.9% | Added |
| TPG Advisors LLC | 143,869 | $1.94M | 1.65% | +143,869 | New |
| Sage Capital Management, LLC | 214,398 | $2.89M | 1.52% | +2,436+1.1% | Added |
| Twelve Points Wealth Management LLC | 239,864 | $3.24M | 1.14% | +44,206+22.6% | Added |
| Landscape Capital Management, L.L.C. | 258,167 | $3.49M | 0.29% | −77,415−23.1% | Reduced |
| MONECO Advisors, LLC | 258,951 | $3.50M | 0.51% | −7,327−2.8% | Reduced |
| Stifel Financial Corp | 263,034 | $3.55M | 0.00% | +8,681+3.4% | Added |
| Advisor Group Holdings, Inc. | 263,689 | $3.56M | 0.01% | −121,098−31.5% | Reduced |
| Ameriprise Financial Inc | 271,073 | $3.68M | 0.00% | −53,246−16.4% | Reduced |
| Focused Wealth Management, Inc | 273,273 | $3.69M | 0.54% | +12,404+4.8% | Added |
| Wolverine Asset Management LLC | 273,989 | $3.70M | 0.07% | +8,721+3.3% | Added |
| Legacy Capital Wealth Partners, LLC | 298,274 | $4.03M | 1.03% | +298,274 | New |
| Advisors Asset Management, Inc. | 302,574 | $4.08M | 0.08% | +120,762+66.4% | Added |
| Allspring Global Investments Holdings, LLC | 320,913 | $4.33M | 0.01% | −27,251−7.8% | Reduced |
| Commonwealth Equity Services, LLC | 359,840 | $4.86M | 0.01% | −3,433−0.9% | Reduced |
| CNH Partners LLC | 378,587 | $5.10M | 0.13% | +215,503+132.1% | Added |
| Shaker Financial Services, LLC | 426,207 | $5.86M | 2.37% | −83,412−16.4% | Reduced |
| Lindbrook Capital, LLC | 473,830 | $6.40M | 0.60% | +17,700+3.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 515,813 | $6.96M | 0.03% | +17,625+3.5% | Added |
| Envestnet Asset Management Inc | 537,514 | $7.26M | 0.00% | +364,454+210.6% | Added |
| Guggenheim Capital LLC | 580,212 | $7.83M | 0.06% | +3,528+0.6% | Added |
| Raymond James & Associates | 603,099 | $8.14M | 0.01% | −12,015−2.0% | Reduced |
| Royal Bank of Canada | 661,497 | $8.93M | 0.00% | +8,650+1.3% | Added |
| Bank of America Corp | 777,180 | $10.5M | 0.00% | +30,533+4.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 851,314 | $11.5M | 0.02% | −846−0.1% | Reduced |
| Cornerstone Advisors, LLC | 974,532 | $13.2M | 0.53% | −43,035−4.2% | Reduced |
| Wells Fargo & Company | 1,403,857 | $19.0M | 0.00% | −91,254−6.1% | Reduced |
| Invesco Ltd. | 1,459,046 | $19.7M | 0.00% | +107,973+8.0% | Added |
| LPL Financial LLC | 1,658,211 | $22.4M | 0.01% | −12,362−0.7% | Reduced |
| UBS Group AG | 1,804,257 | $24.4M | 0.01% | +2250.0% | Added |
| Morgan Stanley | 11,038,997 | $149.0M | 0.01% | +97,023+0.9% | Added |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −153,656−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −57,217−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −16,201−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −13,914−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −13,907−100.0% | Sold out |
| Arq Wealth Advisors, LLC | 0 | $0 | 0.00% | −11,779−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −2,485−100.0% | Sold out |
| LifeSteps Financial, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −1,671−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Compass Wealth Management LLC | 0 | $0 | 0.00% | −907−100.0% | Sold out |
| Pflug Koory, LLC | – | – | – | – | Not filed |
| Centurion Wealth Management LLC | – | – | – | – | Not filed |