Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
616K+ 487.51% |
$7.25M - $7.95M
|
743K
$10.5M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
424K+ 1183.95% |
$4.99M - $5.47M
|
460K
$6.49M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
327KNew |
$3.84M - $4.21M
|
327K
$4.61M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
286K+ 2.59% |
$3.36M - $3.69M
|
11.3M
$160M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
177K+ 283.86% |
$2.09M - $2.29M
|
240K
$3.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
174K+ 15.02% |
$2.05M - $2.25M
|
1.34M
$18.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
84.1KNew |
$989K - $1.09M
|
84.1K
$1.19M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
73KNew |
$859K - $942K
|
73K
$1.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
64.1K+ 19.45% |
$753K - $827K
|
394K
$5.55M
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
44.3KNew |
$520K - $571K
|
44.3K
$624K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
39K+ 99.23% |
$459K - $503K
|
78.3K
$1.1M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
35KNew |
$411K - $451K
|
35K
$494K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
34.3KNew |
$404K - $443K
|
34.3K
$485K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
32.9KNew |
$387K - $425K
|
32.9K
$465K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.7K+ 1.96% |
$384K - $421K
|
1.7M
$24M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
30.9KNew |
$363K - $398K
|
30.9K
$436K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
25.6KNew |
$301K - $330K
|
25.6K
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24.8K+ 150.28% |
$292K - $320K
|
41.3K
$583K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.7KNew |
$279K - $305K
|
23.7K
$334K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
23K+ 66.9% |
$270K - $296K
|
57.3K
$808K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20K+ 4.24% |
$235K - $258K
|
492K
$6.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
17.5KNew |
$206K - $226K
|
17.5K
$247K
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
17.4K+ 23.34% |
$205K - $224K
|
91.9K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
16.5K+ 2.78% |
$194K - $213K
|
611K
$8.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.8K+ 54.96% |
$186K - $204K
|
44.6K
$630K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
15.1KNew |
$177K - $195K
|
15.1K
$213K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
14.9K+ 14.2% |
$176K - $193K
|
120K
$1.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
12.5KNew |
$147K - $161K
|
12.5K
$177K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
10.8KNew |
$127K - $139K
|
10.8K
$152K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
10KNew |
$118K - $129K
|
10K
$141K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
10KNew |
$118K - $129K
|
10K
$141K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.88K+ 1.48% |
$116K - $127K
|
676K
$9.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.42K+ 61.18% |
$111K - $122K
|
24.8K
$350K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.53K+ 34.94% |
$76.8K - $84.2K
|
25.2K
$356K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.64K+ 8.17% |
$66.3K - $72.8K
|
74.7K
$1.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
5.37K+ 66.02% |
$63.2K - $69.3K
|
13.5K
$191K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
5.32K+ 14.35% |
$62.6K - $68.6K
|
42.4K
$598K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.05K+ 207.7% |
$59.3K - $65.1K
|
7.47K
$105K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.9K+ 14.6% |
$57.7K - $63.2K
|
38.5K
$543K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.16K+ 15.39% |
$48.9K - $53.7K
|
31.2K
$440K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.95K+ 3.64% |
$46.4K - $50.9K
|
112K
$1.58M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.7KNew |
$43.5K - $47.7K
|
3.7K
$52.2K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.43K+ 2.73% |
$40.4K - $44.3K
|
129K
$1.82M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.15K+ 14.19% |
$37K - $40.6K
|
25.3K
$357K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.75K+ 4.8% |
$32.4K - $35.5K
|
60K
$847K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.96KNew |
$23K - $25.2K
|
1.96K
$27.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1.65K+ 8.38% |
$19.4K - $21.3K
|
21.3K
$301K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.47K+ 1.61% |
$17.3K - $19K
|
92.6K
$1.31M
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
1.05K+ 0.49% |
$12.3K - $13.5K
|
215K
$3.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
986+ 1.23% |
$11.6K - $12.7K
|
81.4K
$1.15M
|