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 |
|---|---|---|---|---|---|
| Key Financial Inc | 37 | $508 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 187 | $2.57K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 200 | $2.74K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 235 | $3.00K | 0.00% | +37+18.7% | Added |
| Fortis Group Advisors, LLC | 250 | $3.43K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 254 | $3.45K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 465 | $6.38K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 489 | $6.71K | 0.01% | +489 | New |
| Bryn Mawr Trust Co | 504 | $6.92K | 0.00% | +504 | New |
| Fortitude Family Office, LLC | 505 | $6.93K | 0.00% | +505 | New |
| Rothschild Investment LLC | 693 | $9.51K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 744 | $10.2K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 832 | $11.4K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 897 | $12.5K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 978 | $13.4K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 1,750 | $24.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,850 | $25.4K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,860 | $25.5K | 0.01% | +1,860 | New |
| Delta Asset Management LLC | 1,900 | $26.1K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,957 | $27.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,419 | $33.2K | 0.00% | +1,419+141.9% | Added |
| JPMorgan Chase & Co | 2,429 | $33.3K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2,486 | $34.1K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,511 | $34.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,539 | $34.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $40.3K | 0.00% | – | – |
| Annis Gardner Whiting Capital Advisors, LLC | 3,000 | $41.9K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 3,186 | $43.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,400 | $46.6K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 4,517 | $62.0K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 4,456 | $62.2K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 4,594 | $63.0K | 0.00% | +4,594 | New |
| FNY Investment Advisers, LLC | 5,000 | $68.0K | 0.03% | +5,000 | New |
| US Bancorp | 5,000 | $68.6K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 5,041 | $69.0K | 0.01% | +5,041 | New |
| Arlington Trust Co LLC | 6,000 | $82.3K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 6,663 | $91.0K | 0.00% | +5,685+581.3% | Added |
| Harbor Investment Advisory, LLC | 7,890 | $108.3K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 8,264 | $114.0K | 0.01% | −777−8.6% | Reduced |
| Hollencrest Capital Management | 8,609 | $118.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 8,658 | $118.8K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 9,000 | $123.5K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 9,597 | $131.7K | 0.04% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 9,645 | $132.0K | 0.06% | +35+0.4% | Added |
| Carret Asset Management, LLC | 10,000 | $137.2K | 0.01% | 00.0% | Unchanged |
| Global Endowment Management, LP | 10,000 | $137.2K | 0.01% | 00.0% | Unchanged |
| Arq Wealth Advisors, LLC | 10,434 | $141.2K | 0.05% | +10,434 | New |
| Bank of New York Mellon Corp | 10,357 | $142.1K | 0.00% | −10,694−50.8% | Reduced |
| Horizon Wealth Management, LLC | 11,660 | $160.0K | 0.03% | +200+1.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 11,757 | $161.3K | 0.01% | −37−0.3% | Reduced |
| Summit Financial, LLC | 12,203 | $170.3K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 12,534 | $172.0K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 12,678 | $173.9K | 0.02% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 12,753 | $175.0K | 0.05% | +113+0.9% | Added |
| Centurion Wealth Management LLC | 13,078 | $179.4K | 0.06% | +13,078 | New |
| Wealth Dimensions Group, Ltd. | 13,205 | $181.2K | 0.05% | 00.0% | Unchanged |
| Clarity Wealth Advisors, LLC | 13,300 | $182.5K | 0.05% | +13,300 | New |
| CoreCap Advisors, LLC | 13,310 | $182.6K | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 13,927 | $191.1K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 14,825 | $202.8K | 0.00% | +139+0.9% | Added |
| Commerce Bank | 14,819 | $203.3K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 14,864 | $203.3K | 0.00% | +14,864 | New |
| Apella Capital, LLC | 15,035 | $205.1K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 15,358 | $210.7K | 0.00% | −4,069−20.9% | Reduced |
| Triumph Capital Management | 16,932 | $236.3K | 0.08% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 17,421 | $239.0K | 0.12% | −1,291−6.9% | Reduced |
| Pathstone Holdings, LLC | 17,537 | $240.6K | 0.00% | 00.0% | Unchanged |
| Commons Capital, LLC | 18,023 | $247.3K | 0.27% | +205+1.2% | Added |
| The PNC Financial Services Group, Inc. | 18,448 | $253.1K | 0.00% | −4,870−20.9% | Reduced |
| Great Valley Advisor Group, Inc. | 19,495 | $267.5K | 0.01% | +242+1.3% | Added |
| Spire Wealth Management | 19,511 | $267.7K | 0.01% | +12,311+171.0% | Added |
| Apriem Advisors | 19,675 | $269.9K | 0.03% | 00.0% | Unchanged |
| Marco Investment Management LLC | 20,300 | $278.5K | 0.02% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 20,931 | $287.2K | 0.22% | +1,466+7.5% | Added |
| Fiduciary Financial Group, LLC | 21,039 | $287.4K | 0.07% | −6,383−23.3% | Reduced |
| Palogic Value Management, L.P. | 21,871 | $300.1K | 0.12% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 22,320 | $306.2K | 0.08% | +140+0.6% | Added |
| Nations Financial Group Inc, | 22,430 | $307.7K | 0.02% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 22,743 | $312.0K | 0.13% | −727−3.1% | Reduced |
| Instrumental Wealth, LLC | 22,704 | $313.5K | 0.31% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 23,359 | $320.5K | 0.02% | +23,359 | New |
| Quantedge Capital Pte Ltd | 24,800 | $340.3K | 0.10% | +24,800 | New |
| Tyche Wealth Partners LLC | 25,696 | $352.5K | 0.08% | −1,580−5.8% | Reduced |
| NBC Securities, Inc. | 28,339 | $388.0K | 0.03% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 28,821 | $395.4K | 0.05% | +23+0.1% | Added |
| Baird Financial Group, Inc. | 29,502 | $404.8K | 0.00% | −7,274−19.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 29,734 | $408.0K | 0.15% | +379+1.3% | Added |
| Rockefeller Capital Management L.P. | 32,038 | $439.6K | 0.00% | −3,579−10.0% | Reduced |
| HighTower Advisors, LLC | 32,657 | $447.0K | 0.00% | −7,557−18.8% | Reduced |
| Boothbay Fund Management, LLC | 33,084 | $453.9K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 34,617 | $474.9K | 0.23% | +34,617 | New |
| Mariner, LLC | 34,703 | $476.1K | 0.00% | +943+2.8% | Added |
| Kestra Advisory Services, LLC | 34,936 | $479.3K | 0.00% | −7,207−17.1% | Reduced |
| Leo Wealth, LLC | 34,991 | $480.1K | 0.04% | 00.0% | Unchanged |
| Truist Financial Corp | 36,386 | $499.2K | 0.00% | −4,881−11.8% | Reduced |
| Sanctuary Advisors, LLC | 37,068 | $516.4K | 0.00% | −1,521−3.9% | Reduced |
| Investment Partners Asset Management, Inc. | 41,491 | $569.3K | 0.47% | −200−0.5% | Reduced |
| Glen Eagle Advisors, LLC | 41,689 | $572.0K | 0.10% | −3,975−8.7% | Reduced |
| GWM Advisors LLC | 42,014 | $576.4K | 0.00% | +349+0.8% | Added |
| StoneX Group Inc. | 44,277 | $618.0K | 0.04% | −855−1.9% | Reduced |