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 |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 0 | $6 | 0.00% | −33−100.0% | Reduced |
| Key Financial Inc | 37 | $536 | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $1.44K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 187 | $2.70K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 200 | $2.89K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 250 | $3.61K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 250 | $3.61K | 0.00% | +250 | New |
| Colonial Trust Co | 254 | $3.63K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 435 | $6.40K | 0.00% | −1,522−77.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 465 | $6.71K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 489 | $7.06K | 0.00% | +489 | New |
| Bryn Mawr Trust Co | 504 | $7.28K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 630 | $9.10K | 0.01% | −53−7.8% | Reduced |
| Rothschild Investment LLC | 693 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 875 | $12.6K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 930 | $13.4K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 940 | $13.6K | 0.01% | +940 | New |
| Northwest Capital Management Inc | 978 | $14.1K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 978 | $14.1K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,057 | $15.3K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,061 | $15.3K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 1,260 | $18.2K | 0.06% | +1,260 | New |
| Geneos Wealth Management Inc. | 1,700 | $24.5K | 0.00% | −7,552−81.6% | Reduced |
| CWM, LLC | 1,748 | $25.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,800 | $26.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,825 | $26.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,000 | $28.9K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 2,199 | $31.8K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,428 | $35.1K | 0.00% | −100−4.0% | Reduced |
| Harbor Investment Advisory, LLC | 2,468 | $35.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,511 | $36.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $36.6K | 0.00% | – | – |
| Pinnacle Bancorp, Inc. | 2,895 | $41.8K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3,000 | $43.3K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 3,090 | $44.6K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,450 | $49.8K | 0.00% | +800+30.2% | Added |
| IFP Advisors, Inc | 3,896 | $56.3K | 0.00% | −1,304−25.1% | Reduced |
| Smallwood Wealth Investment Management, LLC | 4,064 | $58.7K | 0.03% | +18+0.4% | Added |
| Farther Finance Advisors, LLC | 4,826 | $69.7K | 0.00% | +1,226+34.1% | Added |
| FNY Investment Advisers, LLC | 5,000 | $72.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 5,000 | $72.2K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 6,000 | $86.6K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 7,594 | $110.0K | 0.04% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 7,655 | $110.5K | 0.06% | 00.0% | Unchanged |
| Hollencrest Capital Management | 8,609 | $124.3K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 10,406 | $150.3K | 0.02% | +4,726+83.2% | Added |
| Wealth Dimensions Group, Ltd. | 10,943 | $158.0K | 0.03% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 11,183 | $161.5K | 0.00% | −1,579−12.4% | Reduced |
| Horizon Wealth Management, LLC | 11,660 | $168.4K | 0.02% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 12,318 | $177.9K | 0.04% | 00.0% | Unchanged |
| Mariner, LLC | 12,359 | $178.5K | 0.00% | −4,022−24.6% | Reduced |
| Glen Eagle Advisors, LLC | 12,626 | $182.3K | 0.03% | −3,344−20.9% | Reduced |
| Concurrent Investment Advisors, LLC | 12,761 | $184.3K | 0.00% | +12,761 | New |
| Founders Financial Alliance, LLC | 13,014 | $187.9K | 0.04% | +106+0.8% | Added |
| Captrust Financial Advisors | 13,208 | $190.7K | 0.00% | −2,561−16.2% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 13,544 | $195.6K | 0.04% | +13,544 | New |
| Davenport & Co LLC | 13,927 | $201.1K | 0.00% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 14,078 | $203.3K | 0.02% | +1,300+10.2% | Added |
| Encompass Wealth Advisors, LLC | 14,207 | $205.2K | 0.07% | 00.0% | Unchanged |
| Apella Capital, LLC | 15,035 | $213.3K | 0.00% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 15,760 | $227.6K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 15,819 | $228.4K | 0.00% | 00.0% | Unchanged |
| Bay Capital Advisors, LLC | 15,950 | $230.3K | 0.15% | 00.0% | Unchanged |
| Creative Planning | 16,108 | $232.6K | 0.00% | +16,108 | New |
| RSM US Wealth Management LLC | 16,089 | $236.7K | 0.00% | −1,582−9.0% | Reduced |
| Triumph Capital Management | 17,432 | $251.7K | 0.07% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 17,537 | $253.2K | 0.00% | 00.0% | Unchanged |
| Apriem Advisors | 17,968 | $259.5K | 0.02% | 00.0% | Unchanged |
| Commons Capital, LLC | 18,119 | $261.6K | 0.18% | +2,992+19.8% | Added |
| Kestra Private Wealth Services, LLC | 18,272 | $263.9K | 0.00% | −20−0.1% | Reduced |
| Maltin Wealth Management, Inc. | 18,589 | $268.4K | 0.11% | +298+1.6% | Added |
| Armor Investment Advisors, LLC | 19,673 | $284.1K | 0.09% | 00.0% | Unchanged |
| MML Investors Services, LLC | 20,114 | $290.4K | 0.00% | +2,209+12.3% | Added |
| StoneX Group Inc. | 19,802 | $291.1K | 0.01% | −6,635−25.1% | Reduced |
| CoreCap Advisors, LLC | 20,656 | $298.3K | 0.01% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 20,877 | $301.5K | 0.02% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 21,371 | $308.6K | 0.13% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 25,460 | $367.6K | 0.26% | +2,391+10.4% | Added |
| Tyche Wealth Partners LLC | 25,658 | $370.5K | 0.07% | +18+0.1% | Added |
| Wetherby Asset Management Inc | 26,302 | $379.8K | 0.02% | 00.0% | Unchanged |
| Instrumental Wealth, LLC | 27,182 | $391.7K | 0.27% | +1,931+7.6% | Added |
| Summit Financial, LLC | 27,259 | $393.6K | 0.01% | +845+3.2% | Added |
| World Equity Group, Inc. | 27,500 | $397.1K | 0.09% | +750+2.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 28,125 | $406.1K | 0.05% | +495+1.8% | Added |
| NBC Securities, Inc. | 28,864 | $416.8K | 0.03% | 00.0% | Unchanged |
| Colony Group, LLC | 30,339 | $438.1K | 0.00% | +196+0.7% | Added |
| Baird Financial Group, Inc. | 30,469 | $440.0K | 0.00% | +661+2.2% | Added |
| Hilltop Holdings Inc. | 31,501 | $454.9K | 0.02% | −8,097−20.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 31,552 | $455.6K | 0.15% | +449+1.4% | Added |
| Wolverine Asset Management LLC | 31,629 | $456.7K | 0.01% | +31,629 | New |
| Sanctuary Advisors, LLC | 32,569 | $470.3K | 0.00% | −3,417−9.5% | Reduced |
| Marco Investment Management LLC | 34,300 | $495.3K | 0.04% | +7,000+25.6% | Added |
| Leo Wealth, LLC | 34,991 | $505.3K | 0.07% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 36,648 | $529.2K | 0.00% | +2,124+6.2% | Added |
| Investment Partners Asset Management, Inc. | 37,009 | $534.4K | 0.35% | −210−0.6% | Reduced |
| Pflug Koory, LLC | 37,108 | $535.8K | 0.25% | +3,426+10.2% | Added |
| Allworth Financial LP | 37,423 | $540.4K | 0.00% | +565+1.5% | Added |
| PMG Family Office LLC | 37,027 | $544.7K | 0.61% | +37,027 | New |
| Spire Wealth Management | 40,202 | $580.5K | 0.02% | +2,838+7.6% | Added |
| Truist Financial Corp | 41,895 | $605.0K | 0.00% | +646+1.6% | Added |