Purchases and Sales Made in Q1 2023 in 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) during Q1 2023. The information is specifically focused on institutions that hold shares of Nuveen S&P 500 BuyWrite Income Fund.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
392K+ 3.52% |
$4.95M - $5.34M
|
11.5M
$160M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
137K+ 8.58% |
$1.73M - $1.87M
|
1.73M
$24M
|
|
May 08, 2023
Q1 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
62.5KNew |
$789K - $851K
|
62.5K
$866K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
61.3K+ 57.69% |
$774K - $835K
|
168K
$2.32M
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
56.4KNew |
$712K - $768K
|
56.4K
$782K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
44.8K+ 813.96% |
$565K - $609K
|
50.3K
$697K
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
43.2K+ 20.66% |
$546K - $589K
|
253K
$3.5M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
35.1K+ 6.04% |
$443K - $478K
|
616K
$8.54M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32.7K+ 4.53% |
$413K - $445K
|
755K
$10.5M
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
29.8K+ 32.9% |
$375K - $405K
|
120K
$1.67M
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
26.5K+ 13.57% |
$335K - $361K
|
222K
$3.08M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25.9K+ 4.64% |
$327K - $352K
|
584K
$8.09M
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
20.9K+ 25.65% |
$264K - $285K
|
103K
$1.42M
|
|
May 04, 2023
Q1 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
20.8KNew |
$263K - $283K
|
20.8K
$288K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.9K+ 5.12% |
$238K - $257K
|
388K
$5.38M
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
12.9KNew |
$163K - $176K
|
12.9K
$179K
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
10.5KNew |
$133K - $143K
|
10.5K
$146K
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
10.5K+ 14.93% |
$132K - $142K
|
80.5K
$1.12M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.4KNew |
$132K - $142K
|
10.4K
$144K
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
9.22KNew |
$116K - $125K
|
9.22K
$128K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.14K+ 1.08% |
$103K - $111K
|
760K
$10.5M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
7.86K+ 12.33% |
$99.2K - $107K
|
71.6K
$993K
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
7.7K+ 10.05% |
$97.2K - $105K
|
84.4K
$1.17M
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5KNew |
$63.1K - $68.1K
|
5K
$69.3K
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
4.94K+ 6.9% |
$62.4K - $67.3K
|
76.6K
$1.06M
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.69K+ 4.96% |
$59.2K - $63.9K
|
99.4K
$1.38M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.6K+ 2.03% |
$58.1K - $62.7K
|
231K
$3.21M
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
4.5K+ 20.68% |
$56.7K - $61.2K
|
26.2K
$364K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.4K+ 15.68% |
$42.9K - $46.3K
|
25.1K
$348K
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.15K+ 3.01% |
$39.8K - $42.9K
|
108K
$1.49M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.71KNew |
$34.2K - $36.9K
|
2.71K
$37.5K
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.5K+ 5.91% |
$31.5K - $34K
|
44.8K
$620K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.13K+ 17.31% |
$26.9K - $29K
|
14.4K
$200K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.94K+ 8.54% |
$24.4K - $26.3K
|
24.6K
$341K
|
|
May 15, 2023
Q1 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
1.25K+ 1.28% |
$15.7K - $17K
|
99K
$1.37M
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
978+ 18.05% |
$12.3K - $13.3K
|
6.4K
$88.7K
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
708New |
$8.93K - $9.64K
|
708
$9.81K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
535+ 2.34% |
$6.75K - $7.28K
|
23.4K
$325K
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
357+ 1.32% |
$4.51K - $4.86K
|
27.5K
$381K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
301New |
$3.8K - $4.1K
|
301
$4.17K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
186+ 1.33% |
$2.35K - $2.53K
|
14.2K
$197K
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
79+ 0.23% |
$997 - $1.08K
|
34.1K
$472K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-85- 85.0% |
$1.07K - $1.16K
|
15
$208
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-100- 0.34% |
$1.26K - $1.36K
|
29.1K
$403K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-265- 0.05% |
$3.34K - $3.61K
|
503K
$6.98M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-266- 7.13% |
$3.36K - $3.62K
|
3.47K
$48K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-312- 24.96% |
$3.94K - $4.25K
|
938
$13K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-430- 2.23% |
$5.43K - $5.85K
|
18.9K
$261K
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-500- 1.94% |
$6.31K - $6.81K
|
25.3K
$350K
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
SELL
|
- |
-534- 0.93% |
$6.74K - $7.27K
|
56.8K
$787K
|