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Disclosery

BXMX NUVEEN S&P 500 BUY-WRITE INCOM

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CEF (common)

169 managers (170 13F filers) reported a position in BXMX shares at 2024-12-31, 32,595,982 shares in all. 16 filers opened a position and 8 filers sold out during the quarter.

Managers
169
13F filers
170
New
16
Added
53
Reduced
43
Sold out
8
Shares held by filers
32,595,982

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 STANLEY11,258,615$158M0.01%+64,07913F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG1,798,740$25.2M0.01%-3,29213F-HRTimelineGroup
LPL Financial LLC1,681,686$23.5M0.01%-5,50913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,614,773$22.6M0.01%+167,56813F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,535,507$21.5M<0.01%-23,57913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,273,656$17.8M0.01%13F-HR/ATimelineGroup
Cornerstone Advisors, LLC887,299$12.4M0.49%-56,67913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/838,664$11.7M<0.01%+54,59613F-HRTimelineGroup
Lindbrook Capital, LLC690,062$9.65M0.87%+42413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA672,782$9.41M<0.01%+5,66813F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC666,045$9.32M0.08%+105,07813F-HRTimelineGroup
Advisors Asset Management, Inc.586,934$8.21M0.15%+153,04213F-HR/ATimeline
Cambridge Investment Research Advisors,…546,195$7.64M0.03%+9,66213F-HRTimeline
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC495,868$6.94M0.16%-7,62213F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …476,776$6.67M0.01%-198,56813F-HRTimelineGroup
Twelve Points Wealth Management LLC382,367$5.35M1.54%+103,88913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.363,697$5.09M0.01%+108,42813F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC361,604$5.06M0.01%+7,27813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC358,506$5.02M<0.01%+199,15113F-HRTimelineGroup
Focused Wealth Management, Inc317,200$4.44M0.6%+39,13313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC294,349$4.12M<0.01%+44,69413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP276,786$3.87M<0.01%+13,30413F-HRTimelineGroup
MONECO ADVISORS, LLC265,524$3.71M0.39%-27513F-HR/ATimeline
Shaker Financial Services, LLC214,868$3.01M1.15%-106,86413F-HRTimeline
Sage Capital Management, LLC206,613$2.89M1.46%+4,84313F-HRTimeline
Janney Montgomery Scott LLC198,551$2.78M0.01%+33,58913F-HRTimeline
Legacy Capital Wealth Partners, LLC152,261$2.13M0.53%new13F-HRTimeline
TPG Advisors LLC142,071$1.99M1.55%-4,67613F-HRTimeline
Cetera Investment Advisers137,116$1.92M<0.01%+37,06213F-HRTimeline
Moors & Cabot, Inc.135,043$1.89M0.09%+5,49413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC125,910$1.76M0.02%+3,35913F-HRTimelineGroup
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…122,266$1.71M0.7%+3,40113F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC118,973$1.66M0.03%-135,57713F-HRTimelineGroup
ICONIQ Capital, LLCin group ICONIQ Capital, LLC109,800$1.54M0.02%new13F-HRTimelineGroup
NCP Inc.109,068$1.53M0.78%+5,15113F-HRTimeline
B. Riley Wealth Advisors, Inc.105,032$1.47M0.05%-98213F-HRTimeline
Prospera Financial Services Inc100,669$1.41M0.03%+4,29813F-HRTimeline
Compound Planning, Inc.98,560$1.38M0.07%+13,91313F-HRTimeline
Shulman DeMeo Asset Management LLC96,810$1.35M0.37%-12713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding93,575$1.31M+43,281Timeline
COMERICA BANK93,462$1.31M0.01%-15613F-HR/ATimeline
PVG ASSET MANAGEMENT CORP91,460$1.28M6.05%new13F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC78,765$1.1M1.92%13F-HRTimeline
Essential Planning, LLC.79,495$1.1M0.01%new13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC77,756$1.09M0.76%+1,80113F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…65,090$911K0.96%+8913F-HRTimeline
Patten Group, Inc.61,401$859K0.19%-8313F-HRTimeline
