Nuveen S&P 500 Buy-WRXBXMX
13F holders, Q4 2024 (December 31)170holders +17
16new positions
8sold out
$13.99avg. 13F price*
At the end of Q4 2024, 170 institutions reported holding Nuveen S&P 500 Buy-WR Inc. (XBXMX) in their 13F filings, up 17 from Q3 2024. 16 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($157.5M), UBS Group AG ($25.2M) and LPL Financial LLC ($23.5M).
- Company
- Nuveen S&P 500 Buy-WR Inc.
- CUSIP
- 6706ER101
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $8.6M |
| Exits | 8 | $2.5M |
All 13F filers, Q3 2024 → Q4 2024: 1,930,000 shares bought and 895,771 shares sold, net +1,034,229 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 170 holders
| Morgan Stanley | 0.01% | Add +0.6% | 11,258,615 | $157.5M |
| UBS Group AG | 0.01% | Reduce -0.2% | 1,798,740 | $25.2M |
| LPL Financial LLC | 0.01% | Reduce -0.3% | 1,681,686 | $23.5M |
| Wells Fargo & Company | 0.01% | Add +11.6% | 1,614,773 | $22.6M |
| Invesco Ltd. | 0.00% | Reduce -1.5% | 1,535,507 | $21.5M |
| Raymond James Financial Inc. | 0.01% | — | 1,273,656 | $17.8M |
| Cornerstone Advisors, LLC | 0.49% | Reduce -6.0% | 887,299 | $12.4M |
| Bank of America Corp. | 0.00% | Add +7.0% | 838,664 | $11.7M |
| Lindbrook Capital, LLC | 0.87% | Add +0.1% | 690,062 | $9.7M |
| Royal Bank of Canada | 0.00% | Add +0.8% | 672,782 | $9.4M |
| Guggenheim Capital LLC | 0.08% | Add +18.7% | 666,045 | $9.3M |
| Advisors Asset Management, Inc. | 0.15% | Add +35.3% | 586,934 | $8.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +1.8% | 546,195 | $7.6M |
| AQR Arbitrage LLC | 0.29% | Reduce -1.5% | 495,868 | $6.9M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -29.4% | 476,776 | $6.7M |
| Twelve Points Wealth Management LLC | 1.54% | Add +37.3% | 382,367 | $5.3M |
| Osaic Holdings, Inc. | 0.01% | Add +42.5% | 363,697 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.0% | 361,604 | $5.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +125.0% | 358,506 | $5.0M |
| Focused Wealth Management, Inc | 0.60% | Add +14.1% | 317,200 | $4.4M |
| Ameriprise Financial Inc. | 0.00% | Add +17.9% | 294,349 | $4.1M |
| Stifel Financial Corp. | 0.00% | Add +5.0% | 276,786 | $3.9M |
| Moneco Advisors, LLC | 0.39% | Reduce -0.1% | 265,524 | $3.7M |
| Shaker Financial Services, LLC | 1.15% | Reduce -33.2% | 214,868 | $3.0M |
| Sage Capital Management, LLC | 1.46% | Add +2.4% | 206,613 | $2.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +20.4% | 198,551 | $2.8M |
| Legacy Capital Wealth Partners, LLC | 0.53% | New | 152,261 | $2.1M |
| TPG Advisors LLC | 1.55% | Reduce -3.2% | 142,071 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +37.0% | 137,116 | $1.9M |
| Moors & Cabot, Inc. | 0.09% | Add +4.2% | 135,043 | $1.9M |
| Park Avenue Securities LLC | 0.02% | Add +2.7% | 125,910 | $1.8M |
| Prosperity Wealth Management, Inc. | 0.70% | Add +2.9% | 122,266 | $1.7M |
| Wolverine Asset Management LLC | 0.13% | Reduce -53.3% | 118,973 | $1.7M |
| ICONIQ Capital, LLC | 0.02% | New | 109,800 | $1.5M |
| NCP Inc. | 0.78% | Add +5.0% | 109,068 | $1.5M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -0.9% | 105,032 | $1.5M |
| Prospera Financial Services Inc | 0.03% | Add +4.5% | 100,669 | $1.4M |
| Compound Planning, Inc. | 0.07% | Add +16.4% | 98,560 | $1.4M |
| Shulman DeMeo Asset Management LLC | 0.37% | Reduce -0.1% | 96,810 | $1.4M |
| Comerica Bank | 0.01% | Reduce -0.2% | 93,462 | $1.3M |
| PVG Asset Management Corp. | 6.05% | New | 91,460 | $1.3M |
| Puff Wealth Management, LLC | 1.92% | — | 78,765 | $1.1M |
| Essential Planning, LLC. | 0.01% | New | 79,495 | $1.1M |
| Islay Capital Management, LLC | 0.76% | Add +2.4% | 77,756 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +121.4% | 77,347 | $1.1M |
| Blake Schutter Theil Wealth Advisors, LLC | 0.96% | Add +0.1% | 65,090 | $911K |
| Patten Group, Inc. | 0.19% | Reduce -0.1% | 61,401 | $859K |
| HTLF Bank | 0.10% | Reduce -0.5% | 60,313 | $844K |
