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, Q3 2025
Institutional positions in Nuveen S&P 500 BuyWrite Income Fund as of Sep 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
- 158
- +2 vs. Q2 2025
- Shares held
- 32.3M
- +819.8K (+2.6%) vs. Q2 2025
- Total value
- $466.7M
- +$29.4M (+6.7%) vs. Q2 2025
- New holders
- 9
- 56 more added
- Sold out
- 7
- 39 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Nuveen S&P 500 BuyWrite Income Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 11,800,765 | $170.4M | 0.01% | −34,238−0.3% | Reduced |
| LPL Financial LLC | 1,727,946 | $25.0M | 0.01% | +98,895+6.1% | Added |
| Wells Fargo & Company | 1,715,058 | $24.8M | 0.01% | +25,508+1.5% | Added |
| Invesco Ltd. | 1,531,461 | $22.1M | 0.00% | +23,954+1.6% | Added |
| UBS Group AG | 1,462,036 | $21.1M | 0.00% | −26,264−1.8% | Reduced |
| Advisors Asset Management, Inc. | 1,188,786 | $17.2M | 0.29% | +260,070+28.0% | Added |
| Allspring Global Investments Holdings, LLC | 1,004,275 | $14.5M | 0.02% | +99,218+11.0% | Added |
| Raymond James Financial Inc | 986,041 | $14.2M | 0.00% | +34,632+3.6% | Added |
| Bank of America Corp | 861,610 | $12.4M | 0.00% | +37,663+4.6% | Added |
| HighTower Advisors, LLC | 698,705 | $10.1M | 0.01% | +661,371+1,771.5% | Added |
| Guggenheim Capital LLC | 654,184 | $9.45M | 0.07% | −69,443−9.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 536,826 | $7.75M | 0.02% | −30,505−5.4% | Reduced |
| Royal Bank of Canada | 472,572 | $6.82M | 0.00% | −6,940−1.4% | Reduced |
| Twelve Points Wealth Management LLC | 422,767 | $6.10M | 1.52% | −9,923−2.3% | Reduced |
| Advisor Group Holdings, Inc. | 419,273 | $5.97M | 0.01% | +38,314+10.1% | Added |
| Ameriprise Financial Inc | 334,756 | $4.83M | 0.00% | +21,520+6.9% | Added |
| Stifel Financial Corp | 301,828 | $4.36M | 0.00% | −780−0.3% | Reduced |
| Commonwealth Equity Services, LLC | 292,118 | $4.22M | 0.01% | −35,731−10.9% | Reduced |
| Janney Montgomery Scott LLC | 288,521 | $4.17M | 0.01% | +19,141+7.1% | Added |
| Cornerstone Advisors, LLC | 264,287 | $3.82M | 0.13% | −116,397−30.6% | Reduced |
| Sage Capital Management, LLC | 255,618 | $3.69M | 1.66% | +523+0.2% | Added |
| MONECO Advisors, LLC | 251,254 | $3.63M | 0.30% | −6,713−2.6% | Reduced |
| CNH Partners LLC | 240,398 | $3.43M | 0.09% | −120,795−33.4% | Reduced |
| Shaker Financial Services, LLC | 199,227 | $2.93M | 1.01% | +121,632+156.8% | Added |
| Cetera Investment Advisers | 178,085 | $2.57M | 0.00% | +24,538+16.0% | Added |
| Envestnet Asset Management Inc | 172,730 | $2.49M | 0.00% | +5,708+3.4% | Added |
| Two Sigma Investments, LP | 169,380 | $2.45M | 0.00% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 159,707 | $2.31M | 0.05% | +3,011+1.9% | Added |
| Park Avenue Securities LLC | 127,938 | $1.85M | 0.01% | +5,899+4.8% | Added |
| TPG Advisors LLC | 126,501 | $1.83M | 1.20% | −12,212−8.8% | Reduced |
| Prosperity Wealth Management, Inc. | 125,508 | $1.81M | 0.62% | +1,763+1.4% | Added |
| Kovitz Investment Group Partners, LLC | 124,735 | $1.80M | 0.01% | +19,004+18.0% | Added |
| NCP Inc. | 118,908 | $1.72M | 1.28% | −8,424−6.6% | Reduced |
| Richmond Investment Services, LLC | 114,396 | $1.65M | 0.31% | +225+0.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 107,512 | $1.55M | 0.06% | +3,312+3.2% | Added |
| Prospera Financial Services Inc | 103,320 | $1.49M | 0.03% | +2,537+2.5% | Added |
| Islay Capital Management, LLC | 100,987 | $1.46M | 0.84% | +24,670+32.3% | Added |
| Comerica Bank | 96,533 | $1.39M | 0.01% | +3,667+3.9% | Added |
| Shulman DeMeo Asset Management LLC | 96,046 | $1.39M | 0.32% | −49−0.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 91,348 | $1.32M | 0.01% | +3,540+4.0% | Added |
| GWM Advisors LLC | 87,502 | $1.26M | 0.01% | −329−0.4% | Reduced |
| Atomi Financial Group, Inc. | 80,979 | $1.17M | 0.04% | +3,917+5.1% | Added |
| Puff Wealth Management, LLC | 77,885 | $1.12M | 1.71% | −3,667−4.5% | Reduced |
| Moors & Cabot, Inc. | 76,101 | $1.10M | 0.05% | +3,049+4.2% | Added |
| Kestra Advisory Services, LLC | 70,306 | $1.02M | 0.00% | −4,365−5.8% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 68,763 | $992.9K | 0.98% | +159+0.2% | Added |
