Nuveen S&P 500 Buy-Write Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2025 | 11.80 M | $170.40 M | -0.29% | 11.33% |
| LPL FINANCIAL LLC | 11/12/2025 | 1.73 M | $24.95 M | 6.07% | 1.66% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 1.72 M | $24.77 M | 1.51% | 1.65% |
| INVESCO LTD. | 11/13/2025 | 1.53 M | $22.11 M | 1.59% | 1.47% |
| UBS GROUP AG | 11/13/2025 | 1.46 M | $21.11 M | -1.76% | 1.40% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 1.19 M | $17.15 M | 28.03% | 1.14% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/20/2025 | 1.00 M | $14.50 M | 10.96% | 0.96% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 986.04 K | $14.24 M | 3.64% | 0.95% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 861.61 K | $12.44 M | 4.57% | 0.83% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 698.71 K | $10.09 M | 1,771.50% | 0.67% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 654.18 K | $9.45 M | -9.60% | 0.63% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 536.83 K | $7.75 M | -5.38% | 0.52% |
| ROYAL BANK OF CANADA | 11/14/2025 | 472.57 K | $6.82 M | -1.45% | 0.45% |
| TWELVE POINTS WEALTH MANAGEMENT LLC | 10/22/2025 | 422.77 K | $6.10 M | -2.29% | 0.41% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 419.27 K | $5.97 M | 10.06% | 0.40% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 334.76 K | $4.83 M | 6.87% | 0.32% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 301.83 K | $4.36 M | -0.26% | 0.29% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 292.12 K | $4.22 M | -10.90% | 0.28% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 288.52 K | $4.17 M | 7.11% | 0.28% |
| CORNERSTONE ADVISORS, LLC | 11/07/2025 | 264.29 K | $3.82 M | -30.58% | 0.25% |
| SAGE CAPITAL MANAGEMENT, LLC | 10/28/2025 | 255.62 K | $3.69 M | 0.21% | 0.25% |
| MONECO ADVISORS, LLC | 11/05/2025 | 251.25 K | $3.63 M | -2.60% | 0.24% |
| AQR ARBITRAGE LLC | 11/14/2025 | 240.40 K | $3.43 M | -33.44% | 0.23% |
| SHAKER FINANCIAL SERVICES, LLC | 10/22/2025 | 199.23 K | $2.93 M | 156.75% | 0.19% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 178.09 K | $2.57 M | 15.98% | 0.17% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 172.73 K | $2.49 M | 3.42% | 0.17% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 169.38 K | $2.45 M | 0.00% | 0.16% |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 12/01/2025 | 159.71 K | $2.31 M | 1.92% | 0.15% |
| PARK AVENUE SECURITIES LLC | 10/23/2025 | 127.94 K | $1.85 M | 4.83% | 0.12% |
| TPG ADVISORS LLC | 11/06/2025 | 126.50 K | $1.83 M | -8.80% | 0.12% |
| PROSPERITY WEALTH MANAGEMENT, INC. | 11/14/2025 | 125.51 K | $1.81 M | 1.42% | 0.12% |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 11/10/2025 | 124.74 K | $1.80 M | 17.97% | 0.12% |
| NCP INC. | 11/13/2025 | 118.91 K | $1.72 M | -6.62% | 0.11% |
| RICHMOND INVESTMENT SERVICES, LLC | 11/12/2025 | 114.40 K | $1.65 M | 0.20% | 0.11% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2025 | 107.51 K | $1.55 M | 3.18% | 0.10% |
| PROSPERA FINANCIAL SERVICES INC | 11/06/2025 | 103.32 K | $1.49 M | 2.52% | 0.10% |
| ISLAY CAPITAL MANAGEMENT, LLC | 11/12/2025 | 100.99 K | $1.46 M | 32.33% | 0.10% |
| COMERICA BANK | 11/14/2025 | 96.53 K | $1.39 M | 3.95% | 0.09% |
| SHULMAN DEMEO ASSET MANAGEMENT LLC | 10/17/2025 | 96.05 K | $1.39 M | -0.05% | 0.09% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 11/14/2025 | 91.35 K | $1.32 M | 4.03% | 0.09% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 87.50 K | $1.26 M | -0.37% | 0.08% |
| ATOMI FINANCIAL GROUP, INC. | 11/10/2025 | 80.98 K | $1.17 M | 5.08% | 0.08% |
| PUFF WEALTH MANAGEMENT, LLC | 10/06/2025 | 77.89 K | $1.12 M | -4.50% | 0.07% |
| MOORS & CABOT, INC. | 11/14/2025 | 76.10 K | $1.10 M | 4.17% | 0.07% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 70.31 K | $1.02 M | -5.85% | 0.07% |
| BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC | 11/04/2025 | 68.76 K | $992.94 K | 0.23% | 0.07% |
| SIMS INVESTMENT MANAGEMENT, LLC | 01/16/2026 | 60.10 K | $867.84 K | 0.00% | 0.06% |
| PATTEN GROUP, INC. | 11/10/2025 | 57.47 K | $829.85 K | -1.28% | 0.06% |
| VENTURE VISIONARY PARTNERS LLC | 10/06/2025 | 52.68 K | $760.73 K | 0.00% | 0.05% |
| MATRIX TRUST CO | 10/14/2025 | 52.36 K | $756.00 K | -9.50% | 0.05% |
Nuveen S&P 500 Buy-Write Income Fund institutional Ownership - FAQ's
During the previous two years, 181 institutional investors and hedge funds held shares of Nuveen S&P 500 Buy-Write Income Fund. The most heavily invested institutionals were:
Allspring Global Investments Holdings, LLC: 1.06 M
Sage Capital Management, LLC: 239,661
Hennion & Walsh Asset Management, Inc.: 176,905
TPG Advisors LLC: 122,371
Shulman DeMeo Asset Management LLC: 94,573
PUFF WEALTH MANAGEMENT, LLC: 72,819
31.03% of Nuveen S&P 500 Buy-Write Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 33.77 M shares in the last 24 months. This purchase volume represents approximately $504.90 M in transactions.