HoldingsChannel.com
Funds Holding BXMX

On this page, we present all of the funds holding BXMX from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding BXMX, with a link to that fund's top holdings. The next columns indicate the amount of BXMX stock held by each of the funds holding BXMX, followed by the BXMX position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 146 funds holding BXMX within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding BXMX), click the fund name in the "Holder" column of the funds-holding-BXMX table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley11,325,066$145,301 12/31/2023
     BXMX11,325,066$145,301 12/31/2023
UBS Group AG1,774,641$22,769 12/31/2023
     BXMX1,774,641$22,769 12/31/2023
LPL Financial LLC1,699,031$21,799 12/31/2023
     BXMX1,699,031$21,799 12/31/2023
Wells Fargo & Company MN1,589,050$20,388 12/31/2023
     BXMX1,589,050$20,388 12/31/2023
Invesco Ltd.1,335,615$17,136 12/31/2023
     BXMX1,335,615$17,136 12/31/2023
Raymond James Financial Services Advisors Inc.852,160$11,274 03/31/2024
     BXMX852,160$11,274 03/31/2024
Cornerstone Advisors LLC742,933$9,532 12/31/2023
     BXMX742,933$9,532 12/31/2023
Royal Bank of Canada729,353$9,357 12/31/2023
     BXMX729,353$9,357 12/31/2023
Bank of America Corp DE676,360$8,678 12/31/2023
     BXMX676,360$8,678 12/31/2023
Raymond James & Associates615,114$8,138 03/31/2024
     BXMX615,114$8,138 03/31/2024
Guggenheim Capital LLC610,932$7,838 12/31/2023
     BXMX610,932$7,838 12/31/2023
Cambridge Investment Research Advisors Inc.498,188$6,591 03/31/2024
     BXMX498,188$6,591 03/31/2024
Lindbrook Capital LLC456,130$6,035 03/31/2024
     BXMX456,130$6,035 03/31/2024
Commonwealth Equity Services LLC395,756$5,078 12/31/2023
     BXMX395,756$5,078 12/31/2023
Shaker Financial Services LLC393,571$5,050 12/31/2023
     BXMX393,571$5,050 12/31/2023
Advisor Group Holdings Inc.386,951$4,965 12/31/2023
     BXMX386,951$4,965 12/31/2023
Allspring Global Investments Holdings LLC348,164$4,606 03/31/2024
     BXMX348,164$4,606 03/31/2024
Ameriprise Financial Inc.283,852$3,642 12/31/2023
     BXMX283,852$3,642 12/31/2023
MONECO Advisors LLC266,278$3,523 03/31/2024
     BXMX266,278$3,523 03/31/2024
Focused Wealth Management Inc265,195$3,402 12/31/2023
     BXMX265,195$3,402 12/31/2023
Landscape Capital Management L.L.C.239,978$3,079 12/31/2023
     BXMX239,978$3,079 12/31/2023
Stifel Financial Corp236,451$3,034 12/31/2023
     BXMX236,451$3,034 12/31/2023
Twelve Points Wealth Management LLC195,658$2,589 03/31/2024
     BXMX195,658$2,589 03/31/2024
Janney Montgomery Scott LLC185,562$2,380 12/31/2023
     BXMX185,562$2,380 12/31/2023
Wolverine Asset Management LLC159,628$2,048 12/31/2023
     BXMX159,628$2,048 12/31/2023
National Asset Management Inc.129,187$1,657 12/31/2023
     BXMX129,187$1,657 12/31/2023
Moors & Cabot Inc.128,148$1,644 12/31/2023
     BXMX128,148$1,644 12/31/2023
Hennion & Walsh Asset Management Inc.116,747$1,545 03/31/2024
     BXMX116,747$1,545 03/31/2024
Prosperity Wealth Management Inc.112,322$1,441 12/31/2023
     BXMX112,322$1,441 12/31/2023