| Sims Investment Management, LLC | 60,100 | $867.8K | 0.31% | 00.0% | Unchanged |
| Patten Group, Inc. | 57,469 | $829.9K | 0.16% | −746−1.3% | Reduced |
| Venture Visionary Partners LLC | 52,681 | $760.7K | 0.03% | 00.0% | Unchanged |
| Matrix Trust Co | 52,360 | $756.0K | 0.12% | −5,495−9.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 51,988 | $750.7K | 0.00% | +1,542+3.1% | Added |
| Alteri Wealth LLC | 50,080 | $723.2K | 0.25% | +2,125+4.4% | Added |
| D.A. Davidson & Co. | 47,011 | $678.8K | 0.00% | −1,583−3.3% | Reduced |
| The PNC Financial Services Group, Inc. | 46,242 | $667.7K | 0.00% | +13,986+43.4% | Added |
| International Assets Investment Management, LLC | 47,535 | $665.5K | 0.05% | +168+0.4% | Added |
| GatePass Capital, LLC | 46,000 | $664.2K | 0.38% | −12,000−20.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 45,949 | $663.5K | 0.00% | −1,438−3.0% | Reduced |
| Focused Wealth Management, Inc | 42,093 | $607.8K | 0.07% | −291,794−87.4% | Reduced |
| Truist Financial Corp | 41,895 | $605.0K | 0.00% | +646+1.6% | Added |
| Spire Wealth Management | 40,202 | $580.5K | 0.02% | +2,838+7.6% | Added |
| PMG Family Office LLC | 37,027 | $544.7K | 0.61% | +37,027 | New |
| Allworth Financial LP | 37,423 | $540.4K | 0.00% | +565+1.5% | Added |
| Pflug Koory, LLC | 37,108 | $535.8K | 0.25% | +3,426+10.2% | Added |
| Investment Partners Asset Management, Inc. | 37,009 | $534.4K | 0.35% | −210−0.6% | Reduced |
| Rockefeller Capital Management L.P. | 36,648 | $529.2K | 0.00% | +2,124+6.2% | Added |
| Leo Wealth, LLC | 34,991 | $505.3K | 0.07% | 00.0% | Unchanged |
| Marco Investment Management LLC | 34,300 | $495.3K | 0.04% | +7,000+25.6% | Added |
| Sanctuary Advisors, LLC | 32,569 | $470.3K | 0.00% | −3,417−9.5% | Reduced |
| Wolverine Asset Management LLC | 31,629 | $456.7K | 0.01% | +31,629 | New |
| Jackson, Grant Investment Advisers, Inc. | 31,552 | $455.6K | 0.15% | +449+1.4% | Added |
| Hilltop Holdings Inc. | 31,501 | $454.9K | 0.02% | −8,097−20.4% | Reduced |
| Baird Financial Group, Inc. | 30,469 | $440.0K | 0.00% | +661+2.2% | Added |
| Colony Group, LLC | 30,339 | $438.1K | 0.00% | +196+0.7% | Added |
| NBC Securities, Inc. | 28,864 | $416.8K | 0.03% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 28,125 | $406.1K | 0.05% | +495+1.8% | Added |
| World Equity Group, Inc. | 27,500 | $397.1K | 0.09% | +750+2.8% | Added |
| Summit Financial, LLC | 27,259 | $393.6K | 0.01% | +845+3.2% | Added |
| Instrumental Wealth, LLC | 27,182 | $391.7K | 0.27% | +1,931+7.6% | Added |
| Wetherby Asset Management Inc | 26,302 | $379.8K | 0.02% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 25,658 | $370.5K | 0.07% | +18+0.1% | Added |
| Integrated Capital Management, Inc. | 25,460 | $367.6K | 0.26% | +2,391+10.4% | Added |
| Palogic Value Management, L.P. | 21,371 | $308.6K | 0.13% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 20,877 | $301.5K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 20,656 | $298.3K | 0.01% | 00.0% | Unchanged |
| StoneX Group Inc. | 19,802 | $291.1K | 0.01% | −6,635−25.1% | Reduced |
| MML Investors Services, LLC | 20,114 | $290.4K | 0.00% | +2,209+12.3% | Added |
| Armor Investment Advisors, LLC | 19,673 | $284.1K | 0.09% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 18,589 | $268.4K | 0.11% | +298+1.6% | Added |
| Kestra Private Wealth Services, LLC | 18,272 | $263.9K | 0.00% | −20−0.1% | Reduced |
| Commons Capital, LLC | 18,119 | $261.6K | 0.18% | +2,992+19.8% | Added |
| Apriem Advisors | 17,968 | $259.5K | 0.02% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 17,537 | $253.2K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 17,432 | $251.7K | 0.07% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 16,089 | $236.7K | 0.00% | −1,582−9.0% | Reduced |
| Creative Planning | 16,108 | $232.6K | 0.00% | +16,108 | New |
| Bay Capital Advisors, LLC | 15,950 | $230.3K | 0.15% | 00.0% | Unchanged |
| Commerce Bank | 15,819 | $228.4K | 0.00% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 15,760 | $227.6K | 0.00% | 00.0% | Unchanged |
| Apella Capital, LLC | 15,035 | $213.3K | 0.00% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 14,207 | $205.2K | 0.07% | 00.0% | Unchanged |