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 |
|---|---|---|---|---|---|
| Landscape Capital Management, L.L.C. | 31,277 | $437.6K | 0.05% | −80,968−72.1% | Reduced |
| Glen Eagle Advisors, LLC | 32,557 | $455.5K | 0.08% | −9,132−21.9% | Reduced |
| Rockefeller Capital Management L.P. | 33,931 | $474.7K | 0.00% | +1,893+5.9% | Added |
| HighTower Advisors, LLC | 34,276 | $479.5K | 0.00% | +1,619+5.0% | Added |
| Pflug Koory, LLC | 34,617 | $484.3K | 0.25% | 00.0% | Unchanged |
| Leo Wealth, LLC | 34,991 | $489.5K | 0.04% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 35,202 | $498.8K | 0.00% | −1,866−5.0% | Reduced |
| International Assets Investment Management, LLC | 37,634 | $517.5K | 0.04% | −451,258−92.3% | Reduced |
| Investment Partners Asset Management, Inc. | 38,059 | $532.4K | 0.42% | −3,432−8.3% | Reduced |
| Matrix Trust Co | 38,742 | $542.0K | 0.09% | +33,701+668.5% | Added |
| GWM Advisors LLC | 39,835 | $557.3K | 0.00% | −2,179−5.2% | Reduced |
| Alteri Wealth LLC | 40,210 | $562.5K | 0.16% | +40,210 | New |
| Truist Financial Corp | 41,373 | $578.8K | 0.00% | +4,987+13.7% | Added |
| StoneX Group Inc. | 44,581 | $623.7K | 0.03% | +304+0.7% | Added |
| Northwestern Mutual Wealth Management Co | 45,232 | $632.8K | 0.00% | −260−0.6% | Reduced |
| D.A. Davidson & Co. | 48,357 | $676.5K | 0.01% | −600−1.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 50,838 | $708.2K | 0.01% | +4,961+10.8% | Added |
| Atria Wealth Solutions, Inc. | 51,490 | $720.3K | 0.01% | −400−0.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 52,076 | $728.5K | 0.01% | +3,789+7.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 52,528 | $734.9K | 0.03% | −19,078−26.6% | Reduced |
| Venture Visionary Partners LLC | 57,888 | $809.9K | 0.03% | +38+0.1% | Added |
| Richmond Investment Services, LLC | 58,330 | $816.0K | 0.46% | +58,330 | New |
| Sims Investment Management, LLC | 60,000 | $839.4K | 0.47% | +60,000 | New |
| HTLF Bank | 60,313 | $843.8K | 0.10% | −324−0.5% | Reduced |
| Patten Group, Inc. | 61,401 | $859.0K | 0.19% | −83−0.1% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 65,090 | $910.6K | 0.96% | +89+0.1% | Added |
| Kestra Advisory Services, LLC | 77,347 | $1.08M | 0.01% | +42,411+121.4% | Added |
| Islay Capital Management, LLC | 77,756 | $1.09M | 0.76% | +1,801+2.4% | Added |
| Essential Planning, LLC. | 79,495 | $1.10M | 0.01% | +79,495 | New |
| Puff Wealth Management, LLC | 78,765 | $1.10M | 1.92% | +78,765 | New |
| PVG Asset Management Corp | 91,460 | $1.28M | 6.05% | +91,460 | New |
| Comerica Bank | 93,462 | $1.31M | 0.01% | −156−0.2% | Reduced |
| Shulman DeMeo Asset Management LLC | 96,810 | $1.35M | 0.37% | −127−0.1% | Reduced |
| Atomi Financial Group, Inc. | 98,560 | $1.38M | 0.07% | +13,913+16.4% | Added |
| Prospera Financial Services Inc | 100,669 | $1.41M | 0.03% | +4,298+4.5% | Added |
| National Asset Management, Inc. | 105,032 | $1.47M | 0.05% | −982−0.9% | Reduced |
| NCP Inc. | 109,068 | $1.53M | 0.78% | +5,151+5.0% | Added |
| ICONIQ Capital, LLC | 109,800 | $1.54M | 0.02% | +109,800 | New |
