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 |
|---|---|---|---|---|---|
| Wood Tarver Financial Group, LLC | 21 | $0 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 33 | $455 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 37 | $514 | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $1.39K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 187 | $2.60K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 200 | $2.78K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 250 | $3.47K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 254 | $3.49K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 314 | $4.44K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 465 | $6.45K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 504 | $7.00K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 683 | $9.48K | 0.01% | −378−35.6% | Reduced |
| Rothschild Investment LLC | 693 | $9.62K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 875 | $12.1K | 0.01% | −875−50.0% | Reduced |
| CoreFirst Bank & Trust | 930 | $12.9K | 0.01% | +930 | New |
| South State Corp. | 978 | $13.6K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 978 | $13.6K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,057 | $14.7K | 0.00% | −900−46.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,061 | $14.7K | 0.00% | +1,061 | New |
| CWM, LLC | 1,748 | $24.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,800 | $25.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,825 | $25.3K | 0.00% | +1,825 | New |
| Farmers & Merchants Investments Inc | 1,850 | $25.7K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,957 | $27.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,000 | $27.8K | 0.00% | −293−12.8% | Reduced |
| Eastern Bank | 2,199 | $30.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2,200 | $30.5K | 0.00% | +2,200 | New |
| Harbor Investment Advisory, LLC | 2,468 | $34.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,511 | $34.9K | 0.00% | +2,511 | New |
| JPMorgan Chase & Co | 2,528 | $35.1K | 0.00% | +99+4.1% | Added |
| Huntington National Bank | – | $35.2K | 0.00% | – | – |
| Citigroup Inc | 2,650 | $36.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,895 | $40.2K | 0.01% | +2,895 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 3,000 | $41.6K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 3,090 | $42.9K | 0.00% | +3,090 | New |
| Farther Finance Advisors, LLC | 3,600 | $50.0K | 0.00% | +2,850+380.0% | Added |
| Smallwood Wealth Investment Management, LLC | 4,046 | $56.2K | 0.03% | +19+0.5% | Added |
| FNY Investment Advisers, LLC | 5,000 | $69.0K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 5,000 | $69.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,200 | $72.2K | 0.00% | −400−7.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 5,680 | $78.8K | 0.01% | +146+2.6% | Added |
| Arlington Trust Co LLC | 6,000 | $83.3K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 7,594 | $105.0K | 0.04% | −2,128−21.9% | Reduced |
| Wealth Preservation Advisors, LLC | 7,655 | $106.3K | 0.07% | 00.0% | Unchanged |
| Hollencrest Capital Management | 8,609 | $119.5K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 9,597 | $125.9K | 0.05% | +9,597 | New |
| Geneos Wealth Management Inc. | 9,252 | $128.4K | 0.00% | −166−1.8% | Reduced |
| Carret Asset Management, LLC | 10,000 | $138.8K | 0.01% | 00.0% | Unchanged |
| Clarity Wealth Advisors, LLC | 10,091 | $140.1K | 0.03% | −2,081−17.1% | Reduced |
| Wealth Dimensions Group, Ltd. | 10,943 | $151.9K | 0.03% | −1,310−10.7% | Reduced |
| Horizon Wealth Management, LLC | 11,660 | $161.8K | 0.03% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 12,318 | $171.0K | 0.05% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 12,762 | $177.1K | 0.00% | +955+8.1% | Added |
