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 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.25KNew |
$14.8K - $17.1K
|
1.25K
$17.3K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.05K+ 2.27% |
$12.4K - $14.4K
|
47.3K
$656K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
907New |
$10.7K - $12.4K
|
907
$12.6K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
863+ 3.89% |
$10.2K - $11.8K
|
23K
$319K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
860New |
$10.2K - $11.8K
|
860
$11.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
729+ 3.62% |
$8.64K - $9.97K
|
20.9K
$289K
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
656+ 3.9% |
$7.77K - $8.97K
|
17.5K
$242K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
651+ 4.58% |
$7.71K - $8.9K
|
14.9K
$206K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
489New |
$5.79K - $6.68K
|
489
$6.77K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
435+ 1.51% |
$5.15K - $5.95K
|
29.2K
$404K
|
|
|
Feb 14, 2023
Q4 2022
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
419+ 0.43% |
$4.97K - $5.73K
|
97.7K
$1.35M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
406New |
$4.81K - $5.55K
|
406
$5.62K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
392+ 3.89% |
$4.65K - $5.36K
|
10.5K
$145K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
362+ 1.35% |
$4.29K - $4.95K
|
27.1K
$375K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
287+ 2.34% |
$3.4K - $3.92K
|
12.6K
$174K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
283+ 3.6% |
$3.35K - $3.87K
|
8.14K
$113K
|
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
273+ 1.29% |
$3.24K - $3.73K
|
21.5K
$298K
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
266+ 1.87% |
$3.15K - $3.64K
|
14.5K
$201K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
254New |
$3.01K - $3.47K
|
254
$3.52K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
157+ 1.13% |
$1.86K - $2.15K
|
14K
$194K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
100New |
$1.19K - $1.37K
|
100
$1.39K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
37+ 0.19% |
$438 - $506
|
19.7K
$273K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-80- 0.59% |
$948 - $1.09K
|
13.4K
$186K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-118- 0.57% |
$1.4K - $1.61K
|
20.6K
$285K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-173- 0.06% |
$2.05K - $2.36K
|
286K
$3.96M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-269- 6.73% |
$3.19K - $3.68K
|
3.73K
$51.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-330- 3.53% |
$3.91K - $4.51K
|
9.01K
$125K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-486- 2.46% |
$5.76K - $6.64K
|
19.3K
$267K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-706- 5.04% |
$8.37K - $9.65K
|
13.3K
$184K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-734- 14.14% |
$8.7K - $10K
|
4.46K
$61.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-962- 1.16% |
$11.4K - $13.2K
|
81.6K
$1.13M
|
|
|
Jan 31, 2023
Q4 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1K- 1.29% |
$11.9K - $13.7K
|
76.6K
$1.06M
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.02K- 1.02% |
$12.1K - $14K
|
99.4K
$1.38M
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.06K- 2.72% |
$12.5K - $14.5K
|
37.8K
$524K
|
|
|
Feb 13, 2023
Q4 2022
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-1.28K- 1.79% |
$15.1K - $17.5K
|
69.9K
$968K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.48K- 6.12% |
$17.5K - $20.2K
|
22.7K
$314K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.74K- 0.76% |
$20.6K - $23.7K
|
227K
$3.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.77K- 2.09% |
$20.9K - $24.1K
|
82.6K
$1.14M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.15K- 0.74% |
$25.5K - $29.4K
|
290K
$4.02M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.76K- 20.15% |
$32.7K - $37.7K
|
10.9K
$151K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.04K- 11.07% |
$36.1K - $41.6K
|
24.4K
$339K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.6K- 4.89% |
$42.7K - $49.2K
|
70K
$970K
|
|
|
Feb 10, 2023
Q4 2022
|
Stone X Group Inc.
|
SELL
|
- |
-3.73K- 6.11% |
$44.2K - $51K
|
57.3K
$794K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.8K- 12.86% |
$45K - $51.9K
|
25.8K
$357K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3.81K- 10.07% |
$45.1K - $52K
|
34K
$471K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.7K- 0.65% |
$55.7K - $64.2K
|
722K
$10M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.54K- 76.52% |
$65.7K - $75.7K
|
1.7K
$23.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-8K- 16.12% |
$94.8K - $109K
|
41.7K
$577K
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-8.77K- 1.32% |
$104K - $120K
|
656K
$9.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-13.9K- 8.39% |
$165K - $190K
|
152K
$2.1M
|