| Wolverine Asset Management LLC | 118,973 | $1.66M | 0.03% | −135,577−53.3% | Reduced |
| Prosperity Wealth Management, Inc. | 122,266 | $1.71M | 0.70% | +3,401+2.9% | Added |
| Park Avenue Securities LLC | 125,910 | $1.76M | 0.02% | +3,359+2.7% | Added |
| Moors & Cabot, Inc. | 135,043 | $1.89M | 0.09% | +5,494+4.2% | Added |
| Cetera Investment Advisers | 137,116 | $1.92M | 0.00% | +37,062+37.0% | Added |
| TPG Advisors LLC | 142,071 | $1.99M | 1.55% | −4,676−3.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 152,261 | $2.13M | 0.53% | +152,261 | New |
| Janney Montgomery Scott LLC | 198,551 | $2.78M | 0.01% | +33,589+20.4% | Added |
| Sage Capital Management, LLC | 206,613 | $2.89M | 1.46% | +4,843+2.4% | Added |
| Shaker Financial Services, LLC | 214,868 | $3.01M | 1.15% | −106,864−33.2% | Reduced |
| MONECO Advisors, LLC | 265,524 | $3.71M | 0.39% | −275−0.1% | Reduced |
| Stifel Financial Corp | 276,786 | $3.87M | 0.00% | +13,304+5.0% | Added |
| Ameriprise Financial Inc | 294,349 | $4.12M | 0.00% | +44,694+17.9% | Added |
| Focused Wealth Management, Inc | 317,200 | $4.44M | 0.60% | +39,133+14.1% | Added |
| Envestnet Asset Management Inc | 358,506 | $5.02M | 0.00% | +199,151+125.0% | Added |
| Commonwealth Equity Services, LLC | 361,604 | $5.06M | 0.01% | +7,278+2.1% | Added |
| Advisor Group Holdings, Inc. | 363,697 | $5.09M | 0.01% | +108,428+42.5% | Added |
| Twelve Points Wealth Management LLC | 382,367 | $5.35M | 1.54% | +103,889+37.3% | Added |
| Allspring Global Investments Holdings, LLC | 476,776 | $6.67M | 0.01% | −198,568−29.4% | Reduced |
| CNH Partners LLC | 495,868 | $6.94M | 0.16% | −7,622−1.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 546,195 | $7.64M | 0.03% | +9,662+1.8% | Added |
| Advisors Asset Management, Inc. | 586,934 | $8.21M | 0.15% | +153,042+35.3% | Added |
| Guggenheim Capital LLC | 666,045 | $9.32M | 0.08% | +105,078+18.7% | Added |
| Royal Bank of Canada | 672,782 | $9.41M | 0.00% | +5,668+0.8% | Added |
| Lindbrook Capital, LLC | 690,062 | $9.65M | 0.87% | +424+0.1% | Added |
| Bank of America Corp | 838,664 | $11.7M | 0.00% | +54,596+7.0% | Added |
| Cornerstone Advisors, LLC | 887,299 | $12.4M | 0.49% | −56,679−6.0% | Reduced |
| Raymond James Financial Inc | 1,273,656 | $17.8M | 0.01% | +1,273,656 | New |
| Invesco Ltd. | 1,535,507 | $21.5M | 0.00% | −23,579−1.5% | Reduced |
| Wells Fargo & Company | 1,614,773 | $22.6M | 0.01% | +167,568+11.6% | Added |
| LPL Financial LLC | 1,681,686 | $23.5M | 0.01% | −5,509−0.3% | Reduced |
| UBS Group AG | 1,798,740 | $25.2M | 0.01% | −3,292−0.2% | Reduced |
| Morgan Stanley | 11,258,615 | $157.5M | 0.01% | +64,079+0.6% | Added |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −67,920−100.0% | Sold out |
| Meteora Capital, LLC | 0 | $0 | 0.00% | −56,106−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −33,084−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −14,825−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −4,594−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −832−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −489−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |