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 |
|---|---|---|---|---|---|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
11,660
shares
|
$151,929
0.03% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
10,658
shares
|
$138,873
0.0% of portfolio
|
Q4 2024
Added 23.1%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
10,541
shares
|
$137,349
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
10,434
shares
|
$135,955
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
10,274
shares
|
$133,870
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
10,000
shares
|
$130,300
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
10,000
shares
|
$130,300
0.02% of portfolio
|
Q3 2022
Reduced 1.99%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
9,722
shares
|
$126,677
0.06% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
9,597
shares
|
$125,048
0.04% of portfolio
|
Q3 2023
Added 9.09%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
8,609
shares
|
$112,175
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
8,264
shares
|
$107,679
0.02% of portfolio
|
Q3 2024
Reduced 8.59%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
7,890
shares
|
$102,806
0.01% of portfolio
|
Q1 2022
Added 45.52%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
6,000
shares
|
$78,180
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
5,000
shares
|
$65,150
0.0% of portfolio
|
Q2 2024
Reduced 60.71%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
4,517
shares
|
$58,856
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
4,456
shares
|
$58,061
0.0% of portfolio
|
Q4 2022
Reduced 14.14%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
4,400
shares
|
$57,332
0.01% of portfolio
|
Q4 2024
Reduced 51.11%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
3,539
shares
|
$46,113
0.01% of portfolio
|
Q4 2024
Added 39.39%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,400
shares
|
$44,302
0.0% of portfolio
|
Q2 2024
Added 119.07%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
3,186
shares
|
$41,513
0.0% of portfolio
|
Q2 2024
Reduced 7.57%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
3,000
shares
|
$39,090
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,898
shares
|
$37,760
0.0% of portfolio
|
Q2 2020
Added 2.2%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
2,674
shares
|
$34,842
0.0% of portfolio
|
Q4 2024
Reduced 9.02%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
2,511
shares
|
$32,718
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
2,486
shares
|
$32,392
0.01% of portfolio
|
Q1 2024
New holding
|