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, Q2 2025
Institutional positions in Nuveen S&P 500 BuyWrite Income Fund as of Jun 30, 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
- 159
- −4 vs. Q1 2025
- Shares held
- 31.6M
- +135.7K (+0.4%) vs. Q1 2025
- Total value
- $438.0M
- +$25.7M (+6.2%) vs. Q1 2025
- New holders
- 12
- 58 more added
- Sold out
- 16
- 46 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Nuveen S&P 500 BuyWrite Income Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 11,835,003 | $164.3M | 0.01% | +235,555+2.0% | Added |
| Wells Fargo & Company | 1,689,550 | $23.5M | 0.01% | +24,066+1.4% | Added |
| LPL Financial LLC | 1,629,051 | $22.6M | 0.01% | +13,705+0.8% | Added |
| Invesco Ltd. | 1,507,507 | $20.9M | 0.00% | −6,190−0.4% | Reduced |
| UBS Group AG | 1,488,300 | $20.7M | 0.00% | −62,599−4.0% | Reduced |
| Raymond James Financial Inc | 951,409 | $13.2M | 0.00% | −6,191−0.6% | Reduced |
| Advisors Asset Management, Inc. | 928,716 | $12.9M | 0.23% | +142,751+18.2% | Added |
| Allspring Global Investments Holdings, LLC | 905,057 | $12.6M | 0.02% | +268,146+42.1% | Added |
| Bank of America Corp | 823,947 | $11.4M | 0.00% | +23,548+2.9% | Added |
| Guggenheim Capital LLC | 723,627 | $10.0M | 0.08% | +54,659+8.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 567,331 | $7.88M | 0.02% | +9,085+1.6% | Added |
| Royal Bank of Canada | 479,512 | $6.66M | 0.00% | −16,115−3.3% | Reduced |
| Twelve Points Wealth Management LLC | 432,690 | $6.01M | 1.62% | +17,712+4.3% | Added |
| Advisor Group Holdings, Inc. | 380,959 | $5.29M | 0.01% | +11,267+3.0% | Added |
| Cornerstone Advisors, LLC | 380,684 | $5.28M | 0.18% | −319,886−45.7% | Reduced |
| CNH Partners LLC | 361,193 | $4.99M | 0.12% | −110,555−23.4% | Reduced |
| Focused Wealth Management, Inc | 333,887 | $4.63M | 0.57% | +5,157+1.6% | Added |
| Commonwealth Equity Services, LLC | 327,849 | $4.55M | 0.01% | −21,679−6.2% | Reduced |
| Ameriprise Financial Inc | 313,236 | $4.33M | 0.00% | −85,514−21.4% | Reduced |
| Stifel Financial Corp | 302,608 | $4.20M | 0.00% | +21,227+7.5% | Added |
| Janney Montgomery Scott LLC | 269,380 | $3.74M | 0.01% | +57,802+27.3% | Added |
| MONECO Advisors, LLC | 257,967 | $3.58M | 0.33% | −5,745−2.2% | Reduced |
| Sage Capital Management, LLC | 255,095 | $3.54M | 1.70% | +5,845+2.3% | Added |
| Two Sigma Investments, LP | 169,380 | $2.35M | 0.00% | +169,380 | New |
| Envestnet Asset Management Inc | 167,022 | $2.32M | 0.00% | −7,869−4.5% | Reduced |
| Polar Asset Management Partners Inc. | 156,696 | $2.17M | 0.05% | +156,696 | New |
| Cetera Investment Advisers | 153,547 | $2.13M | 0.00% | +12,540+8.9% | Added |
| TPG Advisors LLC | 138,713 | $1.93M | 1.39% | −684−0.5% | Reduced |
| NCP Inc. | 127,332 | $1.77M | 1.67% | +1,030+0.8% | Added |
| Prosperity Wealth Management, Inc. | 123,745 | $1.72M | 0.64% | +1,479+1.2% | Added |
| Park Avenue Securities LLC | 122,039 | $1.69M | 0.02% | −5,262−4.1% | Reduced |
| Richmond Investment Services, LLC | 114,171 | $1.58M | 0.33% | +55,841+95.7% | Added |
| Kovitz Investment Group Partners, LLC | 105,731 | $1.47M | 0.01% | +29,828+39.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 104,200 | $1.45M | 0.06% | +51,900+99.2% | Added |
| Prospera Financial Services Inc | 100,783 | $1.40M | 0.03% | +1,476+1.5% | Added |
| Shulman DeMeo Asset Management LLC | 96,095 | $1.33M | 0.33% | −115−0.1% | Reduced |
| Comerica Bank | 92,866 | $1.29M | 0.01% | +2,751+3.1% | Added |
| GWM Advisors LLC | 87,831 | $1.22M | 0.01% | +44,416+102.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 87,808 | $1.22M | 0.01% | +35,435+67.7% | Added |
| Puff Wealth Management, LLC | 81,552 | $1.13M | 1.84% | +2,487+3.1% | Added |
| Shaker Financial Services, LLC | 77,595 | $1.11M | 0.40% | −131,757−62.9% | Reduced |
| Atomi Financial Group, Inc. | 77,062 | $1.07M | 0.04% | −4,820−5.9% | Reduced |
| Islay Capital Management, LLC | 76,317 | $1.06M | 0.68% | −3,939−4.9% | Reduced |
| Kestra Advisory Services, LLC | 74,671 | $1.04M | 0.01% | +7,456+11.1% | Added |
| Moors & Cabot, Inc. | 73,052 | $1.01M | 0.05% | −58,920−44.6% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 68,604 | $952.2K | 1.08% | +166+0.2% | Added |
