RJA
BXMX

Raymond James & Associates’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Raymond James & Associates’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
2024
Q3 		$8.38M Buy
610,760
+7,661
+1% +$102K 0.01% 1324
2024
Q2 		$8.14M Sell
603,099
-12,015
-2% -$157K 0.01% 1282
2024
Q1 		$8.14M Buy
615,114
+6,135
+1% +$80K 0.01% 1278
2023
Q4 		$7.81M Sell
608,979
-989
-0.2% -$12.4K 0.01% 1258
2023
Q3 		$7.72M Sell
609,968
-53,579
-8% -$707K 0.01% 1198
2023
Q2 		$8.87M Buy
663,547
+47,539
+8% +$627K 0.01% 1128
2023
Q1 		$8.06M Buy
616,008
+35,100
+6% +$459K 0.01% 1159
2022
Q4 		$7.35M Buy
580,908
+2,140
+0.4% +$27.6K 0.01% 1178
2022
Q3 		$6.88M Buy
578,768
+64,237
+12% +$850K 0.01% 1168
2022
Q2 		$6.37M Buy
514,531
+51,780
+11% +$697K 0.01% 1245
2022
Q1 		$6.59M Buy
462,751
+182,982
+65% +$2.56M 0.01% 1304
2021
Q4 		$4.1M Buy
279,769
+10,332
+4% +$152K ﹤0.01% 1684
2021
Q3 		$3.83M Buy
269,437
+29,121
+12% +$427K ﹤0.01% 1674
2021
Q2 		$3.45M Buy
240,316
+24,447
+11% +$344K ﹤0.01% 1746
2021
Q1 		$2.91M Sell
215,869
-10,941
-5% -$141K ﹤0.01% 1776
2020
Q4 		$2.92M Sell
226,810
-10,014
-4% -$120K ﹤0.01% 1656
2020
Q3 		$2.67M Sell
236,824
-199,927
-46% -$2.29M ﹤0.01% 1577
2020
Q2 		$4.8M Buy
436,751
+14,229
+3% +$155K 0.01% 1204
2020
Q1 		$4.27M Buy
422,522
+182,446
+76% +$2.27M 0.01% 1131
2019
Q4 		$3.3M Sell
240,076
-16,130
-6% -$218K ﹤0.01% 1527
2019
Q3 		$3.35M Buy
256,206
+111
+0% +$1.45K ﹤0.01% 1478
2019
Q2 		$3.41M Buy
256,095
+8,008
+3% +$105K ﹤0.01% 1468
2019
Q1 		$3.27M Buy
248,087
+18,384
+8% +$238K 0.01% 1450
2018
Q4 		$2.77M Sell
229,703
-1,131
-0.5% -$14.9K ﹤0.01% 1443
2018
Q3 		$3.32M Sell
230,834
-10,699
-4% -$154K 0.01% 1481
2018
Q2 		$3.4M Sell
241,533
-4,958
-2% -$69.3K 0.01% 1414
2018
Q1 		$3.28M Buy
246,491
+50,020
+25% +$690K 0.01% 1398
2017
Q4 		$2.8M Buy
196,471
+22,751
+13% +$319K 0.01% 1471
2017
Q3 		$2.43M Buy
173,720
+6,089
+4% +$84.3K ﹤0.01% 1513
2017
Q2 		$2.32M Buy
167,631
+7,434
+5% +$103K 0.01% 1468
2017
Q1 		$2.12M Sell
160,197
-2,103
-1% -$27.7K ﹤0.01% 1487
2016
Q4 		$2.06M Buy
162,300
+29,222
+22% +$372K 0.01% 1472
2016
Q3 		$1.76M Buy
133,078
+55,935
+73% +$732K ﹤0.01% 1538
2016
Q2 		$1M Buy
77,143
+12,665
+20% +$162K ﹤0.01% 1733
2016
Q1 		$820K Buy
64,478
+27,745
+76% +$340K ﹤0.01% 1769
2015
Q4 		$493K Buy
36,733
+6,043
+20% +$77.4K ﹤0.01% 1992
2015
Q3 		$371K Buy
30,690
+3,689
+14% +$46.9K ﹤0.01% 2055
2015
Q2 		$346K Sell
27,001
-312
-1% -$4K ﹤0.01% 2229
2015
Q1 		$350K Sell
27,313
-4,984
-15% -$64.3K ﹤0.01% 2165
2014
Q4 		$391K Buy
+32,297
New +$411K ﹤0.01% 2042
2013
Q3 		– Sell
-117,690
Closed -$1.48M – 1910
2013
Q2 		$1.48M Buy
+117,690
New +$1.5M 0.01% 966

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Raymond James & Associates's BXMX Position: Q3 2024 in Review

Raymond James & Associates increased its Nuveen S&P 500 Buy-Write Income Fund (BXMX) stake by 1.3% in Q3 2024, buying an estimated $102K and bringing the position to 610,760 shares worth $8.38M. The position accounts for 0.01% of the portfolio, ranked #1324.

Raymond James & Associates first reported a position in BXMX in Q2 2013 and has held it in 41 quarters since. The position peaked at $8.87M in Q2 2023. 152 funds tracked by Wall St. Rank hold BXMX as of Q3 2024.

  • Raymond James & Associates held 610,760 shares of Nuveen S&P 500 Buy-Write Income Fund worth $8.38M as of Q3 2024.
  • Raymond James & Associates bought 7,661 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2024, an estimated $102K.
  • Nuveen S&P 500 Buy-Write Income Fund made up 0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1324 holding.
  • Raymond James & Associates first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2013 and has held it in 41 quarters since.
  • Raymond James & Associates's Nuveen S&P 500 Buy-Write Income Fund position peaked at $8.87M in Q2 2023.
  • 152 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.