HTLF Bank60,313$844K0.1%-32413F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC60,000$839K0.47%13F-HRTimeline
Richmond Investment Services, LLC58,330$816K0.46%13F-HRTimeline
Venture Visionary Partners LLC57,888$810K0.03%+3813F-HR/ATimeline
Hennion & Walsh Asset Management, Inc.52,528$735K0.03%-19,07813F-HRTimeline
Steward Partners Investment Advisory, L…52,076$729K0.01%+3,78913F-HRTimeline
Atria Wealth Solutions, Inc.51,490$720K0.01%-40013F-HRTimeline
&PARTNERS50,838$708K0.01%+4,96113F-HRTimeline
D.A. DAVIDSON & CO.48,357$677K0.01%-60013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…45,232$633K<0.01%-26013F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.44,581$624K0.03%+30413F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP41,373$579K<0.01%+4,98713F-HRTimelineGroup
Alteri Wealth LLC40,210$563K0.16%13F-HRTimeline
NewEdge Advisors, LLC39,835$557K<0.01%-2,17913F-HRTimeline
Matrix Trust Co38,742$542K0.09%+33,70113F-HRTimeline
Investment Partners Asset Management, I…38,059$532K0.42%-3,43213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…37,634$517K0.04%-451,25813F-HRTimeline
Sanctuary Advisors, LLC35,202$499K<0.01%-1,86613F-HRTimeline
Leo Wealth, LLC34,991$490K0.04%013F-HRTimeline
Pflug Koory, LLC34,617$484K0.25%013F-HRTimeline
HighTower Advisors, LLC34,276$480K<0.01%+1,61913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…33,931$475K<0.01%+1,89313F-HRTimelineGroup
Glen Eagle Advisors, LLC32,557$455K0.08%-9,13213F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…31,277$438K0.05%-80,96813F-HRTimelineGroup
Creative Planningin group Creative Planning30,318$424K<0.01%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.30,257$423K<0.01%+75513F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.30,170$422K0.16%+43613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management29,976$419K0.01%+10,46513F-HRTimelineGroup
Independent Advisor Alliance29,514$413K0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth29,431$412K<0.01%new13F-HR/ATimelineGroup
Patriot Financial Group Insurance Agenc…28,725$402K0.05%-9613F-HRTimeline
Tyche Wealth Partners LLC25,621$358K0.08%-7513F-HRTimeline
INSTRUMENTAL WEALTH, LLC23,840$336K0.32%+1,13613F-HRTimeline
GatePass Capital, LLC22,700$318K0.35%13F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC22,622$316K0.13%+30213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV22,430$314K0.02%013F-HRTimeline
Mariner, LLCin group Mariner, LLC21,947$307K<0.01%-12,75613F-HRTimelineGroup
Palogic Value Management, L.P.21,871$306K0.12%013F-HR/ATimeline
WORLD EQUITY GROUP, INC.21,700$304K0.07%new13F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.21,588$302K0.24%+65713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…21,244$297K<0.01%+2,79613F-HRTimelineGroup
MARCO INVESTMENT MANAGEMENT LLC20,300$284K0.02%013F-HRTimeline
Private Advisory Group LLC20,116$281K0.03%new13F-HR/ATimeline
Armor Investment Advisors, LLC19,794$277K0.11%-2,94913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…18,988$266K0.01%-50713F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.18,948$265K0.02%-4,41113F-HRTimelineGroup
COMMONS CAPITAL, LLC18,465$258K0.23%+44213F-HRTimeline
Maltin Wealth Management, Inc.17,981$252K0.12%+56013F-HRTimeline
Apriem Advisors17,968$251K0.03%-1,70713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC17,537$245K<0.01%013F-HRTimelineGroup
Triumph Capital Management16,932$237K0.08%013F-HRTimeline
Quantedge Capital Pte Ltd16,000$224K0.08%-8,80013F-HRTimeline
Bay Capital Advisors, LLC15,950$223K0.18%13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK15,819$221K<0.01%+1,00013F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC15,760$220K<0.01%new13F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp15,074$211K<0.01%+4,71713F-HRTimelineGroup
Apella Capital, LLC15,035$210K0.01%013F-HRTimeline
CHOREO, LLC14,723$206K<0.01%-14113F-HRTimeline
DAVENPORT & Co LLC13,927$195K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC13,910$190K0.04%-7,12913F-HRTimeline
