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 |
|---|---|---|---|---|---|
| Focused Wealth Management, Inc | 42,093 | $607.8K | 0.07% | −291,794−87.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 45,949 | $663.5K | 0.00% | −1,438−3.0% | Reduced |
| GatePass Capital, LLC | 46,000 | $664.2K | 0.38% | −12,000−20.7% | Reduced |
| International Assets Investment Management, LLC | 47,535 | $665.5K | 0.05% | +168+0.4% | Added |
| The PNC Financial Services Group, Inc. | 46,242 | $667.7K | 0.00% | +13,986+43.4% | Added |
| D.A. Davidson & Co. | 47,011 | $678.8K | 0.00% | −1,583−3.3% | Reduced |
| Alteri Wealth LLC | 50,080 | $723.2K | 0.25% | +2,125+4.4% | Added |
| Steward Partners Investment Advisory, LLC | 51,988 | $750.7K | 0.00% | +1,542+3.1% | Added |
| Matrix Trust Co | 52,360 | $756.0K | 0.12% | −5,495−9.5% | Reduced |
| Venture Visionary Partners LLC | 52,681 | $760.7K | 0.03% | 00.0% | Unchanged |
| Patten Group, Inc. | 57,469 | $829.9K | 0.16% | −746−1.3% | Reduced |
| Sims Investment Management, LLC | 60,100 | $867.8K | 0.31% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 68,763 | $992.9K | 0.98% | +159+0.2% | Added |
| Kestra Advisory Services, LLC | 70,306 | $1.02M | 0.00% | −4,365−5.8% | Reduced |
| Moors & Cabot, Inc. | 76,101 | $1.10M | 0.05% | +3,049+4.2% | Added |
| Puff Wealth Management, LLC | 77,885 | $1.12M | 1.71% | −3,667−4.5% | Reduced |
| Atomi Financial Group, Inc. | 80,979 | $1.17M | 0.04% | +3,917+5.1% | Added |
| GWM Advisors LLC | 87,502 | $1.26M | 0.01% | −329−0.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 91,348 | $1.32M | 0.01% | +3,540+4.0% | Added |
| Shulman DeMeo Asset Management LLC | 96,046 | $1.39M | 0.32% | −49−0.1% | Reduced |
| Comerica Bank | 96,533 | $1.39M | 0.01% | +3,667+3.9% | Added |
| Islay Capital Management, LLC | 100,987 | $1.46M | 0.84% | +24,670+32.3% | Added |
| Prospera Financial Services Inc | 103,320 | $1.49M | 0.03% | +2,537+2.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 107,512 | $1.55M | 0.06% | +3,312+3.2% | Added |
| Richmond Investment Services, LLC | 114,396 | $1.65M | 0.31% | +225+0.2% | Added |
| NCP Inc. | 118,908 | $1.72M | 1.28% | −8,424−6.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 124,735 | $1.80M | 0.01% | +19,004+18.0% | Added |
| Prosperity Wealth Management, Inc. | 125,508 | $1.81M | 0.62% | +1,763+1.4% | Added |
| TPG Advisors LLC | 126,501 | $1.83M | 1.20% | −12,212−8.8% | Reduced |
| Park Avenue Securities LLC | 127,938 | $1.85M | 0.01% | +5,899+4.8% | Added |
| Polar Asset Management Partners Inc. | 159,707 | $2.31M | 0.05% | +3,011+1.9% | Added |
| Two Sigma Investments, LP | 169,380 | $2.45M | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 172,730 | $2.49M | 0.00% | +5,708+3.4% | Added |
| Cetera Investment Advisers | 178,085 | $2.57M | 0.00% | +24,538+16.0% | Added |
| Shaker Financial Services, LLC | 199,227 | $2.93M | 1.01% | +121,632+156.8% | Added |
| CNH Partners LLC | 240,398 | $3.43M | 0.09% | −120,795−33.4% | Reduced |
| MONECO Advisors, LLC | 251,254 | $3.63M | 0.30% | −6,713−2.6% | Reduced |
| Sage Capital Management, LLC | 255,618 | $3.69M | 1.66% | +523+0.2% | Added |
| Cornerstone Advisors, LLC | 264,287 | $3.82M | 0.13% | −116,397−30.6% | Reduced |
| Janney Montgomery Scott LLC | 288,521 | $4.17M | 0.01% | +19,141+7.1% | Added |
| Commonwealth Equity Services, LLC | 292,118 | $4.22M | 0.01% | −35,731−10.9% | Reduced |
| Stifel Financial Corp | 301,828 | $4.36M | 0.00% | −780−0.3% | Reduced |
| Ameriprise Financial Inc | 334,756 | $4.83M | 0.00% | +21,520+6.9% | Added |
| Advisor Group Holdings, Inc. | 419,273 | $5.97M | 0.01% | +38,314+10.1% | Added |
| Twelve Points Wealth Management LLC | 422,767 | $6.10M | 1.52% | −9,923−2.3% | Reduced |
| Royal Bank of Canada | 472,572 | $6.82M | 0.00% | −6,940−1.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 536,826 | $7.75M | 0.02% | −30,505−5.4% | Reduced |
| Guggenheim Capital LLC | 654,184 | $9.45M | 0.07% | −69,443−9.6% | Reduced |
| HighTower Advisors, LLC | 698,705 | $10.1M | 0.01% | +661,371+1,771.5% | Added |
| Bank of America Corp | 861,610 | $12.4M | 0.00% | +37,663+4.6% | Added |
| Raymond James Financial Inc | 986,041 | $14.2M | 0.00% | +34,632+3.6% | Added |
| Allspring Global Investments Holdings, LLC | 1,004,275 | $14.5M | 0.02% | +99,218+11.0% | Added |
| Advisors Asset Management, Inc. | 1,188,786 | $17.2M | 0.29% | +260,070+28.0% | Added |
| UBS Group AG | 1,462,036 | $21.1M | 0.00% | −26,264−1.8% | Reduced |
| Invesco Ltd. | 1,531,461 | $22.1M | 0.00% | +23,954+1.6% | Added |
| Wells Fargo & Company | 1,715,058 | $24.8M | 0.01% | +25,508+1.5% | Added |
| LPL Financial LLC | 1,727,946 | $25.0M | 0.01% | +98,895+6.1% | Added |
| Morgan Stanley | 11,800,765 | $170.4M | 0.01% | −34,238−0.3% | Reduced |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −31,119−100.0% | Sold out |
| Clarity Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,091−100.0% | Sold out |
| Carret Asset Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −1,850−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −314−100.0% | Sold out |
| Wood Tarver Financial Group, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| Atria Wealth Solutions, Inc. | – | – | – | – | Not filed |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |