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, Q4 2025
Institutional positions in Nuveen S&P 500 BuyWrite Income Fund as of Dec 31, 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
BXMX is no longer listed, so this page shows Q4 2025. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 177
- +20 vs. Q3 2025
- Shares held
- 32.7M
- +435.7K (+1.3%) vs. Q3 2025
- Total value
- $481.3M
- +$14.9M (+3.2%) vs. Q3 2025
- New holders
- 34
- 54 more added
- Sold out
- 14
- 48 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Nuveen S&P 500 BuyWrite Income Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. | 31,681 | $465.7K | 0.00% | +1,212+4.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 32,004 | $470.5K | 0.15% | +452+1.4% | Added |
| Hilltop Holdings Inc. | 33,370 | $490.5K | 0.03% | +1,869+5.9% | Added |
| World Equity Group, Inc. | 33,534 | $492.9K | 0.14% | +6,034+21.9% | Added |
| Marco Investment Management LLC | 34,300 | $504.2K | 0.04% | 00.0% | Unchanged |
| Leo Wealth, LLC | 34,991 | $514.4K | 0.04% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 36,709 | $539.6K | 0.34% | −300−0.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 36,892 | $542.3K | 0.00% | −9,057−19.7% | Reduced |
| PMG Family Office LLC | 37,052 | $544.7K | 0.63% | +25+0.1% | Added |
| Allworth Financial LP | 37,873 | $556.7K | 0.00% | +450+1.2% | Added |
| Pflug Koory, LLC | 38,938 | $572.4K | 0.27% | +1,830+4.9% | Added |
| High Point Wealth Management, LLC | 39,066 | $574.3K | 0.54% | +39,066 | New |
| Rockefeller Capital Management L.P. | 39,680 | $583.3K | 0.00% | +3,032+8.3% | Added |
| Spire Wealth Management | 41,243 | $606.3K | 0.02% | +1,041+2.6% | Added |
| Cornerstone Advisors, LLC | 41,504 | $610.1K | 0.02% | −222,783−84.3% | Reduced |
| Truist Financial Corp | 41,887 | $615.7K | 0.00% | −80.0% | Reduced |
| Focused Wealth Management, Inc | 42,074 | $618.5K | 0.07% | −190.0% | Reduced |
| Ionic Capital Management LLC | 42,861 | $630.1K | 0.62% | +42,861 | New |
| Forteris Wealth Management Inc. | 43,883 | $645.1K | 0.63% | +43,883 | New |
| D.A. Davidson & Co. | 44,517 | $654.4K | 0.00% | −2,494−5.3% | Reduced |
| GatePass Capital, LLC | 46,000 | $676.2K | 0.35% | 00.0% | Unchanged |
| Alteri Wealth LLC | 50,108 | $736.6K | 0.24% | +28+0.1% | Added |
| The PNC Financial Services Group, Inc. | 50,737 | $745.8K | 0.00% | +4,495+9.7% | Added |
| Venture Visionary Partners LLC | 49,679 | $754.5K | 0.02% | −3,002−5.7% | Reduced |
| International Assets Investment Management, LLC | 51,758 | $760.8K | 0.05% | +4,223+8.9% | Added |
| Umb Bank N A | 51,793 | $761.4K | 0.01% | +51,793 | New |
| Steward Partners Investment Advisory, LLC | 52,707 | $774.8K | 0.00% | +719+1.4% | Added |
| Absolute Investment Advisers LLC | 56,216 | $827.2K | 0.09% | +56,216 | New |
| Logan Stone Capital, LLC | 58,669 | $862.4K | 0.21% | +58,669 | New |
| Sims Investment Management, LLC | 60,100 | $883.5K | 0.31% | 00.0% | Unchanged |
| Advisory Advocates, LLC | 61,900 | $909.9K | 0.90% | +61,900 | New |
| Patten Group, Inc. | 67,086 | $986.2K | 0.18% | +9,617+16.7% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 69,078 | $1.02M | 0.83% | +315+0.5% | Added |
| Puff Wealth Management, LLC | 72,819 | $1.07M | 1.38% | −5,066−6.5% | Reduced |
| Moors & Cabot, Inc. | 76,618 | $1.13M | 0.05% | +517+0.7% | Added |
| Kestra Advisory Services, LLC | 83,340 | $1.23M | 0.01% | +13,034+18.5% | Added |
| GWM Advisors LLC | 89,051 | $1.31M | 0.00% | +1,549+1.8% | Added |
| Islay Capital Management, LLC | 89,516 | $1.32M | 0.77% | −11,471−11.4% | Reduced |
| Comerica Bank | 92,980 | $1.37M | 0.01% | −3,553−3.7% | Reduced |
| Shulman DeMeo Asset Management LLC | 94,573 | $1.39M | 0.32% | −1,473−1.5% | Reduced |
