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 |
|---|---|---|---|---|---|
| Commons Capital, LLC | 14,927 | $195.8K | 0.18% | −3,538−19.2% | Reduced |
| Joel Isaacson & Co., LLC | 14,660 | $192.3K | 0.01% | +14,660 | New |
| Apella Capital, LLC | 15,035 | $192.3K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 14,506 | $190.3K | 0.00% | −7,441−33.9% | Reduced |
| Great Valley Advisor Group, Inc. | 14,481 | $190.0K | 0.00% | −4,507−23.7% | Reduced |
| Davenport & Co LLC | 13,927 | $182.7K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 13,310 | $174.6K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 13,278 | $174.2K | 0.02% | +1,100+9.0% | Added |
| World Equity Group, Inc. | 13,200 | $173.2K | 0.05% | −8,500−39.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 13,188 | $173.0K | 0.02% | −10−0.1% | Reduced |
| Centurion Wealth Management LLC | 12,318 | $172.3K | 0.05% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 12,934 | $169.7K | 0.04% | −10.0% | Reduced |
| Wealth Dimensions Group, Ltd. | 12,253 | $160.8K | 0.04% | −952−7.2% | Reduced |
| Summit Financial, LLC | 12,203 | $160.1K | 0.00% | 00.0% | Unchanged |
| Clarity Wealth Advisors, LLC | 12,172 | $159.7K | 0.04% | −1,128−8.5% | Reduced |
| Bank of New York Mellon Corp | 11,807 | $154.9K | 0.00% | −3,267−21.7% | Reduced |
| Horizon Wealth Management, LLC | 11,660 | $153.0K | 0.03% | 00.0% | Unchanged |
| Arq Wealth Advisors, LLC | 10,434 | $136.9K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 10,690 | $135.8K | 0.00% | +32+0.3% | Added |
| 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 |
| Hazlett, Burt & Watson, Inc. | 9,722 | $128.0K | 0.06% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 9,418 | $123.6K | 0.00% | +7,009+291.0% | Added |
| Hollencrest Capital Management | 8,609 | $113.0K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 7,655 | $100.4K | 0.07% | +7,655 | New |
| Arlington Trust Co LLC | 6,000 | $78.7K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,600 | $73.5K | 0.00% | +2,200+64.7% | Added |
| Blue Bell Private Wealth Management, LLC | 5,534 | $72.6K | 0.01% | +1,134+25.8% | Added |
| US Bancorp | 5,000 | $65.6K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 5,000 | $65.0K | 0.04% | +5,000 | New |
| Smallwood Wealth Investment Management, LLC | 4,027 | $52.8K | 0.03% | +4,027 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 3,000 | $39.4K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | – | $35.1K | 0.00% | – | – |
| Citigroup Inc | 2,650 | $34.8K | 0.00% | −536−16.8% | Reduced |
| Global Financial Private Client, LLC | 2,486 | $32.6K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,468 | $32.4K | 0.00% | −5,422−68.7% | Reduced |
| JPMorgan Chase & Co | 2,429 | $31.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,293 | $30.1K | 0.00% | −1,246−35.2% | Reduced |
| Eastern Bank | 2,199 | $28.9K | 0.00% | +2,199 | New |
| BOK Financial Private Wealth, Inc. | 1,957 | $26.2K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,957 | $25.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,850 | $24.3K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,800 | $23.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,748 | $23.0K | 0.00% | +770+78.7% | Added |
| Hoese & Co LLP | 1,750 | $23.0K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,061 | $13.9K | 0.01% | −390−26.9% | Reduced |
| South State Corp. | 978 | $12.8K | 0.00% | +978 | New |
| Northwest Capital Management Inc | 978 | $12.8K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 930 | $12.2K | 0.00% | +930 | New |
| Farther Finance Advisors, LLC | 750 | $9.87K | 0.00% | +750 | New |
| Stephens Consulting, LLC | 744 | $9.76K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 693 | $9.09K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 577 | $7.57K | 0.00% | +577 | New |
| Bryn Mawr Trust Co | 504 | $6.61K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 481 | $6.33K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 465 | $6.10K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 314 | $4.12K | 0.00% | +52+19.8% | Added |
| Colonial Trust Co | 254 | $3.31K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 250 | $3.28K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 200 | $2.62K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 187 | $2.45K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $1.31K | 0.00% | +100 | New |
| Key Financial Inc | 37 | $485 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 33 | $384 | 0.00% | +33 | New |
| Wood Tarver Financial Group, LLC | 21 | $276 | 0.00% | 00.0% | Unchanged |
| 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 |