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 |
|---|---|---|---|---|---|
| Kovack Advisors, Inc. | 12,678 | $173.9K | 0.02% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 12,534 | $172.0K | 0.01% | 00.0% | Unchanged |
| Summit Financial, LLC | 12,203 | $170.3K | 0.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 11,757 | $161.3K | 0.01% | −37−0.3% | Reduced |
| Horizon Wealth Management, LLC | 11,660 | $160.0K | 0.03% | +200+1.7% | Added |
| Bank of New York Mellon Corp | 10,357 | $142.1K | 0.00% | −10,694−50.8% | Reduced |
| Arq Wealth Advisors, LLC | 10,434 | $141.2K | 0.05% | +10,434 | New |
| 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 |
| Hazlett, Burt & Watson, Inc. | 9,645 | $132.0K | 0.06% | +35+0.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 9,597 | $131.7K | 0.04% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 9,000 | $123.5K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 8,658 | $118.8K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 8,609 | $118.1K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 8,264 | $114.0K | 0.01% | −777−8.6% | Reduced |
| Harbor Investment Advisory, LLC | 7,890 | $108.3K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 6,663 | $91.0K | 0.00% | +5,685+581.3% | Added |
| Arlington Trust Co LLC | 6,000 | $82.3K | 0.02% | 00.0% | Unchanged |
| Matrix Trust Co | 5,041 | $69.0K | 0.01% | +5,041 | New |
| US Bancorp | 5,000 | $68.6K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 5,000 | $68.0K | 0.03% | +5,000 | New |
| CIBC Private Wealth Group, LLC | 4,594 | $63.0K | 0.00% | +4,594 | New |
| Proequities, Inc. | 4,456 | $62.2K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 4,517 | $62.0K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,400 | $46.6K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,186 | $43.7K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3,000 | $41.9K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | – | $40.3K | 0.00% | – | – |
| Private Trust Co NA | 2,539 | $34.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,511 | $34.5K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2,486 | $34.1K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,429 | $33.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,419 | $33.2K | 0.00% | +1,419+141.9% | Added |
| BOK Financial Private Wealth, Inc. | 1,957 | $27.3K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,900 | $26.1K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,860 | $25.5K | 0.01% | +1,860 | New |
| Farmers & Merchants Investments Inc | 1,850 | $25.4K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 1,750 | $24.0K | 0.02% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 978 | $13.4K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 897 | $12.5K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 832 | $11.4K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 744 | $10.2K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 693 | $9.51K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 505 | $6.93K | 0.00% | +505 | New |
| Bryn Mawr Trust Co | 504 | $6.92K | 0.00% | +504 | New |
| Northwest Financial Advisors | 489 | $6.71K | 0.01% | +489 | New |
| Kayne Anderson Rudnick Investment Management LLC | 465 | $6.38K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 254 | $3.45K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 250 | $3.43K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 235 | $3.00K | 0.00% | +37+18.7% | Added |
| Ameliora Wealth Management Ltd. | 200 | $2.74K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 187 | $2.57K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 37 | $508 | 0.00% | 00.0% | Unchanged |
| 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 |