Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
366K+ 46.07% |
$4.54M - $5M
|
1.16M
$16.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
231K+ 2.04% |
$2.86M - $3.15M
|
11.6M
$160M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
172K+ 11.48% |
$2.13M - $2.34M
|
1.67M
$23.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
126KNew |
$1.57M - $1.72M
|
126K
$1.75M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
116KNew |
$1.44M - $1.58M
|
116K
$1.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
94.5K+ 85.6% |
$1.17M - $1.29M
|
205K
$2.84M
|
|
|
Nov 02, 2023
Q3 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
87.3K+ 36.03% |
$1.08M - $1.19M
|
329K
$4.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
86.2K+ 25.14% |
$1.07M - $1.18M
|
429K
$5.94M
|
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
74.5KNew |
$924K - $1.02M
|
74.5K
$1.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
41.7K+ 9.69% |
$517K - $569K
|
472K
$6.54M
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
32.3K+ 13.62% |
$400K - $441K
|
270K
$3.74M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
31KNew |
$384K - $423K
|
31K
$430K
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
29.4K+ 88.63% |
$364K - $401K
|
62.5K
$866K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
28.6KNew |
$354K - $390K
|
28.6K
$396K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
22.6K+ 96.83% |
$280K - $309K
|
46K
$638K
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
22.6K+ 205.75% |
$280K - $308K
|
33.6K
$465K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
17.5KNew |
$217K - $239K
|
17.5K
$243K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.6K+ 6.24% |
$206K - $227K
|
283K
$3.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
10.8K+ 13.41% |
$133K - $147K
|
91.1K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.4KNew |
$129K - $142K
|
10.4K
$145K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
10.4K+ 88.73% |
$129K - $142K
|
22.2K
$307K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.5K+ 17.79% |
$105K - $116K
|
56.3K
$780K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.49K+ 7.05% |
$105K - $116K
|
129K
$1.79M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.98K+ 13.07% |
$98.8K - $109K
|
69K
$957K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
6.36K+ 6.44% |
$78.8K - $86.7K
|
105K
$1.46M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.77K+ 4.81% |
$71.5K - $78.7K
|
126K
$1.74M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.74K+ 2.53% |
$71.2K - $78.3K
|
233K
$3.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
5.03K+ 6.38% |
$62.3K - $68.6K
|
83.9K
$1.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
3.88K+ 0.21% |
$48.1K - $53K
|
1.85M
$25.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.86K+ 1.43% |
$47.8K - $52.7K
|
275K
$3.81M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.41K+ 10.54% |
$42.3K - $46.6K
|
35.8K
$496K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3KNew |
$37.2K - $40.9K
|
3K
$41.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.89K+ 21.19% |
$35.8K - $39.4K
|
16.5K
$229K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.73K+ 17.1% |
$33.8K - $37.2K
|
18.7K
$259K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.32K+ 0.32% |
$28.7K - $31.6K
|
732K
$10.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
2.16K+ 2.35% |
$26.7K - $29.4K
|
93.8K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.92K+ 9.33% |
$23.7K - $26.1K
|
22.4K
$311K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.73K+ 1.62% |
$21.4K - $23.6K
|
108K
$1.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.29K+ 113.07% |
$16K - $17.6K
|
2.43K
$33.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.24K+ 11.81% |
$15.4K - $17K
|
11.8K
$163K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
974+ 7.67% |
$12.1K - $13.3K
|
13.7K
$190K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
800+ 9.09% |
$9.91K - $10.9K
|
9.6K
$133K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
612New |
$7.58K - $8.35K
|
612
$8.48K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
BUY
|
- |
452+ 0.57% |
$5.6K - $6.17K
|
80.4K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
450+ 1.69% |
$5.58K - $6.14K
|
27K
$375K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
387+ 1.39% |
$4.79K - $5.28K
|
28.2K
$391K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
324+ 0.69% |
$4.01K - $4.42K
|
47.3K
$655K
|
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
259+ 1.46% |
$3.21K - $3.53K
|
18K
$249K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
250New |
$3.1K - $3.41K
|
250
$3.47K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
229+ 1.51% |
$2.84K - $3.12K
|
15.4K
$213K
|