Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.27MNew |
$17.2M - $18.1M
|
1.27M
$18.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
152KNew |
$2.06M - $2.17M
|
152K
$2.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
104K+ 37.31% |
$1.41M - $1.48M
|
382K
$5.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
78.8KNew |
$1.07M - $1.12M
|
78.8K
$1.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
60KNew |
$812K - $855K
|
60K
$851K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
39.1K+ 14.07% |
$530K - $558K
|
317K
$4.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
33.7K+ 668.54% |
$456K - $480K
|
38.7K
$549K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
33.6K+ 20.36% |
$455K - $479K
|
199K
$2.82M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
21.7KNew |
$294K - $309K
|
21.7K
$308K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13.9K+ 16.44% |
$188K - $198K
|
98.6K
$1.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.5KNew |
$143K - $150K
|
10.5K
$149K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
10.5K+ 53.64% |
$142K - $149K
|
30K
$425K
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
5.15K+ 4.96% |
$69.7K - $73.4K
|
109K
$1.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
4.99K+ 13.71% |
$67.5K - $71.1K
|
41.4K
$587K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.79K+ 7.85% |
$51.3K - $54K
|
52.1K
$738K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.36K+ 2.74% |
$45.5K - $47.9K
|
126K
$1.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2K+ 23.1% |
$27.1K - $28.5K
|
10.7K
$151K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.96KNew |
$26.5K - $27.9K
|
1.96K
$27.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.44K+ 12.26% |
$19.5K - $20.5K
|
13.2K
$187K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1K+ 39.39% |
$13.5K - $14.3K
|
3.54K
$50.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
870+ 5.66% |
$11.8K - $12.4K
|
16.2K
$230K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
657+ 3.14% |
$8.9K - $9.36K
|
21.6K
$306K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
560+ 3.21% |
$7.58K - $7.98K
|
18K
$255K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
442+ 2.45% |
$5.98K - $6.3K
|
18.5K
$262K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
436+ 1.47% |
$5.9K - $6.21K
|
30.2K
$428K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
424+ 0.06% |
$5.74K - $6.04K
|
690K
$9.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
349New |
$4.73K - $4.97K
|
349
$4.95K
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
302+ 1.35% |
$4.09K - $4.3K
|
22.6K
$321K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
236New |
$3.2K - $3.36K
|
236
$3.35K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
27+ 11.49% |
$366 - $385
|
262
$3.72K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10- 0.41% |
$135 - $143
|
2.41K
$34.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-75- 0.29% |
$1.02K - $1.07K
|
25.6K
$363K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-83- 0.13% |
$1.12K - $1.18K
|
61.4K
$871K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-96- 0.33% |
$1.3K - $1.37K
|
28.7K
$407K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-127- 0.13% |
$1.72K - $1.81K
|
96.8K
$1.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-141- 0.95% |
$1.91K - $2.01K
|
14.7K
$209K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-324- 0.53% |
$4.39K - $4.62K
|
60.3K
$855K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-400- 0.77% |
$5.42K - $5.7K
|
51.5K
$730K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-467- 52.06% |
$6.32K - $6.65K
|
430
$6.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-500- 3.94% |
$6.77K - $7.13K
|
12.2K
$173K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-600- 1.23% |
$8.12K - $8.55K
|
48.4K
$686K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.71K- 8.68% |
$23.1K - $24.3K
|
18K
$255K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.87K- 5.03% |
$25.3K - $26.6K
|
35.2K
$499K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.28K- 0.86% |
$30.8K - $32.4K
|
264K
$3.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-2.95K- 12.97% |
$39.9K - $42K
|
19.8K
$281K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-3.43K- 8.27% |
$46.5K - $48.9K
|
38.1K
$540K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-4.68K- 3.19% |
$63.3K - $66.6K
|
142K
$2.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-5.69K- 85.32% |
$77K - $81K
|
978
$13.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-7.13K- 33.88% |
$96.5K - $102K
|
13.9K
$197K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-19.1K- 26.64% |
$258K - $272K
|
52.5K
$745K
|