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, Q1 2025
Institutional positions in Nuveen S&P 500 BuyWrite Income Fund as of Mar 31, 2025. 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
- 165
- −3 vs. Q4 2024
- Shares held
- 32.1M
- −395.4K (−1.2%) vs. Q4 2024
- Total value
- $421.5M
- −$33.4M (−7.3%) vs. Q4 2024
- New holders
- 16
- 50 more added
- Sold out
- 19
- 49 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Nuveen S&P 500 BuyWrite Income Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 11,599,448 | $152.2M | 0.01% | +340,833+3.0% | Added |
| Wells Fargo & Company | 1,665,484 | $21.9M | 0.01% | +50,711+3.1% | Added |
| LPL Financial LLC | 1,615,346 | $21.2M | 0.01% | −66,340−3.9% | Reduced |
| UBS Group AG | 1,550,899 | $20.3M | 0.00% | −247,841−13.8% | Reduced |
| Invesco Ltd. | 1,513,697 | $19.9M | 0.00% | −21,810−1.4% | Reduced |
| Raymond James Financial Inc | 957,600 | $12.6M | 0.00% | −316,056−24.8% | Reduced |
| Bank of America Corp | 800,399 | $10.5M | 0.00% | −38,265−4.6% | Reduced |
| Advisors Asset Management, Inc. | 785,965 | $10.3M | 0.19% | +199,031+33.9% | Added |
| Cornerstone Advisors, LLC | 700,570 | $9.19M | 0.40% | −186,729−21.0% | Reduced |
| Lindbrook Capital, LLC | 690,062 | $9.05M | 0.83% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 668,968 | $8.78M | 0.08% | +2,923+0.4% | Added |
| Allspring Global Investments Holdings, LLC | 636,911 | $8.36M | 0.01% | +160,135+33.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 558,246 | $7.32M | 0.02% | +12,051+2.2% | Added |
| Royal Bank of Canada | 495,627 | $6.50M | 0.00% | −177,155−26.3% | Reduced |
| CNH Partners LLC | 471,748 | $6.13M | 0.15% | −24,120−4.9% | Reduced |
| Twelve Points Wealth Management LLC | 414,978 | $5.44M | 1.48% | +32,611+8.5% | Added |
| Ameriprise Financial Inc | 398,750 | $5.23M | 0.00% | +104,401+35.5% | Added |
| Advisor Group Holdings, Inc. | 369,692 | $4.85M | 0.01% | +5,995+1.6% | Added |
| Commonwealth Equity Services, LLC | 349,528 | $4.59M | 0.01% | −12,076−3.3% | Reduced |
| Focused Wealth Management, Inc | 328,730 | $4.31M | 0.59% | +11,530+3.6% | Added |
| Stifel Financial Corp | 281,381 | $3.69M | 0.00% | +4,595+1.7% | Added |
| MONECO Advisors, LLC | 263,712 | $3.46M | 0.36% | −1,812−0.7% | Reduced |
| Sage Capital Management, LLC | 249,250 | $3.27M | 1.78% | +42,637+20.6% | Added |
| Wolverine Asset Management LLC | 229,208 | $3.01M | 0.06% | +110,235+92.7% | Added |
| Shaker Financial Services, LLC | 209,352 | $2.82M | 1.10% | −5,516−2.6% | Reduced |
| Janney Montgomery Scott LLC | 211,578 | $2.78M | 0.01% | +13,027+6.6% | Added |
| Envestnet Asset Management Inc | 174,891 | $2.29M | 0.00% | −183,615−51.2% | Reduced |
| Cetera Investment Advisers | 141,007 | $1.85M | 0.00% | +3,891+2.8% | Added |
| TPG Advisors LLC | 139,397 | $1.83M | 1.44% | −2,674−1.9% | Reduced |
| Moors & Cabot, Inc. | 131,972 | $1.73M | 0.09% | −3,071−2.3% | Reduced |
| Park Avenue Securities LLC | 127,301 | $1.67M | 0.02% | +1,391+1.1% | Added |
| NCP Inc. | 126,302 | $1.66M | 2.24% | +17,234+15.8% | Added |
| Prosperity Wealth Management, Inc. | 122,266 | $1.60M | 0.75% | 00.0% | Unchanged |
| National Asset Management, Inc. | 107,139 | $1.41M | 0.04% | +2,107+2.0% | Added |
| Prospera Financial Services Inc | 99,307 | $1.30M | 0.03% | −1,362−1.4% | Reduced |
| Shulman DeMeo Asset Management LLC | 96,210 | $1.26M | 0.35% | −600−0.6% | Reduced |
| Comerica Bank | 90,115 | $1.18M | 0.00% | −3,347−3.6% | Reduced |
| Atomi Financial Group, Inc. | 81,882 | $1.07M | 0.05% | −16,678−16.9% | Reduced |
| Islay Capital Management, LLC | 80,256 | $1.05M | 0.71% | +2,500+3.2% | Added |
| Puff Wealth Management, LLC | 79,065 | $1.04M | 1.83% | +300+0.4% | Added |
| Kovitz Investment Group Partners, LLC | 75,903 | $995.8K | 0.01% | +75,903 | New |
| Readystate Asset Management LP | 73,002 | $957.8K | 0.05% | +73,002 | New |
| Blake Schutter Theil Wealth Advisors, LLC | 68,438 | $897.9K | 1.02% | +3,348+5.1% | Added |
| Kestra Advisory Services, LLC | 67,215 | $881.9K | 0.00% | −10,132−13.1% | Reduced |
| GatePass Capital, LLC | 61,000 | $800.3K | 0.60% | +38,300+168.7% | Added |
| Sims Investment Management, LLC | 60,100 | $788.5K | 0.35% | +100+0.2% | Added |