Comerica Bank111,569$1,431 12/31/2023
     BXMX111,569$1,431 12/31/2023
Northwestern Mutual Wealth Management Co.101,817$1,306 12/31/2023
     BXMX101,817$1,306 12/31/2023
Shulman DeMeo Asset Management LLC97,227$1,286 03/31/2024
     BXMX97,227$1,286 03/31/2024
Prospera Financial Services Inc92,562$1,188 12/31/2023
     BXMX92,562$1,188 12/31/2023
ARQ Wealth Advisors LLC91,947$1,180 12/31/2023
     BXMX91,947$1,180 12/31/2023
Arbor Capital Management Inc. ADV91,957$1,172 12/31/2023
     BXMX91,957$1,172 12/31/2023
CNH Partners LLC84,134$1,079 12/31/2023
     BXMX84,134$1,079 12/31/2023
Patten Group Inc.80,898$1,070 03/31/2024
     BXMX80,898$1,070 03/31/2024
Advisors Asset Management Inc.78,296$1,005 12/31/2023
     BXMX78,296$1,005 12/31/2023
HTLF Bank73,002$966 03/31/2024
     BXMX73,002$966 03/31/2024
Atomi Financial Group Inc.74,655$958 12/31/2023
     BXMX74,655$958 12/31/2023
Islay Capital Management LLC71,837$922 12/31/2023
     BXMX71,837$922 12/31/2023
Cetera Advisor Networks LLC70,853$909 12/31/2023
     BXMX70,853$909 12/31/2023
D.A. Davidson & CO.64,501$828 12/31/2023
     BXMX64,501$828 12/31/2023
Truist Financial Corp60,493$776 12/31/2023
     BXMX60,493$776 12/31/2023
Venture Visionary Partners LLC60,029$770 12/31/2023
     BXMX60,029$770 12/31/2023
StoneX Group Inc.50,255$645 12/31/2023
     BXMX50,255$645 12/31/2023
Steward Partners Investment Advisory LLC45,231$580 12/31/2023
     BXMX45,231$580 12/31/2023
Investment Partners Asset Management Inc.43,254$572 03/31/2024
     BXMX43,254$572 03/31/2024
Kestra Advisory Services LLC44,617$572 12/31/2023
     BXMX44,617$572 12/31/2023
Howard Wealth Management LLC42,391$544 12/31/2023
     BXMX42,391$544 12/31/2023
Rockefeller Capital Management L.P.41,326$530 12/31/2023
     BXMX41,326$530 12/31/2023
Atria Wealth Solutions Inc.39,427$506 12/31/2023
     BXMX39,427$506 12/31/2023
Pflug Koory LLC37,617$498 03/31/2024
     BXMX37,617$498 03/31/2024
Elequin Capital LP38,474$494 12/31/2023
     BXMX38,474$494 12/31/2023
International Assets Investment Management LLC36,234$480 03/31/2024
     BXMX36,234$480 03/31/2024
Leo Wealth LLC34,991$449 12/31/2023
     BXMX34,991$449 12/31/2023
Stonebrook Private Inc.34,344$441 12/31/2023
     BXMX34,344$441 12/31/2023
Mariner LLC32,927$422 12/31/2023
     BXMX32,927$422 12/31/2023
Captrust Financial Advisors32,922$422 12/31/2023
     BXMX32,922$422 12/31/2023
Baird Financial Group Inc.31,186$400 12/31/2023
     BXMX31,186$400 12/31/2023
NBC Securities Inc.28,584$378 03/31/2024
     BXMX28,584$378 03/31/2024
Tyche Wealth Partners LLC27,942$370 03/31/2024
     BXMX27,942$370 03/31/2024
Jackson Grant Investment Advisers Inc.28,596$367 12/31/2023
     BXMX28,596$367 12/31/2023
Patriot Financial Group Insurance Agency LLC28,346$364 12/31/2023
     BXMX28,346$364 12/31/2023
The PNC Financial Services Group Inc.28,208$362 12/31/2023
     BXMX28,208$362 12/31/2023
Capstone Financial Advisors Inc.26,423$339 12/31/2023
     BXMX26,423$339 12/31/2023
Armor Investment Advisors LLC25,187$333 03/31/2024
     BXMX25,187$333 03/31/2024
Weiss Asset Management LP25,599$328 12/31/2023
