Nuveen S&P 500 Buy-WRXBXMX
13F holders, Q1 2024 (March 31)148holders
1famous investor
$13.23avg. 13F price*
At the end of Q1 2024, 148 institutions reported holding Nuveen S&P 500 Buy-WR Inc. (XBXMX) in their 13F filings. The largest holders were Morgan Stanley ($144.8M), UBS Group AG ($23.9M) and LPL Financial LLC ($22.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Nuveen S&P 500 Buy-WR Inc.
- CUSIP
- 6706ER101
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $3.4M |
| Exits | 13 | $3.4M |
Ownership 148 holders
| Morgan Stanley | 0.01% | Reduce -3.4% | 10,941,974 | $144.8M |
| UBS Group AG | 0.01% | Add +1.7% | 1,804,032 | $23.9M |
| LPL Financial LLC | 0.01% | Reduce -1.7% | 1,670,573 | $22.1M |
| Wells Fargo & Company | 0.01% | Reduce -5.9% | 1,495,111 | $19.8M |
| Invesco Ltd. | 0.00% | Add +1.2% | 1,351,073 | $17.9M |
| Cornerstone Advisors, LLC | 0.56% | Add +37.0% | 1,017,567 | $13.5M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +5.4% | 852,160 | $11.3M |
| Bank of America Corp. | 0.00% | Add +10.4% | 746,647 | $9.9M |
| Royal Bank of Canada | 0.00% | Reduce -10.5% | 652,847 | $8.6M |
| Raymond James & Associates | 0.01% | Add +1.0% | 615,114 | $8.1M |
| Guggenheim Capital LLC | 0.05% | Reduce -5.6% | 576,684 | $7.6M |
| Shaker Financial Services, LLC | 2.66% | Add +29.5% | 509,619 | $6.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +1.2% | 498,188 | $6.6M |
| Lindbrook Capital, LLC | 0.56% | Add +1.3% | 456,130 | $6.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -0.6% | 384,787 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -8.2% | 363,273 | $4.8M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +6.6% | 348,164 | $4.6M |
| Landscape Capital Management, L.L.C. | 0.39% | Add +39.8% | 335,582 | $4.4M |
| Ameriprise Financial Inc. | 0.00% | Add +14.3% | 324,319 | $4.3M |
| Moneco Advisors, LLC | 0.56% | Reduce -1.9% | 266,278 | $3.5M |
| Wolverine Asset Management LLC | 0.31% | Add +66.2% | 265,268 | $3.5M |
| Focused Wealth Management, Inc | 0.54% | Reduce -1.6% | 260,869 | $3.5M |
| Stifel Financial Corp. | 0.00% | Add +7.6% | 254,353 | $3.4M |
| Sage Capital Management, LLC | 1.52% | Reduce -1.6% | 211,962 | $2.8M |
| Twelve Points Wealth Management LLC | 0.95% | Add +11.9% | 195,658 | $2.6M |
| Advisors Asset Management, Inc. | 0.05% | Add +132.2% | 181,812 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +1298.5% | 173,060 | $2.3M |
| AQR Arbitrage LLC | 0.11% | Add +93.8% | 163,084 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -17.2% | 153,656 | $2.0M |
| Moors & Cabot, Inc. | 0.09% | Reduce -0.7% | 127,285 | $1.7M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -2.7% | 125,755 | $1.6M |
| Hennion & Walsh Asset Management, Inc. | 0.08% | Reduce -2.7% | 116,747 | $1.5M |
| Prosperity Wealth Management, Inc. | 0.73% | Add +3.5% | 116,262 | $1.5M |
| Cetera Investment Advisers | 0.00% | New | 103,159 | $1.4M |
| Comerica Bank | 0.01% | Reduce -8.3% | 102,249 | $1.4M |
| Shulman DeMeo Asset Management LLC | 0.34% | Reduce -0.4% | 97,227 | $1.3M |
| Prospera Financial Services Inc | 0.04% | Add +1.7% | 94,098 | $1.2M |
| Islay Capital Management, LLC | 0.82% | Add +14.5% | 82,278 | $1.1M |
| NCP Inc. | 0.74% | — | 81,150 | $1.1M |
| Patten Group, Inc. | 0.26% | Reduce -0.6% | 80,898 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -21.3% | 80,154 | $1.1M |
| HTLF Bank | 0.11% | No change | 73,002 | $966K |
| Venture Visionary Partners LLC | 0.04% | Add +7.0% | 64,259 | $850K |
| Compound Planning, Inc. | 0.07% | Reduce -19.0% | 60,442 | $800K |
