Nuveen S&P 500 Buy-WRXBXMX
13F holders, Q2 2025 (June 30)158holders −6
10new positions
16sold out
$13.88avg. 13F price*
At the end of Q2 2025, 158 institutions reported holding Nuveen S&P 500 Buy-WR Inc. (XBXMX) in their 13F filings, down 6 from Q1 2025. 10 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($164.3M), Wells Fargo & Company ($23.5M) and LPL Financial LLC ($22.6M).
- 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $4.9M |
| Exits | 16 | $6.5M |
All 13F filers, Q1 2025 → Q2 2025: 1,599,510 shares bought and 1,499,715 shares sold, net +99,795 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 158 holders
| Morgan Stanley | 0.01% | Add +2.0% | 11,835,003 | $164.3M |
| Wells Fargo & Company | 0.01% | Add +1.4% | 1,689,550 | $23.5M |
| LPL Financial LLC | 0.01% | Add +0.8% | 1,629,051 | $22.6M |
| Invesco Ltd. | 0.00% | Reduce -0.4% | 1,507,507 | $20.9M |
| UBS Group AG | 0.00% | Reduce -4.0% | 1,488,300 | $20.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.7% | 951,409 | $13.2M |
| Advisors Asset Management, Inc. | 0.23% | Add +18.2% | 928,716 | $12.9M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +42.1% | 905,057 | $12.6M |
| Bank of America Corp. | 0.00% | Add +2.9% | 823,947 | $11.4M |
| Guggenheim Capital LLC | 0.08% | Add +8.2% | 723,627 | $10.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +1.6% | 567,331 | $7.9M |
| Royal Bank of Canada | 0.00% | Reduce -3.3% | 479,512 | $6.7M |
| Twelve Points Wealth Management LLC | 1.62% | Add +4.3% | 432,690 | $6.0M |
| Osaic Holdings, Inc. | 0.01% | Add +3.0% | 380,959 | $5.3M |
| Cornerstone Advisors, LLC | 0.18% | Reduce -45.7% | 380,684 | $5.3M |
| AQR Arbitrage LLC | 0.18% | Reduce -23.4% | 361,193 | $5.0M |
| Focused Wealth Management, Inc | 0.57% | Add +1.6% | 333,887 | $4.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -6.2% | 327,849 | $4.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -21.4% | 313,236 | $4.3M |
| Stifel Financial Corp. | 0.00% | Add +7.5% | 302,608 | $4.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +27.3% | 269,380 | $3.7M |
| Moneco Advisors, LLC | 0.33% | Reduce -2.2% | 257,967 | $3.6M |
| Sage Capital Management, LLC | 1.70% | Add +2.4% | 255,095 | $3.5M |
| Two Sigma Investments, LP | 0.00% | New | 169,380 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.5% | 167,022 | $2.3M |
| Polar Asset Management Partners Inc. | 0.07% | New | 156,696 | $2.2M |
| Cetera Investment Advisers | 0.00% | Add +8.9% | 153,547 | $2.1M |
| TPG Advisors LLC | 1.39% | Reduce -0.5% | 138,713 | $1.9M |
| NCP Inc. | 1.67% | Add +0.8% | 127,332 | $1.8M |
| Prosperity Wealth Management, Inc. | 0.64% | Add +1.2% | 123,745 | $1.7M |
| Park Avenue Securities LLC | 0.02% | Reduce -4.1% | 122,039 | $1.7M |
| Richmond Investment Services, LLC | 0.33% | Add +95.7% | 114,171 | $1.6M |
| NorthCoast Asset Management LLC | 0.01% | Add +39.3% | 105,731 | $1.5M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Add +99.2% | 104,200 | $1.4M |
| Prospera Financial Services Inc | 0.03% | Add +1.5% | 100,783 | $1.4M |
| Shulman DeMeo Asset Management LLC | 0.33% | Reduce -0.1% | 96,095 | $1.3M |
| Comerica Bank | 0.01% | Add +3.0% | 92,866 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +102.3% | 87,831 | $1.2M |
| &partners | 0.01% | Add +67.7% | 87,808 | $1.2M |
| Puff Wealth Management, LLC | 1.84% | Add +3.1% | 81,552 | $1.1M |
| Shaker Financial Services, LLC | 0.40% | Reduce -62.9% | 77,595 | $1.1M |
| Compound Planning, Inc. | 0.04% | Reduce -5.9% | 77,062 | $1.1M |
| Islay Capital Management, LLC | 0.69% | Reduce -4.9% | 76,317 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +11.1% | 74,671 | $1.0M |
| Moors & Cabot, Inc. | 0.05% | Reduce -44.6% | 73,052 | $1.0M |
| Blake Schutter Theil Wealth Advisors, LLC | 1.08% | Add +0.2% | 68,604 | $952K |
| Sims Investment Management, LLC | 0.34% | No change | 60,100 | $834K |
| Patten Group, Inc. | 0.17% | Reduce -0.7% | 58,215 | $808K |
| GatePass Capital, LLC | 0.54% | Reduce -4.9% | 58,000 | $805K |
| Matrix Trust Co | 0.13% | Add +0.7% | 57,855 | $803K |
| Venture Visionary Partners LLC | 0.03% | Reduce -3.0% | 52,681 | $731K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.0% | 50,446 | $700K |
| D.A. Davidson & Co. | 0.00% | Add +0.7% | 48,594 | $674K |
| Alteri Wealth LLC | 0.26% | Add +10.5% | 47,955 | $666K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.1% | 47,387 | $658K |
| International Assets Investment Management, LLC | 0.05% | Add +10.3% | 47,367 | $657K |
| Truist Financial Corp. | 0.00% | Reduce -0.1% | 41,249 | $573K |
| Hilltop Holdings Inc. | 0.04% | Reduce -11.9% | 39,598 | $550K |
| Spire Wealth Management | 0.02% | Add +10.2% | 37,364 | $519K |
| HighTower Advisors, LLC | 0.00% | Reduce -13.4% | 37,334 | $518K |
| Investment Partners Asset Management, Inc. | 0.36% | Reduce -0.2% | 37,219 | $517K |
| Allworth Financial LP | 0.00% | Add +244.8% | 36,858 | $512K |
| Sanctuary Advisors, LLC | 0.00% | Add +5.1% | 35,986 | $499K |
| Leo Wealth, LLC | 0.04% | No change | 34,991 | $486K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.8% | 34,524 | $479K |
| Pflug Koory, LLC | 0.24% | No change | 33,682 | $468K |
| PNC Financial Services Group, Inc. | 0.00% | Add +29.2% | 32,256 | $448K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -71.0% | 31,119 | $432K |
| Jackson, Grant Investment Advisers, Inc. | 0.16% | Add +1.5% | 31,103 | $432K |
| Focus Partners Wealth | 0.00% | Add +21.4% | 30,143 | $418K |
| Baird Financial Group, Inc. | 0.00% | Reduce -4.3% | 29,808 | $414K |
| Lanark Financial, Inc. | 0.03% | Reduce -0.7% | 28,864 | $400K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +0.9% | 27,630 | $384K |
| Marco Investment Management LLC | 0.03% | No change | 27,300 | $379K |
| Summit Financial, LLC | 0.01% | Add +116.5% | 26,414 | $373K |
| StoneX Group Inc. | 0.02% | Reduce -20.3% | 26,437 | $373K |
| World Equity Group, Inc. | 0.10% | Add +102.7% | 26,750 | $371K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | — | 26,302 | $365K |
| Tyche Wealth Partners LLC | 0.07% | Add +0.1% | 25,640 | $356K |
| Instrumental Wealth, LLC | 0.28% | Add +5.9% | 25,251 | $353K |
| Integrated Capital Management, Inc. | 0.24% | Add +2.7% | 23,069 | $320K |
| Avantax Advisory Services, Inc. | 0.00% | Add +18.7% | 22,147 | $307K |
| Palogic Value Management, L.P. | 0.13% | Reduce -2.3% | 21,371 | $297K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -6.9% | 20,877 | $290K |
| CoreCap Advisors, LLC | 0.01% | Add +55.2% | 20,656 | $287K |
| Armor Investment Advisors, LLC | 0.10% | Reduce -0.1% | 19,673 | $273K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +5.0% | 18,292 | $254K |
| Maltin Wealth Management, Inc. | 0.11% | Add +1.7% | 18,291 | $254K |
| Choreo, LLC | 0.00% | Reduce -0.8% | 17,671 | $250K |
| Apriem Advisors | 0.03% | No change | 17,968 | $249K |
| MML Investors Services, LLC | 0.00% | Add +5.3% | 17,905 | $249K |
| Pathstone Holdings, LLC | 0.00% | No change | 17,537 | $243K |
| Triumph Capital Management | 0.07% | No change | 17,432 | $242K |
| Mariner, LLC | 0.00% | Add +12.9% | 16,381 | $227K |
| Glen Eagle Advisors, LLC | 0.03% | Reduce -22.0% | 15,970 | $222K |
| Bay Capital Advisors, LLC | 0.17% | No change | 15,950 | $221K |
| Commerce Bank | 0.00% | No change | 15,819 | $220K |
| Captrust Financial Advisors | 0.00% | New | 15,769 | $219K |
