Nuveen S&P 500 Buy-WRXBXMX
13F holders, Q3 2025 (September 30)156holders −2
7new positions
7sold out
$14.44avg. 13F price*
At the end of Q3 2025, 156 institutions reported holding Nuveen S&P 500 Buy-WR Inc. (XBXMX) in their 13F filings, down 2 from Q2 2025. 7 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($170.4M), LPL Financial LLC ($25.0M) and Wells Fargo & Company ($24.8M).
- 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.1M |
| Exits | 7 | $771K |
All 13F filers, Q2 2025 → Q3 2025: 1,678,992 shares bought and 897,457 shares sold, net +781,535 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 156 holders
| Morgan Stanley | 0.01% | Reduce -0.3% | 11,800,765 | $170.4M |
| LPL Financial LLC | 0.01% | Add +6.1% | 1,727,946 | $25.0M |
| Wells Fargo & Company | 0.01% | Add +1.5% | 1,715,058 | $24.8M |
| Invesco Ltd. | 0.00% | Add +1.6% | 1,531,461 | $22.1M |
| UBS Group AG | 0.00% | Reduce -1.8% | 1,462,036 | $21.1M |
| Advisors Asset Management, Inc. | 0.29% | Add +28.0% | 1,188,786 | $17.2M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +11.0% | 1,004,275 | $14.5M |
| Raymond James Financial Inc. | 0.00% | Add +3.6% | 986,041 | $14.2M |
| Bank of America Corp. | 0.00% | Add +4.6% | 861,610 | $12.4M |
| HighTower Advisors, LLC | 0.01% | Add +1771.5% | 698,705 | $10.1M |
| Guggenheim Capital LLC | 0.07% | Reduce -9.6% | 654,184 | $9.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -5.4% | 536,826 | $7.8M |
| Royal Bank of Canada | 0.00% | Reduce -1.4% | 472,572 | $6.8M |
| Twelve Points Wealth Management LLC | 1.52% | Reduce -2.3% | 422,767 | $6.1M |
| Osaic Holdings, Inc. | 0.01% | Add +10.1% | 419,273 | $6.0M |
| Ameriprise Financial Inc. | 0.00% | Add +6.9% | 334,756 | $4.8M |
| Stifel Financial Corp. | 0.00% | Reduce -0.3% | 301,828 | $4.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -10.9% | 292,118 | $4.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +7.1% | 288,521 | $4.2M |
| Cornerstone Advisors, LLC | 0.13% | Reduce -30.6% | 264,287 | $3.8M |
| Sage Capital Management, LLC | 1.66% | Add +0.2% | 255,618 | $3.7M |
| Moneco Advisors, LLC | 0.30% | Reduce -2.6% | 251,254 | $3.6M |
| AQR Arbitrage LLC | 0.12% | Reduce -33.4% | 240,398 | $3.4M |
| Shaker Financial Services, LLC | 1.01% | Add +156.8% | 199,227 | $2.9M |
| Cetera Investment Advisers | 0.00% | Add +16.0% | 178,085 | $2.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.4% | 172,730 | $2.5M |
| Two Sigma Investments, LP | 0.00% | No change | 169,380 | $2.4M |
| Polar Asset Management Partners Inc. | 0.07% | Add +1.9% | 159,707 | $2.3M |
| Park Avenue Securities LLC | 0.01% | Add +4.8% | 127,938 | $1.8M |
| TPG Advisors LLC | 1.20% | Reduce -8.8% | 126,501 | $1.8M |
| Prosperity Wealth Management, Inc. | 0.62% | Add +1.4% | 125,508 | $1.8M |
| NorthCoast Asset Management LLC | 0.01% | Add +18.0% | 124,735 | $1.8M |
| NCP Inc. | 1.28% | Reduce -6.6% | 118,908 | $1.7M |
| Richmond Investment Services, LLC | 0.31% | Add +0.2% | 114,396 | $1.7M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Add +3.2% | 107,512 | $1.6M |
| Prospera Financial Services Inc | 0.03% | Add +2.5% | 103,320 | $1.5M |
| Islay Capital Management, LLC | 0.84% | Add +32.3% | 100,987 | $1.5M |
| Comerica Bank | 0.01% | Add +4.0% | 96,533 | $1.4M |
| Shulman DeMeo Asset Management LLC | 0.32% | Reduce -0.1% | 96,046 | $1.4M |
| &partners | 0.01% | Add +4.0% | 91,348 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.4% | 87,502 | $1.3M |
| Compound Planning, Inc. | 0.04% | Add +5.1% | 80,979 | $1.2M |
| Puff Wealth Management, LLC | 1.71% | Reduce -4.5% | 77,885 | $1.1M |
| Moors & Cabot, Inc. | 0.05% | Add +4.2% | 76,101 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -5.8% | 70,306 | $1.0M |
