Nuveen S&P 500 Buy-WRXBXMX
13F holders, Q4 2025 (December 31)176holders +20
25new positions
13sold out
$14.70avg. 13F price*
At the end of Q4 2025, 176 institutions reported holding Nuveen S&P 500 Buy-WR Inc. (XBXMX) in their 13F filings, up 20 from Q3 2025. 25 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($176.9M), LPL Financial LLC ($25.3M) and Wells Fargo & Company ($25.1M).
- Company
- Nuveen S&P 500 Buy-WR Inc.
- CUSIP
- 6706ER101
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $6.1M |
| Exits | 13 | $5.1M |
All 13F filers, Q3 2025 → Q4 2025: 1,404,282 shares bought and 1,287,019 shares sold, net +117,263 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 176 holders
| Morgan Stanley | 0.01% | Add +2.0% | 12,037,265 | $176.9M |
| LPL Financial LLC | 0.01% | Reduce -0.3% | 1,722,466 | $25.3M |
| Wells Fargo & Company | 0.00% | Reduce -0.5% | 1,707,328 | $25.1M |
| Invesco Ltd. | 0.00% | Reduce -5.6% | 1,445,343 | $21.2M |
| UBS Group AG | 0.00% | Reduce -2.0% | 1,433,452 | $21.1M |
| Advisors Asset Management, Inc. | 0.32% | Add +10.0% | 1,307,509 | $19.2M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +5.3% | 1,057,645 | $15.5M |
| Raymond James Financial Inc. | 0.00% | Add +6.6% | 1,051,368 | $15.5M |
| Bank of America Corp. | 0.00% | Add +0.3% | 864,351 | $12.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.5% | 688,353 | $10.1M |
| Guggenheim Capital LLC | 0.06% | Reduce -10.6% | 584,818 | $8.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -0.9% | 532,098 | $7.8M |
| Royal Bank of Canada | 0.00% | Reduce -2.3% | 461,647 | $6.8M |
| Osaic Holdings, Inc. | 0.01% | Add +7.7% | 451,649 | $6.6M |
| Twelve Points Wealth Management LLC | 1.22% | Reduce -13.3% | 366,510 | $5.4M |
| Ameriprise Financial Inc. | 0.00% | Add +4.5% | 349,963 | $5.1M |
| Stifel Financial Corp. | 0.00% | Add +8.2% | 326,600 | $4.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -4.0% | 277,034 | $4.1M |
| Moneco Advisors, LLC | 0.29% | Reduce -1.7% | 246,917 | $3.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -16.0% | 245,449 | $3.6M |
| Sage Capital Management, LLC | 1.63% | Reduce -6.2% | 239,661 | $3.5M |
| &partners | 0.02% | Add +120.7% | 201,587 | $3.0M |
| Hennion & Walsh Asset Management, Inc. | 0.09% | Add +64.5% | 176,905 | $2.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.1% | 176,287 | $2.6M |
| Cetera Investment Advisers | 0.00% | Reduce -1.2% | 175,873 | $2.6M |
| Focus Partners Wealth | 0.00% | Add +355.5% | 138,187 | $2.0M |
| Two Sigma Investments, LP | 0.00% | Reduce -20.0% | 135,519 | $2.0M |
| Lighthouse Financial Services Inc. | 0.45% | — | 133,174 | $2.0M |
| Park Avenue Securities LLC | 0.02% | Reduce -0.6% | 127,179 | $1.9M |
| Prosperity Wealth Management, Inc. | 0.62% | Add +0.7% | 126,381 | $1.9M |
| AQR Arbitrage LLC | 0.05% | Reduce -47.9% | 125,210 | $1.8M |
| NCP Inc. | 1.48% | Add +4.9% | 124,716 | $1.8M |
| TPG Advisors LLC | 1.12% | Reduce -3.3% | 122,371 | $1.8M |
| Shaker Financial Services, LLC | 0.57% | Reduce -38.9% | 121,640 | $1.8M |
| Richmond Investment Services, LLC | 0.29% | Reduce -1.0% | 113,259 | $1.7M |
