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, Q4 2024
Institutional positions in Nuveen S&P 500 BuyWrite Income Fund as of Dec 31, 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
- 171
- +19 vs. Q3 2024
- Shares held
- 32.6M
- +2.12M (+6.9%) vs. Q3 2024
- Total value
- $456.0M
- +$44.5M (+10.8%) vs. Q3 2024
- New holders
- 27
- 53 more added
- Sold out
- 8
- 43 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Nuveen S&P 500 BuyWrite Income Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 11,258,615 | $157.5M | 0.01% | +64,079+0.6% | Added |
| UBS Group AG | 1,798,740 | $25.2M | 0.01% | −3,292−0.2% | Reduced |
| LPL Financial LLC | 1,681,686 | $23.5M | 0.01% | −5,509−0.3% | Reduced |
| Wells Fargo & Company | 1,614,773 | $22.6M | 0.01% | +167,568+11.6% | Added |
| Invesco Ltd. | 1,535,507 | $21.5M | 0.00% | −23,579−1.5% | Reduced |
| Raymond James Financial Inc | 1,273,656 | $17.8M | 0.01% | +1,273,656 | New |
| Cornerstone Advisors, LLC | 887,299 | $12.4M | 0.49% | −56,679−6.0% | Reduced |
| Bank of America Corp | 838,664 | $11.7M | 0.00% | +54,596+7.0% | Added |
| Lindbrook Capital, LLC | 690,062 | $9.65M | 0.87% | +424+0.1% | Added |
| Royal Bank of Canada | 672,782 | $9.41M | 0.00% | +5,668+0.8% | Added |
| Guggenheim Capital LLC | 666,045 | $9.32M | 0.08% | +105,078+18.7% | Added |
| Advisors Asset Management, Inc. | 586,934 | $8.21M | 0.15% | +153,042+35.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 546,195 | $7.64M | 0.03% | +9,662+1.8% | Added |
| CNH Partners LLC | 495,868 | $6.94M | 0.16% | −7,622−1.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 476,776 | $6.67M | 0.01% | −198,568−29.4% | Reduced |
| Twelve Points Wealth Management LLC | 382,367 | $5.35M | 1.54% | +103,889+37.3% | Added |
| Advisor Group Holdings, Inc. | 363,697 | $5.09M | 0.01% | +108,428+42.5% | Added |
| Commonwealth Equity Services, LLC | 361,604 | $5.06M | 0.01% | +7,278+2.1% | Added |
| Envestnet Asset Management Inc | 358,506 | $5.02M | 0.00% | +199,151+125.0% | Added |
| Focused Wealth Management, Inc | 317,200 | $4.44M | 0.60% | +39,133+14.1% | Added |
| Ameriprise Financial Inc | 294,349 | $4.12M | 0.00% | +44,694+17.9% | Added |
| Stifel Financial Corp | 276,786 | $3.87M | 0.00% | +13,304+5.0% | Added |
| MONECO Advisors, LLC | 265,524 | $3.71M | 0.39% | −275−0.1% | Reduced |
| Shaker Financial Services, LLC | 214,868 | $3.01M | 1.15% | −106,864−33.2% | Reduced |
| Sage Capital Management, LLC | 206,613 | $2.89M | 1.46% | +4,843+2.4% | Added |
| Janney Montgomery Scott LLC | 198,551 | $2.78M | 0.01% | +33,589+20.4% | Added |
| Legacy Capital Wealth Partners, LLC | 152,261 | $2.13M | 0.53% | +152,261 | New |
| TPG Advisors LLC | 142,071 | $1.99M | 1.55% | −4,676−3.2% | Reduced |
| Cetera Investment Advisers | 137,116 | $1.92M | 0.00% | +37,062+37.0% | Added |
| Moors & Cabot, Inc. | 135,043 | $1.89M | 0.09% | +5,494+4.2% | Added |
| Park Avenue Securities LLC | 125,910 | $1.76M | 0.02% | +3,359+2.7% | Added |
| Prosperity Wealth Management, Inc. | 122,266 | $1.71M | 0.70% | +3,401+2.9% | Added |
| Wolverine Asset Management LLC | 118,973 | $1.66M | 0.03% | −135,577−53.3% | Reduced |
| ICONIQ Capital, LLC | 109,800 | $1.54M | 0.02% | +109,800 | New |
| NCP Inc. | 109,068 | $1.53M | 0.78% | +5,151+5.0% | Added |
| National Asset Management, Inc. | 105,032 | $1.47M | 0.05% | −982−0.9% | Reduced |
| Prospera Financial Services Inc | 100,669 | $1.41M | 0.03% | +4,298+4.5% | Added |
| Atomi Financial Group, Inc. | 98,560 | $1.38M | 0.07% | +13,913+16.4% | Added |
| Shulman DeMeo Asset Management LLC | 96,810 | $1.35M | 0.37% | −127−0.1% | Reduced |
| Comerica Bank | 93,462 | $1.31M | 0.01% | −156−0.2% | Reduced |
| PVG Asset Management Corp | 91,460 | $1.28M | 6.05% | +91,460 | New |
| Puff Wealth Management, LLC | 78,765 | $1.10M | 1.92% | +78,765 | New |
| Essential Planning, LLC. | 79,495 | $1.10M | 0.01% | +79,495 | New |
| Islay Capital Management, LLC | 77,756 | $1.09M | 0.76% | +1,801+2.4% | Added |
| Kestra Advisory Services, LLC | 77,347 | $1.08M | 0.01% | +42,411+121.4% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 65,090 | $910.6K | 0.96% | +89+0.1% | Added |
| Patten Group, Inc. | 61,401 | $859.0K | 0.19% | −83−0.1% | Reduced |
