Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
205+ 1.15% |
$2.56K - $2.81K
|
18K
$256K
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
200+ 1.75% |
$2.5K - $2.74K
|
11.7K
$166K
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
140+ 0.63% |
$1.75K - $1.92K
|
22.3K
$318K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
139+ 0.95% |
$1.74K - $1.9K
|
14.8K
$211K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
113+ 0.89% |
$1.41K - $1.55K
|
12.8K
$181K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
37+ 18.69% |
$462 - $507
|
235
$3.34K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
35+ 0.36% |
$437 - $480
|
9.65K
$137K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
23+ 0.08% |
$287 - $315
|
28.8K
$410K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-37- 0.31% |
$462 - $507
|
11.8K
$167K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-142- 0.29% |
$1.77K - $1.95K
|
49K
$697K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-194- 0.2% |
$2.42K - $2.66K
|
96.9K
$1.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-200- 0.48% |
$2.5K - $2.74K
|
41.5K
$590K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-727- 3.1% |
$9.08K - $9.96K
|
22.7K
$324K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-777- 8.59% |
$9.7K - $10.6K
|
8.26K
$118K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-855- 1.89% |
$10.7K - $11.7K
|
44.3K
$630K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.14K- 1.56% |
$14.2K - $15.5K
|
71.6K
$1.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-1.24K- 1.98% |
$15.5K - $17K
|
61.5K
$875K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-1.29K- 6.9% |
$16.1K - $17.7K
|
17.4K
$248K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.58K- 5.79% |
$19.7K - $21.6K
|
25.7K
$366K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.62K- 11.01% |
$20.2K - $22.2K
|
13.1K
$186K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.23K- 0.12% |
$27.8K - $30.5K
|
1.8M
$25.6M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.28K- 1.82% |
$28.4K - $31.2K
|
123K
$1.74M
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-3K- 7.98% |
$37.5K - $41.1K
|
34.6K
$493K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.58K- 10.05% |
$44.7K - $49K
|
32K
$456K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.65K- 7.42% |
$45.6K - $50K
|
45.5K
$647K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-3.98K- 8.7% |
$49.6K - $54.5K
|
41.7K
$593K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.07K- 20.95% |
$50.8K - $55.7K
|
15.4K
$219K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.87K- 20.89% |
$60.8K - $66.7K
|
18.4K
$263K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.88K- 11.83% |
$61K - $66.9K
|
36.4K
$518K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.14K- 4.89% |
$64.2K - $70.4K
|
100K
$1.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.51K- 1.53% |
$68.9K - $75.5K
|
354K
$5.04M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-6.38K- 23.28% |
$79.7K - $87.4K
|
21K
$299K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-6.49K- 10.09% |
$81.1K - $88.9K
|
57.9K
$823K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.21K- 17.1% |
$90K - $98.7K
|
34.9K
$497K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.27K- 19.78% |
$90.9K - $99.7K
|
29.5K
$420K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.56K- 18.79% |
$94.4K - $104K
|
32.7K
$465K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-8.17K- 8.03% |
$102K - $112K
|
93.6K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.42K- 3.19% |
$105K - $115K
|
255K
$3.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-10.5K- 14.71% |
$131K - $143K
|
60.6K
$863K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-12.6K- 5.89% |
$158K - $173K
|
202K
$2.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-19.2K- 3.32% |
$240K - $264K
|
561K
$7.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-19.4K- 7.09% |
$243K - $266K
|
255K
$3.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-21.4K- 7.9% |
$268K - $293K
|
250K
$3.55M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-25.9K- 19.61% |
$323K - $354K
|
106K
$1.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-30.6K- 3.14% |
$382K - $419K
|
944K
$13.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-104K- 24.51% |
$1.3M - $1.43M
|
322K
$4.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-146K- 56.52% |
$1.82M - $2M
|
112K
$1.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-378K- 70.35% |
$4.72M - $5.18M
|
159K
$2.27M
|