| Patten Group, Inc. | 58,645 | $769.4K | 0.18% | −2,756−4.5% | Reduced |
| Richmond Investment Services, LLC | 58,330 | $765.3K | 0.42% | 00.0% | Unchanged |
| Matrix Trust Co | 57,471 | $754.0K | 0.13% | +18,729+48.3% | Added |
| Susquehanna International Group, LLP | 55,753 | $731.5K | 0.00% | +55,753 | New |
| Venture Visionary Partners LLC | 54,325 | $712.8K | 0.03% | −3,563−6.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 52,300 | $686.2K | 0.03% | −228−0.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 52,373 | $682.4K | 0.01% | +1,535+3.0% | Added |
| Steward Partners Investment Advisory, LLC | 49,930 | $655.1K | 0.01% | −2,146−4.1% | Reduced |
| Atria Wealth Solutions, Inc. | 48,496 | $646.2K | 0.01% | −2,994−5.8% | Reduced |
| D.A. Davidson & Co. | 48,255 | $633.1K | 0.01% | −102−0.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 45,939 | $602.7K | 0.00% | +707+1.6% | Added |
| Hilltop Holdings Inc. | 44,948 | $589.7K | 0.04% | +26,000+137.2% | Added |
| GWM Advisors LLC | 43,415 | $569.6K | 0.00% | +3,580+9.0% | Added |
| Alteri Wealth LLC | 43,405 | $569.5K | 0.25% | +3,195+7.9% | Added |
| HighTower Advisors, LLC | 43,128 | $565.8K | 0.00% | +8,852+25.8% | Added |
| International Assets Investment Management, LLC | 42,934 | $563.3K | 0.05% | +5,300+14.1% | Added |
| Truist Financial Corp | 41,276 | $541.5K | 0.00% | −97−0.2% | Reduced |
| Investment Partners Asset Management, Inc. | 37,309 | $489.5K | 0.38% | −750−2.0% | Reduced |
| Leo Wealth, LLC | 34,991 | $459.1K | 0.07% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 34,247 | $449.3K | 0.00% | −955−2.7% | Reduced |
| Rockefeller Capital Management L.P. | 33,931 | $445.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 33,896 | $444.7K | 0.01% | +3,920+13.1% | Added |
| StoneX Group Inc. | 33,155 | $443.5K | 0.02% | −11,426−25.6% | Reduced |
| Pflug Koory, LLC | 33,682 | $441.9K | 0.25% | −935−2.7% | Reduced |
| Baird Financial Group, Inc. | 31,159 | $408.8K | 0.00% | +902+3.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 30,647 | $402.1K | 0.16% | +477+1.6% | Added |
| NBC Securities, Inc. | 29,069 | $381.0K | 0.03% | +29,040+100,137.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 27,376 | $359.2K | 0.05% | −1,349−4.7% | Reduced |
| Marco Investment Management LLC | 27,300 | $358.2K | 0.03% | +7,000+34.5% | Added |
| Tyche Wealth Partners LLC | 25,621 | $336.1K | 0.07% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 24,985 | $327.8K | 0.03% | −6,292−20.1% | Reduced |
| The PNC Financial Services Group, Inc. | 24,964 | $327.5K | 0.00% | +3,720+17.5% | Added |
| Colony Group, LLC | 24,831 | $325.8K | 0.00% | −4,600−15.6% | Reduced |
| Instrumental Wealth, LLC | 23,840 | $305.2K | 0.28% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 22,622 | $296.8K | 0.12% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 22,463 | $294.7K | 0.23% | +875+4.1% | Added |
| Nations Financial Group Inc, | 22,430 | $294.3K | 0.02% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 21,871 | $286.9K | 0.13% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 20,464 | $268.5K | 0.04% | −12,093−37.1% | Reduced |
| Creative Planning | 20,012 | $262.6K | 0.00% | −10,306−34.0% | Reduced |
| Armor Investment Advisors, LLC | 19,687 | $258.3K | 0.11% | −107−0.5% | Reduced |
| Quantedge Capital Pte Ltd | 19,500 | $255.8K | 0.08% | +3,500+21.9% | Added |
| Avantax Advisory Services, Inc. | 18,653 | $244.7K | 0.00% | +18,653 | New |
| RSM US Wealth Management LLC | 17,817 | $238.6K | 0.00% | +3,094+21.0% | Added |
| Maltin Wealth Management, Inc. | 17,981 | $235.9K | 0.11% | 00.0% | Unchanged |
| Apriem Advisors | 17,968 | $235.7K | 0.03% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 17,537 | $230.1K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 17,432 | $228.7K | 0.08% | +500+3.0% | Added |
| Kestra Private Wealth Services, LLC | 17,417 | $228.5K | 0.00% | +1,189+7.3% | Added |
| MML Investors Services, LLC | 17,000 | $223.0K | 0.00% | +3,772+28.5% | Added |
| Jane Street Group, LLC | 16,232 | $213.0K | 0.00% | +16,232 | New |
| Bay Capital Advisors, LLC | 15,950 | $209.3K | 0.17% | 00.0% | Unchanged |
| Commerce Bank | 15,819 | $207.5K | 0.00% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 15,760 | $206.8K | 0.00% | 00.0% | Unchanged |