STOCKNO.DE
Institutional ownership intelligence

XBXMX Institutional Ownership

NUVEEN S&P 500 BUY-WR INC

Latest stored close $15.03 as of Oct 7, 2026 View live quote ↗

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STOCKNODE Outlook

Sell

20/100 1 tracked · 1 comparable
Latest filing Apr 8, 2026
Positive breadth 0 positive · 1 negative
Recent close $15.03
Research confidence Limited
Institutional Research 20/100 · 0 accumulating · 1 reducing / exited
Ownership history

Reported ownership % history

Latest filing Apr 8, 2026

See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.

Locked preview
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Accumulating0
Newly reported0
Reducing / exited 1
52-week position —
Institutional Intelligence

Why STOCKNODE says Sell

What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.

2 evidence layers available
STOCKNODE Outlook
Sell 20/100
Confidence:Limited
Why this signal
  • 0 tracked institutions accumulating versus 1 reducing/exited.
STOCKNODE Outlook is a quantitative research signal based on reported public data, not personalized investment advice.
Institutional
20/100

Cross-institution positioning

Apr 8, 2026

Strong institutional reduction. 1 exited across 1 comparable institution.

Source: Schedule 13 research

Quarterly 13F activity

Mar 31, 2026

0 increased/new, 2 reduced/exited across 2 managers in the latest comparable Form 13F quarter.

Source: Form 13F quarter-end holdings
Latest filing decision brief Investor / Pro

Research the latest Schedule 13G amendment from Morgan Stanley.

Filed Apr 8, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.

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Supporting institutional evidence

Institutional Evidence

The research summary above gives the current read. This section shows the dated holder-level evidence behind it.

Latest reported position changes

Investor / Pro detail

See each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.

Newest filing Apr 8, 2026
Morgan Stanley Filed Apr 8, 2026
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Reported direction breadth by as-of date

Locked preview

Comparable holder direction grouped by SEC position as-of date — never presented as trade dates.

Unlock actual accumulation vs. reduction breadth across reported position dates. View plans

Institution comparison

Investor / Pro detail

Compare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.

Morgan Stanley Filed Apr 8, 2026
Unlock the evidence behind the score

Know who changed position, by how much, and when the SEC learned about it.

Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.

✓ Actual share and ownership changes ✓ Position as-of date vs. SEC filed date ✓ Deterministic direction basis ✓ Full evidence on every eligible stock
Current market context

Price performance

Dated price context from the historical market series already collected for this security.

As of Jul 17, 2026
Recent stored close $15.03 View live quote ↗
52-week low $15.03 Jul 17, 2026
52-week high $15.03 Jul 17, 2026
Below 52-week high 0.0%
1W return
1M return
3M return
6M return
YTD return
1Y return
30-day volatility —
90-day volatility —
1Y max drawdown

Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.

Institutional activity

Quarter-over-quarter Form 13F activity

Headline counts reflect the latest comparable report quarter only; older quarter-over-quarter changes remain in the evidence history. This is not transaction-level trade data. Amendments are excluded from v1 change classification and remain visible in the holdings table below.

New0
Increased0
Reduced0
Exited2
Unchanged0
View recent 13F activity evidence

Showing the 5 most recent activity comparisons first.

Manager Quarter Activity Shares Prior Change
Invesco Mar 31, 2026 vs Dec 31, 2025 Exited 0 1.4M Exited
J.P. Morgan Asset Management JPMorgan Chase / Asset Management Mar 31, 2026 vs Dec 31, 2025 Exited 0 2.4K Exited
Invesco Dec 31, 2025 vs Sep 30, 2025 Reduced 1.4M 1.5M -86.1K -5.6%
J.P. Morgan Asset Management JPMorgan Chase / Asset Management Dec 31, 2025 vs Sep 30, 2025 Unchanged 2.4K 2.4K 0 0.0%
Invesco Sep 30, 2025 vs Jun 30, 2025 Increased 1.5M 1.5M +24.0K +1.6%
Quarterly institutional holdings

Form 13F holdings

Quarter-end holdings reported by tracked institutional managers. Amendments remain separate and these rows do not represent individual trades.

Latest report quarter Dec 31, 2025
Holding records 17
Manager entities 2
Report quarters 7
Amendment rows 3
View recent Form 13F holding evidence

Showing the 5 most recent holding records first.

Manager Quarter Shares Reported value Filed Form
Invesco Dec 31, 2025 1.4M $21,246,542.00 Feb 19, 2026 13F-HR
J.P. Morgan Asset Management JPMorgan Chase / Asset Management Dec 31, 2025 2.4K $35,692.00 Feb 11, 2026 13F-HR
J.P. Morgan Asset Management JPMorgan Chase / Asset Management Sep 30, 2025 2.4K $35,060.00 Nov 26, 2025 13F-HR/A Amendment
Invesco Sep 30, 2025 1.5M $22,114,297.00 Nov 13, 2025 13F-HR
J.P. Morgan Asset Management JPMorgan Chase / Asset Management Sep 30, 2025 2.4K $35,060.00 Nov 7, 2025 13F-HR

Form 13F reports quarter-end holdings and reported value; they do not establish exact purchase or sale dates.

How to read Schedule 13 ownership changes

Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.

Form 13F rows are quarter-end holding context only and do not establish an exact entry date.

For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.

Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.

Beneficial ownership filing history

Showing 3 of 6 filing(s) · 3 older require more history access
View beneficial ownership filing evidence
Holder Observed / filed Reported change Shares Ownership Observation Filing Latest
Morgan Stanley CIK0000895421 Mar 31, 2026 observed Apr 8, 2026 filed · 8d Schedule 13G amendment Exit below reporting threshold 9 -11.3M 0.00% -10.90 pts $15.03 $15.03 $15.03
Morgan Stanley CIK0000895421 Dec 31, 2023 observed Feb 9, 2024 filed · 40d Schedule 13G amendment Reported accumulation 11.3M +179.5K 10.90% +0.20 pts $13.95 $14.48 $15.03
Morgan Stanley CIK0000895421 Dec 30, 2022 observed Feb 10, 2023 filed · 42d Schedule 13G amendment Reported accumulation 11.1M +713.7K 10.70% +0.70 pts $12.57 $13.09 $15.03
Explore more institutional activity

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