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BXMX Institutional Ownership

Nuveen S&P 500 Buy-Write Income Fund
1W: -2.0% 1M: -9.4% 3M: -8.0% YTD: -9.7% 1Y: +6.2% 3Y: +28.7% 5Y: +40.5%
$13.26
Last traded 2026-03-27 — delisted
NYSE · Financial Services · Asset Management - Income · $1.4B mcap · 104M float · 0.138% daily turnover · Short 44% of daily vol

Institutional Ownership — BXMX

5
Institutional Holders
-168 vs prior quarter
0.0%
Ownership
+0.00pp
$0M
Total Invested
0
New Positions
0
Increased
4
Reduced
5
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (172 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Leo Wealth, LLC 0 $$0K -34,991 -100.0% 9Q SEC ↗
2 SIGNATUREFD, LLC 0 $$0K -2,511 -100.0% 3Q SEC ↗
3 Ionic Capital Management LLC 0 $$0K -42,861 -100.0% 1Q SEC ↗
4 AQR Arbitrage LLC 0 $$0K -125,210 -100.0% 9Q SEC ↗
5 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0 $$0K -21,377 -100.0% 16Q SEC ↗
6 ROTHSCHILD INVESTMENT LLC 0 $$0K -693 -100.0% 9Q SEC ↗
7 HAZLETT, BURT & WATSON, INC. 0 $$0K -7,594 -100.0% 16Q SEC ↗
8 Costello Asset Management, INC 0 $$0K -100 -100.0% 4Q SEC ↗
9 Advisory Advocates, LLC 0 $$0K -61,900 -100.0% 1Q SEC ↗
10 WPG Advisers, LLC 0 $$0K -562 -100.0% 5Q SEC ↗
11 Alteri Wealth LLC 0 $$0K -50,108 -100.0% 5Q SEC ↗
12 Richmond Investment Services, LLC 0 $$0K -113,259 -100.0% 5Q SEC ↗
13 Glass Jacobson Investment Advisors llc 0 $$0K -256 -100.0% 2Q SEC ↗
14 JANE STREET GROUP, LLC 0 $$0K -16,283 -100.0% 1Q SEC ↗
15 Twelve Points Wealth Management LLC 0 $$0K -366,510 -100.0% 17Q SEC ↗
16 Key Financial Inc 0 $$0K -37 -100.0% 13Q SEC ↗
17 MONECO ADVISORS, LLC 0 $$0K -246,917 -100.0% 29Q SEC ↗
18 CITIGROUP INC 0 $$0K -3,450 -100.0% 54Q SEC ↗
19 Baird Financial Group, Inc. 0 $$0K -31,681 -100.0% 27Q SEC ↗
20 Patten Group, Inc. 0 $$0K -67,086 -100.0% 44Q SEC ↗
21 UBS Group AG 0 $$0K -1,433,452 -100.0% 45Q SEC ↗
22 HighTower Advisors, LLC 0 $$0K -688,353 -100.0% 9Q SEC ↗
23 Mariner, LLC 0 $$0K -20,867 -100.0% 11Q SEC ↗
24 COMMERCE BANK 0 $$0K -15,819 -100.0% 20Q SEC ↗
25 Wilmington Savings Fund Society, FSB 0 $$0K -504 -100.0% 6Q SEC ↗
26 Cornerstone Financial Management LLC 0 $$0K -8,000 -100.0% 1Q SEC ↗
27 WELLS FARGO & COMPANY/MN 0 $$0K -1,707,328 -100.0% 69Q SEC ↗
28 COMMONWEALTH EQUITY SERVICES, LLC 0 $$0K -245,449 -100.0% 33Q SEC ↗
29 PARK AVENUE SECURITIES LLC 0 $$0K -127,179 -100.0% 7Q SEC ↗
30 KLCM Advisors, Inc. 0 $$0K -11,694 -100.0% 1Q SEC ↗
31 Sound Income Strategies, LLC 0 $$0K -1,875 -100.0% 1Q SEC ↗
32 Summit Financial, LLC 0 $$0K -22,988 -100.0% 11Q SEC ↗
33 Venture Visionary Partners LLC 0 $$0K -49,679 -100.0% 25Q SEC ↗
34 Apella Capital, LLC 0 $$0K -15,035 -100.0% 11Q SEC ↗
35 SHP Wealth Management 0 $$0K -110 -100.0% 1Q SEC ↗
36 Kestra Advisory Services, LLC 0 $$0K -83,340 -100.0% 14Q SEC ↗
37 Compound Planning, Inc. 0 $$0K -95,651 -100.0% 12Q SEC ↗
38 Blue Trust, Inc. 0 $$0K -9,321 -100.0% 1Q SEC ↗
39 CoreFirst Bank & Trust 0 $$0K -930 -100.0% 4Q SEC ↗
40 FORTERIS WEALTH MANAGEMENT INC. 0 $$0K -43,883 -100.0% 1Q SEC ↗
41 PMG Family Office LLC 0 $$0K -37,052 -100.0% 2Q SEC ↗
42 Pathstone Holdings, LLC 0 $$0K -17,537 -100.0% 9Q SEC ↗
43 EVOLUTION WEALTH MANAGEMENT INC. 0 $$0K -109 -100.0% 1Q SEC ↗
44 INSTRUMENTAL WEALTH, LLC 0 $$0K -26,833 -100.0% 12Q SEC ↗
45 Wealth Preservation Advisors, LLC 0 $$0K -7,655 -100.0% 4Q SEC ↗
46 Quarry LP 0 $$0K -11,723 -100.0% 1Q SEC ↗
47 Smallwood Wealth Investment Management 0 $$0K -4,100 -100.0% 4Q SEC ↗
48 IFP Advisors, Inc 0 $$0K -18,947 -100.0% 9Q SEC ↗
49 Hoese & Co LLP 0 $$0K -875 -100.0% 21Q SEC ↗
50 World Investment Advisors 0 $$0K -26,885 -100.0% 1Q SEC ↗

Recent Activity

New Positions (0)

No new positions this quarter.

Sold Out (20)
HolderPrev SharesPrev Value
MORGAN STANLEY 12,037,265 $$160M
LPL Financial LLC 1,722,466 $$23M
WELLS FARGO & COMPANY/MN 1,707,328 $$23M
Invesco Ltd. 1,445,343 $$19M
UBS Group AG 1,433,452 $$19M
Advisors Asset Management, Inc. 1,307,509 $$17M
Allspring Global Investments Holdin 1,057,645 $$14M
RAYMOND JAMES FINANCIAL INC 1,051,368 $$14M
BANK OF AMERICA CORP /DE 864,351 $$11M
HighTower Advisors, LLC 688,353 $$9M
GUGGENHEIM CAPITAL LLC 584,818 $$8M
Cambridge Investment Research Advis 532,098 $$7M
ROYAL BANK OF CANADA 461,647 $$6M
OSAIC HOLDINGS, INC. 451,649 $$6M
Twelve Points Wealth Management LLC 366,510 $$5M
AMERIPRISE FINANCIAL INC 349,963 $$5M
STIFEL FINANCIAL CORP 326,600 $$4M
Janney Montgomery Scott LLC 277,034 $$4M
MONECO ADVISORS, LLC 246,917 $$3M
COMMONWEALTH EQUITY SERVICES, LLC 245,449 $$3M
Biggest Increases (0)

None.

Biggest Decreases (0)

None.

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms