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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
986+ 1.23% |
$11.6K - $12.7K
|
81.4K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
766+ 6.6% |
$9.01K - $9.88K
|
12.4K
$161K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
728+ 0.26% |
$8.56K - $9.39K
|
284K
$3.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
509New |
$5.99K - $6.57K
|
509
$6.63K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
500+ 4.25% |
$5.88K - $6.45K
|
12.3K
$160K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
489New |
$5.75K - $6.31K
|
489
$6.37K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
489+ 50.0% |
$5.75K - $6.31K
|
1.47K
$19.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
436+ 2.42% |
$5.13K - $5.62K
|
18.4K
$240K
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
407+ 3.75% |
$4.79K - $5.25K
|
11.3K
$147K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
384+ 1.36% |
$4.52K - $4.95K
|
28.6K
$373K
|
|
|
Jan 25, 2024
Q4 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
323+ 1.5% |
$3.8K - $4.17K
|
21.8K
$285K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
285+ 1.02% |
$3.35K - $3.68K
|
28.2K
$368K
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
285+ 1.31% |
$3.35K - $3.68K
|
22K
$287K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
250+ 100.0% |
$2.94K - $3.23K
|
500
$6.52K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
157New |
$1.85K - $2.03K
|
157
$2.05K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
131+ 0.99% |
$1.54K - $1.69K
|
13.3K
$174K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
113+ 1.08% |
$1.33K - $1.46K
|
10.6K
$137K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
52+ 0.11% |
$612 - $671
|
47.3K
$617K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
12+ 3.85% |
$141 - $155
|
324
$4.22K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11New |
$129 - $142
|
11
$143
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6+ 0.04% |
$70.6 - $77.4
|
14.4K
$188K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-25- 2.92% |
$294 - $323
|
832
$10.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-592- 0.6% |
$6.96K - $7.64K
|
97.6K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-677- 0.53% |
$7.96K - $8.73K
|
128K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-775- 3.32% |
$9.11K - $10K
|
22.6K
$294K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-841- 2.88% |
$9.89K - $10.8K
|
28.3K
$369K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-989- 0.16% |
$11.6K - $12.8K
|
609K
$7.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-996- 0.42% |
$11.7K - $12.8K
|
236K
$3.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-1K- 3.94% |
$11.8K - $12.9K
|
24.4K
$318K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.01K- 0.37% |
$11.8K - $13K
|
271K
$3.54M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.01K- 0.37% |
$11.8K - $13K
|
271K
$3.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-1.82K- 1.94% |
$21.4K - $23.5K
|
92K
$1.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.99K- 8.31% |
$23.4K - $25.7K
|
22K
$286K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.17K- 0.27% |
$25.6K - $28K
|
808K
$10.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.47K- 18.09% |
$29.1K - $31.9K
|
11.2K
$146K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-2.49K- 7.21% |
$29.2K - $32.1K
|
32K
$417K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.98K- 7.02% |
$35K - $38.4K
|
39.4K
$514K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.98K- 0.41% |
$35K - $38.4K
|
729K
$9.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.09K- 15.01% |
$48.1K - $52.8K
|
23.2K
$302K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-4.42K- 8.08% |
$52K - $57K
|
50.3K
$655K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-4.56K- 3.93% |
$53.6K - $58.8K
|
112K
$1.45M
|
|
|
Jan 11, 2024
Q4 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-4.77K- 21.3% |
$56K - $61.5K
|
17.6K
$229K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.8K- 8.75% |
$79.9K - $87.7K
|
70.9K
$923K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-9.5K- 3.46% |
$112K - $123K
|
265K
$3.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11K- 19.62% |
$130K - $142K
|
45.2K
$589K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-11.3K- 13.57% |
$133K - $146K
|
71.8K
$936K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-12.6K- 11.03% |
$148K - $163K
|
102K
$1.33M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-23.4K- 27.91% |
$275K - $302K
|
60.5K
$788K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-26.2K- 28.86% |
$308K - $338K
|
64.5K
$840K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-41.9K- 9.77% |
$493K - $541K
|
387K
$5.04M
|