| HTLF Bank | 60,313 | $843.8K | 0.10% | −324−0.5% | Reduced |
| Sims Investment Management, LLC | 60,000 | $839.4K | 0.47% | +60,000 | New |
| Richmond Investment Services, LLC | 58,330 | $816.0K | 0.46% | +58,330 | New |
| Venture Visionary Partners LLC | 57,888 | $809.9K | 0.03% | +38+0.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 52,528 | $734.9K | 0.03% | −19,078−26.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 52,076 | $728.5K | 0.01% | +3,789+7.8% | Added |
| Atria Wealth Solutions, Inc. | 51,490 | $720.3K | 0.01% | −400−0.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 50,838 | $708.2K | 0.01% | +4,961+10.8% | Added |
| D.A. Davidson & Co. | 48,357 | $676.5K | 0.01% | −600−1.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 45,232 | $632.8K | 0.00% | −260−0.6% | Reduced |
| StoneX Group Inc. | 44,581 | $623.7K | 0.03% | +304+0.7% | Added |
| Truist Financial Corp | 41,373 | $578.8K | 0.00% | +4,987+13.7% | Added |
| Alteri Wealth LLC | 40,210 | $562.5K | 0.16% | +40,210 | New |
| GWM Advisors LLC | 39,835 | $557.3K | 0.00% | −2,179−5.2% | Reduced |
| Matrix Trust Co | 38,742 | $542.0K | 0.09% | +33,701+668.5% | Added |
| Investment Partners Asset Management, Inc. | 38,059 | $532.4K | 0.42% | −3,432−8.3% | Reduced |
| International Assets Investment Management, LLC | 37,634 | $517.5K | 0.04% | −451,258−92.3% | Reduced |
| Sanctuary Advisors, LLC | 35,202 | $498.8K | 0.00% | −1,866−5.0% | Reduced |
| Leo Wealth, LLC | 34,991 | $489.5K | 0.04% | 00.0% | Unchanged |
| Pflug Koory, LLC | 34,617 | $484.3K | 0.25% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 34,276 | $479.5K | 0.00% | +1,619+5.0% | Added |
| Rockefeller Capital Management L.P. | 33,931 | $474.7K | 0.00% | +1,893+5.9% | Added |
| Glen Eagle Advisors, LLC | 32,557 | $455.5K | 0.08% | −9,132−21.9% | Reduced |
| Landscape Capital Management, L.L.C. | 31,277 | $437.6K | 0.05% | −80,968−72.1% | Reduced |
| Creative Planning | 30,318 | $424.1K | 0.00% | +30,318 | New |
| Baird Financial Group, Inc. | 30,257 | $423.3K | 0.00% | +755+2.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 30,170 | $422.1K | 0.16% | +436+1.5% | Added |
| Spire Wealth Management | 29,976 | $419.4K | 0.01% | +10,465+53.6% | Added |
| Independent Advisor Alliance | 29,514 | $412.9K | 0.01% | +29,514 | New |
| Colony Group, LLC | 29,431 | $411.7K | 0.00% | +29,431 | New |
| Patriot Financial Group Insurance Agency, LLC | 28,725 | $401.9K | 0.05% | −96−0.3% | Reduced |
| Tyche Wealth Partners LLC | 25,621 | $358.4K | 0.08% | −75−0.3% | Reduced |
| Instrumental Wealth, LLC | 23,840 | $335.9K | 0.32% | +1,136+5.0% | Added |
| GatePass Capital, LLC | 22,700 | $317.6K | 0.35% | +22,700 | New |
| Encompass Wealth Advisors, LLC | 22,622 | $316.5K | 0.13% | +302+1.4% | Added |
| Nations Financial Group Inc, | 22,430 | $313.8K | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 21,947 | $307.0K | 0.00% | −12,756−36.8% | Reduced |
| Palogic Value Management, L.P. | 21,871 | $306.0K | 0.12% | 00.0% | Unchanged |
| World Equity Group, Inc. | 21,700 | $303.6K | 0.07% | +21,700 | New |
| Integrated Capital Management, Inc. | 21,588 | $302.0K | 0.24% | +657+3.1% | Added |
| The PNC Financial Services Group, Inc. | 21,244 | $297.2K | 0.00% | +2,796+15.2% | Added |
| Marco Investment Management LLC | 20,300 | $284.0K | 0.02% | 00.0% | Unchanged |
| Private Advisory Group LLC | 20,116 | $281.4K | 0.03% | +20,116 | New |
| Armor Investment Advisors, LLC | 19,794 | $276.9K | 0.11% | −2,949−13.0% | Reduced |
| Great Valley Advisor Group, Inc. | 18,988 | $265.6K | 0.01% | −507−2.6% | Reduced |
| Hilltop Holdings Inc. | 18,948 | $265.1K | 0.02% | −4,411−18.9% | Reduced |
| Commons Capital, LLC | 18,465 | $258.3K | 0.23% | +442+2.5% | Added |
| Maltin Wealth Management, Inc. | 17,981 | $251.5K | 0.12% | +560+3.2% | Added |
| Apriem Advisors | 17,968 | $251.4K | 0.03% | −1,707−8.7% | Reduced |
| Pathstone Holdings, LLC | 17,537 | $245.3K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 16,932 | $236.9K | 0.08% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 16,228 | $227.0K | 0.00% | +870+5.7% | Added |
| Quantedge Capital Pte Ltd | 16,000 | $223.8K | 0.08% | −8,800−35.5% | Reduced |