Institutional Ownership 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). We have compiled data on the 164 institutions that hold shares in the stock, with a total of 31.9 Million shares, which have been reported (via 13F filing form) to have a value of $452 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
29,502
shares
|
$420,108
0.0% of portfolio
|
Q3 2024
Reduced 19.78%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
28,725
shares
|
$409,044
0.06% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
25,621
shares
|
$364,843
0.08% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Quantedge Capital Pte LTD
Singapore, U0 |
Nov 13, 2024 Q3 2024 |
24,800
shares
|
$353,152
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
23,359
shares
|
$332,632
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 15, 2024 Q3 2024 |
22,704
shares
|
$323,304
0.31% of portfolio
|
Q2 2024
Added 0.72%
|
|
|
Encompass Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
22,622
shares
|
$322,137
0.13% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
22,430
shares
|
$319,403
0.02% of portfolio
|
Q3 2023
Added 9.33%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 13, 2024 Q3 2024 |
21,871
shares
|
$311,443
0.12% of portfolio
|
Q2 2024
Reduced 6.42%
|
|
|
Integrated Capital Management, Inc.
|
Jan 13, 2025 Q4 2024 |
21,588
shares
|
$307,413
0.25% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
20,300
shares
|
$289,072
0.02% of portfolio
|
N/A
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
19,794
shares
|
$281,866
0.11% of portfolio
|
Q4 2024
Reduced 12.97%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
19,675
shares
|
$280,172
0.03% of portfolio
|
Q4 2021
Reduced 4.84%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
19,495
shares
|
$277,608
0.01% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 17, 2025 Q4 2024 |
18,465
shares
|
$262,941
0.24% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
18,448
shares
|
$262,699
0.0% of portfolio
|
Q3 2024
Reduced 20.89%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
17,981
shares
|
$256,049
0.14% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
17,537
shares
|
$249,726
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
17,537
shares
|
$249,726
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
17,032
shares
|
$242,535
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
16,228
shares
|
$231,086
0.0% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
15,035
shares
|
$214,098
0.01% of portfolio
|
Q2 2023
Added 3.67%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
14,825
shares
|
$211,108
0.0% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
14,819
shares
|
$211,022
0.0% of portfolio
|
Q2 2023
Reduced 4.64%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
14,723
shares
|
$209,655
0.0% of portfolio
|
Q4 2024
Reduced 0.95%
|