| Prospera Financial Services Inc | 0.03% | Add +2.6% | 106,029 | $1.6M |
| Compound Planning, Inc. | 0.04% | Add +18.1% | 95,651 | $1.4M |
| Shulman DeMeo Asset Management LLC | 0.32% | Reduce -1.5% | 94,573 | $1.4M |
| Comerica Bank | 0.01% | Reduce -3.7% | 92,980 | $1.4M |
| Islay Capital Management, LLC | 0.78% | Reduce -11.4% | 89,516 | $1.3M |
| NewEdge Advisors, LLC | 0.00% | Add +1.8% | 89,051 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +18.5% | 83,340 | $1.2M |
| Moors & Cabot, Inc. | 0.05% | Add +0.7% | 76,618 | $1.1M |
| Puff Wealth Management, LLC | 1.38% | Reduce -6.5% | 72,819 | $1.1M |
| Blake Schutter Theil Wealth Advisors, LLC | 0.83% | Add +0.5% | 69,078 | $1.0M |
| Patten Group, Inc. | 0.18% | Add +16.7% | 67,086 | $986K |
| Advisory Advocates, LLC | 0.90% | — | 61,900 | $910K |
| Sims Investment Management, LLC | 0.31% | No change | 60,100 | $883K |
| Logan Stone Capital, LLC | 0.21% | New | 58,669 | $862K |
| Absolute Investment Advisers, LLC | 0.09% | New | 56,216 | $827K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.4% | 52,707 | $775K |
| UMB Bank, n.a. | 0.01% | New | 51,793 | $761K |
| International Assets Investment Management, LLC | 0.05% | Add +8.9% | 51,758 | $761K |
| Venture Visionary Partners LLC | 0.02% | Reduce -5.7% | 49,679 | $754K |
| PNC Financial Services Group, Inc. | 0.00% | Add +9.7% | 50,737 | $746K |
| Alteri Wealth LLC | 0.24% | Add +0.1% | 50,108 | $737K |
| GatePass Capital, LLC | 0.35% | No change | 46,000 | $676K |
| D.A. Davidson & Co. | 0.00% | Reduce -5.3% | 44,517 | $654K |
| Forteris Wealth Management Inc. | 0.63% | — | 43,883 | $645K |
| Ionic Capital Management LLC | 0.73% | New | 42,861 | $630K |
| Focused Wealth Management, Inc | 0.07% | Reduce -0.1% | 42,074 | $618K |
| Truist Financial Corp. | 0.00% | Reduce -0.0% | 41,887 | $616K |
| Cornerstone Advisors, LLC | 0.02% | Reduce -84.3% | 41,504 | $610K |
| Spire Wealth Management | 0.02% | Add +2.6% | 41,243 | $606K |
| Rockefeller Capital Management L.P. | 0.00% | Add +8.3% | 39,680 | $583K |
| High Point Wealth Management, LLC | 0.55% | — | 39,066 | $574K |
| Pflug Koory, LLC | 0.27% | Add +4.9% | 38,938 | $572K |
| Allworth Financial LP | 0.00% | Add +1.2% | 37,873 | $557K |
| PMG Family Office LLC | 0.63% | Add +0.1% | 37,052 | $545K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -19.7% | 36,892 | $542K |
| Investment Partners Asset Management, Inc. | 0.34% | Reduce -0.8% | 36,709 | $540K |
| Leo Wealth, LLC | 0.04% | No change | 34,991 | $514K |
| Marco Investment Management LLC | 0.04% | No change | 34,300 | $504K |
| World Equity Group, Inc. | 0.14% | Add +21.9% | 33,534 | $493K |
| Hilltop Holdings Inc. | 0.03% | Add +5.9% | 33,370 | $491K |
| Jackson, Grant Investment Advisers, Inc. | 0.15% | Add +1.4% | 32,004 | $470K |
| Baird Financial Group, Inc. | 0.00% | Add +4.0% | 31,681 | $466K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -4.8% | 31,019 | $456K |
| IFP Advisors, Inc | 0.01% | Add +643.0% | 28,947 | $426K |
| Lanark Financial, Inc. | 0.03% | No change | 28,864 | $424K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -0.5% | 27,978 | $411K |
