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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
2KNew |
$25.5K - $26.7K
|
2K
$28.7K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.05K+ 207.7% |
$59.3K - $65.1K
|
7.47K
$107K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
35KNew |
$411K - $451K
|
35K
$503K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-25- 2.92% |
$294 - $323
|
832
$12K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
17.5KNew |
$206K - $226K
|
17.5K
$252K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-775- 3.32% |
$9.11K - $10K
|
22.6K
$325K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.9K+ 14.6% |
$57.7K - $63.2K
|
38.5K
$553K
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-1.82K- 1.94% |
$21.4K - $23.5K
|
92K
$1.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
25.6KNew |
$301K - $330K
|
25.6K
$368K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
113+ 1.08% |
$1.33K - $1.46K
|
10.6K
$152K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
489New |
$5.75K - $6.31K
|
489
$7.03K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
10KNew |
$118K - $129K
|
10K
$144K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
5.32K+ 14.35% |
$62.6K - $68.6K
|
42.4K
$609K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
10.8KNew |
$127K - $139K
|
10.8K
$155K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.96KNew |
$23K - $25.2K
|
1.96K
$28.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
509New |
$5.99K - $6.57K
|
509
$7.31K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
22.6K+ 96.83% |
$280K - $309K
|
46K
$661K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
612New |
$7.58K - $8.35K
|
612
$8.79K
|
|
|
Nov 14, 2023
Q3 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-25- 1.47% |
$310 - $341
|
1.68K
$24.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.02K- 18.83% |
$49.8K - $54.8K
|
17.3K
$249K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
800+ 9.09% |
$9.91K - $10.9K
|
9.6K
$138K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
17.5KNew |
$217K - $239K
|
17.5K
$252K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3KNew |
$37.2K - $40.9K
|
3K
$43.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
31KNew |
$384K - $423K
|
31K
$445K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
211New |
$2.61K - $2.88K
|
211
$3.03K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16+ 0.16% |
$198 - $218
|
10.3K
$148K
|
|
|
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
$2.69K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
29.3KNew |
$381K - $395K
|
29.3K
$421K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
406+ 1.82% |
$5.27K - $5.47K
|
22.7K
$326K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
978New |
$12.7K - $13.2K
|
978
$14.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
28.2KNew |
$366K - $380K
|
28.2K
$405K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.58K- 12.58% |
$20.6K - $21.3K
|
11K
$158K
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-26.8K- 32.68% |
$348K - $361K
|
55.2K
$793K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.18KNew |
$15.3K - $15.9K
|
1.18K
$17K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
978New |
$12.7K - $13.2K
|
978
$14.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
16.2KNew |
$210K - $218K
|
16.2K
$233K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
532+ 3.67% |
$6.91K - $7.17K
|
15K
$216K
|
|
| 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
$216
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
708New |
$8.93K - $9.64K
|
708
$10.2K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
4.5K+ 20.68% |
$56.7K - $61.2K
|
26.2K
$377K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
12.9KNew |
$163K - $176K
|
12.9K
$185K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-312- 24.96% |
$3.94K - $4.25K
|
938
$13.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-11.3K- 98.26% |
$142K - $154K
|
200
$2.87K
|
|
| Q4 2022 | |||||||
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
860New |
$10.2K - $11.8K
|
860
$12.4K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
907New |
$10.7K - $12.4K
|
907
$13K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.28KNew |
$15.2K - $17.5K
|
1.28K
$18.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
17.5KNew |
$208K - $240K
|
17.5K
$252K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
38.4KNew |
$455K - $525K
|
38.4K
$551K
|
|