| Blake Schutter Theil Wealth Advisors, LLC | 0.98% | Add +0.2% | 68,763 | $993K |
| Sims Investment Management, LLC | 0.31% | No change | 60,100 | $868K |
| Patten Group, Inc. | 0.16% | Reduce -1.3% | 57,469 | $830K |
| Venture Visionary Partners LLC | 0.03% | No change | 52,681 | $761K |
| Matrix Trust Co | 0.12% | Reduce -9.5% | 52,360 | $756K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.1% | 51,988 | $751K |
| Alteri Wealth LLC | 0.25% | Add +4.4% | 50,080 | $723K |
| D.A. Davidson & Co. | 0.00% | Reduce -3.3% | 47,011 | $679K |
| PNC Financial Services Group, Inc. | 0.00% | Add +43.4% | 46,242 | $668K |
| International Assets Investment Management, LLC | 0.05% | Add +0.3% | 47,535 | $665K |
| GatePass Capital, LLC | 0.39% | Reduce -20.7% | 46,000 | $664K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.0% | 45,949 | $664K |
| Focused Wealth Management, Inc | 0.07% | Reduce -87.4% | 42,093 | $608K |
| Truist Financial Corp. | 0.00% | Add +1.6% | 41,895 | $605K |
| Spire Wealth Management | 0.02% | Add +7.6% | 40,202 | $581K |
| PMG Family Office LLC | 0.61% | — | 37,027 | $545K |
| Allworth Financial LP | 0.00% | Add +1.5% | 37,423 | $540K |
| Pflug Koory, LLC | 0.25% | Add +10.2% | 37,108 | $536K |
| Investment Partners Asset Management, Inc. | 0.35% | Reduce -0.6% | 37,009 | $534K |
| Rockefeller Capital Management L.P. | 0.00% | Add +6.2% | 36,648 | $529K |
| Leo Wealth, LLC | 0.07% | No change | 34,991 | $505K |
| Marco Investment Management LLC | 0.04% | Add +25.6% | 34,300 | $495K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -9.5% | 32,569 | $470K |
| Wolverine Asset Management LLC | 0.03% | New | 31,629 | $457K |
| Jackson, Grant Investment Advisers, Inc. | 0.15% | Add +1.4% | 31,552 | $456K |
| Hilltop Holdings Inc. | 0.02% | Reduce -20.4% | 31,501 | $455K |
| Baird Financial Group, Inc. | 0.00% | Add +2.2% | 30,469 | $440K |
| Focus Partners Wealth | 0.00% | Add +0.7% | 30,339 | $438K |
| Lanark Financial, Inc. | 0.03% | No change | 28,864 | $417K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +1.8% | 28,125 | $406K |
| World Equity Group, Inc. | 0.09% | Add +2.8% | 27,500 | $397K |
| Summit Financial, LLC | 0.01% | Add +3.2% | 27,259 | $394K |
| Instrumental Wealth, LLC | 0.27% | Add +7.7% | 27,182 | $392K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | No change | 26,302 | $380K |
| Tyche Wealth Partners LLC | 0.07% | Add +0.1% | 25,658 | $371K |
| Integrated Capital Management, Inc. | 0.26% | Add +10.4% | 25,460 | $368K |
| Palogic Value Management, L.P. | 0.13% | No change | 21,371 | $309K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 20,877 | $301K |
| CoreCap Advisors, LLC | 0.01% | No change | 20,656 | $298K |
| StoneX Group Inc. | 0.01% | Reduce -25.1% | 19,802 | $291K |
| MML Investors Services, LLC | 0.00% | Add +12.3% | 20,114 | $290K |
| Armor Investment Advisors, LLC | 0.09% | No change | 19,673 | $284K |
| Maltin Wealth Management, Inc. | 0.11% | Add +1.6% | 18,589 | $268K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -0.1% | 18,272 | $264K |
| Commons Capital, LLC | 0.18% | Add +19.8% | 18,119 | $262K |
| Apriem Advisors | 0.02% | No change | 17,968 | $259K |
| Pathstone Holdings, LLC | 0.00% | No change | 17,537 | $253K |
| Triumph Capital Management | 0.07% | No change | 17,432 | $252K |
| Choreo, LLC | 0.00% | Reduce -8.9% | 16,089 | $237K |
| Creative Planning | 0.00% | New | 16,108 | $233K |
| Bay Capital Advisors, LLC | 0.15% | No change | 15,950 | $230K |
| Commerce Bank | 0.00% | No change | 15,819 | $228K |
| PGIM Custom Harvest LLC | 0.00% | No change | 15,760 | $228K |
| Apella Capital, LLC | 0.00% | No change | 15,035 | $213K |
| Encompass Wealth Advisors, LLC | 0.07% | No change | 14,207 | $205K |
"% 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.