Nuveen S&P 500 Buy-WRXBXMX
13F holders, Q1 2025 (March 31)164holders −6
15new positions
18sold out
$13.12avg. 13F price*
At the end of Q1 2025, 164 institutions reported holding Nuveen S&P 500 Buy-WR Inc. (XBXMX) in their 13F filings, down 6 from Q4 2024. 15 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($152.2M), Wells Fargo & Company ($21.9M) and LPL Financial LLC ($21.2M).
- Company
- Nuveen S&P 500 Buy-WR Inc.
- CUSIP
- 6706ER101
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $3.5M |
| Exits | 18 | $7.7M |
All 13F filers, Q4 2024 → Q1 2025: 1,537,827 shares bought and 1,965,474 shares sold, net −427,647 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 164 holders
| Morgan Stanley | 0.01% | Add +3.0% | 11,599,448 | $152.2M |
| Wells Fargo & Company | 0.01% | Add +3.1% | 1,665,484 | $21.9M |
| LPL Financial LLC | 0.01% | Reduce -3.9% | 1,615,346 | $21.2M |
| UBS Group AG | 0.00% | Reduce -13.8% | 1,550,899 | $20.3M |
| Invesco Ltd. | 0.00% | Reduce -1.4% | 1,513,697 | $19.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -24.8% | 957,600 | $12.6M |
| Bank of America Corp. | 0.00% | Reduce -4.6% | 800,399 | $10.5M |
| Advisors Asset Management, Inc. | 0.19% | Add +33.9% | 785,965 | $10.3M |
| Cornerstone Advisors, LLC | 0.40% | Reduce -21.0% | 700,570 | $9.2M |
| Lindbrook Capital, LLC | 0.83% | No change | 690,062 | $9.1M |
| Guggenheim Capital LLC | 0.08% | Add +0.4% | 668,968 | $8.8M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +33.6% | 636,911 | $8.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +2.2% | 558,246 | $7.3M |
| Royal Bank of Canada | 0.00% | Reduce -26.3% | 495,627 | $6.5M |
| AQR Arbitrage LLC | 0.27% | Reduce -4.9% | 471,748 | $6.1M |
| Twelve Points Wealth Management LLC | 1.48% | Add +8.5% | 414,978 | $5.4M |
| Ameriprise Financial Inc. | 0.00% | Add +35.5% | 398,750 | $5.2M |
| Osaic Holdings, Inc. | 0.01% | Add +1.6% | 369,692 | $4.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.3% | 349,528 | $4.6M |
| Focused Wealth Management, Inc | 0.59% | Add +3.6% | 328,730 | $4.3M |
| Stifel Financial Corp. | 0.00% | Add +1.7% | 281,381 | $3.7M |
| Moneco Advisors, LLC | 0.36% | Reduce -0.7% | 263,712 | $3.5M |
| Sage Capital Management, LLC | 1.77% | Add +20.6% | 249,250 | $3.3M |
| Wolverine Asset Management LLC | 0.23% | Add +92.7% | 229,208 | $3.0M |
| Shaker Financial Services, LLC | 1.10% | Reduce -2.6% | 209,352 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +6.6% | 211,578 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -51.2% | 174,891 | $2.3M |
| Cetera Investment Advisers | 0.00% | Add +2.8% | 141,007 | $1.9M |
| TPG Advisors LLC | 1.44% | Reduce -1.9% | 139,397 | $1.8M |
| Moors & Cabot, Inc. | 0.09% | Reduce -2.3% | 131,972 | $1.7M |
| Park Avenue Securities LLC | 0.02% | Add +1.1% | 127,301 | $1.7M |
| NCP Inc. | 2.24% | Add +15.8% | 126,302 | $1.7M |
| Prosperity Wealth Management, Inc. | 0.75% | No change | 122,266 | $1.6M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +2.0% | 107,139 | $1.4M |
| Prospera Financial Services Inc | 0.03% | Reduce -1.4% | 99,307 | $1.3M |
| Shulman DeMeo Asset Management LLC | 0.35% | Reduce -0.6% | 96,210 | $1.3M |
| Comerica Bank | 0.01% | Reduce -3.6% | 90,115 | $1.2M |
| Compound Planning, Inc. | 0.05% | Reduce -16.9% | 81,882 | $1.1M |
| Islay Capital Management, LLC | 0.72% | Add +3.2% | 80,256 | $1.1M |
| Puff Wealth Management, LLC | 1.83% | Add +0.4% | 79,065 | $1.0M |
| NorthCoast Asset Management LLC | 0.01% | New | 75,903 | $996K |
| Readystate Asset Management LP | 0.09% | New | 73,002 | $958K |
| Blake Schutter Theil Wealth Advisors, LLC | 1.02% | Add +5.1% | 68,438 | $898K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -13.1% | 67,215 | $882K |
| GatePass Capital, LLC | 0.61% | Add +168.7% | 61,000 | $800K |
| Sims Investment Management, LLC | 0.35% | Add +0.2% | 60,100 | $789K |
| Patten Group, Inc. | 0.18% | Reduce -4.5% | 58,645 | $769K |
