Nuveen S&P 500 Buy-WRXBXMX
13F holders, Q3 2024 (September 30)153holders −2
14new positions
18sold out
$13.72avg. 13F price*
At the end of Q3 2024, 153 institutions reported holding Nuveen S&P 500 Buy-WR Inc. (XBXMX) in their 13F filings, down 2 from Q2 2024. 14 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($153.6M), UBS Group AG ($24.7M) and LPL Financial LLC ($23.1M).
- Company
- Nuveen S&P 500 Buy-WR Inc.
- CUSIP
- 6706ER101
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $4.3M |
| Exits | 18 | $7.6M |
All 13F filers, Q2 2024 → Q3 2024: 1,681,534 shares bought and 1,441,090 shares sold, net +240,444 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 153 holders
| Morgan Stanley | 0.01% | Add +1.4% | 11,194,536 | $153.6M |
| UBS Group AG | 0.01% | Reduce -0.1% | 1,802,032 | $24.7M |
| LPL Financial LLC | 0.01% | Add +1.8% | 1,687,195 | $23.1M |
| Invesco Ltd. | 0.00% | Add +6.9% | 1,559,086 | $21.4M |
| Wells Fargo & Company | 0.00% | Add +3.1% | 1,447,205 | $19.9M |
| Cornerstone Advisors, LLC | 0.51% | Reduce -3.1% | 943,978 | $13.0M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +4.6% | 890,824 | $12.2M |
| Bank of America Corp. | 0.00% | Add +0.9% | 784,068 | $10.8M |
| Lindbrook Capital, LLC | 0.84% | Add +45.5% | 689,638 | $9.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +110.4% | 675,344 | $9.3M |
| Royal Bank of Canada | 0.00% | Add +0.8% | 667,114 | $9.2M |
| Raymond James & Associates | 0.01% | Add +1.3% | 610,760 | $8.4M |
| Guggenheim Capital LLC | 0.05% | Reduce -3.3% | 560,967 | $7.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +4.0% | 536,533 | $7.4M |
| AQR Arbitrage LLC | 0.28% | Add +33.0% | 503,490 | $6.8M |
| Advisors Asset Management, Inc. | 0.11% | Add +43.4% | 433,892 | $6.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.5% | 354,326 | $4.9M |
| Shaker Financial Services, LLC | 1.69% | Reduce -24.5% | 321,732 | $4.5M |
| Twelve Points Wealth Management LLC | 1.20% | Add +16.1% | 278,478 | $3.8M |
| Focused Wealth Management, Inc | 0.51% | Add +1.8% | 278,067 | $3.8M |
| Moneco Advisors, LLC | 0.45% | Add +2.6% | 265,799 | $3.6M |
| Stifel Financial Corp. | 0.00% | Add +0.2% | 263,482 | $3.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -3.2% | 255,269 | $3.5M |
| Wolverine Asset Management LLC | 0.35% | Reduce -7.1% | 254,550 | $3.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.9% | 249,655 | $3.4M |
| Sage Capital Management, LLC | 1.33% | Reduce -5.9% | 201,770 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | New | 164,962 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -70.3% | 159,355 | $2.2M |
| TPG Advisors LLC | 1.57% | Add +2.0% | 146,747 | $2.0M |
| Moors & Cabot, Inc. | 0.09% | Add +2.0% | 129,549 | $1.8M |
| Park Avenue Securities LLC | 0.02% | Reduce -1.8% | 122,551 | $1.7M |
| Prosperity Wealth Management, Inc. | 0.65% | Add +0.5% | 118,865 | $1.6M |
| Landscape Capital Management, L.L.C. | 0.16% | Reduce -56.5% | 112,245 | $1.5M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -19.6% | 106,014 | $1.5M |
| NCP Inc. | 0.81% | Add +3.0% | 103,917 | $1.4M |
| Cetera Investment Advisers | 0.00% | Reduce -4.9% | 100,054 | $1.4M |
| Shulman DeMeo Asset Management LLC | 0.33% | Reduce -0.2% | 96,937 | $1.3M |
| Prospera Financial Services Inc | 0.03% | Add +1.2% | 96,371 | $1.3M |
| Comerica Bank | 0.01% | Reduce -8.0% | 93,618 | $1.3M |
| Compound Planning, Inc. | 0.07% | Add +15.9% | 84,647 | $1.2M |
| Islay Capital Management, LLC | 0.70% | No change | 75,955 | $1.0M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Reduce -1.6% | 71,606 | $982K |
