Purchases and Sales Made in Q2 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
598New |
$7.46K - $8.08K
|
598
$7.79K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
495+ 2.17% |
$6.17K - $6.69K
|
23.3K
$304K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
465New |
$5.8K - $6.28K
|
465
$6.06K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
380New |
$4.74K - $5.13K
|
380
$4.95K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
378+ 1.3% |
$4.71K - $5.11K
|
29.4K
$382K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
300New |
$3.74K - $4.05K
|
300
$3.91K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
287+ 1062.96% |
$3.58K - $3.88K
|
314
$4.09K
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
276+ 1.5% |
$3.44K - $3.73K
|
18.7K
$244K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
225+ 0.01% |
$2.81K - $3.04K
|
1.8M
$23.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
225+ 0.79% |
$2.81K - $3.04K
|
28.8K
$375K
|
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
200+ 1.78% |
$2.49K - $2.7K
|
11.5K
$149K
|
|
|
Jul 26, 2024
Q2 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
162+ 0.72% |
$2.02K - $2.19K
|
22.7K
$296K
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
141+ 0.64% |
$1.76K - $1.9K
|
22.2K
$289K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
131New |
$1.63K - $1.77K
|
131
$1.71K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
130+ 1.04% |
$1.62K - $1.76K
|
12.6K
$165K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
83+ 0.13% |
$1.04K - $1.12K
|
64.3K
$838K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
41+ 26.11% |
$511 - $554
|
198
$2.58K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
36+ 0.38% |
$449 - $486
|
9.61K
$125K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 1.85% |
$74.8 - $81.1
|
330
$4.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20- 0.14% |
$249 - $270
|
13.9K
$182K
|
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-96- 0.1% |
$1.2K - $1.3K
|
97.1K
$1.27M
|
|
|
Feb 14, 2025
Q2 2024
|
Triumph Capital Management
|
SELL
|
- |
-100- 0.59% |
$1.25K - $1.35K
|
16.9K
$221K
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-200- 9.52% |
$2.49K - $2.7K
|
1.9K
$24.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-245- 0.86% |
$3.06K - $3.31K
|
28.3K
$369K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-261- 7.57% |
$3.25K - $3.53K
|
3.19K
$41.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-323- 0.76% |
$4.03K - $4.36K
|
42.1K
$549K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-326- 0.26% |
$4.07K - $4.4K
|
127K
$1.65M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-457- 0.45% |
$5.7K - $6.17K
|
102K
$1.33M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-489- 33.33% |
$6.1K - $6.61K
|
978
$12.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-500- 1.7% |
$6.24K - $6.76K
|
29K
$377K
|
|
|
Aug 02, 2024
Q2 2024
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-548- 2.98% |
$6.83K - $7.4K
|
17.8K
$232K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-666- 1.63% |
$8.31K - $9K
|
40.2K
$524K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-666- 2.38% |
$8.31K - $9K
|
27.3K
$355K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-846- 0.1% |
$10.5K - $11.4K
|
851K
$11.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1K- 7.71% |
$12.5K - $13.5K
|
12K
$156K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.4K- 3.86% |
$17.5K - $18.9K
|
34.8K
$454K
|
|
|
Aug 13, 2024
Q2 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-1.5K- 6.42% |
$18.7K - $20.3K
|
21.9K
$285K
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-1.56K- 3.61% |
$19.5K - $21.1K
|
41.7K
$543K
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.72K- 6.82% |
$21.4K - $23.2K
|
23.5K
$306K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1.91K- 2.62% |
$23.8K - $25.8K
|
71.1K
$926K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.3K- 10.67% |
$28.7K - $31.1K
|
19.3K
$251K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.43K- 0.95% |
$42.8K - $46.4K
|
360K
$4.69M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.52K- 6.69% |
$43.9K - $47.5K
|
49.1K
$640K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.04K- 17.21% |
$50.4K - $54.6K
|
19.4K
$253K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-5.03K- 10.02% |
$62.7K - $67.9K
|
45.1K
$588K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.71K- 13.81% |
$71.2K - $77.1K
|
35.6K
$464K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-5.87K- 40.42% |
$73.2K - $79.3K
|
8.66K
$113K
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-6.32K- 7.68% |
$78.8K - $85.4K
|
76K
$990K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-7.33K- 2.75% |
$91.4K - $99K
|
259K
$3.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-7.73K- 60.71% |
$96.3K - $104K
|
5K
$65.2K
|