CoreCap Advisors, LLC13,310$186K0.01%013F-HRTimeline
Clarity Wealth Advisors, LLC13,300$186K0.05%013F-HRTimeline
MML INVESTORS SERVICES, LLC13,228$185K<0.01%new13F-HRTimeline
Wealth Dimensions Group, Ltd.13,205$185K0.05%013F-HRTimeline
Sheaff Brock Investment Advisors, LLC13,198$185K0.02%+1,44113F-HRTimeline
Founders Financial Alliance, LLC12,935$181K0.05%+18213F-HRTimeline
GWN SECURITIES INC.12,595$178K0.05%13F-HRTimeline
Laird Norton Wetherby Wealth Management…12,534$175K0.01%013F-HRTimeline
Centurion Wealth Management LLC12,318$172K0.05%-76013F-HRTimeline
Summit Financial, LLC12,203$171K0.01%013F-HRTimeline
Kovack Advisors, Inc.12,178$170K0.02%-50013F-HRTimeline
Horizon Wealth Management, LLC11,660$163K0.03%013F-HRTimeline
Allworth Financial LP10,658$150K<0.01%+2,00013F-HRTimeline
Atria Investments, Inc10,541$147K<0.01%new13F-HRTimeline
ARQ WEALTH ADVISORS, LLC10,434$146K0.06%013F-HRTimeline
World Investment Advisors10,274$144K<0.01%new13F-HRTimeline
CARRET ASSET MANAGEMENT, LLC10,000$140K0.02%013F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …10,000$140K0.02%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.9,722$136K0.06%+7713F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP9,597$134K0.03%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT8,609$120K<0.01%013F-HRTimeline
Continuum Advisory, LLC8,264$116K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,890$110K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC6,000$83.9K0.02%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\5,000$70K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…4,456$62.8K<0.01%013F-HRTimeline
Castleview Partners, LLC4,517$62.1K0.03%013F-HR/ATimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC4,400$61.6K0.01%-4,60013F-HRTimeline
PRIVATE TRUST CO NA3,539$49.5K0.01%+1,00013F-HRTimeline
IFP Advisors, Inc3,400$47.6K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,186$44.6K<0.01%013F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…3,000$42K0.01%013F-HRTimeline
SIGNATUREFD, LLC2,511$35.1K<0.01%013F-HRTimeline
Global Financial Private Client, LLC2,486$34.8K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,429$34K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.2,409$33.7K<0.01%-1013F-HRTimeline
BOK Financial Private Wealth, Inc.1,957$27.4K<0.01%013F-HRTimeline
Bangor Savings Bank1,957$27.4K<0.01%new13F-HRTimeline
CoreFirst Bank & Trust1,860$26K0.02%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,850$25.9K<0.01%013F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN1,800$25.2K<0.01%-10013F-HRTimeline
Hoese & Co LLP1,750$24.5K0.02%013F-HRTimeline
WPG Advisers, LLC1,451$20.3K0.02%13F-HRTimeline
CWM, LLCin group CWM, LLC978$14K<0.01%-5,68513F-HRTimelineGroup
Northwest Capital Management Inc978$13.7K0.01%013F-HRTimeline
Stephens Consulting, LLC744$10.4K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC693$9.7K<0.01%013F-HRTimeline
Fortitude Family Office, LLC505$7.07K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB504$7.05K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC481$6.73K<0.01%13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…465$6.5K<0.01%013F-HR/ATimeline
MCF Advisors LLC430$6.02K<0.01%-46713F-HRTimeline
Plante Moran Financial Advisors, LLC349$4.88K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.262$3.67K<0.01%+2713F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors254$3.5K<0.01%013F-HRTimelineGroup
Fortis Group Advisors, LLC250$3.5K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC236$3.3K<0.01%new13F-HRTimeline
Ameliora Wealth Management Ltd.200$2.8K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC187$2.62K<0.01%013F-HRTimelineGroup
Key Financial Inc37$518<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.29$4060.04%-28,31013F-HRTimeline
Wood Tarver Financial Group, LLC21$00%13F-HRTimelineValue filed as zero, left out of ratios.