Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
180K+ 287.57% |
$2.33M - $2.42M
|
242K
$3.31M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
120K+ 8.7% |
$1.55M - $1.61M
|
1.49M
$20.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
110KNew |
$1.43M - $1.49M
|
110K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
82.6K+ 14.15% |
$1.07M - $1.11M
|
666K
$9.12M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
54.8K+ 41.25% |
$712K - $739K
|
188K
$2.57M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
50.7K+ 6.67% |
$659K - $683K
|
811K
$11.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
47.5K+ 7.72% |
$618K - $641K
|
664K
$9.08M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
42.3K+ 10.91% |
$550K - $571K
|
430K
$5.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
33.1KNew |
$431K - $447K
|
33.1K
$453K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
33.1KNew |
$430K - $447K
|
33.1K
$453K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
30.5K+ 5.23% |
$396K - $411K
|
613K
$8.39M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
29.3KNew |
$381K - $395K
|
29.3K
$401K
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
28.2KNew |
$366K - $380K
|
28.2K
$386K
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
23.4KNew |
$304K - $315K
|
23.4K
$320K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
17.8K+ 17.34% |
$231K - $240K
|
120K
$1.65M
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
17.7KNew |
$230K - $239K
|
17.7K
$243K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.2K+ 91.47% |
$224K - $232K
|
36.1K
$494K
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
17KNew |
$221K - $230K
|
17K
$233K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
16.4K+ 0.89% |
$213K - $221K
|
1.85M
$25.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
16.2KNew |
$210K - $218K
|
16.2K
$222K
|
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
15.3K+ 6.9% |
$199K - $206K
|
237K
$3.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.9K+ 5.52% |
$181K - $188K
|
266K
$3.65M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
12.7KNew |
$165K - $171K
|
12.7K
$174K
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
12.2KNew |
$159K - $164K
|
12.2K
$167K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
11K+ 13.71% |
$143K - $149K
|
91.5K
$1.25M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.3KNew |
$134K - $139K
|
10.3K
$141K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
9.66K+ 3.7% |
$126K - $130K
|
271K
$3.71M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8.55K+ 3.15% |
$111K - $115K
|
280K
$3.83M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
7.24K+ 10.1% |
$94K - $97.6K
|
78.9K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.15K+ 14.77% |
$79.9K - $82.9K
|
47.8K
$654K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
5.71K+ 0.72% |
$74.2K - $77K
|
795K
$10.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.79K+ 20.47% |
$62.3K - $64.6K
|
28.2K
$386K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.64K+ 8.22% |
$60.2K - $62.5K
|
61K
$835K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.41K+ 4.45% |
$44.2K - $45.9K
|
79.9K
$1.09M
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
BUY
|
- |
3.29K+ 4.29% |
$42.7K - $44.3K
|
79.9K
$1.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
3.1KNew |
$40.3K - $41.8K
|
3.1K
$42.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.4K+ 37.52% |
$31.2K - $32.4K
|
8.8K
$120K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2K+ 7.92% |
$26K - $27K
|
27.3K
$373K
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
1.91K+ 3.35% |
$24.7K - $25.7K
|
58.7K
$803K
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.76K+ 19.11% |
$22.9K - $23.8K
|
11K
$150K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.7K+ 16.46% |
$22.1K - $22.9K
|
12K
$165K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.5K+ 5.98% |
$19.5K - $20.2K
|
26.6K
$364K
|
|
|
Aug 07, 2023
Q2 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.3K+ 1.54% |
$16.9K - $17.5K
|
85.7K
$1.17M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.18KNew |
$15.3K - $15.9K
|
1.18K
$16.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.14KNew |
$14.8K - $15.4K
|
1.14K
$15.6K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.09K+ 3.47% |
$14.1K - $14.7K
|
32.4K
$443K
|
|
|
Jul 13, 2023
Q2 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
996+ 4.79% |
$12.9K - $13.4K
|
21.8K
$298K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
978New |
$12.7K - $13.2K
|
978
$13.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
978New |
$12.7K - $13.2K
|
978
$13.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
978New |
$12.7K - $13.2K
|
978
$13.4K
|