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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
13,310
shares
|
$184,476
0.01% of portfolio
|
Q2 2022
Reduced 43.35%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
13,300
shares
|
$184,338
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
13,205
shares
|
$183,021
0.05% of portfolio
|
Q1 2024
Reduced 2.71%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
13,078
shares
|
$181,261
0.06% of portfolio
|
Q3 2024
Reduced 11.01%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
12,902
shares
|
$178,821
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
12,753
shares
|
$176,756
0.05% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
12,678
shares
|
$175,717
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
12,534
shares
|
$173,721
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
12,203
shares
|
$169,133
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
12,073
shares
|
$167,331
0.11% of portfolio
|
Q2 2022
Added 1.65%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
11,757
shares
|
$162,952
0.01% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Horizon Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
11,660
shares
|
$161,607
0.03% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
10,434
shares
|
$144,615
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
10,000
shares
|
$138,600
0.02% of portfolio
|
Q3 2022
Reduced 1.99%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
10,000
shares
|
$138,600
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
9,645
shares
|
$133,679
0.06% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
9,597
shares
|
$133,014
0.04% of portfolio
|
Q3 2023
Added 9.09%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
9,000
shares
|
$124,740
0.02% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
8,658
shares
|
$119,999
0.0% of portfolio
|
Q2 2024
Reduced 40.42%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
8,609
shares
|
$119,320
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
8,264
shares
|
$114,539
0.01% of portfolio
|
Q3 2024
Reduced 8.59%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
7,890
shares
|
$109,355
0.01% of portfolio
|
Q1 2022
Added 45.52%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
6,663
shares
|
$92,349
0.0% of portfolio
|
Q3 2024
Added 581.29%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
6,000
shares
|
$83,160
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Matrix Trust CO
|
Oct 08, 2024 Q3 2024 |
5,041
shares
|
$69,868
0.01% of portfolio
|
Q3 2024
New holding
|