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 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.8K+ 15.16% |
$37.9K - $39.8K
|
21.2K
$300K
|
|
|
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
$27.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.89K+ 5.91% |
$25.6K - $27K
|
33.9K
$479K
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.8K+ 2.37% |
$24.4K - $25.7K
|
77.8K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.62K+ 4.96% |
$21.9K - $23.1K
|
34.3K
$484K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1.45KNew |
$19.6K - $20.7K
|
1.45K
$20.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.44K+ 12.26% |
$19.5K - $20.5K
|
13.2K
$186K
|
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
1.14K+ 5.0% |
$15.4K - $16.2K
|
23.8K
$337K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1K+ 6.75% |
$13.5K - $14.3K
|
15.8K
$224K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1K+ 39.39% |
$13.5K - $14.3K
|
3.54K
$50K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
870+ 5.66% |
$11.8K - $12.4K
|
16.2K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
755+ 2.56% |
$10.2K - $10.8K
|
30.3K
$428K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
657+ 3.14% |
$8.9K - $9.36K
|
21.6K
$305K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
560+ 3.21% |
$7.58K - $7.98K
|
18K
$254K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
442+ 2.45% |
$5.98K - $6.3K
|
18.5K
$261K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
436+ 1.47% |
$5.9K - $6.21K
|
30.2K
$426K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
424+ 0.06% |
$5.74K - $6.04K
|
690K
$9.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
349New |
$4.73K - $4.97K
|
349
$4.93K
|
|
|
Aug 13, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
304+ 0.69% |
$4.12K - $4.33K
|
44.6K
$630K
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
302+ 1.35% |
$4.09K - $4.3K
|
22.6K
$320K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
300+ 0.68% |
$4.06K - $4.28K
|
44.6K
$630K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
236New |
$3.2K - $3.36K
|
236
$3.33K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
182+ 1.43% |
$2.46K - $2.59K
|
12.9K
$183K
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
89+ 0.14% |
$1.21K - $1.27K
|
65.1K
$920K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
77+ 0.8% |
$1.04K - $1.1K
|
9.72K
$137K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
38+ 0.07% |
$515 - $542
|
57.9K
$818K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
27+ 11.49% |
$366 - $385
|
262
$3.7K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
21New |
$284 - $299
|
21
$297
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10- 0.41% |
$135 - $143
|
2.41K
$34K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-75- 0.29% |
$1.02K - $1.07K
|
25.6K
$362K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-83- 0.13% |
$1.12K - $1.18K
|
61.4K
$868K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-96- 0.33% |
$1.3K - $1.37K
|
28.7K
$406K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-100- 5.26% |
$1.35K - $1.43K
|
1.8K
$25.4K
|
|
|
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
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-156- 0.17% |
$2.11K - $2.22K
|
93.5K
$1.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-260- 0.57% |
$3.52K - $3.71K
|
45.2K
$639K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-265- 9.02% |
$3.59K - $3.78K
|
2.67K
$37.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-324- 0.53% |
$4.39K - $4.62K
|
60.3K
$852K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-400- 0.77% |
$5.42K - $5.7K
|
51.5K
$728K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-467- 52.06% |
$6.32K - $6.65K
|
430
$6.08K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-500- 3.94% |
$6.77K - $7.13K
|
12.2K
$172K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-507- 2.6% |
$6.86K - $7.22K
|
19K
$268K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-600- 1.23% |
$8.12K - $8.55K
|
48.4K
$683K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-760- 5.81% |
$10.3K - $10.8K
|
12.3K
$174K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-982- 0.93% |
$13.3K - $14K
|
105K
$1.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.71K- 8.68% |
$23.1K - $24.3K
|
18K
$254K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.87K- 5.03% |
$25.3K - $26.6K
|
35.2K
$497K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.18K- 5.19% |
$29.5K - $31.1K
|
39.8K
$563K
|