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 |
|---|---|---|---|---|---|
| Kovack Advisors, Inc. | 14,078 | $203.3K | 0.02% | +1,300+10.2% | Added |
| Davenport & Co LLC | 13,927 | $201.1K | 0.00% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 13,544 | $195.6K | 0.04% | +13,544 | New |
| Captrust Financial Advisors | 13,208 | $190.7K | 0.00% | −2,561−16.2% | Reduced |
| Founders Financial Alliance, LLC | 13,014 | $187.9K | 0.04% | +106+0.8% | Added |
| Concurrent Investment Advisors, LLC | 12,761 | $184.3K | 0.00% | +12,761 | New |
| Glen Eagle Advisors, LLC | 12,626 | $182.3K | 0.03% | −3,344−20.9% | Reduced |
| Mariner, LLC | 12,359 | $178.5K | 0.00% | −4,022−24.6% | Reduced |
| Centurion Wealth Management LLC | 12,318 | $177.9K | 0.04% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 11,660 | $168.4K | 0.02% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 11,183 | $161.5K | 0.00% | −1,579−12.4% | Reduced |
| Wealth Dimensions Group, Ltd. | 10,943 | $158.0K | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 10,406 | $150.3K | 0.02% | +4,726+83.2% | Added |
| Hollencrest Capital Management | 8,609 | $124.3K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 7,655 | $110.5K | 0.06% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 7,594 | $110.0K | 0.04% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 6,000 | $86.6K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 5,000 | $72.2K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 5,000 | $72.0K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,826 | $69.7K | 0.00% | +1,226+34.1% | Added |
| Smallwood Wealth Investment Management, LLC | 4,064 | $58.7K | 0.03% | +18+0.4% | Added |
| IFP Advisors, Inc | 3,896 | $56.3K | 0.00% | −1,304−25.1% | Reduced |
| Citigroup Inc | 3,450 | $49.8K | 0.00% | +800+30.2% | Added |
| Ameritas Advisory Services, LLC | 3,090 | $44.6K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3,000 | $43.3K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,895 | $41.8K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | – | $36.6K | 0.00% | – | – |
| Signaturefd, LLC | 2,511 | $36.3K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,468 | $35.6K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,428 | $35.1K | 0.00% | −100−4.0% | Reduced |
| Eastern Bank | 2,199 | $31.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,000 | $28.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,825 | $26.4K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,800 | $26.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,748 | $25.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,700 | $24.5K | 0.00% | −7,552−81.6% | Reduced |
| Imprint Wealth LLC | 1,260 | $18.2K | 0.06% | +1,260 | New |
| Newbridge Financial Services Group, Inc. | 1,061 | $15.3K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,057 | $15.3K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 978 | $14.1K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 978 | $14.1K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 940 | $13.6K | 0.01% | +940 | New |
| CoreFirst Bank & Trust | 930 | $13.4K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 875 | $12.6K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 693 | $10.0K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 630 | $9.10K | 0.01% | −53−7.8% | Reduced |
| Bryn Mawr Trust Co | 504 | $7.28K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 489 | $7.06K | 0.00% | +489 | New |
| Kayne Anderson Rudnick Investment Management LLC | 465 | $6.71K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 435 | $6.40K | 0.00% | −1,522−77.8% | Reduced |
| Colonial Trust Co | 254 | $3.63K | 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 |
| Ameliora Wealth Management Ltd. | 200 | $2.89K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 187 | $2.70K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $1.44K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 37 | $536 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 0 | $6 | 0.00% | −33−100.0% | 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 |