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 |
|---|---|---|---|---|---|
| Wood Tarver Financial Group, LLC | 21 | $276 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 33 | $384 | 0.00% | +33 | New |
| Key Financial Inc | 37 | $485 | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $1.31K | 0.00% | +100 | New |
| St Germain D J Co Inc | 187 | $2.45K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 200 | $2.62K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 250 | $3.28K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 254 | $3.31K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 314 | $4.12K | 0.00% | +52+19.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 465 | $6.10K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 481 | $6.33K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 504 | $6.61K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 577 | $7.57K | 0.00% | +577 | New |
| Rothschild Investment LLC | 693 | $9.09K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 744 | $9.76K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 750 | $9.87K | 0.00% | +750 | New |
| Bokf, NA | 930 | $12.2K | 0.00% | +930 | New |
| Northwest Capital Management Inc | 978 | $12.8K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 978 | $12.8K | 0.00% | +978 | New |
| WPG Advisers, LLC | 1,061 | $13.9K | 0.01% | −390−26.9% | Reduced |
| Hoese & Co LLP | 1,750 | $23.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 1,748 | $23.0K | 0.00% | +770+78.7% | Added |
| Delta Asset Management LLC | 1,800 | $23.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,850 | $24.3K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,957 | $25.7K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,957 | $26.2K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 2,199 | $28.9K | 0.00% | +2,199 | New |
| Private Trust Co NA | 2,293 | $30.1K | 0.00% | −1,246−35.2% | Reduced |
| JPMorgan Chase & Co | 2,429 | $31.9K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,468 | $32.4K | 0.00% | −5,422−68.7% | Reduced |
| Global Financial Private Client, LLC | 2,486 | $32.6K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 2,650 | $34.8K | 0.00% | −536−16.8% | Reduced |
| Huntington National Bank | – | $35.1K | 0.00% | – | – |
| Annis Gardner Whiting Capital Advisors, LLC | 3,000 | $39.4K | 0.02% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 4,027 | $52.8K | 0.03% | +4,027 | New |
| FNY Investment Advisers, LLC | 5,000 | $65.0K | 0.04% | +5,000 | New |
| US Bancorp | 5,000 | $65.6K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 5,534 | $72.6K | 0.01% | +1,134+25.8% | Added |
| IFP Advisors, Inc | 5,600 | $73.5K | 0.00% | +2,200+64.7% | Added |
| Arlington Trust Co LLC | 6,000 | $78.7K | 0.02% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 7,655 | $100.4K | 0.07% | +7,655 | New |
| Hollencrest Capital Management | 8,609 | $113.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 9,418 | $123.6K | 0.00% | +7,009+291.0% | Added |
| Hazlett, Burt & Watson, Inc. | 9,722 | $128.0K | 0.06% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 10,000 | $131.2K | 0.01% | 00.0% | Unchanged |
| Global Endowment Management, LP | 10,000 | $131.2K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 10,690 | $135.8K | 0.00% | +32+0.3% | Added |
| Arq Wealth Advisors, LLC | 10,434 | $136.9K | 0.05% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 11,660 | $153.0K | 0.03% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 11,807 | $154.9K | 0.00% | −3,267−21.7% | Reduced |
| Clarity Wealth Advisors, LLC | 12,172 | $159.7K | 0.04% | −1,128−8.5% | Reduced |
| Summit Financial, LLC | 12,203 | $160.1K | 0.00% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 12,253 | $160.8K | 0.04% | −952−7.2% | Reduced |
