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 |
|---|---|---|---|---|---|
| Commons Capital, LLC | 15,127 | $210.0K | 0.16% | +200+1.3% | Added |
| Apella Capital, LLC | 15,035 | $208.5K | 0.01% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 14,207 | $197.2K | 0.07% | −8,415−37.2% | Reduced |
| Davenport & Co LLC | 13,927 | $193.3K | 0.00% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 12,908 | $179.2K | 0.04% | −26−0.2% | Reduced |
| Kovack Advisors, Inc. | 12,778 | $177.4K | 0.02% | −500−3.8% | Reduced |
| Bank of New York Mellon Corp | 12,762 | $177.1K | 0.00% | +955+8.1% | Added |
| Centurion Wealth Management LLC | 12,318 | $171.0K | 0.05% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 11,660 | $161.8K | 0.03% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 10,943 | $151.9K | 0.03% | −1,310−10.7% | Reduced |
| Clarity Wealth Advisors, LLC | 10,091 | $140.1K | 0.03% | −2,081−17.1% | Reduced |
| Carret Asset Management, LLC | 10,000 | $138.8K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 9,252 | $128.4K | 0.00% | −166−1.8% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 9,597 | $125.9K | 0.05% | +9,597 | New |
| Hollencrest Capital Management | 8,609 | $119.5K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 7,655 | $106.3K | 0.07% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 7,594 | $105.0K | 0.04% | −2,128−21.9% | Reduced |
| Arlington Trust Co LLC | 6,000 | $83.3K | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 5,680 | $78.8K | 0.01% | +146+2.6% | Added |
| IFP Advisors, Inc | 5,200 | $72.2K | 0.00% | −400−7.1% | Reduced |
| US Bancorp | 5,000 | $69.4K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 5,000 | $69.0K | 0.03% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 4,046 | $56.2K | 0.03% | +19+0.5% | Added |
| Farther Finance Advisors, LLC | 3,600 | $50.0K | 0.00% | +2,850+380.0% | Added |
| Ameritas Advisory Services, LLC | 3,090 | $42.9K | 0.00% | +3,090 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 3,000 | $41.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,895 | $40.2K | 0.01% | +2,895 | New |
| Citigroup Inc | 2,650 | $36.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $35.2K | 0.00% | – | – |
| JPMorgan Chase & Co | 2,528 | $35.1K | 0.00% | +99+4.1% | Added |
| Signaturefd, LLC | 2,511 | $34.9K | 0.00% | +2,511 | New |
| Harbor Investment Advisory, LLC | 2,468 | $34.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2,200 | $30.5K | 0.00% | +2,200 | New |
| Eastern Bank | 2,199 | $30.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,000 | $27.8K | 0.00% | −293−12.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,957 | $27.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,850 | $25.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,825 | $25.3K | 0.00% | +1,825 | New |
| Delta Asset Management LLC | 1,800 | $25.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,748 | $24.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,061 | $14.7K | 0.00% | +1,061 | New |
| Bangor Savings Bank | 1,057 | $14.7K | 0.00% | −900−46.0% | Reduced |
| South State Corp. | 978 | $13.6K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 978 | $13.6K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 930 | $12.9K | 0.01% | +930 | New |
| Hoese & Co LLP | 875 | $12.1K | 0.01% | −875−50.0% | Reduced |
| Rothschild Investment LLC | 693 | $9.62K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 683 | $9.48K | 0.01% | −378−35.6% | Reduced |
| Bryn Mawr Trust Co | 504 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 465 | $6.45K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 314 | $4.44K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 254 | $3.49K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 250 | $3.47K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 200 | $2.78K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 187 | $2.60K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $1.39K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 37 | $514 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 33 | $455 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 21 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |