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Disclosery

BXMX NUVEEN S&P 500 BUY-WRITE INCOM

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CEF (common)

152 managers (153 13F filers) reported a position in BXMX shares at 2024-09-30, 31,980,746 shares in all. 14 filers opened a position and 18 filers sold out during the quarter.

Managers
152
13F filers
153
New
14
Added
43
Reduced
40
Sold out
18
Shares held by filers
31,980,746

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2024

Filers in the available 13F reports with a share position at 2024-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY11,194,536$154M0.01%+155,53913F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG1,802,032$24.7M0.01%-2,22513F-HRTimelineGroup
LPL Financial LLC1,687,195$23.1M0.01%+28,98413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,559,086$21.4M<0.01%+100,04013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,447,205$19.9M<0.01%+43,34813F-HRTimelineGroup
Cornerstone Advisors, LLC943,978$13M0.51%-30,55413F-HRTimeline
RAYMOND JAMES FINANCIAL INCgroup of 2 filers holding890,824$12.2M+27,544Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/784,068$10.8M<0.01%+6,88813F-HRTimelineGroup
Lindbrook Capital, LLC689,638$9.46M0.84%+215,80813F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …675,344$9.27M0.01%+354,43113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA667,114$9.15M<0.01%+5,61713F-HRTimelineGroup
RAYMOND JAMES & ASSOCIATES610,760$8.38M0.01%+7,66113F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC560,967$7.7M0.05%-19,24513F-HRTimelineGroup
Cambridge Investment Research Advisors,…536,533$7.36M0.03%+20,72013F-HRTimeline
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC503,490$6.84M0.16%+124,90313F-HRTimelineGroup
Advisors Asset Management, Inc.433,892$5.95M0.11%+131,31813F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC354,326$4.86M0.01%-5,51413F-HRTimeline
Shaker Financial Services, LLC321,732$4.49M1.69%-104,47513F-HRTimeline
Twelve Points Wealth Management LLC278,478$3.82M1.2%+38,61413F-HRTimeline
Focused Wealth Management, Inc278,067$3.82M0.51%+4,79413F-HRTimeline
MONECO ADVISORS, LLC265,799$3.65M0.45%+6,84813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP263,482$3.61M<0.01%+44813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.255,269$3.5M0.01%-8,42013F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC254,550$3.49M0.06%-19,43913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC249,655$3.43M<0.01%-21,41813F-HRTimelineGroup
Sage Capital Management, LLC201,770$2.77M1.33%-12,62813F-HRTimeline
Janney Montgomery Scott LLC164,962$2.26M0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC159,355$2.19M<0.01%-378,15913F-HRTimelineGroup
TPG Advisors LLC146,747$2.01M1.57%+2,87813F-HRTimeline
Moors & Cabot, Inc.129,549$1.78M0.09%+2,59013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC122,551$1.68M0.02%-2,27513F-HRTimelineGroup
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…118,865$1.63M0.65%+57113F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…112,245$1.54M0.16%-145,92213F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.106,014$1.45M0.04%-25,86313F-HRTimeline
NCP Inc.103,917$1.43M0.81%+2,97613F-HRTimeline
Cetera Investment Advisers100,054$1.37M<0.01%-5,14213F-HRTimeline
Shulman DeMeo Asset Management LLC96,937$1.33M0.33%-19413F-HRTimeline
Prospera Financial Services Inc96,371$1.32M0.03%+1,11613F-HRTimeline
COMERICA BANK93,618$1.28M0.01%-8,17413F-HRTimeline
Compound Planning, Inc.84,647$1.16M0.07%+11,63613F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC75,955$1.04M0.7%013F-HR/ATimeline
Hennion & Walsh Asset Management, Inc.71,606$982K0.05%-1,13513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP67,920$932K<0.01%+31,89513F-HRTimelineGroup
Blake Schutter Theil Wealth Advisors, L…65,001$892K0.64%13F-HRTimeline
Patten Group, Inc.61,484$844K0.19%-1,24313F-HRTimeline
HTLF Bank60,637$832K0.09%-10,45413F-HRTimeline
Venture Visionary Partners LLC57,850$794K0.03%-6,49213F-HRTimeline
Meteora Capital, LLC56,106$770K0.21%013F-HRTimeline
Atria Wealth Solutions, Inc.51,890$721K0.01%+2,02613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding50,294$690K-11,276Timeline
D.A. DAVIDSON & CO.48,957$672K0.01%-14213F-HRTimeline
Steward Partners Investment Advisory, L…48,287$662K0.01%+30013F-HRTimeline
&PARTNERS45,877$629K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…45,492$624K<0.01%-3,64713F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.44,277$618K0.04%-85513F-HR/ATimelineGroup
NewEdge Advisors, LLC42,014$576K<0.01%+34913F-HRTimeline
Glen Eagle Advisors, LLC41,689$572K0.1%-3,97513F-HRTimeline
Investment Partners Asset Management, I…41,491$569K0.47%-20013F-HRTimeline
Sanctuary Advisors, LLC37,068$516K<0.01%-1,52113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP36,386$499K<0.01%-4,88113F-HRTimelineGroup
Leo Wealth, LLC34,991$480K0.04%013F-HRTimeline
Mariner, LLCin group Mariner, LLC34,703$476K<0.01%+94313F-HRTimelineGroup
Pflug Koory, LLC34,617$475K0.23%13F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC33,084$454K0.01%013F-HRTimeline
HighTower Advisors, LLC32,657$447K<0.01%-7,55713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…32,038$440K<0.01%-3,57913F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.29,734$408K0.15%+37913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.29,502$405K<0.01%-7,27413F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…28,821$395K0.05%+2313F-HRTimeline
