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 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-543- 1.43% |
$6.85K - $7.39K
|
37.3K
$486K
|
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-600- 1.57% |
$7.57K - $8.17K
|
37.6K
$490K
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-658- 0.66% |
$8.3K - $8.96K
|
98.8K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-731- 4.92% |
$9.23K - $9.95K
|
14.1K
$184K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-778- 3.38% |
$9.82K - $10.6K
|
22.2K
$290K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-986- 1.27% |
$12.4K - $13.4K
|
76.5K
$997K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.06K- 4.85% |
$13.3K - $14.4K
|
20.7K
$270K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.08K- 9.44% |
$13.6K - $14.7K
|
10.3K
$135K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.33K- 7.54% |
$16.8K - $18.1K
|
16.3K
$213K
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.5KClosed |
$18.9K - $20.4K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.62K- 0.67% |
$20.5K - $22.1K
|
241K
$3.14M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.43K- 2.65% |
$30.6K - $33K
|
89.1K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.48K- 1.9% |
$31.2K - $33.7K
|
128K
$1.67M
|
|
|
May 12, 2023
Q1 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-2.5K- 8.66% |
$31.5K - $34K
|
26.4K
$344K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-2.72K- 30.14% |
$34.3K - $37K
|
6.29K
$82K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.88K- 6.48% |
$36.4K - $39.2K
|
41.6K
$542K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.92K- 0.9% |
$49.5K - $53.4K
|
434K
$5.65M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-4.08K- 24.26% |
$51.5K - $55.5K
|
12.7K
$166K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.2K- 24.58% |
$53K - $57.2K
|
12.9K
$168K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.2K- 0.87% |
$53.1K - $57.2K
|
477K
$6.22M
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-4.29K- 10.3% |
$54.1K - $58.4K
|
37.4K
$487K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4.89K- 1.68% |
$61.7K - $66.5K
|
286K
$3.72M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.2K- 31.48% |
$78.2K - $84.4K
|
13.5K
$176K
|
|
|
May 11, 2023
Q1 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-7.16K- 10.25% |
$90.4K - $97.5K
|
62.7K
$817K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.45K- 35.69% |
$94.1K - $101K
|
13.4K
$175K
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-11.3K- 98.26% |
$142K - $154K
|
200
$2.61K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.6K- 0.91% |
$159K - $171K
|
1.38M
$17.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-14.1K- 14.7% |
$178K - $192K
|
82K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-16.4K- 2.03% |
$207K - $223K
|
789K
$10.3M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20K- 10.65% |
$252K - $272K
|
168K
$2.18M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-25.1K- 8.75% |
$316K - $341K
|
261K
$3.4M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-31.1K- 49.8% |
$392K - $423K
|
31.3K
$408K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-34.8K- 20.77% |
$439K - $474K
|
133K
$1.73M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-73.5K- 11.2% |
$927K - $1M
|
583K
$7.59M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-111K- 73.39% |
$1.41M - $1.52M
|
40.4K
$527K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-172K- 8.59% |
$2.18M - $2.35M
|
1.83M
$23.9M
|