| Sims Investment Management, LLC | 0.47% | — | 60,000 | $839K |
| Richmond Investment Services, LLC | 0.46% | — | 58,330 | $816K |
| Venture Visionary Partners LLC | 0.03% | Add +0.1% | 57,888 | $810K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Reduce -26.6% | 52,528 | $735K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +7.8% | 52,076 | $729K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -0.8% | 51,490 | $720K |
| &partners | 0.01% | Add +10.8% | 50,838 | $708K |
| D.A. Davidson & Co. | 0.01% | Reduce -1.2% | 48,357 | $677K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.6% | 45,232 | $633K |
| StoneX Group Inc. | 0.03% | Add +0.7% | 44,581 | $624K |
| Truist Financial Corp. | 0.00% | Add +13.7% | 41,373 | $579K |
| Alteri Wealth LLC | 0.16% | — | 40,210 | $563K |
| NewEdge Advisors, LLC | 0.00% | Reduce -5.2% | 39,835 | $557K |
| Matrix Trust Co | 0.09% | Add +668.5% | 38,742 | $542K |
| Investment Partners Asset Management, Inc. | 0.42% | Reduce -8.3% | 38,059 | $532K |
| International Assets Investment Management, LLC | 0.04% | Add +5.6% | 37,634 | $517K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -5.0% | 35,202 | $499K |
| Leo Wealth, LLC | 0.04% | No change | 34,991 | $490K |
| Pflug Koory, LLC | 0.03% | No change | 34,617 | $484K |
| HighTower Advisors, LLC | 0.00% | Add +5.0% | 34,276 | $480K |
| Rockefeller Capital Management L.P. | 0.00% | Add +5.9% | 33,931 | $475K |
| Glen Eagle Advisors, LLC | 0.08% | Reduce -21.9% | 32,557 | $455K |
| Landscape Capital Management, L.L.C. | 0.05% | Reduce -72.1% | 31,277 | $438K |
| Creative Planning | 0.00% | New | 30,318 | $424K |
| Baird Financial Group, Inc. | 0.00% | Add +2.6% | 30,257 | $423K |
| Jackson, Grant Investment Advisers, Inc. | 0.16% | Add +1.5% | 30,170 | $422K |
| Spire Wealth Management | 0.01% | Add +53.6% | 29,976 | $419K |
| Independent Advisor Alliance | 0.01% | New | 29,514 | $413K |
| Focus Partners Wealth | 0.00% | New | 29,431 | $412K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -0.3% | 28,725 | $402K |
| Tyche Wealth Partners LLC | 0.08% | Reduce -0.3% | 25,621 | $358K |
| Instrumental Wealth, LLC | 0.32% | Add +5.0% | 23,840 | $336K |
| GatePass Capital, LLC | 0.35% | — | 22,700 | $318K |
| Encompass Wealth Advisors, LLC | 0.13% | Add +1.4% | 22,622 | $316K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 22,430 | $314K |
| Mariner, LLC | 0.00% | Reduce -36.8% | 21,947 | $307K |
| Palogic Value Management, L.P. | 0.12% | No change | 21,871 | $306K |
| World Equity Group, Inc. | 0.07% | New | 21,700 | $304K |
| Integrated Capital Management, Inc. | 0.24% | Add +3.1% | 21,588 | $302K |
| PNC Financial Services Group, Inc. | 0.00% | Add +15.2% | 21,244 | $297K |
| Marco Investment Management LLC | 0.02% | No change | 20,300 | $284K |
| Private Advisory Group LLC | 0.03% | New | 20,116 | $281K |
| Armor Investment Advisors, LLC | 0.11% | Reduce -13.0% | 19,794 | $277K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -2.6% | 18,988 | $266K |
| Hilltop Holdings Inc. | 0.02% | Reduce -18.9% | 18,948 | $265K |
| Commons Capital, LLC | 0.23% | Add +2.5% | 18,465 | $258K |
| Maltin Wealth Management, Inc. | 0.12% | Add +3.2% | 17,981 | $252K |
| Apriem Advisors | 0.03% | Reduce -8.7% | 17,968 | $251K |
| Pathstone Holdings, LLC | 0.00% | No change | 17,537 | $245K |
| Triumph Capital Management | 0.08% | No change | 16,932 | $237K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +5.7% | 16,228 | $227K |
| Quantedge Capital Pte Ltd | 0.08% | Reduce -35.5% | 16,000 | $224K |
| Bay Capital Advisors, LLC | 0.18% | — | 15,950 | $223K |
| Commerce Bank | 0.00% | Add +6.8% | 15,819 | $221K |
| PGIM Custom Harvest LLC | 0.00% | New | 15,760 | $220K |
| Bank of New York Mellon Corp | 0.00% | Add +45.5% | 15,074 | $211K |
| Apella Capital, LLC | 0.01% | No change | 15,035 | $210K |
| Choreo, LLC | 0.00% | Reduce -0.9% | 14,723 | $206K |
| DAVENPORT & Co LLC | 0.00% | No change | 13,927 | $195K |