| Founders Financial Alliance, LLC | 12,934 | $169.7K | 0.04% | −10.0% | Reduced |
| Centurion Wealth Management LLC | 12,318 | $172.3K | 0.05% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 13,188 | $173.0K | 0.02% | −10−0.1% | Reduced |
| World Equity Group, Inc. | 13,200 | $173.2K | 0.05% | −8,500−39.2% | Reduced |
| Kovack Advisors, Inc. | 13,278 | $174.2K | 0.02% | +1,100+9.0% | Added |
| CoreCap Advisors, LLC | 13,310 | $174.6K | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 13,927 | $182.7K | 0.00% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 14,481 | $190.0K | 0.00% | −4,507−23.7% | Reduced |
| Mariner, LLC | 14,506 | $190.3K | 0.00% | −7,441−33.9% | Reduced |
| Apella Capital, LLC | 15,035 | $192.3K | 0.01% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 14,660 | $192.3K | 0.01% | +14,660 | New |
| Commons Capital, LLC | 14,927 | $195.8K | 0.18% | −3,538−19.2% | Reduced |
| Green Harvest Asset Management LLC | 15,760 | $206.8K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 15,819 | $207.5K | 0.00% | 00.0% | Unchanged |
| Bay Capital Advisors, LLC | 15,950 | $209.3K | 0.17% | 00.0% | Unchanged |
| Jane Street Group, LLC | 16,232 | $213.0K | 0.00% | +16,232 | New |
| MML Investors Services, LLC | 17,000 | $223.0K | 0.00% | +3,772+28.5% | Added |
| Kestra Private Wealth Services, LLC | 17,417 | $228.5K | 0.00% | +1,189+7.3% | Added |
| Triumph Capital Management | 17,432 | $228.7K | 0.08% | +500+3.0% | Added |
| Pathstone Holdings, LLC | 17,537 | $230.1K | 0.00% | 00.0% | Unchanged |
| Apriem Advisors | 17,968 | $235.7K | 0.03% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 17,981 | $235.9K | 0.11% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 17,817 | $238.6K | 0.00% | +3,094+21.0% | Added |
| Avantax Advisory Services, Inc. | 18,653 | $244.7K | 0.00% | +18,653 | New |
| Quantedge Capital Pte Ltd | 19,500 | $255.8K | 0.08% | +3,500+21.9% | Added |
| Armor Investment Advisors, LLC | 19,687 | $258.3K | 0.11% | −107−0.5% | Reduced |
| Creative Planning | 20,012 | $262.6K | 0.00% | −10,306−34.0% | Reduced |
| Glen Eagle Advisors, LLC | 20,464 | $268.5K | 0.04% | −12,093−37.1% | Reduced |
| Palogic Value Management, L.P. | 21,871 | $286.9K | 0.13% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 22,430 | $294.3K | 0.02% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 22,463 | $294.7K | 0.23% | +875+4.1% | Added |
| Encompass Wealth Advisors, LLC | 22,622 | $296.8K | 0.12% | 00.0% | Unchanged |
| Instrumental Wealth, LLC | 23,840 | $305.2K | 0.28% | 00.0% | Unchanged |
| Colony Group, LLC | 24,831 | $325.8K | 0.00% | −4,600−15.6% | Reduced |
| The PNC Financial Services Group, Inc. | 24,964 | $327.5K | 0.00% | +3,720+17.5% | Added |
| Landscape Capital Management, L.L.C. | 24,985 | $327.8K | 0.03% | −6,292−20.1% | Reduced |
| Tyche Wealth Partners LLC | 25,621 | $336.1K | 0.07% | 00.0% | Unchanged |
| Marco Investment Management LLC | 27,300 | $358.2K | 0.03% | +7,000+34.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 27,376 | $359.2K | 0.05% | −1,349−4.7% | Reduced |
| NBC Securities, Inc. | 29,069 | $381.0K | 0.03% | +29,040+100,137.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 30,647 | $402.1K | 0.16% | +477+1.6% | Added |
| Baird Financial Group, Inc. | 31,159 | $408.8K | 0.00% | +902+3.0% | Added |
| Pflug Koory, LLC | 33,682 | $441.9K | 0.25% | −935−2.7% | Reduced |
| StoneX Group Inc. | 33,155 | $443.5K | 0.02% | −11,426−25.6% | Reduced |
| Spire Wealth Management | 33,896 | $444.7K | 0.01% | +3,920+13.1% | Added |
| Rockefeller Capital Management L.P. | 33,931 | $445.2K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 34,247 | $449.3K | 0.00% | −955−2.7% | Reduced |