| Integrated Capital Management, Inc. | 0.27% | Add +8.9% | 27,738 | $408K |
| Wolverine Asset Management LLC | 0.02% | Reduce -14.0% | 27,191 | $400K |
| World Investment Advisors | 0.01% | New | 26,885 | $395K |
| Instrumental Wealth, LLC | 0.24% | Reduce -1.3% | 26,833 | $393K |
| Tyche Wealth Partners LLC | 0.05% | Reduce -8.8% | 23,400 | $344K |
| Summit Financial, LLC | 0.01% | Reduce -15.7% | 22,988 | $338K |
| MML Investors Services, LLC | 0.00% | Add +12.5% | 22,627 | $333K |
| Pasadena Private Wealth, LLC | 0.04% | New | 21,548 | $317K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +2.4% | 21,377 | $314K |
| Palogic Value Management, L.P. | 0.14% | No change | 21,371 | $314K |
| Blue Bell Private Wealth Management, LLC | 0.05% | Add +102.4% | 21,063 | $310K |
| Mariner, LLC | 0.00% | Add +68.8% | 20,867 | $307K |
| Landscape Capital Management, L.L.C. | 0.02% | New | 20,625 | $303K |
| CoreCap Advisors, LLC | 0.01% | Reduce -0.4% | 20,565 | $302K |
| Armor Investment Advisors, LLC | 0.11% | No change | 19,673 | $289K |
| Commons Capital, LLC | 0.20% | Add +6.9% | 19,363 | $285K |
| Maltin Wealth Management, Inc. | 0.11% | Add +3.2% | 19,177 | $282K |
| Triumph Capital Management | 0.06% | Add +4.0% | 18,132 | $267K |
| Apriem Advisors | 0.02% | No change | 17,968 | $264K |
| Pathstone Holdings, LLC | 0.00% | No change | 17,537 | $258K |
| Kovack Advisors, Inc. | 0.01% | Add +22.7% | 17,278 | $254K |
| StoneX Group Inc. | 0.01% | Reduce -13.3% | 17,174 | $252K |
| Decision Investments, Inc. | 0.27% | — | 16,936 | $249K |
| Captrust Financial Advisors | 0.00% | Add +26.1% | 16,662 | $245K |
| Jane Street Group, LLC | 0.00% | New | 16,283 | $239K |
| Bay Capital Advisors, LLC | 0.14% | No change | 15,950 | $234K |
| Commerce Bank | 0.00% | No change | 15,819 | $233K |
| Creative Planning | 0.00% | Reduce -3.0% | 15,633 | $230K |
| Apella Capital, LLC | 0.00% | No change | 15,035 | $221K |
| Encompass Wealth Advisors, LLC | 0.07% | No change | 14,207 | $209K |
| Pointe Capital Management LLC | 0.10% | New | 14,155 | $208K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +10.5% | 14,101 | $207K |
| Choreo, LLC | 0.00% | Reduce -14.3% | 13,790 | $205K |
| DAVENPORT & Co LLC | 0.00% | No change | 13,927 | $205K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -23.8% | 13,923 | $205K |
| Quantedge Capital Pte Ltd | 0.10% | New | 13,900 | $204K |
| Laird Norton Wetherby Trust Company, LLC | 0.00% | New | 13,768 | $202K |
| Founders Financial Alliance, LLC | 0.04% | Add +1.6% | 13,225 | $194K |
| Centurion Wealth Management LLC | 0.04% | No change | 12,318 | $181K |
| Quarry LP | 0.03% | New | 11,723 | $172K |
| KLCM Advisors, Inc. | 0.01% | New | 11,694 | $172K |
| Horizon Wealth Management, LLC | 0.03% | No change | 11,660 | $171K |
| Arq Wealth Advisors, LLC | 0.04% | New | 10,976 | $161K |
| Glen Eagle Advisors, LLC | 0.02% | Reduce -14.9% | 10,738 | $158K |
| Closed-End Fund Advisors, Inc. | 0.09% | — | 10,353 | $152K |
| Snowden Capital Advisors LLC | 0.00% | New | 10,339 | $152K |
| Almitas Capital LLC | 0.03% | New | 10,320 | $152K |
| Cwm, LLC | 0.00% | Add +457.7% | 9,748 | $143K |
| Blue Trust, Inc. | 0.00% | New | 9,321 | $137K |
| Hollencrest Capital Management | 0.00% | No change | 8,609 | $127K |
| Harbour Investments, Inc. | 0.00% | Add +353.3% | 8,273 | $122K |
| Cornerstone Financial Management LLC | 0.11% | — | 8,000 | $118K |
| Wealth Preservation Advisors, LLC | 0.06% | No change | 7,655 | $113K |
| Hazlett, Burt & Watson, Inc. | 0.04% | No change | 7,594 | $112K |
| Farther Finance Advisors, LLC | 0.00% | Add +7.3% | 5,179 | $76K |
| Bayban | 0.07% | — | 5,000 | $74K |
| US Bancorp \de | 0.00% | No change | 5,000 | $74K |
| Global Retirement Partners, LLC | 0.00% | New | 4,645 | $68K |
| Smallwood Wealth Investment Management, LLC | 0.03% | Add +0.9% | 4,100 | $60K |
| Citigroup Inc. | 0.00% | No change | 3,450 | $51K |
| Harbor Investment Advisory, LLC | 0.00% | Add +37.8% | 3,400 | $50K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 3,000 | $44K |
| Signaturefd, LLC | 0.00% | No change | 2,511 | $37K |
| JPMorgan Chase & Co. | 0.00% | No change | 2,428 | $36K |
| Arax Advisory Partners | 0.00% | Add +800.0% | 2,250 | $33K |
| Eastern Bank | 0.00% | No change | 2,199 | $32K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 2,027 | $30K |
| Private Trust Co. NA | 0.00% | No change | 2,000 | $29K |
| Sound Income Strategies, LLC | 0.00% | New | 1,875 | $27K |
| Delta Asset Management LLC | 0.00% | No change | 1,800 | $26K |
| Bangor Savings Bank | 0.00% | No change | 1,057 | $16K |
| Kilter Group LLC | 0.01% | Add +3.7% | 975 | $14K |
| CoreFirst Bank & Trust | 0.01% | No change | 930 | $14K |
| Hoese & Co LLP | 0.01% | No change | 875 | $13K |
| SageView Advisory Group, LLC | 0.00% | New | 811 | $12K |
| Rothschild Investment LLC | 0.00% | No change | 693 | $10K |
| Imprint Wealth LLC | 0.04% | Reduce -50.0% | 630 | $9K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -66.8% | 564 | $8K |
| WPG Advisers, LLC | 0.01% | Reduce -10.8% | 562 | $8K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 504 | $7K |
| Jones Financial Companies LLLP | 0.00% | New | 500 | $7K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 465 | $7K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 435 | $6K |
| Tucker Asset Management LLC | 0.00% | New | 406 | $6K |
| Glass Jacobson Investment Advisors llc | 0.00% | Reduce -47.6% | 256 | $4K |
| Colonial Trust Co / SC | 0.00% | No change | 254 | $4K |
| Fortis Group Advisors, LLC | 0.00% | No change | 250 | $4K |
| Lodestone Wealth Management LLC | 0.00% | New | 228 | $3K |
| Ameliora Wealth Management Ltd. | 0.00% | No change | 200 | $3K |
| St Germain D J Co. Inc. | 0.00% | No change | 187 | $3K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -96.0% | 115 | $2K |
| SHP Wealth Management | 0.00% | — | 110 | $2K |
| Evolution Wealth Management Inc. | 0.00% | New | 109 | $2K |
| Costello Asset Management, INC | 0.00% | No change | 100 | $1K |
| Key Financial Inc | 0.00% | No change | 37 | $544 |
"% 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.