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BXMX Holdings Changes image
This page summarizes the BXMX holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether BXMX is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 		3/31/2024
 Share Count 		Change% Change
13F Filers Increasing BXMX Share Count
Twelve Points Wealth Management LLC 174,870 195,658 +20,788 +11.89%
Allspring Global Investments Holdings LLC 326,734 348,164 +21,430 +6.56%
Raymond James Financial Services Advisors Inc. 808,180 852,160 +43,980 +5.44%
International Assets Investment Management LLC 35,844 36,234 +390 +1.09%
Raymond James & Associates 608,979 615,114 +6,135 +1.01%
13F Filers With Unchanged Share Count
Carret Asset Management LLC 10,000 10,000 UNCH 0.00%
NBC Securities Inc. 28,584 28,584 UNCH 0.00%
ST Germain D J Co. Inc. 187 187 UNCH 0.00%
Harbor Investment Advisory LLC 7,890 7,890 UNCH 0.00%
CWM LLC 1,467 1,467 UNCH 0.00%
Financial Management Professionals Inc. 157 157 UNCH 0.00%
Sunbelt Securities Inc. 832 832 UNCH 0.00%
Northwest Capital Management Inc 978 978 UNCH 0.00%
Pflug Koory LLC 37,617 37,617 UNCH 0.00%
Maltin Wealth Management Inc. 18,436 18,436 UNCH 0.00%
Apella Capital LLC 15,035 15,035 UNCH 0.00%
Horizon Wealth Management LLC 11,260 11,260 UNCH 0.00%
Hoese & Co LLP 1,750 1,750 UNCH 0.00%
Ameliora Wealth Management Ltd. 200 200 UNCH 0.00%
Stephens Consulting LLC 744 744 UNCH 0.00%
Compass Wealth Management LLC 907 907 UNCH 0.00%
13F Filers Decreasing BXMX Share Count
Hennion & Walsh Asset Management Inc. 120,033 116,747 -3,286 -2.74%
Investment Partners Asset Management Inc. 44,254 43,254 -1,000 -2.26%
Patten Group Inc. 81,365 80,898 -467 -0.57%
Shulman DeMeo Asset Management LLC 97,649 97,227 -422 -0.43%
13F Filers Exiting BXMX
Kovack Advisors Inc. 12,278 0 -12,278 -100.00%

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

BXMX Holdings Changes | www.HoldingsChannel.com

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