     BXMX25,599$328 12/31/2023
Centaurus Financial Inc.25,309$325 12/31/2023
     BXMX25,309$325 12/31/2023
GWM Advisors LLC25,215$324 12/31/2023
     BXMX25,215$324 12/31/2023
Mercer Global Advisors Inc. ADV24,820$318 12/31/2023
     BXMX24,820$318 12/31/2023
Palogic Value Management L.P.24,371$313 12/31/2023
     BXMX24,371$313 12/31/2023
HighTower Advisors LLC23,682$307 12/31/2023
     BXMX23,682$307 12/31/2023
Nations Financial Group Inc. IA ADV22,430$297 03/31/2024
     BXMX22,430$297 03/31/2024
Great Valley Advisor Group Inc.23,153$297 12/31/2023
     BXMX23,153$297 12/31/2023
Bank of New York Mellon Corp22,144$293 03/31/2024
     BXMX22,144$293 03/31/2024
AE Wealth Management LLC22,590$292 12/31/2023
     BXMX22,590$292 12/31/2023
Encompass Wealth Advisors LLC22,039$283 12/31/2023
     BXMX22,039$283 12/31/2023
Spire Wealth Management21,346$282 03/31/2024
     BXMX21,346$282 03/31/2024
Kestra Private Wealth Services LLC21,965$282 12/31/2023
     BXMX21,965$282 12/31/2023
Instrumental Wealth LLC21,840$281 12/31/2023
     BXMX21,840$281 12/31/2023
Marco Investment Management LLC20,300$260 12/31/2023
     BXMX20,300$260 12/31/2023
Apriem Advisors19,675$252 12/31/2023
     BXMX19,675$252 12/31/2023
Maltin Wealth Management Inc.18,436$244 03/31/2024
     BXMX18,436$244 03/31/2024
Triumph Capital Management17,032$226 03/31/2024
     BXMX17,032$226 03/31/2024
Commons Capital LLC17,610$226 12/31/2023
     BXMX17,610$226 12/31/2023
Pathstone Holdings LLC17,537$225 12/31/2023
     BXMX17,537$225 12/31/2023
Integrated Advisors Network LLC16,201$208 12/31/2023
     BXMX16,201$208 12/31/2023
Apella Capital LLC15,035$196 03/31/2024
     BXMX15,035$196 03/31/2024
Koshinski Asset Management Inc.15,083$194 12/31/2023
     BXMX15,083$194 12/31/2023
Allworth Financial LP14,531$192 03/31/2024
     BXMX14,531$192 03/31/2024
Commerce Bank14,819$190 12/31/2023
     BXMX14,819$190 12/31/2023
Centurion Wealth Management LLC14,696$189 12/31/2023
     BXMX14,696$189 12/31/2023
Cetera Advisors LLC14,407$185 12/31/2023
     BXMX14,407$185 12/31/2023
DAVENPORT & Co LLC13,927$179 12/31/2023
     BXMX13,927$179 12/31/2023
Wealth Dimensions Group Ltd.13,573$174 12/31/2023
     BXMX13,573$174 12/31/2023
Raymond James Trust N.A.12,966$172 03/31/2024
     BXMX12,966$172 03/31/2024
Founders Financial Alliance LLC13,342$171 12/31/2023
     BXMX13,342$171 12/31/2023
CoreCap Advisors LLC13,310$171 12/31/2023
     BXMX13,310$171 12/31/2023
Summit Financial LLC12,203$164 03/31/2024
     BXMX12,203$164 03/31/2024
US Bancorp DE12,725$163 12/31/2023
     BXMX12,725$163 12/31/2023
Sheaff Brock Investment Advisors LLC12,511$161 12/31/2023
     BXMX12,511$161 12/31/2023
Envestnet Asset Management Inc.12,375$159 12/31/2023
     BXMX12,375$159 12/31/2023
Horizon Wealth Management LLC11,260$149 03/31/2024
     BXMX11,260$149 03/31/2024
Western Wealth Management LLC11,200$144 12/31/2023
     BXMX11,200$144 12/31/2023
CTC Alternative Strategies Ltd.10,792$138 12/31/2023
     BXMX10,792$138 12/31/2023
Beacon Pointe Advisors LLC10,550$135 12/31/2023
     BXMX10,550$135 12/31/2023
