Nuveen S&P 500 Buy-WRXBXMX
13F holders, Q2 2024 (June 30)155holders +7
18new positions
13sold out
$13.50avg. 13F price*
At the end of Q2 2024, 155 institutions reported holding Nuveen S&P 500 Buy-WR Inc. (XBXMX) in their 13F filings, up 7 from Q1 2024. 18 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($149.0M), UBS Group AG ($24.4M) and LPL Financial LLC ($22.4M).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $8.4M |
| Exits | 13 | $3.8M |
All 13F filers, Q1 2024 → Q2 2024: 1,763,751 shares bought and 1,030,806 shares sold, net +732,945 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 155 holders
| Morgan Stanley | 0.01% | Add +0.9% | 11,038,997 | $149.0M |
| UBS Group AG | 0.01% | Add +0.0% | 1,804,257 | $24.4M |
| LPL Financial LLC | 0.01% | Reduce -0.7% | 1,658,211 | $22.4M |
| Invesco Ltd. | 0.00% | Add +8.0% | 1,459,046 | $19.7M |
| Wells Fargo & Company | 0.00% | Reduce -6.1% | 1,403,857 | $19.0M |
| Cornerstone Advisors, LLC | 0.53% | Reduce -4.2% | 974,532 | $13.2M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -0.1% | 851,314 | $11.5M |
| Bank of America Corp. | 0.00% | Add +4.1% | 777,180 | $10.5M |
| Royal Bank of Canada | 0.00% | Add +1.3% | 661,497 | $8.9M |
| Raymond James & Associates | 0.01% | Reduce -1.9% | 603,099 | $8.1M |
| Guggenheim Capital LLC | 0.06% | Add +0.6% | 580,212 | $7.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +210.6% | 537,514 | $7.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +3.5% | 515,813 | $7.0M |
| Lindbrook Capital, LLC | 0.60% | Add +3.9% | 473,830 | $6.4M |
| Shaker Financial Services, LLC | 2.37% | Reduce -16.4% | 426,207 | $5.9M |
| AQR Arbitrage LLC | 0.23% | Add +132.1% | 378,587 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.9% | 359,840 | $4.9M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -7.8% | 320,913 | $4.3M |
| Advisors Asset Management, Inc. | 0.08% | Add +66.4% | 302,574 | $4.1M |
| Legacy Capital Wealth Partners, LLC | 1.03% | New | 298,274 | $4.0M |
| Wolverine Asset Management LLC | 0.36% | Add +3.3% | 273,989 | $3.7M |
| Focused Wealth Management, Inc | 0.54% | Add +4.8% | 273,273 | $3.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -16.4% | 271,073 | $3.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -31.5% | 263,689 | $3.6M |
| Stifel Financial Corp. | 0.00% | Add +3.4% | 263,034 | $3.6M |
| Moneco Advisors, LLC | 0.51% | Reduce -2.8% | 258,951 | $3.5M |
| Landscape Capital Management, L.L.C. | 0.29% | Reduce -23.1% | 258,167 | $3.5M |
| Twelve Points Wealth Management LLC | 1.14% | Add +22.6% | 239,864 | $3.2M |
| Sage Capital Management, LLC | 1.52% | Add +1.1% | 214,398 | $2.9M |
| TPG Advisors LLC | 1.65% | — | 143,869 | $1.9M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Add +4.9% | 131,877 | $1.8M |
| Moors & Cabot, Inc. | 0.09% | Reduce -0.3% | 126,959 | $1.7M |
| Park Avenue Securities LLC | 0.02% | New | 124,826 | $1.7M |
| Prosperity Wealth Management, Inc. | 0.79% | Add +1.8% | 118,294 | $1.6M |
| PVG Asset Management Corp. | 6.07% | — | 113,390 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +2.0% | 105,196 | $1.4M |
| Comerica Bank | 0.01% | Reduce -0.5% | 101,792 | $1.4M |
| NCP Inc. | 0.86% | Add +24.4% | 100,941 | $1.4M |
| Shulman DeMeo Asset Management LLC | 0.34% | Reduce -0.1% | 97,131 | $1.3M |
| Prospera Financial Services Inc | 0.04% | Add +1.2% | 95,255 | $1.3M |
| Islay Capital Management, LLC | 0.74% | Reduce -7.7% | 75,955 | $1.0M |
| Compound Planning, Inc. | 0.07% | Add +20.8% | 73,011 | $986K |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Reduce -37.7% | 72,741 | $982K |
| HTLF Bank | 0.11% | Reduce -2.6% | 71,091 | $960K |
| Venture Visionary Partners LLC | 0.04% | Add +0.1% | 64,342 | $869K |
