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 174 institutions that hold shares in the stock, with a total of 34.8 Million shares, which have been reported (via 13F filing form) to have a value of $497 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
17,432
shares
|
$248,928
0.08% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
16,108
shares
|
$230,022
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
16,089
shares
|
$229,750
0.0% of portfolio
|
Q3 2025
Reduced 8.95%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Oct 21, 2025 Q3 2025 |
15,950
shares
|
$227,766
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
15,819
shares
|
$225,895
0.0% of portfolio
|
Q4 2024
Added 6.75%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
15,760
shares
|
$225,052
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
15,035
shares
|
$214,699
0.01% of portfolio
|
Q2 2023
Added 3.67%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
14,914
shares
|
$212,971
0.0% of portfolio
|
Q2 2025
Reduced 69.25%
|
|
|
Encompass Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
14,207
shares
|
$202,875
0.07% of portfolio
|
Q2 2025
Reduced 37.2%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
14,078
shares
|
$201,033
0.02% of portfolio
|
Q3 2025
Added 10.17%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
13,927
shares
|
$198,877
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
13,544
shares
|
$193,408
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
13,208
shares
|
$188,610
0.0% of portfolio
|
Q3 2025
Reduced 16.24%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
13,188
shares
|
$188,324
0.02% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
13,014
shares
|
$185,839
0.04% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
12,902
shares
|
$184,240
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
12,761
shares
|
$182,227
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
12,626
shares
|
$180,299
0.03% of portfolio
|
Q3 2025
Reduced 20.94%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
12,359
shares
|
$176,486
0.0% of portfolio
|
Q3 2025
Reduced 24.55%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
12,318
shares
|
$175,901
0.04% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
12,073
shares
|
$172,402
0.11% of portfolio
|
Q2 2022
Added 1.65%
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
11,660
shares
|
$166,504
0.03% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
10,943
shares
|
$156,266
0.03% of portfolio
|
Q2 2025
Reduced 10.69%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
10,406
shares
|
$148,597
0.02% of portfolio
|
Q3 2025
Added 83.2%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
9,597
shares
|
$137,045
0.05% of portfolio
|
Q3 2023
Added 9.09%
|
|