Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
454K+ 1303.49% |
$5.67M - $6.22M
|
489K
$6.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
354K+ 110.44% |
$4.43M - $4.86M
|
675K
$9.53M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
216K+ 45.55% |
$2.7M - $2.96M
|
690K
$9.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
165KNew |
$2.06M - $2.26M
|
165K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
156K+ 1.41% |
$1.94M - $2.13M
|
11.2M
$158M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
131K+ 43.53% |
$1.64M - $1.8M
|
433K
$6.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
125K+ 32.99% |
$1.56M - $1.71M
|
503K
$7.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
100K+ 6.86% |
$1.25M - $1.37M
|
1.56M
$22M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
65KNew |
$812K - $891K
|
65K
$917K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
45.9KNew |
$573K - $629K
|
45.9K
$647K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
43.3K+ 3.09% |
$541K - $594K
|
1.45M
$20.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
39.5K+ 4.64% |
$493K - $541K
|
891K
$12.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
38.6K+ 16.1% |
$482K - $529K
|
278K
$3.93M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
37.1KNew |
$463K - $508K
|
37.1K
$523K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
31.9K+ 88.54% |
$398K - $437K
|
67.9K
$958K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29K+ 1.75% |
$362K - $397K
|
1.69M
$23.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
24.8KNew |
$310K - $340K
|
24.8K
$350K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
23.4KNew |
$292K - $320K
|
23.4K
$330K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.7K+ 4.02% |
$259K - $284K
|
537K
$7.57M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
14.9KNew |
$186K - $204K
|
14.9K
$210K
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
13.3KNew |
$166K - $182K
|
13.3K
$188K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
12.3K+ 170.99% |
$154K - $169K
|
19.5K
$275K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.6K+ 15.94% |
$145K - $159K
|
84.6K
$1.19M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
10.4KNew |
$130K - $143K
|
10.4K
$147K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.66K+ 1.27% |
$95.7K - $105K
|
611K
$8.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.89K+ 0.89% |
$86K - $94.4K
|
784K
$11.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.85K+ 2.64% |
$85.5K - $93.8K
|
266K
$3.75M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
5.69K+ 581.29% |
$71K - $77.9K
|
6.66K
$94K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.62K+ 0.85% |
$70.2K - $77K
|
667K
$9.41M
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
5.04KNew |
$63K - $69.1K
|
5.04K
$71.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5KNew |
$62.5K - $68.5K
|
5K
$70.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
4.79K+ 1.75% |
$59.9K - $65.7K
|
278K
$3.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.59KNew |
$57.4K - $62.9K
|
4.59K
$64.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
2.98K+ 2.95% |
$37.2K - $40.8K
|
104K
$1.47M
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
2.88K+ 2.0% |
$35.9K - $39.4K
|
147K
$2.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.59K+ 2.04% |
$32.3K - $35.5K
|
130K
$1.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.03K+ 4.06% |
$25.3K - $27.8K
|
51.9K
$732K
|
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
1.47K+ 7.53% |
$18.3K - $20.1K
|
20.9K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.42K+ 141.9% |
$17.7K - $19.4K
|
2.42K
$34.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.12K+ 1.17% |
$13.9K - $15.3K
|
96.4K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
943+ 2.79% |
$11.8K - $12.9K
|
34.7K
$490K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
571+ 0.48% |
$7.13K - $7.82K
|
119K
$1.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
505New |
$6.31K - $6.92K
|
505
$7.13K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
504New |
$6.29K - $6.9K
|
504
$7.11K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
448+ 0.17% |
$5.6K - $6.14K
|
263K
$3.72M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
379+ 1.29% |
$4.73K - $5.19K
|
29.7K
$420K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
349+ 0.84% |
$4.36K - $4.78K
|
42K
$593K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
300+ 0.63% |
$3.75K - $4.11K
|
48.3K
$681K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
242+ 1.26% |
$3.02K - $3.32K
|
19.5K
$275K
|
|
|
Oct 23, 2024
Q3 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
205+ 1.15% |
$2.56K - $2.81K
|
18K
$254K
|