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Disclosery

BXMX NUVEEN S&P 500 BUY-WRITE INCOM

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CEF (common)

164 managers (165 13F filers) reported a position in BXMX shares at 2025-03-31, 32,129,257 shares in all. 15 filers opened a position and 18 filers sold out during the quarter.

Managers
164
13F filers
165
New
15
Added
50
Reduced
50
Sold out
18
Shares held by filers
32,129,257

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY11,599,448$152M0.01%+340,83313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,665,484$21.9M0.01%+50,71113F-HRTimelineGroup
LPL Financial LLC1,615,346$21.2M0.01%-66,34013F-HRTimeline
UBS Group AGin group UBS Group AG1,550,899$20.3M<0.01%-247,84113F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,513,697$19.9M<0.01%-21,81013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC957,600$12.6M<0.01%-316,05613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/800,399$10.5M<0.01%-38,26513F-HRTimelineGroup
Advisors Asset Management, Inc.785,965$10.3M0.19%+199,03113F-HR/ATimeline
Cornerstone Advisors, LLC700,570$9.19M0.4%-186,72913F-HRTimeline
Lindbrook Capital, LLC690,062$9.05M0.83%013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC668,968$8.78M0.08%+2,92313F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …636,911$8.36M0.01%+160,13513F-HRTimelineGroup
Cambridge Investment Research Advisors,…558,246$7.32M0.02%+12,05113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA495,627$6.5M<0.01%-177,15513F-HR/ATimelineGroup
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC471,748$6.13M0.15%-24,12013F-HRTimelineGroup
Twelve Points Wealth Management LLC414,978$5.44M1.48%+32,61113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC398,750$5.23M<0.01%+104,40113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.369,692$4.85M0.01%+5,99513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC349,528$4.59M0.01%-12,07613F-HRTimeline
Focused Wealth Management, Inc328,730$4.31M0.59%+11,53013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP281,381$3.69M<0.01%+4,59513F-HRTimelineGroup
MONECO ADVISORS, LLC263,712$3.46M0.36%-1,81213F-HR/ATimeline
Sage Capital Management, LLC249,250$3.27M1.78%+42,63713F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC229,208$3.01M0.06%+110,23513F-HRTimelineGroup
Shaker Financial Services, LLC209,352$2.82M1.1%-5,51613F-HRTimeline
Janney Montgomery Scott LLC211,578$2.78M0.01%+13,02713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC174,891$2.29M<0.01%-183,61513F-HRTimelineGroup
Cetera Investment Advisers141,007$1.85M<0.01%+3,89113F-HRTimeline
TPG Advisors LLC139,397$1.83M1.44%-2,67413F-HRTimeline
Moors & Cabot, Inc.131,972$1.73M0.09%-3,07113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC127,301$1.67M0.02%+1,39113F-HRTimelineGroup
NCP Inc.126,302$1.66M2.24%+17,23413F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…122,266$1.6M0.75%013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.107,139$1.41M0.04%+2,10713F-HRTimeline
Prospera Financial Services Inc99,307$1.3M0.03%-1,36213F-HRTimeline
Shulman DeMeo Asset Management LLC96,210$1.26M0.35%-60013F-HRTimeline
COMERICA BANK90,115$1.18M<0.01%-3,34713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding84,632$1.11M-8,943Timeline
Compound Planning, Inc.81,882$1.07M0.05%-16,67813F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC80,256$1.05M0.71%+2,50013F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC79,065$1.04M1.83%+30013F-HRTimeline
NorthCoast Asset Management LLC75,903$996K0.01%new13F-HR/ATimeline
READYSTATE ASSET MANAGEMENT LP73,002$958K0.05%new13F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…68,438$898K1.02%+3,34813F-HRTimeline
GatePass Capital, LLC61,000$800K0.6%+38,30013F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC60,100$789K0.35%+10013F-HRTimeline
Patten Group, Inc.58,645$769K0.18%-2,75613F-HRTimeline
Richmond Investment Services, LLC58,330$765K0.42%013F-HRTimeline
Matrix Trust Co57,471$754K0.13%+18,72913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…55,753$731K<0.01%new13F-HRTimelineGroup
Venture Visionary Partners LLC54,325$713K0.03%-3,56313F-HRTimeline
Hennion & Walsh Asset Management, Inc.52,300$686K0.03%-22813F-HRTimeline
&PARTNERS52,373$682K0.01%+1,53513F-HRTimeline
Steward Partners Investment Advisory, L…49,930$655K0.01%-2,14613F-HRTimeline
Atria Wealth Solutions, Inc.48,496$646K0.01%-2,99413F-HRTimeline
D.A. DAVIDSON & CO.48,255$633K0.01%-10213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…45,939$603K<0.01%+70713F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.44,948$590K0.04%+26,00013F-HRTimelineGroup
NewEdge Advisors, LLC43,415$570K<0.01%+3,58013F-HRTimeline
Alteri Wealth LLC43,405$569K0.25%+3,19513F-HRTimeline
HighTower Advisors, LLC43,128$566K<0.01%+8,85213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…42,934$563K0.05%+5,30013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP41,276$542K<0.01%-9713F-HRTimelineGroup
Investment Partners Asset Management, I…37,309$489K0.38%-75013F-HRTimeline
Leo Wealth, LLC34,991$459K0.07%013F-HRTimeline
Sanctuary Advisors, LLC34,247$449K<0.01%-95513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…33,931$445K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management33,896$445K0.01%+3,92013F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.33,155$444K0.02%-11,42613F-HR/ATimelineGroup
Pflug Koory, LLC33,682$442K0.25%-93513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.31,159$409K<0.01%+90213F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.30,647$402K0.16%+47713F-HRTimeline
LANARK FINANCIAL, INC.29,069$381K0.03%+29,04013F-HRTimeline
Patriot Financial Group Insurance Agenc…27,376$359K0.05%-1,34913F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC27,300$358K0.03%+7,00013F-HRTimeline
