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, Q3 2024
Institutional positions in Nuveen S&P 500 BuyWrite Income Fund as of Sep 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
- 154
- −1 vs. Q2 2024
- Shares held
- 32.0M
- +806.4K (+2.6%) vs. Q2 2024
- Total value
- $432.1M
- +$11.1M (+2.6%) vs. Q2 2024
- New holders
- 17
- 43 more added
- Sold out
- 18
- 40 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Nuveen S&P 500 BuyWrite Income Fund; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 11,194,536 | $153.6M | 0.01% | +155,539+1.4% | Added |
| UBS Group AG | 1,802,032 | $24.7M | 0.01% | −2,225−0.1% | Reduced |
| LPL Financial LLC | 1,687,195 | $23.1M | 0.01% | +28,984+1.7% | Added |
| Invesco Ltd. | 1,559,086 | $21.4M | 0.00% | +100,040+6.9% | Added |
| Wells Fargo & Company | 1,447,205 | $19.9M | 0.00% | +43,348+3.1% | Added |
| Cornerstone Advisors, LLC | 943,978 | $13.0M | 0.51% | −30,554−3.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 890,824 | $12.2M | 0.02% | +39,510+4.6% | Added |
| Bank of America Corp | 784,068 | $10.8M | 0.00% | +6,888+0.9% | Added |
| Lindbrook Capital, LLC | 689,638 | $9.46M | 0.84% | +215,808+45.5% | Added |
| Allspring Global Investments Holdings, LLC | 675,344 | $9.27M | 0.01% | +354,431+110.4% | Added |
| Royal Bank of Canada | 667,114 | $9.15M | 0.00% | +5,617+0.8% | Added |
| Raymond James & Associates | 610,760 | $8.38M | 0.01% | +7,661+1.3% | Added |
| Guggenheim Capital LLC | 560,967 | $7.70M | 0.05% | −19,245−3.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 536,533 | $7.36M | 0.03% | +20,720+4.0% | Added |
| CNH Partners LLC | 503,490 | $6.84M | 0.16% | +124,903+33.0% | Added |
| Advisors Asset Management, Inc. | 433,892 | $5.95M | 0.11% | +131,318+43.4% | Added |
| Commonwealth Equity Services, LLC | 354,326 | $4.86M | 0.01% | −5,514−1.5% | Reduced |
| Shaker Financial Services, LLC | 321,732 | $4.49M | 1.69% | −104,475−24.5% | Reduced |
| Twelve Points Wealth Management LLC | 278,478 | $3.82M | 1.20% | +38,614+16.1% | Added |
| Focused Wealth Management, Inc | 278,067 | $3.82M | 0.53% | +4,794+1.8% | Added |
| MONECO Advisors, LLC | 265,799 | $3.65M | 0.45% | +6,848+2.6% | Added |
| Stifel Financial Corp | 263,482 | $3.61M | 0.00% | +448+0.2% | Added |
| Advisor Group Holdings, Inc. | 255,269 | $3.50M | 0.01% | −8,420−3.2% | Reduced |
| Wolverine Asset Management LLC | 254,550 | $3.49M | 0.06% | −19,439−7.1% | Reduced |
| Ameriprise Financial Inc | 249,655 | $3.43M | 0.00% | −21,418−7.9% | Reduced |
| Sage Capital Management, LLC | 201,770 | $2.77M | 1.33% | −12,628−5.9% | Reduced |
| Janney Montgomery Scott LLC | 164,962 | $2.26M | 0.01% | +164,962 | New |
| Envestnet Asset Management Inc | 159,355 | $2.19M | 0.00% | −378,159−70.4% | Reduced |
| TPG Advisors LLC | 146,747 | $2.01M | 1.57% | +2,878+2.0% | Added |
| Moors & Cabot, Inc. | 129,549 | $1.78M | 0.09% | +2,590+2.0% | Added |
| Park Avenue Securities LLC | 122,551 | $1.68M | 0.02% | −2,275−1.8% | Reduced |
| Prosperity Wealth Management, Inc. | 118,865 | $1.63M | 0.65% | +571+0.5% | Added |
| Landscape Capital Management, L.L.C. | 112,245 | $1.54M | 0.16% | −145,922−56.5% | Reduced |
| National Asset Management, Inc. | 106,014 | $1.45M | 0.04% | −25,863−19.6% | Reduced |
| NCP Inc. | 103,917 | $1.43M | 0.81% | +2,976+2.9% | Added |
| Cetera Investment Advisers | 100,054 | $1.37M | 0.00% | −5,142−4.9% | Reduced |
| Shulman DeMeo Asset Management LLC | 96,937 | $1.33M | 0.33% | −194−0.2% | Reduced |
| Prospera Financial Services Inc | 96,371 | $1.32M | 0.03% | +1,116+1.2% | Added |
| Comerica Bank | 93,618 | $1.28M | 0.01% | −8,174−8.0% | Reduced |
| Atomi Financial Group, Inc. | 84,647 | $1.16M | 0.07% | +11,636+15.9% | Added |
| Islay Capital Management, LLC | 75,955 | $1.04M | 0.70% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 71,606 | $982.4K | 0.05% | −1,135−1.6% | Reduced |
| Two Sigma Investments, LP | 67,920 | $931.9K | 0.00% | +31,895+88.5% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 65,001 | $891.8K | 0.64% | +65,001 | New |
| Patten Group, Inc. | 61,484 | $843.6K | 0.19% | −1,243−2.0% | Reduced |
| HTLF Bank | 60,637 | $831.9K | 0.09% | −10,454−14.7% | Reduced |
