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 |
|---|---|---|---|---|---|
| Wood Tarver Financial Group, LLC | 21 | $0 | 0.00% | +21 | New |
| NBC Securities, Inc. | 29 | $406 | 0.04% | −28,310−99.9% | Reduced |
| Key Financial Inc | 37 | $518 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 187 | $2.62K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 200 | $2.80K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 236 | $3.30K | 0.00% | +236 | New |
| Fortis Group Advisors, LLC | 250 | $3.50K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 254 | $3.50K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 262 | $3.67K | 0.00% | +27+11.5% | Added |
| Plante Moran Financial Advisors, LLC | 349 | $4.88K | 0.00% | +349 | New |
| MCF Advisors LLC | 430 | $6.02K | 0.00% | −467−52.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 465 | $6.50K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 481 | $6.73K | 0.00% | +481 | New |
| Bryn Mawr Trust Co | 504 | $7.05K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 505 | $7.07K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 693 | $9.70K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 744 | $10.4K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 978 | $13.7K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 978 | $14.0K | 0.00% | −5,685−85.3% | Reduced |
| WPG Advisers, LLC | 1,451 | $20.3K | 0.02% | +1,451 | New |
| Hoese & Co LLP | 1,750 | $24.5K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,800 | $25.2K | 0.00% | −100−5.3% | Reduced |
| Farmers & Merchants Investments Inc | 1,850 | $25.9K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,860 | $26.0K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,957 | $27.4K | 0.00% | +1,957 | New |
| BOK Financial Private Wealth, Inc. | 1,957 | $27.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,409 | $33.7K | 0.00% | −10−0.4% | Reduced |
| JPMorgan Chase & Co | 2,429 | $34.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2,486 | $34.8K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,511 | $35.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $37.4K | 0.00% | – | – |
| Annis Gardner Whiting Capital Advisors, LLC | 3,000 | $42.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 3,186 | $44.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,400 | $47.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 3,539 | $49.5K | 0.01% | +1,000+39.4% | Added |
| Blue Bell Private Wealth Management, LLC | 4,400 | $61.6K | 0.01% | −4,600−51.1% | Reduced |
| Castleview Partners, LLC | 4,517 | $62.1K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 4,456 | $62.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 5,000 | $70.0K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 6,000 | $83.9K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 7,890 | $110.4K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 8,264 | $115.6K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 8,609 | $120.4K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 9,597 | $134.3K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 9,722 | $136.0K | 0.06% | +77+0.8% | Added |
| Carret Asset Management, LLC | 10,000 | $139.9K | 0.02% | 00.0% | Unchanged |
| Global Endowment Management, LP | 10,000 | $139.9K | 0.02% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 10,274 | $143.7K | 0.00% | +10,274 | New |
| Arq Wealth Advisors, LLC | 10,434 | $146.0K | 0.06% | 00.0% | Unchanged |
| Atria Investments LLC | 10,541 | $147.5K | 0.00% | +10,541 | New |
| Allworth Financial LP | 10,658 | $150.2K | 0.00% | +2,000+23.1% | Added |
| Horizon Wealth Management, LLC | 11,660 | $163.1K | 0.03% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 12,178 | $170.4K | 0.02% | −500−3.9% | Reduced |