| Patten Group, Inc. | 0.20% | Reduce -22.5% | 62,727 | $847K |
| Meteora Capital, LLC | 0.14% | New | 56,106 | $757K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +26.5% | 49,864 | $682K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -38.7% | 49,139 | $663K |
| D.A. Davidson & Co. | 0.01% | Reduce -6.7% | 49,099 | $663K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.6% | 47,987 | $648K |
| StoneX Group Inc. | 0.05% | Reduce -10.0% | 45,132 | $620K |
| Glen Eagle Advisors, LLC | 0.11% | Reduce -2.5% | 45,664 | $616K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.8% | 42,143 | $569K |
| Investment Partners Asset Management, Inc. | 0.50% | Reduce -3.6% | 41,691 | $563K |
| NewEdge Advisors, LLC | 0.00% | Add +35.5% | 41,665 | $562K |
| Truist Financial Corp. | 0.00% | Reduce -24.9% | 41,267 | $557K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.6% | 40,214 | $543K |
| Baird Financial Group, Inc. | 0.00% | Add +7.6% | 36,776 | $496K |
| Sanctuary Advisors, LLC | 0.00% | — | 38,589 | $490K |
| Two Sigma Investments, LP | 0.00% | New | 36,025 | $486K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -13.8% | 35,617 | $481K |
| Leo Wealth, LLC | 0.05% | No change | 34,991 | $472K |
| International Assets Investment Management, LLC | 0.04% | Reduce -3.9% | 34,834 | $470K |
| Mariner, LLC | 0.00% | Add +22.0% | 33,760 | $456K |
| Boothbay Fund Management, LLC | 0.02% | New | 33,084 | $447K |
| Jackson, Grant Investment Advisers, Inc. | 0.16% | Add +1.3% | 29,355 | $396K |
| Captrust Financial Advisors | 0.00% | Reduce -1.7% | 28,969 | $391K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Add +0.8% | 28,798 | $389K |
| Lanark Financial, Inc. | 0.03% | Reduce -0.9% | 28,339 | $382K |
| Fiduciary Financial Group, LLC | 0.09% | — | 27,422 | $373K |
| Tyche Wealth Partners LLC | 0.09% | Reduce -2.4% | 27,276 | $368K |
| Capstone Financial Advisors, Inc. | 0.02% | No change | 26,423 | $357K |
| Armor Investment Advisors, LLC | 0.15% | Reduce -6.8% | 23,470 | $317K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.2% | 23,318 | $315K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 22,430 | $303K |
| Encompass Wealth Advisors, LLC | 0.08% | Add +0.6% | 22,180 | $299K |
| Atria Investments, Inc | 0.00% | New | 22,166 | $299K |
| Instrumental Wealth, LLC | 0.31% | Add +0.7% | 22,704 | $297K |
| Palogic Value Management, L.P. | 0.13% | Reduce -6.4% | 21,871 | $295K |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.9% | 21,051 | $284K |
| Marco Investment Management LLC | 0.03% | No change | 20,300 | $274K |
| Apriem Advisors | 0.03% | No change | 19,675 | $266K |
| Integrated Capital Management, Inc. | 0.21% | New | 19,465 | $263K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -17.2% | 19,427 | $262K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -10.7% | 19,253 | $260K |
| Maltin Wealth Management, Inc. | 0.14% | Add +1.5% | 18,712 | $253K |
| Kraft, Davis & Associates, LLC | 0.07% | No change | 18,535 | $244K |
| Commons Capital, LLC | 0.29% | Reduce -3.0% | 17,818 | $241K |
| Pathstone Holdings, LLC | 0.00% | No change | 17,537 | $237K |
| Triumph Capital Management | 0.09% | Reduce -0.6% | 16,932 | $233K |
| Apella Capital, LLC | 0.01% | No change | 15,035 | $205K |
| Commerce Bank | 0.00% | No change | 14,819 | $200K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -53.2% | 14,686 | $198K |
| Susquehanna International Group, LLP | 0.00% | Reduce -0.1% | 13,930 | $188K |
| DAVENPORT & Co LLC | 0.00% | No change | 13,927 | $188K |
| CoreCap Advisors, LLC | 0.02% | No change | 13,310 | $180K |
| Wealth Dimensions Group, Ltd. | 0.05% | No change | 13,205 | $178K |
