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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.27MNew |
$17.2M - $18.1M
|
1.27M
$16.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
199K+ 124.97% |
$2.7M - $2.84M
|
359K
$4.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
168K+ 11.58% |
$2.27M - $2.39M
|
1.61M
$21.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
153K+ 35.34% |
$2.07M - $2.18M
|
586K
$7.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
152KNew |
$2.06M - $2.17M
|
152K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
110KNew |
$1.49M - $1.56M
|
110K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
105K+ 18.73% |
$1.42M - $1.5M
|
666K
$8.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
104K+ 37.31% |
$1.41M - $1.48M
|
382K
$5.01M
|
|
|
Feb 21, 2025
Q4 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
91.5KNew |
$1.24M - $1.3M
|
91.5K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
79.5KNew |
$1.08M - $1.13M
|
79.5K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
78.8KNew |
$1.07M - $1.12M
|
78.8K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
64.1K+ 0.57% |
$868K - $913K
|
11.3M
$147M
|
|
|
Feb 05, 2025
Q4 2024
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
60KNew |
$812K - $855K
|
60K
$785K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
58.3KNew |
$790K - $831K
|
58.3K
$764K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
54.6K+ 6.96% |
$739K - $778K
|
839K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
44.7K+ 17.9% |
$605K - $637K
|
294K
$3.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
42.4K+ 121.4% |
$574K - $604K
|
77.3K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
40.2KNew |
$544K - $573K
|
40.2K
$526K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
39.1K+ 14.07% |
$530K - $558K
|
317K
$4.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
37.1K+ 37.04% |
$502K - $528K
|
137K
$1.79M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
33.7K+ 668.54% |
$456K - $480K
|
38.7K
$507K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
33.6K+ 20.36% |
$455K - $479K
|
199K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
30.3KNew |
$411K - $432K
|
30.3K
$397K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
29.5KNew |
$400K - $421K
|
29.5K
$386K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
21.7KNew |
$294K - $309K
|
21.7K
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
20.1KNew |
$272K - $287K
|
20.1K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
16.9KNew |
$229K - $241K
|
16.9K
$222K
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
16KNew |
$216K - $227K
|
16K
$209K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
15.8KNew |
$213K - $225K
|
15.8K
$206K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13.9K+ 16.44% |
$188K - $198K
|
98.6K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.3K+ 5.05% |
$180K - $190K
|
277K
$3.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.2KNew |
$179K - $188K
|
13.2K
$173K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
12.6KNew |
$171K - $179K
|
12.6K
$165K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.5KNew |
$143K - $150K
|
10.5K
$138K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
10.5K+ 53.64% |
$142K - $149K
|
30K
$392K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.3KNew |
$139K - $146K
|
10.3K
$134K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.66K+ 1.8% |
$131K - $138K
|
546K
$7.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.28K+ 2.05% |
$98.5K - $104K
|
362K
$4.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.67K+ 0.85% |
$76.7K - $80.8K
|
673K
$8.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.49K+ 4.24% |
$74.4K - $78.3K
|
135K
$1.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
5.15K+ 4.96% |
$69.7K - $73.4K
|
109K
$1.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
4.99K+ 13.71% |
$67.5K - $71.1K
|
41.4K
$542K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.96K+ 10.81% |
$67.2K - $70.7K
|
50.8K
$665K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
4.84K+ 2.4% |
$65.6K - $69K
|
207K
$2.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.3K+ 4.46% |
$58.2K - $61.2K
|
101K
$1.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.79K+ 7.85% |
$51.3K - $54K
|
52.1K
$682K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.4K+ 2.86% |
$46K - $48.5K
|
122K
$1.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.36K+ 2.74% |
$45.5K - $47.9K
|
126K
$1.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.8K+ 15.16% |
$37.9K - $39.8K
|
21.2K
$278K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2K+ 23.1% |
$27.1K - $28.5K
|
10.7K
$140K
|