Institutional Ownership Nuveen S&P 500 Buy Write Income Fund (BXMX)
This table provides information about the institutional ownership of Nuveen S&P 500 Buy Write Income Fund (BXMX). We have compiled data on the 179 institutions that hold shares in the stock, with a total of 34.1 Million shares, which have been reported (via 13F filing form) to have a value of $444 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
214,868
shares
|
$2.8 Million
1.2% of portfolio
|
Q4 2024
Reduced 33.22%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
206,613
shares
|
$2.69 Million
1.46% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
198,551
shares
|
$2.59 Million
0.01% of portfolio
|
Q4 2024
Added 20.36%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
152,261
shares
|
$1.98 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Tpg Advisors LLC
Northfield, IL |
Feb 05, 2025 Q4 2024 |
142,071
shares
|
$1.85 Million
1.55% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
137,116
shares
|
$1.79 Million
0.0% of portfolio
|
Q4 2024
Added 37.04%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
135,043
shares
|
$1.76 Million
0.09% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
125,910
shares
|
$1.64 Million
0.02% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
122,266
shares
|
$1.59 Million
0.7% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
118,973
shares
|
$1.55 Million
0.03% of portfolio
|
Q4 2024
Reduced 53.26%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
109,800
shares
|
$1.43 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ncp Inc.
La Quinta, CA |
Feb 04, 2025 Q4 2024 |
109,068
shares
|
$1.42 Million
0.78% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
105,032
shares
|
$1.37 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
100,669
shares
|
$1.31 Million
0.03% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
98,560
shares
|
$1.28 Million
0.07% of portfolio
|
Q4 2024
Added 16.44%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2025 Q4 2024 |
96,810
shares
|
$1.26 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
93,462
shares
|
$1.22 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Feb 21, 2025 Q4 2024 |
91,460
shares
|
$1.19 Million
7.21% of portfolio
|
Q4 2024
New holding
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
79,495
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 30, 2025 Q4 2024 |
78,765
shares
|
$1.03 Million
1.92% of portfolio
|
Q4 2024
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
77,756
shares
|
$1.01 Million
0.81% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
77,347
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Added 121.4%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
65,090
shares
|
$848,122
0.96% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
61,401
shares
|
$800,055
0.19% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
60,313
shares
|
$785,878
0.1% of portfolio
|
Q4 2024
Reduced 0.53%
|