| Summit Financial, LLC | 12,203 | $170.7K | 0.01% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 12,318 | $172.3K | 0.05% | −760−5.8% | Reduced |
| Wetherby Asset Management Inc | 12,534 | $175.4K | 0.01% | 00.0% | Unchanged |
| GWN Securities Inc. | 12,595 | $178.2K | 0.05% | +12,595 | New |
| Founders Financial Alliance, LLC | 12,935 | $181.0K | 0.05% | +182+1.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 13,198 | $184.6K | 0.02% | +1,441+12.3% | Added |
| Wealth Dimensions Group, Ltd. | 13,205 | $184.7K | 0.05% | 00.0% | Unchanged |
| MML Investors Services, LLC | 13,228 | $185.0K | 0.00% | +13,228 | New |
| Clarity Wealth Advisors, LLC | 13,300 | $186.1K | 0.05% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 13,310 | $186.2K | 0.01% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 13,910 | $189.7K | 0.04% | −7,129−33.9% | Reduced |
| Davenport & Co LLC | 13,927 | $194.8K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 14,723 | $205.8K | 0.00% | −141−0.9% | Reduced |
| Apella Capital, LLC | 15,035 | $210.3K | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 15,074 | $210.9K | 0.00% | +4,717+45.5% | Added |
| Green Harvest Asset Management LLC | 15,760 | $220.5K | 0.00% | +15,760 | New |
| Commerce Bank | 15,819 | $221.3K | 0.00% | +1,000+6.7% | Added |
| Bay Capital Advisors, LLC | 15,950 | $223.1K | 0.18% | +15,950 | New |
| Quantedge Capital Pte Ltd | 16,000 | $223.8K | 0.08% | −8,800−35.5% | Reduced |
| Kestra Private Wealth Services, LLC | 16,228 | $227.0K | 0.00% | +870+5.7% | Added |
| Triumph Capital Management | 16,932 | $236.9K | 0.08% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 17,537 | $245.3K | 0.00% | 00.0% | Unchanged |
| Apriem Advisors | 17,968 | $251.4K | 0.03% | −1,707−8.7% | Reduced |
| Maltin Wealth Management, Inc. | 17,981 | $251.5K | 0.12% | +560+3.2% | Added |
| Commons Capital, LLC | 18,465 | $258.3K | 0.23% | +442+2.5% | Added |
| Hilltop Holdings Inc. | 18,948 | $265.1K | 0.02% | −4,411−18.9% | Reduced |
| Great Valley Advisor Group, Inc. | 18,988 | $265.6K | 0.01% | −507−2.6% | Reduced |
| Armor Investment Advisors, LLC | 19,794 | $276.9K | 0.11% | −2,949−13.0% | Reduced |
| Private Advisory Group LLC | 20,116 | $281.4K | 0.03% | +20,116 | New |
| Marco Investment Management LLC | 20,300 | $284.0K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 21,244 | $297.2K | 0.00% | +2,796+15.2% | Added |
| Integrated Capital Management, Inc. | 21,588 | $302.0K | 0.24% | +657+3.1% | Added |
| World Equity Group, Inc. | 21,700 | $303.6K | 0.07% | +21,700 | New |
| Palogic Value Management, L.P. | 21,871 | $306.0K | 0.12% | 00.0% | Unchanged |
| Mariner, LLC | 21,947 | $307.0K | 0.00% | −12,756−36.8% | Reduced |
| Nations Financial Group Inc, | 22,430 | $313.8K | 0.02% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 22,622 | $316.5K | 0.13% | +302+1.4% | Added |
| GatePass Capital, LLC | 22,700 | $317.6K | 0.35% | +22,700 | New |
| Instrumental Wealth, LLC | 23,840 | $335.9K | 0.32% | +1,136+5.0% | Added |
| Tyche Wealth Partners LLC | 25,621 | $358.4K | 0.08% | −75−0.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 28,725 | $401.9K | 0.05% | −96−0.3% | Reduced |
| Colony Group, LLC | 29,431 | $411.7K | 0.00% | +29,431 | New |
| Independent Advisor Alliance | 29,514 | $412.9K | 0.01% | +29,514 | New |
| Spire Wealth Management | 29,976 | $419.4K | 0.01% | +10,465+53.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 30,170 | $422.1K | 0.16% | +436+1.5% | Added |
| Baird Financial Group, Inc. | 30,257 | $423.3K | 0.00% | +755+2.6% | Added |
| Creative Planning | 30,318 | $424.1K | 0.00% | +30,318 | New |