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 |
|---|---|---|---|---|---|
| Bay Capital Advisors, LLC | 15,950 | $223.1K | 0.18% | +15,950 | New |
| Commerce Bank | 15,819 | $221.3K | 0.00% | +1,000+6.7% | Added |
| Green Harvest Asset Management LLC | 15,760 | $220.5K | 0.00% | +15,760 | New |
| Bank of New York Mellon Corp | 15,074 | $210.9K | 0.00% | +4,717+45.5% | Added |
| Apella Capital, LLC | 15,035 | $210.3K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 14,723 | $205.8K | 0.00% | −141−0.9% | Reduced |
| Davenport & Co LLC | 13,927 | $194.8K | 0.00% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 13,910 | $189.7K | 0.04% | −7,129−33.9% | Reduced |
| CoreCap Advisors, LLC | 13,310 | $186.2K | 0.01% | 00.0% | Unchanged |
| Clarity Wealth Advisors, LLC | 13,300 | $186.1K | 0.05% | 00.0% | Unchanged |
| MML Investors Services, LLC | 13,228 | $185.0K | 0.00% | +13,228 | New |
| Wealth Dimensions Group, Ltd. | 13,205 | $184.7K | 0.05% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 13,198 | $184.6K | 0.02% | +1,441+12.3% | Added |
| Founders Financial Alliance, LLC | 12,935 | $181.0K | 0.05% | +182+1.4% | Added |
| GWN Securities Inc. | 12,595 | $178.2K | 0.05% | +12,595 | New |
| Wetherby Asset Management Inc | 12,534 | $175.4K | 0.01% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 12,318 | $172.3K | 0.05% | −760−5.8% | Reduced |
| Summit Financial, LLC | 12,203 | $170.7K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 12,178 | $170.4K | 0.02% | −500−3.9% | Reduced |
| Horizon Wealth Management, LLC | 11,660 | $163.1K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 10,658 | $150.2K | 0.00% | +2,000+23.1% | Added |
| Atria Investments LLC | 10,541 | $147.5K | 0.00% | +10,541 | New |
| Arq Wealth Advisors, LLC | 10,434 | $146.0K | 0.06% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 10,274 | $143.7K | 0.00% | +10,274 | New |
| 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 |
| Hazlett, Burt & Watson, Inc. | 9,722 | $136.0K | 0.06% | +77+0.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 9,597 | $134.3K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 8,609 | $120.4K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 8,264 | $115.6K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 7,890 | $110.4K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 6,000 | $83.9K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 5,000 | $70.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 4,456 | $62.8K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 4,517 | $62.1K | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 4,400 | $61.6K | 0.01% | −4,600−51.1% | Reduced |
| Private Trust Co NA | 3,539 | $49.5K | 0.01% | +1,000+39.4% | Added |
| IFP Advisors, Inc | 3,400 | $47.6K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,186 | $44.6K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3,000 | $42.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | – | $37.4K | 0.00% | – | – |
| Signaturefd, LLC | 2,511 | $35.1K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2,486 | $34.8K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,429 | $34.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,409 | $33.7K | 0.00% | −10−0.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,957 | $27.4K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,957 | $27.4K | 0.00% | +1,957 | New |
| CoreFirst Bank & Trust | 1,860 | $26.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,850 | $25.9K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,800 | $25.2K | 0.00% | −100−5.3% | Reduced |
| Hoese & Co LLP | 1,750 | $24.5K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,451 | $20.3K | 0.02% | +1,451 | New |
| CWM, LLC | 978 | $14.0K | 0.00% | −5,685−85.3% | Reduced |
| Northwest Capital Management Inc | 978 | $13.7K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 744 | $10.4K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 693 | $9.70K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 505 | $7.07K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 504 | $7.05K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 481 | $6.73K | 0.00% | +481 | New |
| Kayne Anderson Rudnick Investment Management LLC | 465 | $6.50K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 430 | $6.02K | 0.00% | −467−52.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 349 | $4.88K | 0.00% | +349 | New |
| Financial Management Professionals, Inc. | 262 | $3.67K | 0.00% | +27+11.5% | Added |
| Colonial Trust Co | 254 | $3.50K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 250 | $3.50K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 236 | $3.30K | 0.00% | +236 | New |
| Ameliora Wealth Management Ltd. | 200 | $2.80K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 187 | $2.62K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 37 | $518 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 29 | $406 | 0.04% | −28,310−99.9% | Reduced |
| Wood Tarver Financial Group, LLC | 21 | $0 | 0.00% | +21 | New |
| 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 |