| Richmond Investment Services, LLC | 0.42% | No change | 58,330 | $765K |
| Matrix Trust Co | 0.13% | Add +48.3% | 57,471 | $754K |
| Susquehanna International Group, LLP | 0.00% | New | 55,753 | $731K |
| Venture Visionary Partners LLC | 0.03% | Reduce -6.2% | 54,325 | $713K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Reduce -0.4% | 52,300 | $686K |
| &partners | 0.01% | Add +3.0% | 52,373 | $682K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -4.1% | 49,930 | $655K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -5.8% | 48,496 | $646K |
| D.A. Davidson & Co. | 0.01% | Reduce -0.2% | 48,255 | $633K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.6% | 45,939 | $603K |
| Hilltop Holdings Inc. | 0.04% | Add +137.2% | 44,948 | $590K |
| NewEdge Advisors, LLC | 0.00% | Add +9.0% | 43,415 | $570K |
| Alteri Wealth LLC | 0.25% | Add +8.0% | 43,405 | $569K |
| HighTower Advisors, LLC | 0.00% | Add +25.8% | 43,128 | $566K |
| International Assets Investment Management, LLC | 0.05% | Add +14.1% | 42,934 | $563K |
| Truist Financial Corp. | 0.00% | Reduce -0.2% | 41,276 | $542K |
| Investment Partners Asset Management, Inc. | 0.38% | Reduce -2.0% | 37,309 | $489K |
| Leo Wealth, LLC | 0.07% | No change | 34,991 | $459K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -2.7% | 34,247 | $449K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 33,931 | $445K |
| Spire Wealth Management | 0.01% | Add +13.1% | 33,896 | $445K |
| StoneX Group Inc. | 0.02% | Reduce -25.6% | 33,155 | $444K |
| Pflug Koory, LLC | 0.25% | Reduce -2.7% | 33,682 | $442K |
| Baird Financial Group, Inc. | 0.00% | Add +3.0% | 31,159 | $409K |
| Jackson, Grant Investment Advisers, Inc. | 0.16% | Add +1.6% | 30,647 | $402K |
| Lanark Financial, Inc. | 0.03% | — | 29,069 | $381K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -4.7% | 27,376 | $359K |
| Marco Investment Management LLC | 0.03% | Add +34.5% | 27,300 | $358K |
| Tyche Wealth Partners LLC | 0.07% | No change | 25,621 | $336K |
| Landscape Capital Management, L.L.C. | 0.03% | Reduce -20.1% | 24,985 | $328K |
| PNC Financial Services Group, Inc. | 0.00% | Add +17.5% | 24,964 | $328K |
| Focus Partners Wealth | 0.00% | Reduce -15.6% | 24,831 | $326K |
| Instrumental Wealth, LLC | 0.28% | No change | 23,840 | $305K |
| Encompass Wealth Advisors, LLC | 0.12% | No change | 22,622 | $297K |
| Integrated Capital Management, Inc. | 0.23% | Add +4.0% | 22,463 | $295K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 22,430 | $294K |
| Palogic Value Management, L.P. | 0.13% | No change | 21,871 | $287K |
| Glen Eagle Advisors, LLC | 0.04% | Reduce -37.1% | 20,464 | $268K |
| Creative Planning | 0.00% | Reduce -34.0% | 20,012 | $263K |
| Armor Investment Advisors, LLC | 0.11% | Reduce -0.5% | 19,687 | $258K |
| Quantedge Capital Pte Ltd | 0.08% | Add +21.9% | 19,500 | $256K |
| Avantax Advisory Services, Inc. | 0.00% | New | 18,653 | $245K |
| Choreo, LLC | 0.00% | Add +21.0% | 17,817 | $239K |
| Maltin Wealth Management, Inc. | 0.11% | No change | 17,981 | $236K |
| Apriem Advisors | 0.03% | No change | 17,968 | $236K |
| Pathstone Holdings, LLC | 0.00% | No change | 17,537 | $230K |
| Triumph Capital Management | 0.08% | Add +3.0% | 17,432 | $229K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +7.3% | 17,417 | $229K |
| MML Investors Services, LLC | 0.00% | Add +28.5% | 17,000 | $223K |
| Jane Street Group, LLC | 0.00% | New | 16,232 | $213K |
| Bay Capital Advisors, LLC | 0.17% | No change | 15,950 | $209K |
| Commerce Bank | 0.00% | No change | 15,819 | $208K |
| PGIM Custom Harvest LLC | 0.00% | No change | 15,760 | $207K |
| Commons Capital, LLC | 0.18% | Reduce -19.2% | 14,927 | $196K |
| Joel Isaacson & Co., LLC | 0.01% | New | 14,660 | $192K |
| Apella Capital, LLC | 0.01% | No change | 15,035 | $192K |
| Mariner, LLC | 0.00% | Reduce -33.9% | 14,506 | $190K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -23.7% | 14,481 | $190K |
