Latest Institutional Transactions on Nuveen S&P 500 Buy Write Income Fund (BXMX)
This table provides information on the latest institutional transactions involving Nuveen S&P 500 Buy Write Income Fund (BXMX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
5.32K+ 14.35% |
$62.6K - $68.6K
|
42.4K
$570K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
10KNew |
$118K - $129K
|
10K
$134K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
10.8KNew |
$127K - $139K
|
10.8K
$145K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.96KNew |
$23K - $25.2K
|
1.96K
$26.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
509New |
$5.99K - $6.57K
|
509
$6.84K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.92K+ 9.33% |
$23.7K - $26.1K
|
22.4K
$301K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.02K- 18.83% |
$49.8K - $54.8K
|
17.3K
$233K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
612New |
$7.58K - $8.35K
|
612
$8.23K
|
|
|
Nov 14, 2023
Q3 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-25- 1.47% |
$310 - $341
|
1.68K
$22.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
22.6K+ 96.83% |
$280K - $309K
|
46K
$618K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
800+ 9.09% |
$9.91K - $10.9K
|
9.6K
$129K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
17.5KNew |
$217K - $239K
|
17.5K
$236K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3KNew |
$37.2K - $40.9K
|
3K
$40.3K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
211New |
$2.61K - $2.88K
|
211
$2.84K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
31KNew |
$384K - $423K
|
31K
$417K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16+ 0.16% |
$198 - $218
|
10.3K
$139K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
187New |
$2.43K - $2.52K
|
187
$2.51K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
29.3KNew |
$381K - $395K
|
29.3K
$394K
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
12.2KNew |
$159K - $164K
|
12.2K
$164K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
406+ 1.82% |
$5.27K - $5.47K
|
22.7K
$304K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
978New |
$12.7K - $13.2K
|
978
$13.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
28.2KNew |
$366K - $380K
|
28.2K
$379K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.58K- 12.58% |
$20.6K - $21.3K
|
11K
$148K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
978New |
$12.7K - $13.2K
|
978
$13.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-26.8K- 32.68% |
$348K - $361K
|
55.2K
$742K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.18KNew |
$15.3K - $15.9K
|
1.18K
$15.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
16.2KNew |
$210K - $218K
|
16.2K
$218K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
532+ 3.67% |
$6.91K - $7.17K
|
15K
$202K
|
|
| Q1 2023 | |||||||
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.5KClosed |
$18.9K - $20.4K
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-85- 85.0% |
$1.07K - $1.16K
|
15
$202
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
4.5K+ 20.68% |
$56.7K - $61.2K
|
26.2K
$352K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
708New |
$8.93K - $9.64K
|
708
$9.52K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-312- 24.96% |
$3.94K - $4.25K
|
938
$12.6K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
12.9KNew |
$163K - $176K
|
12.9K
$173K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.71KNew |
$34.2K - $36.9K
|
2.71K
$36.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-11.3K- 98.26% |
$142K - $154K
|
200
$2.69K
|
|
| Q4 2022 | |||||||
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
860New |
$10.2K - $11.8K
|
860
$11.6K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
907New |
$10.7K - $12.4K
|
907
$12.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.28KNew |
$15.2K - $17.5K
|
1.28K
$17.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
17.5KNew |
$208K - $240K
|
17.5K
$236K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
38.4KNew |
$455K - $525K
|
38.4K
$516K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
254New |
$3.01K - $3.47K
|
254
$3.41K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-560K- 92.09% |
$6.63M - $7.65M
|
48K
$646K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.25KNew |
$14.8K - $17.1K
|
1.25K
$16.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-706- 5.04% |
$8.37K - $9.65K
|
13.3K
$179K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
8.61KNew |
$102K - $118K
|
8.61K
$116K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.04K- 11.07% |
$36.1K - $41.6K
|
24.4K
$329K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
5.01KNew |
$59.3K - $68.4K
|
5.01K
$67.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-80- 0.59% |
$948 - $1.09K
|
13.4K
$180K
|
|