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 | 02/13/2026 | 12.04 M | $176.95 M | 2.00% | 11.56% |
| LPL FINANCIAL LLC | 02/11/2026 | 1.72 M | $25.32 M | -0.32% | 1.65% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1.71 M | $25.10 M | -0.45% | 1.64% |
| INVESCO LTD. | 02/19/2026 | 1.45 M | $21.25 M | -5.62% | 1.39% |
| UBS GROUP AG | 01/29/2026 | 1.43 M | $21.07 M | -1.96% | 1.38% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 1.31 M | $19.21 M | 10.00% | 1.25% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 1.06 M | $15.55 M | 5.31% | 1.02% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 1.05 M | $15.46 M | 6.63% | 1.01% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 864.35 K | $12.71 M | 0.32% | 0.83% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 688.35 K | $10.12 M | -1.48% | 0.66% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 584.82 K | $8.60 M | -10.60% | 0.56% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 532.10 K | $7.82 M | -0.88% | 0.51% |
| ROYAL BANK OF CANADA | 02/17/2026 | 461.65 K | $6.79 M | -2.31% | 0.44% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 451.65 K | $6.64 M | 7.72% | 0.43% |
| TWELVE POINTS WEALTH MANAGEMENT LLC | 01/23/2026 | 366.51 K | $5.42 M | -13.31% | 0.35% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 349.96 K | $5.14 M | 4.54% | 0.34% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 326.60 K | $4.80 M | 8.21% | 0.31% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 277.03 K | $4.07 M | -3.98% | 0.27% |
| MONECO ADVISORS, LLC | 02/04/2026 | 246.92 K | $3.63 M | -1.73% | 0.24% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 245.45 K | $3.61 M | -15.98% | 0.24% |
| SAGE CAPITAL MANAGEMENT, LLC | 01/15/2026 | 239.66 K | $3.52 M | -6.24% | 0.23% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 201.59 K | $2.96 M | 120.68% | 0.19% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 176.91 K | $2.60 M | 64.54% | 0.17% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 176.29 K | $2.59 M | 2.06% | 0.17% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 175.87 K | $2.59 M | -1.24% | 0.17% |
| COLONY GROUP, LLC | 02/13/2026 | 138.19 K | $2.02 M | 355.48% | 0.13% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 135.52 K | $1.99 M | -19.99% | 0.13% |
| 02/03/2026 | 133.17 K | $1.96 M | 100.00% | 0.13% | |
| PARK AVENUE SECURITIES LLC | 01/05/2026 | 127.18 K | $1.87 M | -0.59% | 0.12% |
| AQR ARBITRAGE LLC | 02/17/2026 | 125.21 K | $1.84 M | -47.92% | 0.12% |
| NCP INC. | 02/17/2026 | 124.72 K | $1.83 M | 4.88% | 0.12% |
| TPG ADVISORS LLC | 01/21/2026 | 122.37 K | $1.80 M | -3.26% | 0.12% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 121.64 K | $1.79 M | -38.94% | 0.12% |
| RICHMOND INVESTMENT SERVICES, LLC | 02/12/2026 | 113.26 K | $1.66 M | -0.99% | 0.11% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 106.03 K | $1.56 M | 2.62% | 0.10% |
| ATOMI FINANCIAL GROUP, INC. | 02/19/2026 | 95.65 K | $1.41 M | 18.12% | 0.09% |
| SHULMAN DEMEO ASSET MANAGEMENT LLC | 01/14/2026 | 94.57 K | $1.39 M | -1.53% | 0.09% |
| COMERICA BANK | 01/29/2026 | 92.98 K | $1.37 M | -3.68% | 0.09% |
| ISLAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 89.52 K | $1.32 M | -11.36% | 0.09% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 89.05 K | $1.31 M | 1.77% | 0.09% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 83.34 K | $1.23 M | 18.54% | 0.08% |
| MOORS & CABOT, INC. | 02/10/2026 | 76.62 K | $1.13 M | 0.68% | 0.07% |
| PUFF WEALTH MANAGEMENT, LLC | 01/07/2026 | 72.82 K | $1.07 M | -6.50% | 0.07% |
| BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC | 02/02/2026 | 69.08 K | $1.02 M | 0.46% | 0.07% |
| PATTEN GROUP, INC. | 01/23/2026 | 67.09 K | $986.16 K | 16.73% | 0.06% |
| SIMS INVESTMENT MANAGEMENT, LLC | 01/16/2026 | 60.10 K | $883.47 K | 0.00% | 0.06% |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 58.67 K | $862.43 K | 100.00% | 0.06% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 01/28/2026 | 56.22 K | $827.22 K | 100.00% | 0.05% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 52.71 K | $774.80 K | 1.38% | 0.05% |
| UMB BANK, N.A. | 02/13/2026 | 51.79 K | $761.36 K | 100.00% | 0.05% |
Nuveen S&P 500 Buy-Write Income Fund institutional Ownership - FAQ's
During the previous two years, 241 institutional investors and hedge funds held shares of Nuveen S&P 500 Buy-Write Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 12.04 M
LPL Financial LLC: 1.72 M
WELLS FARGO & COMPANY/MN: 1.71 M
Invesco Ltd.: 1.45 M
UBS Group AG: 1.43 M
Advisors Asset Management, Inc.: 1.31 M
31.12% of Nuveen S&P 500 Buy-Write Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 38.38 M shares in the last 24 months. This purchase volume represents approximately $562.25 M in transactions.