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 |
|---|---|---|---|---|---|
| Leo Wealth, LLC | 34,991 | $459.1K | 0.07% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 37,309 | $489.5K | 0.38% | −750−2.0% | Reduced |
| Truist Financial Corp | 41,276 | $541.5K | 0.00% | −97−0.2% | Reduced |
| International Assets Investment Management, LLC | 42,934 | $563.3K | 0.05% | +5,300+14.1% | Added |
| HighTower Advisors, LLC | 43,128 | $565.8K | 0.00% | +8,852+25.8% | Added |
| Alteri Wealth LLC | 43,405 | $569.5K | 0.25% | +3,195+7.9% | Added |
| GWM Advisors LLC | 43,415 | $569.6K | 0.00% | +3,580+9.0% | Added |
| Hilltop Holdings Inc. | 44,948 | $589.7K | 0.04% | +26,000+137.2% | Added |
| Northwestern Mutual Wealth Management Co | 45,939 | $602.7K | 0.00% | +707+1.6% | Added |
| D.A. Davidson & Co. | 48,255 | $633.1K | 0.01% | −102−0.2% | Reduced |
| Atria Wealth Solutions, Inc. | 48,496 | $646.2K | 0.01% | −2,994−5.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 49,930 | $655.1K | 0.01% | −2,146−4.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 52,373 | $682.4K | 0.01% | +1,535+3.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 52,300 | $686.2K | 0.03% | −228−0.4% | Reduced |
| Venture Visionary Partners LLC | 54,325 | $712.8K | 0.03% | −3,563−6.2% | Reduced |
| Susquehanna International Group, LLP | 55,753 | $731.5K | 0.00% | +55,753 | New |
| Matrix Trust Co | 57,471 | $754.0K | 0.13% | +18,729+48.3% | Added |
| Richmond Investment Services, LLC | 58,330 | $765.3K | 0.42% | 00.0% | Unchanged |
| Patten Group, Inc. | 58,645 | $769.4K | 0.18% | −2,756−4.5% | Reduced |
| Sims Investment Management, LLC | 60,100 | $788.5K | 0.35% | +100+0.2% | Added |
| GatePass Capital, LLC | 61,000 | $800.3K | 0.60% | +38,300+168.7% | Added |
| Kestra Advisory Services, LLC | 67,215 | $881.9K | 0.00% | −10,132−13.1% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 68,438 | $897.9K | 1.02% | +3,348+5.1% | Added |
| Readystate Asset Management LP | 73,002 | $957.8K | 0.05% | +73,002 | New |
| Kovitz Investment Group Partners, LLC | 75,903 | $995.8K | 0.01% | +75,903 | New |
| Puff Wealth Management, LLC | 79,065 | $1.04M | 1.83% | +300+0.4% | Added |
| Islay Capital Management, LLC | 80,256 | $1.05M | 0.71% | +2,500+3.2% | Added |
| Atomi Financial Group, Inc. | 81,882 | $1.07M | 0.05% | −16,678−16.9% | Reduced |
| Comerica Bank | 90,115 | $1.18M | 0.00% | −3,347−3.6% | Reduced |
| Shulman DeMeo Asset Management LLC | 96,210 | $1.26M | 0.35% | −600−0.6% | Reduced |
| Prospera Financial Services Inc | 99,307 | $1.30M | 0.03% | −1,362−1.4% | Reduced |
| National Asset Management, Inc. | 107,139 | $1.41M | 0.04% | +2,107+2.0% | Added |
| Prosperity Wealth Management, Inc. | 122,266 | $1.60M | 0.75% | 00.0% | Unchanged |
| NCP Inc. | 126,302 | $1.66M | 2.24% | +17,234+15.8% | Added |
| Park Avenue Securities LLC | 127,301 | $1.67M | 0.02% | +1,391+1.1% | Added |
| Moors & Cabot, Inc. | 131,972 | $1.73M | 0.09% | −3,071−2.3% | Reduced |
| TPG Advisors LLC | 139,397 | $1.83M | 1.44% | −2,674−1.9% | Reduced |
| Cetera Investment Advisers | 141,007 | $1.85M | 0.00% | +3,891+2.8% | Added |
| Envestnet Asset Management Inc | 174,891 | $2.29M | 0.00% | −183,615−51.2% | Reduced |
| Janney Montgomery Scott LLC | 211,578 | $2.78M | 0.01% | +13,027+6.6% | Added |
