Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
857New |
$11.1K - $11.6K
|
857
$12.2K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
723+ 3.51% |
$9.39K - $9.75K
|
21.3K
$303K
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
532+ 3.67% |
$6.91K - $7.17K
|
15K
$214K
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
406+ 1.82% |
$5.27K - $5.47K
|
22.7K
$322K
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
358+ 1.3% |
$4.65K - $4.83K
|
27.8K
$396K
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
209+ 0.72% |
$2.71K - $2.82K
|
29.3K
$417K
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
189+ 1.8% |
$2.46K - $2.55K
|
10.7K
$152K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
187New |
$2.43K - $2.52K
|
187
$2.66K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
179+ 1.26% |
$2.33K - $2.41K
|
14.4K
$205K
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
133+ 0.62% |
$1.73K - $1.79K
|
21.6K
$308K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
132+ 0.98% |
$1.71K - $1.78K
|
13.6K
$194K
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
126+ 0.37% |
$1.64K - $1.7K
|
34.2K
$486K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
122+ 0.5% |
$1.58K - $1.64K
|
24.7K
$352K
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
46+ 0.02% |
$598 - $620
|
241K
$3.43M
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 1.99% |
$77.9 - $80.9
|
307
$4.37K
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-15- -0.0% |
$195 - $202
|
503K
$7.16M
|
|
Aug 14, 2023
Q2 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-100- 5.56% |
$1.3K - $1.35K
|
1.7K
$24.2K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-202- 0.17% |
$2.62K - $2.72K
|
120K
$1.71M
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-232- 0.62% |
$3.01K - $3.13K
|
37.1K
$528K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-291- 1.18% |
$3.78K - $3.92K
|
24.3K
$346K
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-375- 0.79% |
$4.87K - $5.06K
|
47K
$668K
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-436- 0.44% |
$5.66K - $5.88K
|
98.3K
$1.4M
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-500- 0.99% |
$6.5K - $6.74K
|
49.8K
$708K
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-612- 0.62% |
$7.95K - $8.25K
|
98.7K
$1.41M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-700- 41.18% |
$9.09K - $9.44K
|
1K
$14.2K
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-721- 4.64% |
$9.37K - $9.72K
|
14.8K
$211K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-991- 28.6% |
$12.9K - $13.4K
|
2.47K
$35.2K
|
|
Aug 11, 2023
Q2 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-1K- 3.79% |
$13K - $13.5K
|
25.4K
$361K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.06K- 7.49% |
$13.8K - $14.3K
|
13.1K
$186K
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.13K- 2.79% |
$14.6K - $15.2K
|
39.3K
$559K
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.14K- 6.99% |
$14.8K - $15.4K
|
15.2K
$216K
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.22K- 1.13% |
$15.8K - $16.4K
|
107K
$1.52M
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.58K- 12.58% |
$20.6K - $21.3K
|
11K
$156K
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-2.13K- 5.69% |
$27.6K - $28.7K
|
35.2K
$501K
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.7K- 18.69% |
$35.1K - $36.4K
|
11.7K
$167K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.11K- 23.19% |
$40.5K - $42K
|
10.3K
$147K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.89K- 1.68% |
$50.6K - $52.5K
|
227K
$3.24M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.15K- 0.87% |
$53.9K - $56K
|
473K
$6.73M
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-5.55K- 1.94% |
$72.1K - $74.8K
|
280K
$3.99M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.08K- 4.75% |
$78.9K - $81.9K
|
122K
$1.73M
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-7.36K- 7.43% |
$95.6K - $99.2K
|
91.6K
$1.3M
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-8.8K- 9.88% |
$114K - $119K
|
80.3K
$1.14M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-24.6K- 3.26% |
$319K - $331K
|
730K
$10.4M
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-26.8K- 32.68% |
$348K - $361K
|
55.2K
$786K
|
|
Jul 19, 2023
Q2 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-39.3K- 62.71% |
$511K - $530K
|
23.4K
$333K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-64.7K- 3.73% |
$841K - $873K
|
1.67M
$23.8M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-91K- 20.98% |
$1.18M - $1.23M
|
343K
$4.88M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-212K- 1.83% |
$2.75M - $2.85M
|
11.3M
$161M
|