Tyche Wealth Partners LLC25,621$336K0.07%013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…24,985$328K0.03%-6,29213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…24,964$328K<0.01%+3,72013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth24,831$326K<0.01%-4,60013F-HR/ATimelineGroup
INSTRUMENTAL WEALTH, LLC23,840$305K0.28%013F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC22,622$297K0.12%013F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.22,463$295K0.23%+87513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV22,430$294K0.02%013F-HRTimeline
Palogic Value Management, L.P.21,871$287K0.13%013F-HR/ATimeline
Geneos Wealth Management Inc.20,545$270K<0.01%+18,13613F-HRTimeline
Glen Eagle Advisors, LLC20,464$268K0.04%-12,09313F-HRTimeline
Creative Planningin group Creative Planning20,012$263K<0.01%-10,30613F-HRTimelineGroup
Armor Investment Advisors, LLC19,687$258K0.11%-10713F-HRTimeline
Quantedge Capital Pte Ltd19,500$256K0.08%+3,50013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.18,653$245K<0.01%new13F-HRTimeline
CHOREO, LLC17,817$239K<0.01%+3,09413F-HRTimeline
Maltin Wealth Management, Inc.17,981$236K0.11%013F-HRTimeline
Apriem Advisors17,968$236K0.03%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC17,537$230K<0.01%013F-HRTimelineGroup
Triumph Capital Management17,432$229K0.08%+50013F-HRTimeline
MML INVESTORS SERVICES, LLC17,000$223K<0.01%+3,77213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,232$213K<0.01%new13F-HR/ATimelineGroup
Bay Capital Advisors, LLC15,950$209K0.17%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK15,819$208K<0.01%013F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC15,760$207K<0.01%013F-HRTimelineGroup
COMMONS CAPITAL, LLC14,927$196K0.18%-3,53813F-HRTimeline
Joel Isaacson & Co., LLC14,660$192K0.01%new13F-HRTimeline
Apella Capital, LLC15,035$192K0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC14,506$190K<0.01%-7,44113F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…14,481$190K<0.01%-4,50713F-HRTimelineGroup
DAVENPORT & Co LLC13,927$183K<0.01%013F-HRTimeline
CoreCap Advisors, LLC13,310$175K0.01%013F-HRTimeline
Kovack Advisors, Inc.13,278$174K0.02%+1,10013F-HRTimeline
WORLD EQUITY GROUP, INC.13,200$173K0.05%-8,50013F-HRTimeline
Sheaff Brock Investment Advisors, LLC13,188$173K0.02%-1013F-HRTimeline
Centurion Wealth Management LLC12,318$172K0.05%013F-HRTimeline
Founders Financial Alliance, LLC12,934$170K0.04%-113F-HRTimeline
Wealth Dimensions Group, Ltd.12,253$161K0.04%-95213F-HRTimeline
Summit Financial, LLC12,203$160K<0.01%013F-HRTimeline
Clarity Wealth Advisors, LLC12,172$160K0.04%-1,12813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp11,807$155K<0.01%-3,26713F-HRTimelineGroup
Horizon Wealth Management, LLC11,660$153K0.03%013F-HRTimeline
ARQ WEALTH ADVISORS, LLC10,434$137K0.05%013F-HRTimeline
Allworth Financial LP10,690$136K<0.01%+3213F-HRTimeline
CARRET ASSET MANAGEMENT, LLC10,000$131K0.01%013F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …10,000$131K0.02%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.9,722$128K0.06%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT8,609$113K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC7,655$100K0.07%13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC6,000$78.7K0.02%013F-HRTimelineGroup
IFP Advisors, Inc5,600$73.5K<0.01%+2,20013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC5,534$72.6K0.01%+1,13413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,000$65.6K<0.01%013F-HRTimelineGroup
FNY Investment Advisers, LLC5,000$65K0.04%new13F-HRTimeline
Smallwood Wealth Investment Management,…4,027$52.8K0.03%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…3,000$39.4K0.02%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,650$34.8K<0.01%-53613F-HRTimelineGroup
Global Financial Private Client, LLC2,486$32.6K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,468$32.4K<0.01%-5,42213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,429$31.9K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA2,293$30.1K<0.01%-1,24613F-HRTimeline
EASTERN BANK2,199$28.9K<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.1,957$26.2K<0.01%013F-HRTimeline
Bangor Savings Bank1,957$25.7K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,850$24.3K<0.01%013F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN1,800$23.6K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,748$23K<0.01%+77013F-HRTimelineGroup
Hoese & Co LLP1,750$23K0.02%013F-HRTimeline
WPG Advisers, LLC1,061$13.9K0.01%-39013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp978$12.8K<0.01%new13F-HRTimelineGroup
Northwest Capital Management Inc978$12.8K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA930$12.2K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC750$9.87K<0.01%new13F-HRTimeline
Stephens Consulting, LLC744$9.76K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC693$9.09K<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC577$7.57K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB504$6.61K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC481$6.33K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…465$6.1K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.314$4.12K<0.01%+5213F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors254$3.31K<0.01%013F-HRTimelineGroup
Fortis Group Advisors, LLC250$3.28K<0.01%013F-HRTimeline
Ameliora Wealth Management Ltd.200$2.62K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC187$2.45K<0.01%013F-HRTimelineGroup
Costello Asset Management, INC100$1.31K<0.01%new13F-HRTimeline
Key Financial Inc37$485<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.33$384<0.01%new13F-HRTimelineGroup
Wood Tarver Financial Group, LLC21$276<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-4,45613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.