| PGIM Custom Harvest LLC | 0.00% | No change | 15,760 | $219K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -69.3% | 14,914 | $211K |
| Commons Capital, LLC | 0.16% | Add +1.3% | 15,127 | $210K |
| Apella Capital, LLC | 0.01% | No change | 15,035 | $209K |
| Encompass Wealth Advisors, LLC | 0.07% | Reduce -37.2% | 14,207 | $197K |
| DAVENPORT & Co LLC | 0.00% | No change | 13,927 | $193K |
| Founders Financial Alliance, LLC | 0.04% | Reduce -0.2% | 12,908 | $179K |
| Kovack Advisors, Inc. | 0.02% | Reduce -3.8% | 12,778 | $177K |
| Bank of New York Mellon Corp | 0.00% | Add +8.1% | 12,762 | $177K |
| Centurion Wealth Management LLC | 0.05% | No change | 12,318 | $171K |
| Horizon Wealth Management, LLC | 0.03% | No change | 11,660 | $162K |
| Wealth Dimensions Group, Ltd. | 0.03% | Reduce -10.7% | 10,943 | $152K |
| Clarity Wealth Advisors, LLC | 0.03% | Reduce -17.1% | 10,091 | $140K |
| Carret Asset Management, LLC | 0.01% | No change | 10,000 | $139K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -1.8% | 9,252 | $128K |
| Oliver Lagore Vanvalin Investment Group | 0.05% | — | 9,597 | $126K |
| Hollencrest Capital Management | 0.01% | No change | 8,609 | $119K |
| Wealth Preservation Advisors, LLC | 0.07% | No change | 7,655 | $106K |
| Hazlett, Burt & Watson, Inc. | 0.04% | Reduce -21.9% | 7,594 | $105K |
| Arlington Trust Co LLC | 0.02% | No change | 6,000 | $83K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Add +2.6% | 5,680 | $79K |
| IFP Advisors, Inc | 0.00% | Reduce -7.1% | 5,200 | $72K |
| US Bancorp \de | 0.00% | No change | 5,000 | $69K |
| FNY Investment Advisers, LLC | 0.03% | No change | 5,000 | $69K |
| Smallwood Wealth Investment Management, LLC | 0.03% | Add +0.5% | 4,046 | $56K |
| Farther Finance Advisors, LLC | 0.00% | Add +380.0% | 3,600 | $50K |
| Ameritas Advisory Services, LLC | 0.00% | New | 3,090 | $43K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 3,000 | $42K |
| Pinnacle Bancorp, Inc. | 0.01% | New | 2,895 | $40K |
| Citigroup Inc. | 0.00% | No change | 2,650 | $37K |
| JPMorgan Chase & Co. | 0.00% | Add +4.1% | 2,528 | $35K |
| Signaturefd, LLC | 0.00% | New | 2,511 | $35K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 2,468 | $34K |
| Colonial Trust Advisors | 0.00% | New | 2,200 | $31K |
| Eastern Bank | 0.00% | No change | 2,199 | $31K |
| Private Trust Co. NA | 0.00% | Reduce -12.8% | 2,000 | $28K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 1,957 | $28K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,850 | $26K |
| Harbour Investments, Inc. | 0.00% | New | 1,825 | $25K |
| Delta Asset Management LLC | 0.00% | No change | 1,800 | $25K |
| Cwm, LLC | 0.00% | No change | 1,748 | $24K |
| NFSG Corp | 0.00% | New | 1,061 | $15K |
| Bangor Savings Bank | 0.00% | Reduce -46.0% | 1,057 | $15K |
| Northwest Capital Management Inc | 0.01% | No change | 978 | $14K |
| SouthState Bank Corp | 0.00% | No change | 978 | $14K |
| CoreFirst Bank & Trust | 0.01% | New | 930 | $13K |
| Hoese & Co LLP | 0.01% | Reduce -50.0% | 875 | $12K |
| Rothschild Investment LLC | 0.00% | No change | 693 | $10K |
| WPG Advisers, LLC | 0.01% | Reduce -35.6% | 683 | $9K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 504 | $7K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 465 | $6K |
| Financial Management Professionals, Inc. | 0.00% | No change | 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 | $3K |
| Costello Asset Management, INC | 0.00% | No change | 100 | $1K |
| Key Financial Inc | 0.00% | No change | 37 | $514 |
| CIBC Private Wealth Group LLC | 0.00% | No change | 33 | $455 |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 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.