| Atomi Financial Group, Inc. | 95,651 | $1.41M | 0.04% | +14,672+18.1% | Added |
| Prospera Financial Services Inc | 106,029 | $1.56M | 0.03% | +2,709+2.6% | Added |
| Richmond Investment Services, LLC | 113,259 | $1.66M | 0.29% | −1,137−1.0% | Reduced |
| Shaker Financial Services, LLC | 121,640 | $1.79M | 0.57% | −77,587−38.9% | Reduced |
| TPG Advisors LLC | 122,371 | $1.80M | 1.12% | −4,130−3.3% | Reduced |
| NCP Inc. | 124,716 | $1.83M | 1.48% | +5,808+4.9% | Added |
| CNH Partners LLC | 125,210 | $1.84M | 0.04% | −115,188−47.9% | Reduced |
| Prosperity Wealth Management, Inc. | 126,381 | $1.86M | 0.62% | +873+0.7% | Added |
| Park Avenue Securities LLC | 127,179 | $1.87M | 0.02% | −759−0.6% | Reduced |
| Lighthouse Financial Services Inc | 133,174 | $1.96M | 0.45% | +133,174 | New |
| Two Sigma Investments, LP | 135,519 | $1.99M | 0.00% | −33,861−20.0% | Reduced |
| Colony Group, LLC | 138,187 | $2.02M | 0.00% | +107,848+355.5% | Added |
| Cetera Investment Advisers | 175,873 | $2.59M | 0.00% | −2,212−1.2% | Reduced |
| Envestnet Asset Management Inc | 176,287 | $2.59M | 0.00% | +3,557+2.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 176,905 | $2.60M | 0.09% | +69,393+64.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 201,587 | $2.96M | 0.02% | +110,239+120.7% | Added |
| Sage Capital Management, LLC | 239,661 | $3.52M | 1.63% | −15,957−6.2% | Reduced |
| Commonwealth Equity Services, LLC | 245,449 | $3.61M | 0.00% | −46,669−16.0% | Reduced |
| MONECO Advisors, LLC | 246,917 | $3.63M | 0.29% | −4,337−1.7% | Reduced |
| Janney Montgomery Scott LLC | 277,034 | $4.07M | 0.01% | −11,487−4.0% | Reduced |
| Stifel Financial Corp | 326,600 | $4.80M | 0.00% | +24,772+8.2% | Added |
| Ameriprise Financial Inc | 349,963 | $5.14M | 0.00% | +15,207+4.5% | Added |
| Twelve Points Wealth Management LLC | 366,510 | $5.42M | 1.22% | −56,257−13.3% | Reduced |
| Advisor Group Holdings, Inc. | 451,649 | $6.64M | 0.01% | +32,376+7.7% | Added |
| Royal Bank of Canada | 461,647 | $6.79M | 0.00% | −10,925−2.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 532,098 | $7.82M | 0.02% | −4,728−0.9% | Reduced |
| Guggenheim Capital LLC | 584,818 | $8.60M | 0.06% | −69,366−10.6% | Reduced |
| HighTower Advisors, LLC | 688,353 | $10.1M | 0.01% | −10,352−1.5% | Reduced |
| Bank of America Corp | 864,351 | $12.7M | 0.00% | +2,741+0.3% | Added |
| Raymond James Financial Inc | 1,051,368 | $15.5M | 0.00% | +65,327+6.6% | Added |
| Allspring Global Investments Holdings, LLC | 1,057,645 | $15.5M | 0.03% | +53,370+5.3% | Added |
| Advisors Asset Management, Inc. | 1,307,509 | $19.2M | 0.32% | +118,723+10.0% | Added |
| UBS Group AG | 1,433,452 | $21.1M | 0.00% | −28,584−2.0% | Reduced |
| Invesco Ltd. | 1,445,343 | $21.2M | 0.00% | −86,118−5.6% | Reduced |
| Wells Fargo & Company | 1,707,328 | $25.1M | 0.00% | −7,730−0.5% | Reduced |
| LPL Financial LLC | 1,722,466 | $25.3M | 0.01% | −5,480−0.3% | Reduced |
| Morgan Stanley | 12,037,265 | $176.9M | 0.01% | +236,500+2.0% | Added |
| Matrix Trust Co | 0 | $0 | 0.00% | −52,360−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −159,707−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −124,735−100.0% | Sold out |
| Green Harvest Asset Management LLC | 0 | $0 | 0.00% | −15,760−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −13,544−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −11,183−100.0% | Sold out |
| Wealth Dimensions Group, Ltd. | 0 | $0 | 0.00% | −10,943−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −3,090−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,061−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −978−100.0% | Sold out |
| Northwest Capital Management Inc | 0 | $0 | 0.00% | −978−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |