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 161 institutions that hold shares in the stock, with a total of 32.3 Million shares, which have been reported (via 13F filing form) to have a value of $448 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
55,213
shares
|
$765,252
0.1% of portfolio
|
Q2 2023
Reduced 32.68%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
51,890
shares
|
$719,195
0.01% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
48,957
shares
|
$678,544
0.01% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
48,287
shares
|
$669,257
0.01% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
48,030
shares
|
$665,695
0.24% of portfolio
|
Q4 2022
Reduced 92.09%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
45,877
shares
|
$635,855
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
45,492
shares
|
$630,519
0.0% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
44,277
shares
|
$613,679
0.05% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
42,014
shares
|
$582,314
0.0% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
41,689
shares
|
$577,809
0.1% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
41,491
shares
|
$575,065
0.47% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
37,617
shares
|
$521,371
0.04% of portfolio
|
Q1 2023
Reduced 1.57%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
36,386
shares
|
$504,309
0.0% of portfolio
|
Q3 2024
Reduced 11.83%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
34,991
shares
|
$484,975
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
34,991
shares
|
$484,975
0.05% of portfolio
|
Q4 2020
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
34,936
shares
|
$484,212
0.0% of portfolio
|
Q3 2024
Reduced 17.1%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
34,703
shares
|
$480,983
0.0% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
33,084
shares
|
$458,544
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
32,657
shares
|
$452,626
0.0% of portfolio
|
Q3 2024
Reduced 18.79%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
32,038
shares
|
$444,046
0.0% of portfolio
|
Q3 2024
Reduced 10.05%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
29,734
shares
|
$412,113
0.15% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
29,502
shares
|
$408,897
0.0% of portfolio
|
Q3 2024
Reduced 19.78%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
28,821
shares
|
$399,459
0.05% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
28,339
shares
|
$392,778
0.03% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
25,696
shares
|
$356,146
0.08% of portfolio
|
Q3 2024
Reduced 5.79%
|