Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
381+ 1.33% |
$4.85K - $5.08K
|
29K
$414K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
227+ 0.8% |
$2.89K - $3.03K
|
28.6K
$408K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
214New |
$2.72K - $2.85K
|
214
$3.06K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
16+ 145.45% |
$204 - $213
|
27
$386
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-97- 0.19% |
$1.23K - $1.29K
|
50.2K
$717K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-250- 50.0% |
$3.18K - $3.33K
|
250
$3.57K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-368- 2.71% |
$4.68K - $4.91K
|
13.2K
$189K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-400- 3.57% |
$5.09K - $5.33K
|
10.8K
$154K
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-422- 0.43% |
$5.37K - $5.63K
|
97.2K
$1.39M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-467- 0.57% |
$5.94K - $6.23K
|
80.9K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-832- 6.24% |
$10.6K - $11.1K
|
12.5K
$179K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-863- 0.67% |
$11K - $11.5K
|
127K
$1.82M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-1K- 2.26% |
$12.7K - $13.3K
|
43.3K
$618K
|
|
|
May 14, 2024
Q1 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-1K- 4.1% |
$12.7K - $13.3K
|
23.4K
$334K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.16K- 1.21% |
$14.7K - $15.4K
|
94.1K
$1.34M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.17K- 7.75% |
$14.9K - $15.6K
|
13.9K
$199K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.29K- 59.76% |
$16.4K - $17.2K
|
868
$12.4K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.51K- 12.05% |
$19.2K - $20.1K
|
11K
$157K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.6K- 6.91% |
$20.4K - $21.3K
|
21.6K
$308K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-1.98K- 5.77% |
$25.2K - $26.4K
|
32.4K
$462K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.15K- 4.82% |
$27.4K - $28.7K
|
42.5K
$607K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.16K- 0.56% |
$27.5K - $28.8K
|
385K
$5.5M
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-2.44K- 1.14% |
$31K - $32.5K
|
212K
$3.03M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-2.85K- 45.22% |
$36.2K - $37.9K
|
3.45K
$49.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-2.93K- 9.5% |
$37.3K - $39.1K
|
27.9K
$399K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.29K- 2.74% |
$41.8K - $43.8K
|
117K
$1.67M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.43K- 2.66% |
$43.7K - $45.7K
|
126K
$1.8M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.45K- 10.49% |
$44K - $46K
|
29.5K
$421K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-4.33K- 1.63% |
$55.1K - $57.7K
|
261K
$3.73M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.05K- 67.5% |
$64.2K - $67.2K
|
2.43K
$34.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-5.07K- 1.87% |
$64.6K - $67.6K
|
266K
$3.81M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.25K- 15.94% |
$66.8K - $70K
|
27.7K
$396K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.39K- 19.09% |
$68.6K - $71.8K
|
22.8K
$326K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.53K- 9.15% |
$70.4K - $73.8K
|
55K
$785K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-6.82K- 21.3% |
$86.8K - $90.9K
|
25.2K
$360K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.65K- 1.31% |
$110K - $115K
|
653K
$9.33M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-9.32K- 8.35% |
$119K - $124K
|
102K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-11.4K- 45.05% |
$145K - $152K
|
13.9K
$199K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-11.9K- 18.42% |
$151K - $158K
|
52.6K
$752K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-14.2K- 19.04% |
$181K - $189K
|
60.4K
$864K
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-19.8K- 19.61% |
$252K - $264K
|
81.2K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-21.7K- 21.28% |
$276K - $289K
|
80.2K
$1.15M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-28.5K- 1.67% |
$362K - $379K
|
1.67M
$23.9M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-31.9K- 17.19% |
$406K - $425K
|
154K
$2.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-32.5K- 8.21% |
$414K - $433K
|
363K
$5.19M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-34.2K- 5.61% |
$436K - $457K
|
577K
$8.24M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-76.5K- 10.49% |
$974K - $1.02M
|
653K
$9.33M
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-80.2K- 87.19% |
$1.02M - $1.07M
|
11.8K
$168K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-93.9K- 5.91% |
$1.2M - $1.25M
|
1.5M
$21.4M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-97K- 0.88% |
$1.24M - $1.29M
|
10.9M
$156M
|