LTFS
BXMX

Ladenburg Thalmann Financial Services’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio BXMX Stock Details BXMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$8.6M Buy
625,286
+38,325
+7% +$518K 0.05% 337
2019
Q3 		$7.67M Sell
586,961
-26,087
-4% -$341K 0.05% 342
2019
Q2 		$8.17M Buy
613,048
+3,967
+0.7% +$52.1K 0.06% 314
2019
Q1 		$8.04M Buy
609,081
+4,356
+0.7% +$56.3K 0.06% 299
2018
Q4 		$7.3M Buy
604,725
+33,148
+6% +$436K 0.07% 268
2018
Q3 		$8.21M Buy
571,577
+63,610
+13% +$913K 0.07% 249
2018
Q2 		$6.77M Hold
507,967
– – 0.06% 280
2018
Q1 		$6.77M Buy
507,967
+4,269
+0.8% +$58.9K 0.06% 280
2017
Q4 		$7.18M Buy
503,698
+9,278
+2% +$130K 0.07% 272
2017
Q3 		$6.91M Buy
494,420
+38,257
+8% +$530K 0.08% 245
2017
Q2 		$6.32M Buy
456,163
+83,159
+22% +$1.15M 0.07% 245
2017
Q1 		$4.94M Buy
373,004
+28,945
+8% +$382K 0.06% 284
2016
Q4 		$4.38M Buy
344,059
+12,075
+4% +$154K 0.06% 286
2016
Q3 		$4.39M Buy
331,984
+43,005
+15% +$563K 0.07% 265
2016
Q2 		$3.77M Buy
288,979
+24,777
+9% +$317K 0.06% 285
2016
Q1 		$3.36M Buy
264,202
+24,061
+10% +$295K 0.06% 299
2015
Q4 		$3.23M Buy
240,141
+38,726
+19% +$496K 0.06% 290
2015
Q3 		$2.44M Buy
201,415
+39,932
+25% +$508K 0.05% 333
2015
Q2 		$2.07M Buy
161,483
+8,051
+5% +$103K 0.04% 421
2015
Q1 		$1.96M Buy
153,432
+22,943
+18% +$296K 0.04% 432
2014
Q4 		$1.58M Buy
130,489
+34,719
+36% +$442K 0.04% 426
2014
Q3 		$1.22M Buy
95,770
+2,270
+2% +$29.5K 0.03% 436
2014
Q2 		$1.23M Buy
93,500
+6,020
+7% +$77.3K 0.03% 448
2014
Q1 		$1.11M Sell
87,480
-2,016
-2% -$25.2K 0.03% 427
2013
Q4 		$1.12M Buy
89,496
+4,444
+5% +$55.1K 0.03% 406
2013
Q3 		$1.03M Buy
85,052
+10,411
+14% +$130K 0.03% 405
2013
Q2 		$938K Buy
+74,641
New +$950K 0.03% 415

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ladenburg Thalmann Financial Services's BXMX Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Nuveen S&P 500 Buy-Write Income Fund (BXMX) stake by 6.5% in Q4 2019, buying an estimated $518K and bringing the position to 625,286 shares worth $8.6M. The position accounts for 0.05% of the portfolio, ranked #337.

Ladenburg Thalmann Financial Services first reported a position in BXMX in Q2 2013 and has held it in 27 quarters since. 106 funds tracked by Wall St. Rank hold BXMX as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 625,286 shares of Nuveen S&P 500 Buy-Write Income Fund worth $8.6M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 38,325 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2019, an estimated $518K.
  • Nuveen S&P 500 Buy-Write Income Fund made up 0.05% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #337 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2013 and has held it in 27 quarters since.
  • 106 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.