Purchases and Sales Made in Q1 2025 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 2025. 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, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
341K+ 3.03% |
$4.41M - $4.87M
|
11.6M
$164M
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
199K+ 33.95% |
$2.57M - $2.84M
|
785K
$11.1M
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
160K+ 33.59% |
$2.07M - $2.29M
|
637K
$9M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
135K+ 57.35% |
$1.74M - $1.93M
|
370K
$5.22M
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
110K+ 92.66% |
$1.43M - $1.58M
|
229K
$3.24M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
104K+ 35.47% |
$1.35M - $1.49M
|
399K
$5.63M
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
75.9KNew |
$982K - $1.08M
|
75.9K
$1.07M
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
73KNew |
$945K - $1.04M
|
73K
$1.03M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
55.8KNew |
$721K - $797K
|
55.8K
$788K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
50.7K+ 3.14% |
$656K - $725K
|
1.67M
$23.5M
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
42.6K+ 20.64% |
$552K - $609K
|
249K
$3.52M
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
32.6K+ 8.53% |
$422K - $466K
|
415K
$5.86M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
29K+ 100137.93% |
$376K - $415K
|
29.1K
$411K
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
26K+ 137.22% |
$336K - $372K
|
44.9K
$635K
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
18.7K+ 48.34% |
$242K - $268K
|
57.5K
$812K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.7KNew |
$241K - $267K
|
18.7K
$264K
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
17.2K+ 15.8% |
$223K - $246K
|
126K
$1.78M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.2KNew |
$210K - $232K
|
16.2K
$229K
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
14.7KNew |
$190K - $209K
|
14.7K
$207K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13K+ 6.56% |
$169K - $186K
|
212K
$2.99M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.1K+ 2.21% |
$156K - $172K
|
558K
$7.89M
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
11.5K+ 3.63% |
$149K - $165K
|
329K
$4.64M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.85K+ 25.83% |
$115K - $126K
|
43.1K
$609K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.72K+ 361.89% |
$113K - $125K
|
11.1K
$157K
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7.66KNew |
$99.1K - $109K
|
7.66K
$108K
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
BUY
|
- |
7K+ 34.48% |
$90.6K - $100K
|
27.3K
$386K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.3K+ 14.08% |
$68.6K - $75.7K
|
42.9K
$607K
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5KNew |
$64.7K - $71.5K
|
5K
$70.7K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.6K+ 1.66% |
$59.5K - $65.7K
|
281K
$3.98M
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
4.03KNew |
$52.1K - $57.5K
|
4.03K
$56.9K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
3.92K+ 13.08% |
$50.7K - $56K
|
33.9K
$479K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.89K+ 2.84% |
$50.3K - $55.6K
|
141K
$1.99M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.77K+ 28.52% |
$48.8K - $53.9K
|
17K
$240K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.72K+ 17.51% |
$48.1K - $53.2K
|
25K
$353K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.58K+ 8.99% |
$46.3K - $51.2K
|
43.4K
$613K
|
|
May 15, 2025
Q1 2025
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
3.5K+ 21.88% |
$45.3K - $50K
|
19.5K
$276K
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
3.35K+ 5.14% |
$43.3K - $47.8K
|
68.4K
$967K
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
3.2K+ 7.95% |
$41.3K - $45.7K
|
43.4K
$613K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.09K+ 21.01% |
$40K - $44.2K
|
17.8K
$252K
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.92K+ 0.44% |
$37.8K - $41.8K
|
669K
$9.45M
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
2.5K+ 3.22% |
$32.4K - $35.7K
|
80.3K
$1.13M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.2K+ 64.71% |
$28.5K - $31.4K
|
5.6K
$79.1K
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
2.2KNew |
$28.5K - $31.4K
|
2.2K
$31.1K
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.54K+ 3.02% |
$19.9K - $21.9K
|
52.4K
$740K
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.39K+ 1.1% |
$18K - $19.9K
|
127K
$1.8M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.19K+ 7.33% |
$15.4K - $17K
|
17.4K
$246K
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.13K+ 25.77% |
$14.7K - $16.2K
|
5.53K
$78.2K
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.1K+ 9.03% |
$14.2K - $15.7K
|
13.3K
$188K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
978New |
$12.7K - $14K
|
978
$13.8K
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
930New |
$12K - $13.3K
|
930
$13.1K
|