LANARK FINANCIAL, INC.28,339$388K0.03%013F-HRTimeline
Tyche Wealth Partners LLC25,696$353K0.08%-1,58013F-HRTimeline
Quantedge Capital Pte Ltd24,800$340K0.1%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.23,359$320K0.02%new13F-HRTimelineGroup
INSTRUMENTAL WEALTH, LLC22,704$314K0.31%013F-HRTimeline
Armor Investment Advisors, LLC22,743$312K0.13%-72713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV22,430$308K0.02%013F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC22,320$306K0.08%+14013F-HRTimeline
Palogic Value Management, L.P.21,871$300K0.12%013F-HR/ATimeline
FIDUCIARY FINANCIAL GROUP, LLC21,039$287K0.07%-6,38313F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.20,931$287K0.22%+1,46613F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC20,300$279K0.02%013F-HRTimeline
Apriem Advisors19,675$270K0.03%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management19,511$268K0.01%+12,31113F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…19,495$267K0.01%+24213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…18,448$253K<0.01%-4,87013F-HRTimelineGroup
COMMONS CAPITAL, LLC18,023$247K0.27%+20513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC17,537$241K<0.01%013F-HRTimelineGroup
Maltin Wealth Management, Inc.17,421$239K0.12%-1,29113F-HRTimeline
Triumph Capital Management16,932$236K0.08%013F-HRTimeline
Apella Capital, LLC15,035$205K0.01%013F-HRTimeline
CHOREO, LLC14,864$203K<0.01%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK14,819$203K<0.01%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV14,825$203K<0.01%+13913F-HRTimeline
DAVENPORT & Co LLC13,927$191K<0.01%013F-HRTimeline
CoreCap Advisors, LLC13,310$183K0.01%013F-HRTimeline
Clarity Wealth Advisors, LLC13,300$182K0.05%new13F-HRTimeline
Wealth Dimensions Group, Ltd.13,205$181K0.05%013F-HRTimeline
Centurion Wealth Management LLC13,078$179K0.06%13F-HRTimeline
Founders Financial Alliance, LLC12,753$175K0.05%+11313F-HRTimeline
Kovack Advisors, Inc.12,678$174K0.02%013F-HRTimeline
Laird Norton Wetherby Wealth Management…12,534$172K0.01%013F-HRTimeline
Summit Financial, LLC12,203$170K0.01%013F-HRTimeline
Sheaff Brock Investment Advisors, LLC11,757$161K0.01%-3713F-HRTimeline
Horizon Wealth Management, LLC11,660$160K0.03%+20013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,357$142K<0.01%-10,69413F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC10,434$141K0.05%new13F-HRTimeline
CARRET ASSET MANAGEMENT, LLC10,000$137K0.01%013F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …10,000$137K0.01%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.9,645$132K0.06%+3513F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP9,597$132K0.04%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC9,000$123K0.02%013F-HRTimeline
Allworth Financial LP8,658$119K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT8,609$118K<0.01%013F-HRTimeline
Continuum Advisory, LLC8,264$114K0.01%-77713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,890$108K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC6,663$91K<0.01%+5,68513F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC6,000$82.3K0.02%013F-HRTimelineGroup
Matrix Trust Co5,041$69K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,000$68.6K<0.01%013F-HRTimelineGroup
FNY Investment Advisers, LLC5,000$68K0.03%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,594$63K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…4,456$62.2K<0.01%013F-HRTimeline
Castleview Partners, LLC4,517$62K0.04%013F-HR/ATimeline
IFP Advisors, Inc3,400$46.6K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,186$43.7K<0.01%013F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…3,000$41.9K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…488,892$35.6K0.19%+454,05813F-HRTimeline
PRIVATE TRUST CO NA2,539$34.8K<0.01%013F-HRTimeline
SIGNATUREFD, LLC2,511$34.5K<0.01%013F-HRTimeline
Global Financial Private Client, LLC2,486$34.1K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,429$33.3K<0.01%013F-HR/ATimelineGroup
Geneos Wealth Management Inc.2,419$33.2K<0.01%+1,41913F-HRTimeline
BOK Financial Private Wealth, Inc.1,957$27.3K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,900$26.1K<0.01%013F-HRTimeline
CoreFirst Bank & Trust1,860$25.5K0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,850$25.4K<0.01%013F-HRTimelineGroup
Hoese & Co LLP1,750$24K0.02%013F-HRTimeline
Northwest Capital Management Inc978$13.4K<0.01%013F-HR/ATimeline
MCF Advisors LLC897$12.5K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.832$11.4K<0.01%013F-HRTimeline
Stephens Consulting, LLC744$10.2K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC693$9.51K<0.01%013F-HRTimeline
Fortitude Family Office, LLC505$6.93K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB504$6.92K<0.01%new13F-HRTimeline
Northwest Financial Advisors489$6.71K0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…465$6.38K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors254$3.45K<0.01%013F-HRTimelineGroup
Fortis Group Advisors, LLC250$3.43K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.235$3K<0.01%+3713F-HRTimeline
Ameliora Wealth Management Ltd.200$2.74K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC187$2.57K<0.01%013F-HRTimelineGroup
Key Financial Inc37$508<0.01%013F-HRTimeline