| Shaker Financial Services, LLC | 209,352 | $2.82M | 1.10% | −5,516−2.6% | Reduced |
| Wolverine Asset Management LLC | 229,208 | $3.01M | 0.06% | +110,235+92.7% | Added |
| Sage Capital Management, LLC | 249,250 | $3.27M | 1.78% | +42,637+20.6% | Added |
| MONECO Advisors, LLC | 263,712 | $3.46M | 0.36% | −1,812−0.7% | Reduced |
| Stifel Financial Corp | 281,381 | $3.69M | 0.00% | +4,595+1.7% | Added |
| Focused Wealth Management, Inc | 328,730 | $4.31M | 0.59% | +11,530+3.6% | Added |
| Commonwealth Equity Services, LLC | 349,528 | $4.59M | 0.01% | −12,076−3.3% | Reduced |
| Advisor Group Holdings, Inc. | 369,692 | $4.85M | 0.01% | +5,995+1.6% | Added |
| Ameriprise Financial Inc | 398,750 | $5.23M | 0.00% | +104,401+35.5% | Added |
| Twelve Points Wealth Management LLC | 414,978 | $5.44M | 1.48% | +32,611+8.5% | Added |
| CNH Partners LLC | 471,748 | $6.13M | 0.15% | −24,120−4.9% | Reduced |
| Royal Bank of Canada | 495,627 | $6.50M | 0.00% | −177,155−26.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 558,246 | $7.32M | 0.02% | +12,051+2.2% | Added |
| Allspring Global Investments Holdings, LLC | 636,911 | $8.36M | 0.01% | +160,135+33.6% | Added |
| Guggenheim Capital LLC | 668,968 | $8.78M | 0.08% | +2,923+0.4% | Added |
| Lindbrook Capital, LLC | 690,062 | $9.05M | 0.83% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 700,570 | $9.19M | 0.40% | −186,729−21.0% | Reduced |
| Advisors Asset Management, Inc. | 785,965 | $10.3M | 0.19% | +199,031+33.9% | Added |
| Bank of America Corp | 800,399 | $10.5M | 0.00% | −38,265−4.6% | Reduced |
| Raymond James Financial Inc | 957,600 | $12.6M | 0.00% | −316,056−24.8% | Reduced |
| Invesco Ltd. | 1,513,697 | $19.9M | 0.00% | −21,810−1.4% | Reduced |
| UBS Group AG | 1,550,899 | $20.3M | 0.00% | −247,841−13.8% | Reduced |
| LPL Financial LLC | 1,615,346 | $21.2M | 0.01% | −66,340−3.9% | Reduced |
| Wells Fargo & Company | 1,665,484 | $21.9M | 0.01% | +50,711+3.1% | Added |
| Morgan Stanley | 11,599,448 | $152.2M | 0.01% | +340,833+3.0% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −4,456−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −152,261−100.0% | Sold out |
| ICONIQ Capital, LLC | 0 | $0 | 0.00% | −109,800−100.0% | Sold out |
| PVG Asset Management Corp | 0 | $0 | 0.00% | −91,460−100.0% | Sold out |
| Essential Planning, LLC. | 0 | $0 | 0.00% | −79,495−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −29,514−100.0% | Sold out |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −20,116−100.0% | Sold out |
| Fiduciary Financial Group, LLC | 0 | $0 | 0.00% | −13,910−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −12,595−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −10,541−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −10,274−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −8,264−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −4,517−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −2,511−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −1,860−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −505−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −430−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −349−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −236−100.0% | Sold out |
| HTLF Bank | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |