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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 37,364 | $518.6K | 0.02% | +3,468+10.2% | Added |
| Hilltop Holdings Inc. | 39,598 | $549.6K | 0.04% | −5,350−11.9% | Reduced |
| Truist Financial Corp | 41,249 | $572.5K | 0.00% | −27−0.1% | Reduced |
| International Assets Investment Management, LLC | 47,367 | $657.5K | 0.05% | +4,433+10.3% | Added |
| Northwestern Mutual Wealth Management Co | 47,387 | $657.7K | 0.00% | +1,448+3.2% | Added |
| Alteri Wealth LLC | 47,955 | $665.6K | 0.26% | +4,550+10.5% | Added |
| D.A. Davidson & Co. | 48,594 | $674.5K | 0.00% | +339+0.7% | Added |
| Steward Partners Investment Advisory, LLC | 50,446 | $700.2K | 0.01% | +516+1.0% | Added |
| Venture Visionary Partners LLC | 52,681 | $731.2K | 0.03% | −1,644−3.0% | Reduced |
| Matrix Trust Co | 57,855 | $803.0K | 0.13% | +384+0.7% | Added |
| GatePass Capital, LLC | 58,000 | $805.0K | 0.53% | −3,000−4.9% | Reduced |
| Patten Group, Inc. | 58,215 | $808.0K | 0.17% | −430−0.7% | Reduced |
| Sims Investment Management, LLC | 60,100 | $834.2K | 0.34% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 68,604 | $952.2K | 1.08% | +166+0.2% | Added |
| Moors & Cabot, Inc. | 73,052 | $1.01M | 0.05% | −58,920−44.6% | Reduced |
| Kestra Advisory Services, LLC | 74,671 | $1.04M | 0.01% | +7,456+11.1% | Added |
| Islay Capital Management, LLC | 76,317 | $1.06M | 0.68% | −3,939−4.9% | Reduced |
| Atomi Financial Group, Inc. | 77,062 | $1.07M | 0.04% | −4,820−5.9% | Reduced |
| Shaker Financial Services, LLC | 77,595 | $1.11M | 0.40% | −131,757−62.9% | Reduced |
| Puff Wealth Management, LLC | 81,552 | $1.13M | 1.84% | +2,487+3.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 87,808 | $1.22M | 0.01% | +35,435+67.7% | Added |
| GWM Advisors LLC | 87,831 | $1.22M | 0.01% | +44,416+102.3% | Added |
| Comerica Bank | 92,866 | $1.29M | 0.01% | +2,751+3.1% | Added |
| Shulman DeMeo Asset Management LLC | 96,095 | $1.33M | 0.33% | −115−0.1% | Reduced |
| Prospera Financial Services Inc | 100,783 | $1.40M | 0.03% | +1,476+1.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 104,200 | $1.45M | 0.06% | +51,900+99.2% | Added |
| Kovitz Investment Group Partners, LLC | 105,731 | $1.47M | 0.01% | +29,828+39.3% | Added |
| Richmond Investment Services, LLC | 114,171 | $1.58M | 0.33% | +55,841+95.7% | Added |
| Park Avenue Securities LLC | 122,039 | $1.69M | 0.02% | −5,262−4.1% | Reduced |
| Prosperity Wealth Management, Inc. | 123,745 | $1.72M | 0.64% | +1,479+1.2% | Added |
| NCP Inc. | 127,332 | $1.77M | 1.67% | +1,030+0.8% | Added |
| TPG Advisors LLC | 138,713 | $1.93M | 1.39% | −684−0.5% | Reduced |
| Cetera Investment Advisers | 153,547 | $2.13M | 0.00% | +12,540+8.9% | Added |
| Polar Asset Management Partners Inc. | 156,696 | $2.17M | 0.05% | +156,696 | New |
| Envestnet Asset Management Inc | 167,022 | $2.32M | 0.00% | −7,869−4.5% | Reduced |
| Two Sigma Investments, LP | 169,380 | $2.35M | 0.00% | +169,380 | New |
| Sage Capital Management, LLC | 255,095 | $3.54M | 1.70% | +5,845+2.3% | Added |
| MONECO Advisors, LLC | 257,967 | $3.58M | 0.33% | −5,745−2.2% | Reduced |
| Janney Montgomery Scott LLC | 269,380 | $3.74M | 0.01% | +57,802+27.3% | Added |
| Stifel Financial Corp | 302,608 | $4.20M | 0.00% | +21,227+7.5% | Added |
| Ameriprise Financial Inc | 313,236 | $4.33M | 0.00% | −85,514−21.4% | Reduced |
| Commonwealth Equity Services, LLC | 327,849 | $4.55M | 0.01% | −21,679−6.2% | Reduced |
| Focused Wealth Management, Inc | 333,887 | $4.63M | 0.57% | +5,157+1.6% | Added |
| CNH Partners LLC | 361,193 | $4.99M | 0.12% | −110,555−23.4% | Reduced |
| Cornerstone Advisors, LLC | 380,684 | $5.28M | 0.18% | −319,886−45.7% | Reduced |
| Advisor Group Holdings, Inc. | 380,959 | $5.29M | 0.01% | +11,267+3.0% | Added |
| Twelve Points Wealth Management LLC | 432,690 | $6.01M | 1.62% | +17,712+4.3% | Added |
| Royal Bank of Canada | 479,512 | $6.66M | 0.00% | −16,115−3.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 567,331 | $7.88M | 0.02% | +9,085+1.6% | Added |
| Guggenheim Capital LLC | 723,627 | $10.0M | 0.08% | +54,659+8.2% | Added |
| Bank of America Corp | 823,947 | $11.4M | 0.00% | +23,548+2.9% | Added |
| Allspring Global Investments Holdings, LLC | 905,057 | $12.6M | 0.02% | +268,146+42.1% | Added |
| Advisors Asset Management, Inc. | 928,716 | $12.9M | 0.23% | +142,751+18.2% | Added |
| Raymond James Financial Inc | 951,409 | $13.2M | 0.00% | −6,191−0.6% | Reduced |
| UBS Group AG | 1,488,300 | $20.7M | 0.00% | −62,599−4.0% | Reduced |
| Invesco Ltd. | 1,507,507 | $20.9M | 0.00% | −6,190−0.4% | Reduced |
| LPL Financial LLC | 1,629,051 | $22.6M | 0.01% | +13,705+0.8% | Added |
| Wells Fargo & Company | 1,689,550 | $23.5M | 0.01% | +24,066+1.4% | Added |
| Morgan Stanley | 11,835,003 | $164.3M | 0.01% | +235,555+2.0% | Added |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −229,208−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −73,002−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −55,753−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −24,985−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −20,012−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −19,500−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −16,232−100.0% | Sold out |
| Joel Isaacson & Co., LLC | 0 | $0 | 0.00% | −14,660−100.0% | Sold out |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −14,481−100.0% | Sold out |
| Arq Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,434−100.0% | Sold out |
| Global Endowment Management, LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −2,486−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −930−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −744−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −577−100.0% | Sold out |
| Medallion Wealth Advisors, LLC | 0 | $0 | 0.00% | −481−100.0% | Sold out |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |
| Sheaff Brock Investment Advisors, LLC | – | – | – | – | Not filed |