| DAVENPORT & Co LLC | 0.00% | No change | 13,927 | $183K |
| CoreCap Advisors, LLC | 0.01% | No change | 13,310 | $175K |
| Kovack Advisors, Inc. | 0.02% | Add +9.0% | 13,278 | $174K |
| World Equity Group, Inc. | 0.05% | Reduce -39.2% | 13,200 | $173K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Reduce -0.1% | 13,188 | $173K |
| Centurion Wealth Management LLC | 0.05% | No change | 12,318 | $172K |
| Founders Financial Alliance, LLC | 0.04% | Reduce -0.0% | 12,934 | $170K |
| Wealth Dimensions Group, Ltd. | 0.04% | Reduce -7.2% | 12,253 | $161K |
| Summit Financial, LLC | 0.00% | No change | 12,203 | $160K |
| Clarity Wealth Advisors, LLC | 0.04% | Reduce -8.5% | 12,172 | $160K |
| Bank of New York Mellon Corp | 0.00% | Reduce -21.7% | 11,807 | $155K |
| Horizon Wealth Management, LLC | 0.03% | No change | 11,660 | $153K |
| Arq Wealth Advisors, LLC | 0.05% | No change | 10,434 | $137K |
| Allworth Financial LP | 0.00% | Add +0.3% | 10,690 | $136K |
| Global Endowment Management, LP | 0.02% | No change | 10,000 | $131K |
| Carret Asset Management, LLC | 0.01% | No change | 10,000 | $131K |
| Hazlett, Burt & Watson, Inc. | 0.06% | No change | 9,722 | $128K |
| Geneos Wealth Management Inc. | 0.00% | Add +290.9% | 9,418 | $124K |
| Hollencrest Capital Management | 0.01% | No change | 8,609 | $113K |
| Wealth Preservation Advisors, LLC | 0.07% | — | 7,655 | $100K |
| Arlington Trust Co LLC | 0.02% | No change | 6,000 | $79K |
| IFP Advisors, Inc | 0.00% | Add +64.7% | 5,600 | $73K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Add +25.8% | 5,534 | $73K |
| US Bancorp \de | 0.00% | No change | 5,000 | $66K |
| FNY Investment Advisers, LLC | 0.04% | New | 5,000 | $65K |
| Smallwood Wealth Investment Management, LLC | 0.03% | New | 4,027 | $53K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | No change | 3,000 | $39K |
| Citigroup Inc. | 0.00% | Reduce -16.8% | 2,650 | $35K |
| Global Financial Private Client, LLC | 0.01% | No change | 2,486 | $33K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -68.7% | 2,468 | $32K |
| JPMorgan Chase & Co. | 0.00% | No change | 2,429 | $32K |
| Private Trust Co. NA | 0.00% | Reduce -35.2% | 2,293 | $30K |
| Eastern Bank | 0.00% | New | 2,199 | $29K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 1,957 | $26K |
| Bangor Savings Bank | 0.00% | No change | 1,957 | $26K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,850 | $24K |
| Delta Asset Management LLC | 0.00% | No change | 1,800 | $24K |
| Cwm, LLC | 0.00% | Add +78.7% | 1,748 | $23K |
| Hoese & Co LLP | 0.02% | No change | 1,750 | $23K |
| WPG Advisers, LLC | 0.01% | Reduce -26.9% | 1,061 | $14K |
| SouthState Bank Corp | 0.00% | New | 978 | $13K |
| Northwest Capital Management Inc | 0.01% | No change | 978 | $13K |
| Bokf, NA | 0.00% | New | 930 | $12K |
| Farther Finance Advisors, LLC | 0.00% | New | 750 | $10K |
| Stephens Consulting, LLC | 0.00% | No change | 744 | $10K |
| Rothschild Investment LLC | 0.00% | No change | 693 | $9K |
| Coldstream Capital Management Inc. | 0.00% | New | 577 | $8K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 504 | $7K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 481 | $6K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 465 | $6K |
| Financial Management Professionals, Inc. | 0.00% | Add +19.9% | 314 | $4K |
| Colonial Trust Co / SC | 0.00% | No change | 254 | $3K |
| Fortis Group Advisors, LLC | 0.00% | No change | 250 | $3K |
| Ameliora Wealth Management Ltd. | 0.00% | No change | 200 | $3K |
| St Germain D J Co. Inc. | 0.00% | No change | 187 | $2K |
| Costello Asset Management, INC | 0.00% | New | 100 | $1K |
| Key Financial Inc | 0.00% | No change | 37 | $485 |
| CIBC Private Wealth Group LLC | 0.00% | New | 33 | $384 |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 21 | $276 |
"% 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.