| Sims Investment Management, LLC | 60,100 | $834.2K | 0.34% | 00.0% | Unchanged |
| Patten Group, Inc. | 58,215 | $808.0K | 0.17% | −430−0.7% | Reduced |
| GatePass Capital, LLC | 58,000 | $805.0K | 0.53% | −3,000−4.9% | Reduced |
| Matrix Trust Co | 57,855 | $803.0K | 0.13% | +384+0.7% | Added |
| Venture Visionary Partners LLC | 52,681 | $731.2K | 0.03% | −1,644−3.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 50,446 | $700.2K | 0.01% | +516+1.0% | Added |
| D.A. Davidson & Co. | 48,594 | $674.5K | 0.00% | +339+0.7% | Added |
| Alteri Wealth LLC | 47,955 | $665.6K | 0.26% | +4,550+10.5% | Added |
| Northwestern Mutual Wealth Management Co | 47,387 | $657.7K | 0.00% | +1,448+3.2% | Added |
| International Assets Investment Management, LLC | 47,367 | $657.5K | 0.05% | +4,433+10.3% | Added |
| Truist Financial Corp | 41,249 | $572.5K | 0.00% | −27−0.1% | Reduced |
| Hilltop Holdings Inc. | 39,598 | $549.6K | 0.04% | −5,350−11.9% | Reduced |
| Spire Wealth Management | 37,364 | $518.6K | 0.02% | +3,468+10.2% | Added |
| HighTower Advisors, LLC | 37,334 | $518.2K | 0.00% | −5,794−13.4% | Reduced |
| Investment Partners Asset Management, Inc. | 37,219 | $516.6K | 0.36% | −90−0.2% | Reduced |
| Allworth Financial LP | 36,858 | $511.6K | 0.00% | +26,168+244.8% | Added |
| Sanctuary Advisors, LLC | 35,986 | $499.5K | 0.00% | +1,739+5.1% | Added |
| Leo Wealth, LLC | 34,991 | $485.7K | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 34,524 | $479.2K | 0.00% | +593+1.7% | Added |
| Pflug Koory, LLC | 33,682 | $467.5K | 0.24% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 32,256 | $447.7K | 0.00% | +7,292+29.2% | Added |
| National Asset Management, Inc. | 31,119 | $431.9K | 0.02% | −76,020−71.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 31,103 | $431.7K | 0.16% | +456+1.5% | Added |
| Colony Group, LLC | 30,143 | $418.4K | 0.00% | +5,312+21.4% | Added |
| Baird Financial Group, Inc. | 29,808 | $413.7K | 0.00% | −1,351−4.3% | Reduced |
| NBC Securities, Inc. | 28,864 | $400.0K | 0.03% | −205−0.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 27,630 | $383.5K | 0.04% | +254+0.9% | Added |
| Marco Investment Management LLC | 27,300 | $378.9K | 0.03% | 00.0% | Unchanged |
| Summit Financial, LLC | 26,414 | $373.5K | 0.01% | +14,211+116.5% | Added |
| StoneX Group Inc. | 26,437 | $372.8K | 0.02% | −6,718−20.3% | Reduced |
| World Equity Group, Inc. | 26,750 | $371.3K | 0.10% | +13,550+102.7% | Added |
| Wetherby Asset Management Inc | 26,302 | $365.1K | 0.02% | +26,302 | New |
| Tyche Wealth Partners LLC | 25,640 | $355.9K | 0.07% | +19+0.1% | Added |
| Instrumental Wealth, LLC | 25,251 | $352.5K | 0.28% | +1,411+5.9% | Added |
| Integrated Capital Management, Inc. | 23,069 | $320.2K | 0.24% | +606+2.7% | Added |
| Avantax Advisory Services, Inc. | 22,147 | $307.4K | 0.00% | +3,494+18.7% | Added |
| Palogic Value Management, L.P. | 21,371 | $296.6K | 0.12% | −500−2.3% | Reduced |
| Nations Financial Group Inc, | 20,877 | $289.8K | 0.02% | −1,553−6.9% | Reduced |
| CoreCap Advisors, LLC | 20,656 | $286.7K | 0.01% | +7,346+55.2% | Added |
| Armor Investment Advisors, LLC | 19,673 | $273.1K | 0.10% | −14−0.1% | Reduced |
| Kestra Private Wealth Services, LLC | 18,292 | $253.9K | 0.00% | +875+5.0% | Added |
| Maltin Wealth Management, Inc. | 18,291 | $253.9K | 0.11% | +310+1.7% | Added |
| RSM US Wealth Management LLC | 17,671 | $250.1K | 0.00% | −146−0.8% | Reduced |
| Apriem Advisors | 17,968 | $249.4K | 0.03% | 00.0% | Unchanged |
| MML Investors Services, LLC | 17,905 | $249.0K | 0.00% | +905+5.3% | Added |
| Pathstone Holdings, LLC | 17,537 | $243.4K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 17,432 | $242.0K | 0.07% | 00.0% | Unchanged |
| Mariner, LLC | 16,381 | $227.4K | 0.00% | +1,875+12.9% | Added |
| Glen Eagle Advisors, LLC | 15,970 | $221.7K | 0.03% | −4,494−22.0% | Reduced |
| Bay Capital Advisors, LLC | 15,950 | $221.4K | 0.17% | 00.0% | Unchanged |
| Commerce Bank | 15,819 | $219.6K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 15,769 | $218.9K | 0.00% | +15,769 | New |
| Green Harvest Asset Management LLC | 15,760 | $218.7K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 14,914 | $211.1K | 0.00% | −33,582−69.2% | Reduced |