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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 45,492 | $624.1K | 0.00% | −3,647−7.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 45,877 | $629.4K | 0.01% | +45,877 | New |
| Steward Partners Investment Advisory, LLC | 48,287 | $662.5K | 0.01% | +300+0.6% | Added |
| D.A. Davidson & Co. | 48,957 | $671.7K | 0.01% | −142−0.3% | Reduced |
| Atria Wealth Solutions, Inc. | 51,890 | $721.2K | 0.01% | +2,026+4.1% | Added |
| Meteora Capital, LLC | 56,106 | $769.8K | 0.21% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 57,850 | $793.7K | 0.03% | −6,492−10.1% | Reduced |
| HTLF Bank | 60,637 | $831.9K | 0.09% | −10,454−14.7% | Reduced |
| Patten Group, Inc. | 61,484 | $843.6K | 0.19% | −1,243−2.0% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 65,001 | $891.8K | 0.64% | +65,001 | New |
| Two Sigma Investments, LP | 67,920 | $931.9K | 0.00% | +31,895+88.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 71,606 | $982.4K | 0.05% | −1,135−1.6% | Reduced |
| Islay Capital Management, LLC | 75,955 | $1.04M | 0.70% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 84,647 | $1.16M | 0.07% | +11,636+15.9% | Added |
| Comerica Bank | 93,618 | $1.28M | 0.01% | −8,174−8.0% | Reduced |
| Prospera Financial Services Inc | 96,371 | $1.32M | 0.03% | +1,116+1.2% | Added |
| Shulman DeMeo Asset Management LLC | 96,937 | $1.33M | 0.33% | −194−0.2% | Reduced |
| Cetera Investment Advisers | 100,054 | $1.37M | 0.00% | −5,142−4.9% | Reduced |
| NCP Inc. | 103,917 | $1.43M | 0.81% | +2,976+2.9% | Added |
| National Asset Management, Inc. | 106,014 | $1.45M | 0.04% | −25,863−19.6% | Reduced |
| Landscape Capital Management, L.L.C. | 112,245 | $1.54M | 0.16% | −145,922−56.5% | Reduced |
| Prosperity Wealth Management, Inc. | 118,865 | $1.63M | 0.65% | +571+0.5% | Added |
| Park Avenue Securities LLC | 122,551 | $1.68M | 0.02% | −2,275−1.8% | Reduced |
| Moors & Cabot, Inc. | 129,549 | $1.78M | 0.09% | +2,590+2.0% | Added |
| TPG Advisors LLC | 146,747 | $2.01M | 1.57% | +2,878+2.0% | Added |
| Envestnet Asset Management Inc | 159,355 | $2.19M | 0.00% | −378,159−70.4% | Reduced |
| Janney Montgomery Scott LLC | 164,962 | $2.26M | 0.01% | +164,962 | New |
| Sage Capital Management, LLC | 201,770 | $2.77M | 1.33% | −12,628−5.9% | Reduced |
| Ameriprise Financial Inc | 249,655 | $3.43M | 0.00% | −21,418−7.9% | Reduced |
| Wolverine Asset Management LLC | 254,550 | $3.49M | 0.06% | −19,439−7.1% | Reduced |
| Advisor Group Holdings, Inc. | 255,269 | $3.50M | 0.01% | −8,420−3.2% | Reduced |
| Stifel Financial Corp | 263,482 | $3.61M | 0.00% | +448+0.2% | Added |
| MONECO Advisors, LLC | 265,799 | $3.65M | 0.45% | +6,848+2.6% | Added |
| Focused Wealth Management, Inc | 278,067 | $3.82M | 0.53% | +4,794+1.8% | Added |
| Twelve Points Wealth Management LLC | 278,478 | $3.82M | 1.20% | +38,614+16.1% | Added |
| Shaker Financial Services, LLC | 321,732 | $4.49M | 1.69% | −104,475−24.5% | Reduced |
| Commonwealth Equity Services, LLC | 354,326 | $4.86M | 0.01% | −5,514−1.5% | Reduced |
| Advisors Asset Management, Inc. | 433,892 | $5.95M | 0.11% | +131,318+43.4% | Added |
| CNH Partners LLC | 503,490 | $6.84M | 0.16% | +124,903+33.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 536,533 | $7.36M | 0.03% | +20,720+4.0% | Added |
| Guggenheim Capital LLC | 560,967 | $7.70M | 0.05% | −19,245−3.3% | Reduced |
| Raymond James & Associates | 610,760 | $8.38M | 0.01% | +7,661+1.3% | Added |
| Royal Bank of Canada | 667,114 | $9.15M | 0.00% | +5,617+0.8% | Added |
| Allspring Global Investments Holdings, LLC | 675,344 | $9.27M | 0.01% | +354,431+110.4% | Added |
| Lindbrook Capital, LLC | 689,638 | $9.46M | 0.84% | +215,808+45.5% | Added |
| Bank of America Corp | 784,068 | $10.8M | 0.00% | +6,888+0.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 890,824 | $12.2M | 0.02% | +39,510+4.6% | Added |
| Cornerstone Advisors, LLC | 943,978 | $13.0M | 0.51% | −30,554−3.1% | Reduced |
| Wells Fargo & Company | 1,447,205 | $19.9M | 0.00% | +43,348+3.1% | Added |
| Invesco Ltd. | 1,559,086 | $21.4M | 0.00% | +100,040+6.9% | Added |
| LPL Financial LLC | 1,687,195 | $23.1M | 0.01% | +28,984+1.7% | Added |
| UBS Group AG | 1,802,032 | $24.7M | 0.01% | −2,225−0.1% | Reduced |
| Morgan Stanley | 11,194,536 | $153.6M | 0.01% | +155,539+1.4% | Added |
| International Assets Investment Management, LLC | 488,892 | – | – | +454,058+1,303.5% | Added |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −298,274−100.0% | Sold out |
| PVG Asset Management Corp | 0 | $0 | 0.00% | −113,390−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −28,969−100.0% | Sold out |
| Capstone Financial Advisors, Inc. | 0 | $0 | 0.00% | −26,423−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −22,166−100.0% | Sold out |
| Kraft, Davis & Associates, LLC | 0 | $0 | 0.00% | −18,535−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −13,930−100.0% | Sold out |
| Stonebrook Private Inc. | 0 | $0 | 0.00% | −12,383−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −11,966−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Maryland Capital Advisors Inc. | 0 | $0 | 0.00% | −1,750−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −598−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −380−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −314−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −214−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −131−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |