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
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
229+ 1.51% |
$2.84K - $3.12K
|
15.4K
$206K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
211New |
$2.61K - $2.88K
|
211
$2.82K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
187+ 1.75% |
$2.32K - $2.55K
|
10.9K
$145K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
141+ 0.41% |
$1.75K - $1.92K
|
34.3K
$458K
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
133+ 0.62% |
$1.65K - $1.81K
|
21.8K
$290K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
132+ 1.01% |
$1.64K - $1.8K
|
13.2K
$176K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16+ 0.16% |
$198 - $218
|
10.3K
$138K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6+ 0.04% |
$74.3 - $81.8
|
14.4K
$192K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5+ 1.63% |
$62 - $68.2
|
312
$4.17K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-10- 0.04% |
$124 - $136
|
27.2K
$364K
|
|
|
Nov 14, 2023
Q3 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-25- 1.47% |
$310 - $341
|
1.68K
$22.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-90- 0.31% |
$1.12K - $1.23K
|
29.2K
$390K
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-95- 0.1% |
$1.18K - $1.3K
|
98.2K
$1.31M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-171- 0.02% |
$2.12K - $2.33K
|
810K
$10.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-200- 0.6% |
$2.48K - $2.73K
|
32.9K
$440K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-286- 1.01% |
$3.54K - $3.9K
|
27.9K
$373K
|
|
|
Oct 18, 2023
Q3 2023
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-289- 1.33% |
$3.58K - $3.94K
|
21.5K
$287K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-317- 12.81% |
$3.93K - $4.32K
|
2.16K
$28.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-434- 3.6% |
$5.38K - $5.92K
|
11.6K
$155K
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-748- 2.12% |
$9.27K - $10.2K
|
34.5K
$460K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-766- 3.1% |
$9.49K - $10.4K
|
24K
$320K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-856- 0.94% |
$10.6K - $11.7K
|
90.7K
$1.21M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-937- 3.86% |
$11.6K - $12.8K
|
23.4K
$312K
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1K- 32.26% |
$12.4K - $13.6K
|
2.1K
$28K
|
|
|
Nov 03, 2023
Q3 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-1.01K- 4.34% |
$12.6K - $13.8K
|
22.4K
$299K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.25K- 2.81% |
$27.8K - $30.6K
|
77.6K
$1.04M
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-2.53K- 2.96% |
$31.4K - $34.5K
|
83.1K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.89K- 1.61% |
$48.2K - $53K
|
237K
$3.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-4.02K- 6.84% |
$49.7K - $54.8K
|
54.7K
$730K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.02K- 18.83% |
$49.8K - $54.8K
|
17.3K
$231K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5.78K- 1.15% |
$71.6K - $78.8K
|
498K
$6.64M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.31K- 20.24% |
$90.5K - $99.7K
|
28.8K
$384K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.37K- 6.05% |
$91.3K - $101K
|
114K
$1.53M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-7.54K- 2.69% |
$93.4K - $103K
|
272K
$3.64M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-7.7K- 2.75% |
$95.4K - $105K
|
272K
$3.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.56K- 0.51% |
$106K - $117K
|
1.66M
$22.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-18.7K- 3.05% |
$232K - $255K
|
594K
$7.94M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-30.1K- 60.42% |
$373K - $410K
|
19.7K
$263K
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-30.1K- 67.17% |
$373K - $410K
|
14.7K
$196K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-34.9K- 7.37% |
$432K - $476K
|
438K
$5.85M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-53.6K- 8.07% |
$664K - $731K
|
610K
$8.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-145K- 77.4% |
$1.8M - $1.98M
|
42.4K
$566K
|