STOCK TITAN

Morgan Stanley entities report 0.0% ownership of Nuveen BXMX (BXMX)

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Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Nuveen S&P 500 BuyWrite Income Fund ownership update: Morgan Stanley and Morgan Stanley Smith Barney LLC each report 0.0% beneficial ownership of the fund's Common Stock as of the filing. The amendment states both firms "have ceased to be the beneficial owner of more than five percent of the class of securities."

The filing identifies the issuer's principal office at 333 West Wacker Drive, Chicago, IL, includes Exhibit 99.1 (Joint Filing Agreement) and Exhibit 99.2 (Item 7 information), and is signed by authorized signatories with signature dates of 04/08/2026.

Positive

  • None.

Negative

  • None.

Insights

Large institutional holders report falling below the 5% reporting threshold.

This Schedule 13G/A amendment records that Morgan Stanley and Morgan Stanley Smith Barney LLC no longer beneficially own more than 5% of the Common Stock. The filing updates ownership disclosures under Section 13 and preserves the vendor exhibits for subsidiary identification.

Impact is procedural: this reduces the set of >5% holders on public record. Subsequent filings would be needed to show any re-accumulation above reporting thresholds.

Reported beneficial ownership 0.0% Amount beneficially owned reported in Item 4
Trigger threshold referenced 5 percent Ceased to be beneficial owner of more than 5% of the class
Signature date 04/08/2026 Authorized signatories dated the amendment
Document date/cusip line 03/31/2026 Date appearing near cover/cusip line
Issuer address 333 West Wacker Drive, Chicago, IL Issuer principal executive offices listed in Item 1
Schedule 13G/A regulatory
"Amendment No. 12 ) Nuveen S&P 500 BuyWrite Income Fund Common Stock"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
beneficial owner financial
"has ceased to be the beneficial owner of more than five percent of the class of securities"
A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.
Release No. 34-39538 regulatory
"In Accordance with the Release No. 34-39538 (January 12, 1998)"
Joint Filing Agreement legal
"Exhibit 99.1 Joint Filing Agreement"

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What does the Schedule 13G/A for BXMX mean?

It updates large-holder disclosure showing reduced ownership. The amendment reports Morgan Stanley entities now hold 0.0%, indicating they have "ceased to be the beneficial owner of more than five percent." It amends prior 13G holdings per SEC requirements.

Which Morgan Stanley entities filed the amendment for BXMX?

Morgan Stanley and Morgan Stanley Smith Barney LLC filed the amendment. Both list Delaware as their place of organization and share the address 1585 Broadway, New York, NY 10036 in the filing.

When were the signatures dated on the 13G/A amendment?

Signatures are dated April 8, 2026. Authorized signatories Claire Gordon and David Galasso signed the Schedule 13G/A amendment on 04/08/2026, certifying the updated ownership status.

Does this filing change the fund's outstanding share count or CUSIP?

No share count changes are disclosed in this amendment. The filing lists the CUSIP and class (Common Stock) but does not provide outstanding share totals or any amendment to the CUSIP-related amounts.

What exhibits accompany the Schedule 13G/A amendment?

Exhibits 99.1 and 99.2 are attached. Exhibit 99.1 is the Joint Filing Agreement and Exhibit 99.2 provides Item 7 subsidiary identification information as required under the referenced Release.





6706ER101

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: As of the date hereof, Morgan Stanley has ceased to be the beneficial owner of more than five percent of the class of securities.


SCHEDULE 13G




Comment for Type of Reporting Person: As of the date hereof, Morgan Stanley Smith Barney LLC has ceased to be the beneficial owner of more than five percent of the class of securities.


SCHEDULE 13G



Morgan Stanley
Signature:Claire Gordon
Name/Title:Authorized Signatory, Morgan Stanley
Date:04/08/2026
Morgan Stanley Smith Barney LLC
Signature:David Galasso
Name/Title:Authorized Signatory, Morgan Stanley Smith Barney LLC
Date:04/08/2026
Exhibit Information

EXHIBIT NO. EXHIBITS ------------------ ------------------------------------ 99.1 Joint Filing Agreement 99.2 Item 7 Information * Attention. Intentional misstatements or omissions of fact constitute federal criminal violations (see 18 U.S.C. 1001).