| Two Sigma Investments, LP | 0.00% | Add +88.5% | 67,920 | $932K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.64% | — | 65,001 | $892K |
| Patten Group, Inc. | 0.19% | Reduce -2.0% | 61,484 | $844K |
| HTLF Bank | 0.09% | Reduce -14.7% | 60,637 | $832K |
| Venture Visionary Partners LLC | 0.04% | Reduce -10.1% | 57,850 | $794K |
| Meteora Capital, LLC | 0.22% | No change | 56,106 | $770K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +4.1% | 51,890 | $721K |
| D.A. Davidson & Co. | 0.01% | Reduce -0.3% | 48,957 | $672K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.6% | 48,287 | $662K |
| &partners | 0.01% | New | 45,877 | $629K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -7.4% | 45,492 | $624K |
| StoneX Group Inc. | 0.04% | Reduce -1.9% | 44,277 | $618K |
| NewEdge Advisors, LLC | 0.00% | Add +0.8% | 42,014 | $576K |
| Glen Eagle Advisors, LLC | 0.10% | Reduce -8.7% | 41,689 | $572K |
| Investment Partners Asset Management, Inc. | 0.47% | Reduce -0.5% | 41,491 | $569K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -3.9% | 37,068 | $516K |
| Truist Financial Corp. | 0.00% | Reduce -11.8% | 36,386 | $499K |
| International Assets Investment Management, LLC | 0.04% | Add +2.3% | 35,634 | $489K |
| Leo Wealth, LLC | 0.04% | No change | 34,991 | $480K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -17.1% | 34,936 | $479K |
| Mariner, LLC | 0.00% | Add +2.8% | 34,703 | $476K |
| Pflug Koory, LLC | 0.03% | — | 34,617 | $475K |
| Boothbay Fund Management, LLC | 0.02% | No change | 33,084 | $454K |
| HighTower Advisors, LLC | 0.00% | Reduce -18.8% | 32,657 | $447K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -10.1% | 32,038 | $440K |
| Jackson, Grant Investment Advisers, Inc. | 0.15% | Add +1.3% | 29,734 | $408K |
| Baird Financial Group, Inc. | 0.00% | Reduce -19.8% | 29,502 | $405K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +0.1% | 28,821 | $395K |
| Lanark Financial, Inc. | 0.03% | No change | 28,339 | $388K |
| Tyche Wealth Partners LLC | 0.08% | Reduce -5.8% | 25,696 | $353K |
| Quantedge Capital Pte Ltd | 0.10% | New | 24,800 | $340K |
| Hilltop Holdings Inc. | 0.02% | New | 23,359 | $320K |
| Instrumental Wealth, LLC | 0.31% | No change | 22,704 | $314K |
| Armor Investment Advisors, LLC | 0.13% | Reduce -3.1% | 22,743 | $312K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 22,430 | $308K |
| Encompass Wealth Advisors, LLC | 0.08% | Add +0.6% | 22,320 | $306K |
| Palogic Value Management, L.P. | 0.12% | No change | 21,871 | $300K |
| Fiduciary Financial Group, LLC | 0.07% | Reduce -23.3% | 21,039 | $287K |
| Integrated Capital Management, Inc. | 0.22% | Add +7.5% | 20,931 | $287K |
| Marco Investment Management LLC | 0.02% | No change | 20,300 | $279K |
| Apriem Advisors | 0.03% | No change | 19,675 | $270K |
| Spire Wealth Management | 0.01% | Add +171.0% | 19,511 | $268K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +1.3% | 19,495 | $267K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -20.9% | 18,448 | $253K |
| Commons Capital, LLC | 0.27% | Add +1.1% | 18,023 | $247K |
| Pathstone Holdings, LLC | 0.00% | No change | 17,537 | $241K |
| Maltin Wealth Management, Inc. | 0.12% | Reduce -6.9% | 17,421 | $239K |
| Triumph Capital Management | 0.08% | No change | 16,932 | $236K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -20.9% | 15,358 | $211K |
| Apella Capital, LLC | 0.01% | No change | 15,035 | $205K |
| Choreo, LLC | 0.00% | New | 14,864 | $203K |
