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 |
|---|---|---|---|---|---|
| Wetherby Asset Management Inc | 12,534 | $169.2K | 0.01% | 00.0% | Unchanged |
| Summit Financial, LLC | 12,203 | $167.6K | 0.01% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 12,383 | $167.2K | 0.05% | −19,980−61.7% | Reduced |
| Raymond James Trust N.A. | 11,966 | $161.5K | 0.00% | −1,000−7.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 11,794 | $159.2K | 0.01% | +790+7.2% | Added |
| Horizon Wealth Management, LLC | 11,460 | $154.7K | 0.04% | +200+1.8% | Added |
| Western Wealth Management, LLC | 10,800 | $145.8K | 0.01% | 00.0% | Unchanged |
| 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 |
| Hazlett, Burt & Watson, Inc. | 9,610 | $130.0K | 0.07% | +36+0.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 9,597 | $129.6K | 0.04% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 9,041 | $122.1K | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 9,000 | $121.5K | 0.03% | +3,000+50.0% | Added |
| Hollencrest Capital Management | 8,609 | $116.2K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 8,658 | $115.4K | 0.00% | −5,873−40.4% | Reduced |
| Harbor Investment Advisory, LLC | 7,890 | $106.5K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 7,200 | $97.2K | 0.00% | −14,146−66.3% | Reduced |
| Arlington Trust Co LLC | 6,000 | $81.0K | 0.02% | +6,000 | New |
| US Bancorp | 5,000 | $67.5K | 0.00% | −7,725−60.7% | Reduced |
| Proequities, Inc. | 4,456 | $61.2K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 4,517 | $61.0K | 0.03% | +4,517 | New |
| IFP Advisors, Inc | 3,400 | $45.9K | 0.00% | +1,848+119.1% | Added |
| Citigroup Inc | 3,186 | $43.0K | 0.00% | −261−7.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 3,000 | $41.2K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | – | $39.7K | 0.00% | – | – |
| Private Trust Co NA | 2,539 | $34.3K | 0.00% | +1,246+96.4% | Added |
| Signaturefd, LLC | 2,511 | $33.9K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2,486 | $33.6K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,429 | $32.8K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,957 | $26.9K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,900 | $25.6K | 0.00% | −200−9.5% | Reduced |
| Farmers & Merchants Investments Inc | 1,850 | $25.0K | 0.00% | +1,850 | New |
| Maryland Capital Advisors Inc. | 1,750 | $23.6K | 0.01% | +1,750 | New |
| Hoese & Co LLP | 1,750 | $23.0K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,000 | $13.5K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 978 | $13.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 978 | $13.0K | 0.00% | −489−33.3% | Reduced |
| MCF Advisors LLC | 897 | $12.3K | 0.00% | +897 | New |
| Benjamin F. Edwards & Company, Inc. | 868 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 832 | $11.2K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 744 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 693 | $9.36K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 598 | $8.07K | 0.00% | +598 | New |
| Kayne Anderson Rudnick Investment Management LLC | 465 | $6.28K | 0.00% | +465 | New |
| Redwood Wealth Management Group, LLC | 380 | $5.13K | 0.00% | +380 | New |
| GPS Wealth Strategies Group, LLC | 330 | $4.45K | 0.00% | +6+1.9% | Added |
| Tower Research Capital LLC (TRC) | 314 | $4.24K | 0.00% | +287+1,063.0% | Added |
| Wetzel Investment Advisors, Inc. | 300 | $3.97K | 0.00% | +300 | New |
| Fortis Group Advisors, LLC | 250 | $3.38K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 254 | $3.37K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 198 | $3.00K | 0.00% | +41+26.1% | Added |
| Venturi Wealth Management, LLC | 214 | $2.89K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 200 | $2.70K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 187 | $2.52K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 131 | $1.77K | 0.00% | +131 | New |
| Key Financial Inc | 37 | $500 | 0.00% | 00.0% | Unchanged |
| 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 |