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
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
902+ 2.98% |
$11.7K - $12.9K
|
31.2K
$440K
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
875+ 4.05% |
$11.3K - $12.5K
|
22.5K
$317K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
770+ 78.73% |
$9.96K - $11K
|
1.75K
$24.7K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
750New |
$9.71K - $10.7K
|
750
$10.6K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
707+ 1.56% |
$9.15K - $10.1K
|
45.9K
$649K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
577New |
$7.47K - $8.25K
|
577
$8.15K
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
500+ 2.95% |
$6.47K - $7.15K
|
17.4K
$246K
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
477+ 1.58% |
$6.17K - $6.82K
|
30.6K
$433K
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
300+ 0.38% |
$3.88K - $4.29K
|
79.1K
$1.12M
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
188+ 0.07% |
$2.43K - $2.69K
|
264K
$3.73M
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
100New |
$1.29K - $1.43K
|
100
$1.41K
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
100+ 0.17% |
$1.29K - $1.43K
|
60.1K
$849K
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
52+ 19.85% |
$673 - $743
|
314
$4.44K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
33New |
$427 - $472
|
33
$466
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
32+ 0.3% |
$414 - $457
|
10.7K
$151K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1- 0.01% |
$12.9 - $14.3
|
12.9K
$183K
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-10- 0.08% |
$129 - $143
|
13.2K
$186K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-97- 0.23% |
$1.26K - $1.39K
|
41.3K
$583K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-102- 0.21% |
$1.32K - $1.46K
|
48.3K
$682K
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-107- 0.54% |
$1.38K - $1.53K
|
19.7K
$278K
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-228- 0.43% |
$2.95K - $3.26K
|
52.3K
$739K
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-390- 26.88% |
$5.05K - $5.57K
|
1.06K
$15K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-536- 16.82% |
$6.94K - $7.66K
|
2.65K
$37.4K
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-600- 0.62% |
$7.76K - $8.57K
|
96.2K
$1.36M
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-750- 1.97% |
$9.71K - $10.7K
|
37.3K
$527K
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-935- 2.7% |
$12.1K - $13.4K
|
33.7K
$476K
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-952- 7.21% |
$12.3K - $13.6K
|
12.3K
$173K
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-1.13K- 8.48% |
$14.6K - $16.1K
|
12.2K
$172K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.25K- 35.21% |
$16.1K - $17.8K
|
2.29K
$32.4K
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.35K- 4.7% |
$17.5K - $19.3K
|
27.4K
$387K
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.36K- 1.35% |
$17.6K - $19.5K
|
99.3K
$1.4M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.71K- 15.36% |
$22.1K - $24.4K
|
9.42K
$133K
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.81K- 0.68% |
$23.4K - $25.9K
|
264K
$3.73M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.15K- 4.12% |
$27.8K - $30.7K
|
49.9K
$706K
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-2.67K- 1.88% |
$34.6K - $38.2K
|
139K
$1.97M
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-2.76K- 4.49% |
$35.7K - $39.4K
|
58.6K
$829K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.99K- 5.81% |
$38.7K - $42.8K
|
48.5K
$685K
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.07K- 2.27% |
$39.7K - $43.9K
|
132K
$1.86M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3.35K- 3.58% |
$43.3K - $47.8K
|
90.1K
$1.27M
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-3.54K- 19.16% |
$45.8K - $50.6K
|
14.9K
$211K
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3.56K- 6.15% |
$46.1K - $50.9K
|
54.3K
$768K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.46KClosed |
$57.7K - $63.7K
|
0
$0
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.51K- 23.74% |
$58.3K - $64.4K
|
14.5K
$205K
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-5.42K- 68.72% |
$70.2K - $77.5K
|
2.47K
$34.9K
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-5.52K- 2.57% |
$71.4K - $78.8K
|
209K
$2.96M
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-6.29K- 20.12% |
$81.4K - $89.9K
|
25K
$353K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.44K- 33.9% |
$96.3K - $106K
|
14.5K
$205K
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-8.5K- 39.17% |
$110K - $121K
|
13.2K
$187K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.1K- 13.1% |
$131K - $145K
|
67.2K
$950K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.3K- 33.99% |
$133K - $147K
|
20K
$283K
|