Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
545K+ 869.72% |
$6.46M - $7.45M
|
608K
$8.59M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
171K+ 9.33% |
$2.03M - $2.34M
|
2.01M
$28.4M
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
105KNew |
$1.24M - $1.43M
|
105K
$1.48M
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
103K+ 25.64% |
$1.22M - $1.41M
|
504K
$7.12M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
97.6K+ 6.51% |
$1.16M - $1.33M
|
1.6M
$22.6M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
83.5K+ 23.58% |
$990K - $1.14M
|
438K
$6.19M
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
75.1K+ 357.31% |
$890K - $1.03M
|
96.1K
$1.36M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
73.2K+ 0.66% |
$868K - $1M
|
11.1M
$158M
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
63.9K+ 226.9% |
$757K - $874K
|
92.1K
$1.3M
|
|
Jan 17, 2023
Q4 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
63.5K+ 48.15% |
$753K - $869K
|
196K
$2.76M
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
42.3KNew |
$501K - $578K
|
42.3K
$598K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38.6K+ 11.68% |
$458K - $528K
|
369K
$5.22M
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
38.4KNew |
$455K - $525K
|
38.4K
$543K
|
|
Feb 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
28.9KNew |
$342K - $395K
|
28.9K
$408K
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
28.4KNew |
$337K - $388K
|
28.4K
$402K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.6K+ 3.67% |
$315K - $364K
|
752K
$10.6M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.7K+ 11.82% |
$304K - $351K
|
243K
$3.43M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.1K+ 5.49% |
$297K - $343K
|
482K
$6.81M
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
21K+ 30.16% |
$248K - $286K
|
90.4K
$1.28M
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
19.1K+ 25.29% |
$226K - $261K
|
94.7K
$1.34M
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
17.5KNew |
$208K - $240K
|
17.5K
$248K
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
17.4K+ 31.98% |
$206K - $237K
|
71.7K
$1.01M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16KNew |
$189K - $218K
|
16K
$226K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.8KNew |
$187K - $216K
|
15.8K
$223K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.8KNew |
$140K - $161K
|
11.8K
$167K
|
|
Feb 06, 2023
Q4 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
11.5KNew |
$136K - $157K
|
11.5K
$162K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.4KNew |
$135K - $156K
|
11.4K
$161K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.43K+ 9.73% |
$112K - $129K
|
106K
$1.5M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.89K+ 12.95% |
$105K - $121K
|
77.5K
$1.1M
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
8.61KNew |
$102K - $118K
|
8.61K
$122K
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
5.01KNew |
$59.3K - $68.4K
|
5.01K
$70.8K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.89K+ 3.9% |
$58K - $66.9K
|
130K
$1.84M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.87K+ 28.13% |
$45.9K - $52.9K
|
17.6K
$249K
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.77K+ 22.52% |
$44.7K - $51.5K
|
20.5K
$290K
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.69K+ 42.8% |
$43.7K - $50.4K
|
12.3K
$174K
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3.42K+ 170.95% |
$40.5K - $46.7K
|
5.42K
$76.6K
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.22K+ 1.56% |
$38.2K - $44K
|
209K
$2.96M
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
3.06K+ 5.04% |
$36.2K - $41.8K
|
63.8K
$902K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.91K+ 8.47% |
$34.4K - $39.7K
|
37.2K
$526K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
2.75K+ 19.53% |
$32.5K - $37.5K
|
16.8K
$238K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.67K+ 13.21% |
$31.6K - $36.5K
|
22.9K
$324K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.14K+ 0.37% |
$25.4K - $29.3K
|
581K
$8.21M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.03K+ 13.49% |
$24.1K - $27.8K
|
17.1K
$242K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.77K+ 1.97% |
$20.9K - $24.1K
|
91.6K
$1.29M
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.6KNew |
$19K - $21.9K
|
1.6K
$22.6K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.51K+ 3.5% |
$17.8K - $20.6K
|
44.5K
$629K
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.5KNew |
$17.8K - $20.5K
|
1.5K
$21.2K
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
BUY
|
- |
1.5K+ 4.09% |
$17.8K - $20.5K
|
38.2K
$540K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.35KNew |
$16K - $18.5K
|
1.35K
$19.1K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.28KNew |
$15.2K - $17.5K
|
1.28K
$18.1K
|