| Kovack Advisors, Inc. | 12,778 | $177.4K | 0.02% | −500−3.8% | Reduced |
| Founders Financial Alliance, LLC | 12,908 | $179.2K | 0.04% | −26−0.2% | Reduced |
| Davenport & Co LLC | 13,927 | $193.3K | 0.00% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 14,207 | $197.2K | 0.07% | −8,415−37.2% | Reduced |
| Apella Capital, LLC | 15,035 | $208.5K | 0.01% | 00.0% | Unchanged |
| Commons Capital, LLC | 15,127 | $210.0K | 0.16% | +200+1.3% | Added |
| Atria Wealth Solutions, Inc. | 14,914 | $211.1K | 0.00% | −33,582−69.2% | Reduced |
| Green Harvest Asset Management LLC | 15,760 | $218.7K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 15,769 | $218.9K | 0.00% | +15,769 | New |
| Commerce Bank | 15,819 | $219.6K | 0.00% | 00.0% | Unchanged |
| Bay Capital Advisors, LLC | 15,950 | $221.4K | 0.17% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 15,970 | $221.7K | 0.03% | −4,494−22.0% | Reduced |
| Mariner, LLC | 16,381 | $227.4K | 0.00% | +1,875+12.9% | Added |
| Triumph Capital Management | 17,432 | $242.0K | 0.07% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 17,537 | $243.4K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 17,905 | $249.0K | 0.00% | +905+5.3% | Added |
| Apriem Advisors | 17,968 | $249.4K | 0.03% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 17,671 | $250.1K | 0.00% | −146−0.8% | Reduced |
| Maltin Wealth Management, Inc. | 18,291 | $253.9K | 0.11% | +310+1.7% | Added |
| Kestra Private Wealth Services, LLC | 18,292 | $253.9K | 0.00% | +875+5.0% | Added |
| Armor Investment Advisors, LLC | 19,673 | $273.1K | 0.10% | −14−0.1% | Reduced |
| CoreCap Advisors, LLC | 20,656 | $286.7K | 0.01% | +7,346+55.2% | Added |
| Nations Financial Group Inc, | 20,877 | $289.8K | 0.02% | −1,553−6.9% | Reduced |
| Palogic Value Management, L.P. | 21,371 | $296.6K | 0.12% | −500−2.3% | Reduced |
| Avantax Advisory Services, Inc. | 22,147 | $307.4K | 0.00% | +3,494+18.7% | Added |
| Integrated Capital Management, Inc. | 23,069 | $320.2K | 0.24% | +606+2.7% | Added |
| Instrumental Wealth, LLC | 25,251 | $352.5K | 0.28% | +1,411+5.9% | Added |
| Tyche Wealth Partners LLC | 25,640 | $355.9K | 0.07% | +19+0.1% | Added |
| Wetherby Asset Management Inc | 26,302 | $365.1K | 0.02% | +26,302 | New |
| World Equity Group, Inc. | 26,750 | $371.3K | 0.10% | +13,550+102.7% | Added |
| StoneX Group Inc. | 26,437 | $372.8K | 0.02% | −6,718−20.3% | Reduced |
| Summit Financial, LLC | 26,414 | $373.5K | 0.01% | +14,211+116.5% | Added |
| Marco Investment Management LLC | 27,300 | $378.9K | 0.03% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 27,630 | $383.5K | 0.04% | +254+0.9% | Added |
| NBC Securities, Inc. | 28,864 | $400.0K | 0.03% | −205−0.7% | Reduced |
| Baird Financial Group, Inc. | 29,808 | $413.7K | 0.00% | −1,351−4.3% | Reduced |
| Colony Group, LLC | 30,143 | $418.4K | 0.00% | +5,312+21.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 31,103 | $431.7K | 0.16% | +456+1.5% | Added |
| National Asset Management, Inc. | 31,119 | $431.9K | 0.02% | −76,020−71.0% | Reduced |
| The PNC Financial Services Group, Inc. | 32,256 | $447.7K | 0.00% | +7,292+29.2% | Added |
| Pflug Koory, LLC | 33,682 | $467.5K | 0.24% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 34,524 | $479.2K | 0.00% | +593+1.7% | Added |
| Leo Wealth, LLC | 34,991 | $485.7K | 0.04% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 35,986 | $499.5K | 0.00% | +1,739+5.1% | Added |
| Allworth Financial LP | 36,858 | $511.6K | 0.00% | +26,168+244.8% | Added |
| Investment Partners Asset Management, Inc. | 37,219 | $516.6K | 0.36% | −90−0.2% | Reduced |
| HighTower Advisors, LLC | 37,334 | $518.2K | 0.00% | −5,794−13.4% | Reduced |