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 153 institutions that hold shares in the stock, with a total of 30 Million shares, which have been reported (via 13F filing form) to have a value of $395 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wetherby Asset Management Inc
San Francisco, CA |
May 15, 2024 Q1 2024 |
12,534
shares
|
$165,072
0.01% of portfolio
|
Q1 2024
New holding
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 14, 2024 Q1 2024 |
12,510
shares
|
$164,756
0.05% of portfolio
|
Q1 2024
Reduced 6.24%
|
|
Summit Financial, LLC
Parsippany, NJ |
Apr 24, 2024 Q1 2024 |
12,203
shares
|
$160,713
0.01% of portfolio
|
Q2 2023
New holding
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
12,073
shares
|
$159,001
0.11% of portfolio
|
Q2 2022
Added 1.65%
|
|
Arq Wealth Advisors, LLC
|
May 23, 2024 Q1 2024 |
11,779
shares
|
$155,129
0.07% of portfolio
|
Q1 2024
Reduced 87.19%
|
|
Horizon Wealth Management, LLC
|
Apr 18, 2024 Q1 2024 |
11,260
shares
|
$148,294
0.04% of portfolio
|
Q4 2023
Added 3.75%
|
|
Sheaff Brock Investment Advisors, LLC
|
May 14, 2024 Q1 2024 |
11,004
shares
|
$144,922
0.01% of portfolio
|
Q1 2024
Reduced 12.05%
|
|
Western Wealth Management, LLC
|
May 02, 2024 Q1 2024 |
10,800
shares
|
$142,236
0.01% of portfolio
|
Q1 2024
Reduced 3.57%
|
|
Carret Asset Management, LLC
|
Apr 18, 2024 Q1 2024 |
10,000
shares
|
$131,700
0.02% of portfolio
|
Q3 2022
Reduced 1.99%
|
|
Global Endowment Management, LP
Charlotte, NC |
May 13, 2024 Q1 2024 |
10,000
shares
|
$131,700
0.01% of portfolio
|
Q4 2020
New holding
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
May 15, 2024 Q1 2024 |
9,597
shares
|
$126,392
0.04% of portfolio
|
Q3 2023
Added 9.09%
|
|
Hazlett, Burt & Watson, Inc.
|
Apr 29, 2024 Q1 2024 |
9,574
shares
|
$126,089
0.08% of portfolio
|
Q1 2024
Added 26.07%
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
9,041
shares
|
$119,069
0.02% of portfolio
|
Q1 2024
New holding
|
|
Hollencrest Capital Management
|
May 01, 2024 Q1 2024 |
8,609
shares
|
$113,380
0.01% of portfolio
|
Q4 2022
New holding
|
|
Harbor Investment Advisory, LLC
|
Apr 12, 2024 Q1 2024 |
7,890
shares
|
$103,911
0.01% of portfolio
|
Q1 2022
Added 45.52%
|
|
Blue Bell Private Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
6,000
shares
|
$79,020
0.02% of portfolio
|
Q1 2024
Added 62.16%
|
|
Fny Investment Advisers, LLC
|
May 02, 2024 Q1 2024 |
5,000
shares
|
$65,850
0.04% of portfolio
|
Q1 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
4,456
shares
|
$58,685
0.0% of portfolio
|
Q4 2022
Reduced 14.14%
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 15, 2024 Q1 2024 |
3,500
shares
|
$46,095
0.0% of portfolio
|
Q1 2024
New holding
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
3,447
shares
|
$45,396
0.0% of portfolio
|
Q1 2024
Reduced 45.22%
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 13, 2024 Q1 2024 |
3,000
shares
|
$39,510
0.01% of portfolio
|
Q3 2023
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,898
shares
|
$38,166
0.0% of portfolio
|
Q2 2020
Added 2.2%
|
|
Signaturefd, LLC
Atlanta, GA |
May 03, 2024 Q1 2024 |
2,511
shares
|
$33,069
0.0% of portfolio
|
Q2 2022
New holding
|
|
Global Financial Private Client, LLC
Sarasota, FL |
May 15, 2024 Q1 2024 |
2,486
shares
|
$32,740
0.01% of portfolio
|
Q1 2024
New holding
|
|
Core First Bank & Trust
Topeka, KS |
May 15, 2024 Q1 2024 |
2,485
shares
|
$32,727
0.02% of portfolio
|
Q2 2022
Reduced 20.1%
|