| Kovack Advisors, Inc. | 0.02% | New | 12,678 | $171K |
| Founders Financial Alliance, LLC | 0.05% | Add +1.0% | 12,640 | $171K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 12,534 | $169K |
| Summit Financial, LLC | 0.01% | No change | 12,203 | $168K |
| Stonebrook Private Inc. | 0.05% | Reduce -61.7% | 12,383 | $167K |
| Raymond James Trust N.A. | 0.00% | Reduce -7.7% | 11,966 | $162K |
| Sheaff Brock Investment Advisors, LLC | 0.01% | Add +7.2% | 11,794 | $159K |
| Horizon Wealth Management, LLC | 0.04% | Add +1.8% | 11,460 | $155K |
| Western Wealth Management, LLC | 0.01% | No change | 10,800 | $146K |
| Carret Asset Management, LLC | 0.02% | No change | 10,000 | $135K |
| Global Endowment Management, LP | 0.01% | No change | 10,000 | $135K |
| Hazlett, Burt & Watson, Inc. | 0.07% | Add +0.4% | 9,610 | $130K |
| Oliver Lagore Vanvalin Investment Group | 0.04% | No change | 9,597 | $130K |
| Continuum Advisory, LLC | 0.02% | No change | 9,041 | $122K |
| Blue Bell Private Wealth Management, LLC | 0.03% | Add +50.0% | 9,000 | $122K |
| Hollencrest Capital Management | 0.01% | No change | 8,609 | $116K |
| Allworth Financial LP | 0.00% | Reduce -40.4% | 8,658 | $115K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 7,890 | $107K |
| Spire Wealth Management | 0.00% | Reduce -66.3% | 7,200 | $97K |
| Arlington Trust Co LLC | 0.02% | New | 6,000 | $81K |
| US Bancorp \de | 0.00% | Reduce -60.7% | 5,000 | $68K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 4,456 | $61K |
| Castleview Partners, LLC | 0.03% | New | 4,517 | $61K |
| IFP Advisors, Inc | 0.00% | Add +119.1% | 3,400 | $46K |
| Citigroup Inc. | 0.00% | Reduce -7.6% | 3,186 | $43K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 3,000 | $41K |
| Private Trust Co. NA | 0.00% | Add +96.4% | 2,539 | $34K |
| Signaturefd, LLC | 0.00% | No change | 2,511 | $34K |
| Global Financial Private Client, LLC | 0.01% | No change | 2,486 | $34K |
| JPMorgan Chase & Co. | 0.00% | No change | 2,429 | $33K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 1,957 | $27K |
| Delta Asset Management LLC | 0.00% | Reduce -9.5% | 1,900 | $26K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 1,850 | $25K |
| Maryland Capital Advisors Inc. | 0.01% | New | 1,750 | $24K |
| Hoese & Co LLP | 0.02% | No change | 1,750 | $23K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,000 | $14K |
| Northwest Capital Management Inc | 0.00% | No change | 978 | $13K |
| Cwm, LLC | 0.00% | Reduce -33.3% | 978 | $13K |
| MCF Advisors LLC | 0.00% | New | 897 | $12K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 868 | $12K |
| Sunbelt Securities, Inc. | 0.00% | No change | 832 | $11K |
| Stephens Consulting, LLC | 0.00% | No change | 744 | $10K |
| Rothschild Investment LLC | 0.00% | No change | 693 | $9K |
| Principal Securities, Inc. | 0.00% | New | 598 | $8K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 465 | $6K |
| Redwood Wealth Management Group, LLC | 0.00% | New | 380 | $5K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +1.9% | 330 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1063.0% | 314 | $4K |
| Wetzel Investment Advisors, Inc. | 0.00% | New | 300 | $4K |
| Fortis Group Advisors, LLC | 0.00% | No change | 250 | $3K |
| Colonial Trust Co / SC | 0.00% | No change | 254 | $3K |
| Financial Management Professionals, Inc. | 0.00% | Add +26.1% | 198 | $3K |
| Venturi Wealth Management, LLC | 0.00% | No change | 214 | $3K |
| Ameliora Wealth Management Ltd. | 0.00% | No change | 200 | $3K |
| St Germain D J Co. Inc. | 0.00% | No change | 187 | $3K |
| CENTRAL TRUST Co | 0.00% | New | 131 | $2K |
| Key Financial Inc | 0.00% | No change | 37 | $500 |
"% 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.