| Citadel Advisors | 0.00% | New | 57,217 | $757K |
| Truist Financial Corp. | 0.00% | Reduce -9.2% | 54,959 | $727K |
| D.A. Davidson & Co. | 0.01% | Reduce -18.4% | 52,617 | $696K |
| StoneX Group Inc. | 0.06% | Reduce -0.2% | 50,158 | $675K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +4.4% | 47,238 | $625K |
| Glen Eagle Advisors, LLC | 0.12% | Reduce -1.1% | 46,845 | $620K |
| Investment Partners Asset Management, Inc. | 0.52% | Reduce -2.3% | 43,254 | $572K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -4.8% | 42,466 | $562K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 41,326 | $547K |
| HighTower Advisors, LLC | 0.00% | Add +72.6% | 40,880 | $540K |
| Atria Wealth Solutions, Inc. | 0.01% | No change | 39,427 | $528K |
| Pflug Koory, LLC | 0.04% | No change | 37,617 | $498K |
| International Assets Investment Management, LLC | 0.05% | Add +1.1% | 36,234 | $480K |
| Leo Wealth, LLC | 0.05% | No change | 34,991 | $463K |
| Baird Financial Group, Inc. | 0.00% | Add +9.6% | 34,186 | $452K |
| Stonebrook Private Inc. | 0.12% | Reduce -5.8% | 32,363 | $428K |
| Mercer Global Advisors Inc. | 0.00% | Add +26.4% | 31,377 | $415K |
| NewEdge Advisors, LLC | 0.00% | Add +22.0% | 30,761 | $407K |
| Captrust Financial Advisors | 0.00% | Reduce -10.5% | 29,469 | $390K |
| Jackson, Grant Investment Advisers, Inc. | 0.16% | Add +1.3% | 28,977 | $383K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Add +0.8% | 28,573 | $378K |
| Lanark Financial, Inc. | 0.04% | No change | 28,584 | $378K |
| Tyche Wealth Partners LLC | 0.09% | Reduce -9.5% | 27,942 | $370K |
| Mariner, LLC | 0.00% | Reduce -15.9% | 27,677 | $366K |
| Capstone Financial Advisors, Inc. | 0.02% | No change | 26,423 | $350K |
| Armor Investment Advisors, LLC | 0.16% | Reduce -21.3% | 25,187 | $333K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +6.8% | 23,465 | $310K |
| Palogic Value Management, L.P. | 0.13% | Reduce -4.1% | 23,371 | $309K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -19.1% | 22,823 | $302K |
| Instrumental Wealth, LLC | 0.13% | Add +3.2% | 22,542 | $297K |
| Nations Financial Group Inc, /Ia/ | 0.03% | No change | 22,430 | $297K |
| Bank of New York Mellon Corp | 0.00% | New | 22,144 | $293K |
| Encompass Wealth Advisors, LLC | 0.08% | No change | 22,039 | $292K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -6.9% | 21,553 | $285K |
| Spire Wealth Management | 0.01% | No change | 21,346 | $282K |
| Marco Investment Management LLC | 0.03% | No change | 20,300 | $269K |
| Apriem Advisors | 0.03% | No change | 19,675 | $260K |
| Maltin Wealth Management, Inc. | 0.14% | No change | 18,436 | $244K |
| Kraft, Davis & Associates, LLC | 0.07% | New | 18,535 | $243K |
| Commons Capital, LLC | 0.35% | Add +4.3% | 18,366 | $243K |
| Pathstone Holdings, LLC | 0.00% | No change | 17,537 | $232K |
| Triumph Capital Management | 0.09% | No change | 17,032 | $226K |
| Integrated Advisors Network LLC | 0.01% | No change | 16,201 | $214K |
| Commerce Bank | 0.00% | No change | 14,819 | $196K |
| Apella Capital, LLC | 0.01% | No change | 15,035 | $196K |
| Centurion Wealth Management LLC | 0.08% | No change | 14,696 | $194K |
| Allworth Financial LP | 0.00% | Add +7.5% | 14,531 | $192K |
| Susquehanna International Group, LLP | 0.00% | New | 13,950 | $185K |
| DAVENPORT & Co LLC | 0.00% | No change | 13,927 | $184K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -7.8% | 13,914 | $184K |
| Centaurus Financial, Inc. | 0.01% | Reduce -45.0% | 13,907 | $184K |