| Fiduciary Financial Group, LLC | 0.04% | Reduce -33.9% | 13,910 | $190K |
| CoreCap Advisors, LLC | 0.01% | No change | 13,310 | $186K |
| Clarity Wealth Advisors, LLC | 0.05% | No change | 13,300 | $186K |
| MML Investors Services, LLC | 0.00% | New | 13,228 | $185K |
| Wealth Dimensions Group, Ltd. | 0.05% | No change | 13,205 | $185K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Add +12.3% | 13,198 | $185K |
| Founders Financial Alliance, LLC | 0.05% | Add +1.4% | 12,935 | $181K |
| GWN Securities Inc. | 0.05% | — | 12,595 | $178K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 12,534 | $175K |
| Centurion Wealth Management LLC | 0.05% | Reduce -5.8% | 12,318 | $172K |
| Summit Financial, LLC | 0.01% | No change | 12,203 | $171K |
| Kovack Advisors, Inc. | 0.02% | Reduce -3.9% | 12,178 | $170K |
| Horizon Wealth Management, LLC | 0.03% | No change | 11,660 | $163K |
| Allworth Financial LP | 0.00% | Add +23.1% | 10,658 | $150K |
| Atria Investments, Inc | 0.00% | New | 10,541 | $147K |
| Arq Wealth Advisors, LLC | 0.06% | No change | 10,434 | $146K |
| World Investment Advisors | 0.00% | New | 10,274 | $144K |
| Global Endowment Management, LP | 0.02% | No change | 10,000 | $140K |
| Carret Asset Management, LLC | 0.02% | No change | 10,000 | $140K |
| Hazlett, Burt & Watson, Inc. | 0.06% | Add +0.8% | 9,722 | $136K |
| Oliver Lagore Vanvalin Investment Group | 0.03% | No change | 9,597 | $134K |
| Hollencrest Capital Management | 0.00% | No change | 8,609 | $120K |
| Continuum Advisory, LLC | 0.01% | No change | 8,264 | $116K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 7,890 | $110K |
| Arlington Trust Co LLC | 0.02% | No change | 6,000 | $84K |
| US Bancorp \de | 0.00% | No change | 5,000 | $70K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 4,456 | $63K |
| Castleview Partners, LLC | 0.03% | No change | 4,517 | $62K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -51.1% | 4,400 | $62K |
| Private Trust Co. NA | 0.01% | Add +39.4% | 3,539 | $50K |
| IFP Advisors, Inc | 0.00% | No change | 3,400 | $48K |
| Citigroup Inc. | 0.00% | No change | 3,186 | $45K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 3,000 | $42K |
| Signaturefd, LLC | 0.00% | No change | 2,511 | $35K |
| Global Financial Private Client, LLC | 0.01% | No change | 2,486 | $35K |
| JPMorgan Chase & Co. | 0.00% | No change | 2,429 | $34K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -0.4% | 2,409 | $34K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 1,957 | $27K |
| Bangor Savings Bank | 0.00% | New | 1,957 | $27K |
| CoreFirst Bank & Trust | 0.02% | No change | 1,860 | $26K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,850 | $26K |
| Delta Asset Management LLC | 0.00% | Reduce -5.3% | 1,800 | $25K |
| Hoese & Co LLP | 0.02% | No change | 1,750 | $24K |
| WPG Advisers, LLC | 0.02% | — | 1,451 | $20K |
| Cwm, LLC | 0.00% | Reduce -85.3% | 978 | $14K |
| Northwest Capital Management Inc | 0.01% | No change | 978 | $14K |
| Stephens Consulting, LLC | 0.00% | No change | 744 | $10K |
| Rothschild Investment LLC | 0.00% | No change | 693 | $10K |
| Fortitude Family Office, LLC | 0.00% | No change | 505 | $7K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 504 | $7K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 481 | $7K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 465 | $7K |
| MCF Advisors LLC | 0.00% | Reduce -52.1% | 430 | $6K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 349 | $5K |
| Financial Management Professionals, Inc. | 0.00% | Add +11.5% | 262 | $4K |
| Colonial Trust Co / SC | 0.00% | No change | 254 | $4K |
| Fortis Group Advisors, LLC | 0.00% | No change | 250 | $3K |
| Venturi Wealth Management, LLC | 0.00% | New | 236 | $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 | $518 |
| Lanark Financial, Inc. | 0.04% | — | 29 | $406 |
| Wood Tarver Financial Group, LLC | 0.00% | — | 21 | $0 |
"% 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.