| Commerce Bank | 0.00% | No change | 14,819 | $203K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.9% | 14,825 | $203K |
| DAVENPORT & Co LLC | 0.00% | No change | 13,927 | $191K |
| CoreCap Advisors, LLC | 0.01% | No change | 13,310 | $183K |
| Clarity Wealth Advisors, LLC | 0.05% | New | 13,300 | $182K |
| Wealth Dimensions Group, Ltd. | 0.05% | No change | 13,205 | $181K |
| Centurion Wealth Management LLC | 0.06% | — | 13,078 | $179K |
| Founders Financial Alliance, LLC | 0.05% | Add +0.9% | 12,753 | $175K |
| Kovack Advisors, Inc. | 0.02% | No change | 12,678 | $174K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 12,534 | $172K |
| Summit Financial, LLC | 0.01% | No change | 12,203 | $170K |
| Sheaff Brock Investment Advisors, LLC | 0.01% | Reduce -0.3% | 11,757 | $161K |
| Horizon Wealth Management, LLC | 0.03% | Add +1.8% | 11,660 | $160K |
| Bank of New York Mellon Corp | 0.00% | Reduce -50.8% | 10,357 | $142K |
| Arq Wealth Advisors, LLC | 0.05% | New | 10,434 | $141K |
| Carret Asset Management, LLC | 0.01% | No change | 10,000 | $137K |
| Global Endowment Management, LP | 0.01% | No change | 10,000 | $137K |
| Hazlett, Burt & Watson, Inc. | 0.06% | Add +0.4% | 9,645 | $132K |
| Oliver Lagore Vanvalin Investment Group | 0.04% | No change | 9,597 | $132K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 9,000 | $123K |
| Allworth Financial LP | 0.00% | No change | 8,658 | $119K |
| Hollencrest Capital Management | 0.00% | No change | 8,609 | $118K |
| Continuum Advisory, LLC | 0.01% | Reduce -8.6% | 8,264 | $114K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 7,890 | $108K |
| Cwm, LLC | 0.00% | Add +581.3% | 6,663 | $91K |
| Arlington Trust Co LLC | 0.02% | No change | 6,000 | $82K |
| Matrix Trust Co | 0.01% | New | 5,041 | $69K |
| US Bancorp \de | 0.00% | No change | 5,000 | $69K |
| FNY Investment Advisers, LLC | 0.03% | New | 5,000 | $68K |
| CIBC Private Wealth Group LLC | 0.00% | New | 4,594 | $63K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 4,456 | $62K |
| Castleview Partners, LLC | 0.04% | No change | 4,517 | $62K |
| IFP Advisors, Inc | 0.00% | No change | 3,400 | $47K |
| Citigroup Inc. | 0.00% | No change | 3,186 | $44K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 3,000 | $42K |
| Private Trust Co. NA | 0.00% | No change | 2,539 | $35K |
| 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 |
| Geneos Wealth Management Inc. | 0.00% | Add +141.9% | 2,419 | $33K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 1,957 | $27K |
| Delta Asset Management LLC | 0.00% | No change | 1,900 | $26K |
| CoreFirst Bank & Trust | 0.01% | New | 1,860 | $26K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,850 | $25K |
| Hoese & Co LLP | 0.02% | No change | 1,750 | $24K |
| Northwest Capital Management Inc | 0.00% | No change | 978 | $13K |
| MCF Advisors LLC | 0.00% | No change | 897 | $13K |
| 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 | $10K |
| Fortitude Family Office, LLC | 0.00% | New | 505 | $7K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 504 | $7K |
| Northwest Financial Advisors | 0.01% | New | 489 | $7K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 465 | $6K |
| Colonial Trust Co / SC | 0.00% | No change | 254 | $3K |
| Fortis Group Advisors, LLC | 0.00% | No change | 250 | $3K |
| Financial Management Professionals, Inc. | 0.00% | Add +18.7% | 235 | $3K |
| Ameliora Wealth Management Ltd. | 0.00% | No change | 200 | $3K |
| St Germain D J Co. Inc. | 0.00% | No change | 187 | $3K |
| Key Financial Inc | 0.00% | No change | 37 | $508 |
"% 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.