Carret Asset Management LLC10,000$132 03/31/2024
     BXMX10,000$132 03/31/2024
Johnson Investment Counsel Inc.10,000$128 12/31/2023
     BXMX10,000$128 12/31/2023
Global Endowment Management LP10,000$128 12/31/2023
     BXMX10,000$128 12/31/2023
Oliver Lagore Vanvalin Investment Group9,597$123 12/31/2023
     BXMX9,597$123 12/31/2023
Hollencrest Capital Management8,609$110 12/31/2023
     BXMX8,609$110 12/31/2023
Harbor Investment Advisory LLC7,890$104 03/31/2024
     BXMX7,890$104 03/31/2024
Hazlett Burt & Watson Inc.7,594$97 12/31/2023
     BXMX7,594$97 12/31/2023
JPMorgan Chase & Co.7,474$96 12/31/2023
     BXMX7,474$96 12/31/2023
Citigroup Inc.6,293$81 12/31/2023
     BXMX6,293$81 12/31/2023
Blue Bell Private Wealth Management LLC6,000$79 03/31/2024
     BXMX6,000$79 03/31/2024
Proequities Inc.4,456$57 12/31/2023
     BXMX4,456$57 12/31/2023
Annis Gardner Whiting Capital Advisors LLC3,000$38 12/31/2023
     BXMX3,000$38 12/31/2023
Signaturefd LLC2,511$32 12/31/2023
     BXMX2,511$32 12/31/2023
CoreFirst Bank & Trust2,485$32 12/31/2023
     BXMX2,485$32 12/31/2023
Benjamin F. Edwards & Company Inc.2,157$28 12/31/2023
     BXMX2,157$28 12/31/2023
Delta Asset Management LLC TN2,100$27 12/31/2023
     BXMX2,100$27 12/31/2023
LifeSteps Financial Inc.2,000$26 03/31/2024
     BXMX2,000$26 03/31/2024
BOK Financial Private Wealth Inc.1,957$25 12/31/2023
     BXMX1,957$25 12/31/2023
Hoese & Co LLP1,750$23 03/31/2024
     BXMX1,750$23 03/31/2024
Osterweis Capital Management Inc.1,675$21 12/31/2023
     BXMX1,675$21 12/31/2023
CWM LLC1,467$19 03/31/2024
     BXMX1,467$19 03/31/2024
Private Trust Co. NA1,293$17 03/31/2024
     BXMX1,293$17 03/31/2024
Dividend Assets Capital LLC1,239$16 12/31/2023
     BXMX1,239$16 12/31/2023
Northwest Capital Management Inc978$13 03/31/2024
     BXMX978$13 03/31/2024
Geneos Wealth Management Inc.1,000$13 12/31/2023
     BXMX1,000$13 12/31/2023
Compass Wealth Management LLC907$12 03/31/2024
     BXMX907$12 03/31/2024
Sunbelt Securities Inc.832$11 03/31/2024
     BXMX832$11 03/31/2024
Stephens Consulting LLC744$10 03/31/2024
     BXMX744$10 03/31/2024
Baystate Wealth Management LLC509$7 12/31/2023
     BXMX509$7 12/31/2023
Fortis Group Advisors LLC500$6 12/31/2023
     BXMX500$6 12/31/2023
Northwest Financial Advisors489$6 12/31/2023
     BXMX489$6 12/31/2023
Huntington National Bank405$5 12/31/2023
     BXMX405$5 12/31/2023
GPS Wealth Strategies Group LLC324$4 12/31/2023
     BXMX324$4 12/31/2023
Venturi Wealth Management LLC214$3 03/31/2024
     BXMX214$3 03/31/2024
Ameliora Wealth Management Ltd.200$3 03/31/2024
     BXMX200$3 03/31/2024
Colonial Trust Co SC254$3 12/31/2023
     BXMX254$3 12/31/2023
ST Germain D J Co. Inc.187$2 03/31/2024
     BXMX187$2 03/31/2024
Financial Management Professionals Inc.157$2 03/31/2024
     BXMX157$2 03/31/2024
Tower Research Capital LLC TRC 11$0 12/31/2023
     BXMX11$0 12/31/2023
Key Financial Inc37$0 12/31/2023
     BXMX37$0 12/31/2023

See Summary: Institutional Holders of BXMX
See Details: Top 10 Hedge Funds Holding BXMX
Also See: BXMX Holdings Changes

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