| CoreCap Advisors, LLC | 0.01% | No change | 13,310 | $176K |
| Wealth Dimensions Group, Ltd. | 0.05% | Reduce -2.7% | 13,205 | $175K |
| Raymond James Trust N.A. | 0.00% | Add +29.6% | 12,966 | $172K |
| US Bancorp \de | 0.00% | No change | 12,725 | $168K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | New | 12,534 | $166K |
| Founders Financial Alliance, LLC | 0.05% | Reduce -6.2% | 12,510 | $166K |
| Summit Financial, LLC | 0.01% | No change | 12,203 | $164K |
| Arq Wealth Advisors, LLC | 0.07% | Reduce -87.2% | 11,779 | $156K |
| Horizon Wealth Management, LLC | 0.04% | No change | 11,260 | $149K |
| Sheaff Brock Investment Advisors, LLC | 0.01% | Reduce -12.1% | 11,004 | $146K |
| Western Wealth Management, LLC | 0.01% | Reduce -3.6% | 10,800 | $143K |
| Carret Asset Management, LLC | 0.02% | No change | 10,000 | $132K |
| Global Endowment Management, LP | 0.01% | No change | 10,000 | $132K |
| Oliver Lagore Vanvalin Investment Group | 0.04% | No change | 9,597 | $127K |
| Hazlett, Burt & Watson, Inc. | 0.08% | Add +26.1% | 9,574 | $126K |
| Continuum Advisory, LLC | 0.02% | New | 9,041 | $119K |
| Hollencrest Capital Management | 0.01% | No change | 8,609 | $114K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 7,890 | $104K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Add +62.2% | 6,000 | $79K |
| FNY Investment Advisers, LLC | 0.04% | New | 5,000 | $66K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 4,456 | $60K |
| Deutsche Bank AG | 0.00% | New | 3,500 | $46K |
| Citigroup Inc. | 0.00% | Reduce -45.2% | 3,447 | $46K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 3,000 | $40K |
| Signaturefd, LLC | 0.00% | No change | 2,511 | $33K |
| Global Financial Private Client, LLC | 0.01% | New | 2,486 | $33K |
| CoreFirst Bank & Trust | 0.02% | No change | 2,485 | $33K |
| JPMorgan Chase & Co. | 0.00% | Reduce -67.5% | 2,429 | $32K |
| Delta Asset Management LLC | 0.00% | No change | 2,100 | $28K |
| LifeSteps Financial, Inc. | 0.02% | New | 2,000 | $26K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 1,957 | $26K |
| Hoese & Co LLP | 0.02% | No change | 1,750 | $23K |
| ICA Group Wealth Management, LLC | 0.00% | New | 1,671 | $22K |
| IFP Advisors, Inc | 0.00% | New | 1,552 | $21K |
| Benjamin Edwards Inc. | 0.00% | New | 1,400 | $19K |
| Cwm, LLC | 0.00% | No change | 1,467 | $19K |
| Private Trust Co. NA | 0.00% | No change | 1,293 | $17K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,000 | $13K |
| Northwest Capital Management Inc | 0.00% | No change | 978 | $13K |
| Compass Wealth Management LLC | 0.00% | No change | 907 | $12K |
| Sunbelt Securities, Inc. | 0.00% | No change | 832 | $11K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -59.8% | 868 | $11K |
| Stephens Consulting, LLC | 0.00% | No change | 744 | $10K |
| Rothschild Investment LLC | 0.00% | No change | 693 | $9K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 324 | $4K |
| Colonial Trust Co / SC | 0.00% | No change | 254 | $3K |
| Fortis Group Advisors, LLC | 0.00% | Reduce -50.0% | 250 | $3K |
| Venturi Wealth Management, LLC | 0.00% | New | 214 | $3K |
| Ameliora Wealth Management Ltd. | 0.00% | No change | 200 | $3K |
| St Germain D J Co. Inc. | 0.00% | No change | 187 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 157 | $2K |
| Key Financial Inc | 0.00% | No change | 37 | $490 |
| Tower Research Capital LLC (TRC) | 0.00% | Add +145.4% | 27 | $357 |
"% of holder's portfolio" is XBXMX's weight in each manager's 13F, not the share of Nuveen S&P 500 Buy-WR Inc. the manager owns.