| Venture Visionary Partners LLC | 57,850 | $793.7K | 0.03% | −6,492−10.1% | Reduced |
| Meteora Capital, LLC | 56,106 | $769.8K | 0.21% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 51,890 | $721.2K | 0.01% | +2,026+4.1% | Added |
| D.A. Davidson & Co. | 48,957 | $671.7K | 0.01% | −142−0.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 48,287 | $662.5K | 0.01% | +300+0.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 45,877 | $629.4K | 0.01% | +45,877 | New |
| Northwestern Mutual Wealth Management Co | 45,492 | $624.1K | 0.00% | −3,647−7.4% | Reduced |
| StoneX Group Inc. | 44,277 | $618.0K | 0.04% | −855−1.9% | Reduced |
| GWM Advisors LLC | 42,014 | $576.4K | 0.00% | +349+0.8% | Added |
| Glen Eagle Advisors, LLC | 41,689 | $572.0K | 0.10% | −3,975−8.7% | Reduced |
| Investment Partners Asset Management, Inc. | 41,491 | $569.3K | 0.47% | −200−0.5% | Reduced |
| Sanctuary Advisors, LLC | 37,068 | $516.4K | 0.00% | −1,521−3.9% | Reduced |
| Truist Financial Corp | 36,386 | $499.2K | 0.00% | −4,881−11.8% | Reduced |
| Leo Wealth, LLC | 34,991 | $480.1K | 0.04% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 34,936 | $479.3K | 0.00% | −7,207−17.1% | Reduced |
| Mariner, LLC | 34,703 | $476.1K | 0.00% | +943+2.8% | Added |
| Pflug Koory, LLC | 34,617 | $474.9K | 0.23% | +34,617 | New |
| Boothbay Fund Management, LLC | 33,084 | $453.9K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 32,657 | $447.0K | 0.00% | −7,557−18.8% | Reduced |
| Rockefeller Capital Management L.P. | 32,038 | $439.6K | 0.00% | −3,579−10.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 29,734 | $408.0K | 0.15% | +379+1.3% | Added |
| Baird Financial Group, Inc. | 29,502 | $404.8K | 0.00% | −7,274−19.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 28,821 | $395.4K | 0.05% | +23+0.1% | Added |
| NBC Securities, Inc. | 28,339 | $388.0K | 0.03% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 25,696 | $352.5K | 0.08% | −1,580−5.8% | Reduced |
| Quantedge Capital Pte Ltd | 24,800 | $340.3K | 0.10% | +24,800 | New |
| Hilltop Holdings Inc. | 23,359 | $320.5K | 0.02% | +23,359 | New |
| Instrumental Wealth, LLC | 22,704 | $313.5K | 0.31% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 22,743 | $312.0K | 0.13% | −727−3.1% | Reduced |
| Nations Financial Group Inc, | 22,430 | $307.7K | 0.02% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 22,320 | $306.2K | 0.08% | +140+0.6% | Added |
| Palogic Value Management, L.P. | 21,871 | $300.1K | 0.12% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 21,039 | $287.4K | 0.07% | −6,383−23.3% | Reduced |
| Integrated Capital Management, Inc. | 20,931 | $287.2K | 0.22% | +1,466+7.5% | Added |
| Marco Investment Management LLC | 20,300 | $278.5K | 0.02% | 00.0% | Unchanged |
| Apriem Advisors | 19,675 | $269.9K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 19,511 | $267.7K | 0.01% | +12,311+171.0% | Added |
| Great Valley Advisor Group, Inc. | 19,495 | $267.5K | 0.01% | +242+1.3% | Added |
| The PNC Financial Services Group, Inc. | 18,448 | $253.1K | 0.00% | −4,870−20.9% | Reduced |
| Commons Capital, LLC | 18,023 | $247.3K | 0.27% | +205+1.2% | Added |
| Pathstone Holdings, LLC | 17,537 | $240.6K | 0.00% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 17,421 | $239.0K | 0.12% | −1,291−6.9% | Reduced |
| Triumph Capital Management | 16,932 | $236.3K | 0.08% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 15,358 | $210.7K | 0.00% | −4,069−20.9% | Reduced |
| Apella Capital, LLC | 15,035 | $205.1K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 14,864 | $203.3K | 0.00% | +14,864 | New |
| Commerce Bank | 14,819 | $203.3K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 14,825 | $202.8K | 0.00% | +139+0.9% | Added |
| Davenport & Co LLC | 13,927 | $191.1K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 13,310 | $182.6K | 0.01% | 00.0% | Unchanged |
| Clarity Wealth Advisors, LLC | 13,300 | $182.5K | 0.05% | +13,300 | New |
| Wealth Dimensions Group, Ltd. | 13,205 | $181.2K | 0.05% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 13,078 | $179.4K | 0.06% | +13,078 | New |
| Founders Financial Alliance, LLC | 12,753 | $175.0K | 0.05% | +113+0.9% | Added |