Vault-13

NUVEEN S&P 500 BUY-WRITE INC

COM · CUSIP 6706ER101

166 institutional holders -5 vs Q4 2024
32,129,25732.1m shares reported held*
$421.6mreported value*
15 new 50 added 50 reduced 18 sold out net sold ≈ $5.5m (-421.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $13.12.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 125Q4 22: 134Q1 23: 128Q2 23: 135Q3 23: 139Q4 23: 150Q1 24: 149Q2 24: 156Q3 24: 154Q4 24: 171Q1 25: 166166Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022125
Q4 2022134
Q1 2023128
Q2 2023135
Q3 2023139
Q4 2023150
Q1 2024149
Q2 2024156
Q3 2024154
Q4 2024171
Q1 2025166

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 23: 59 bought or addedQ2 23: 47 cut or sold outQ3 23: 58 bought or addedQ3 23: 42 cut or sold outQ3 23Q4 23: 60 bought or addedQ4 23: 45 cut or sold outQ1 24: 54 bought or addedQ1 24: 59 cut or sold outQ1 24Q2 24: 62 bought or addedQ2 24: 63 cut or sold outQ3 24: 56 bought or addedQ3 24: 58 cut or sold outQ3 24Q4 24: 69 bought or addedQ4 24: 53 cut or sold outQ1 25: 65 bought or addedQ1 25: 68 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20235947
Q3 20235842
Q4 20236045
Q1 20245459
Q2 20246263
Q3 20245658
Q4 20246953
Q1 20256568

Biggest buyers

MORGAN STANLEY Added +340,833+340.8k
Advisors Asset Management, Inc. Added +199,031+199.0k
Allspring Global Investments Holdings, LLC Added +160,135+160.1k
WOLVERINE ASSET MANAGEMENT LLC Added +110,235+110.2k
AMERIPRISE FINANCIAL INC Added +104,401+104.4k
NorthCoast Asset Management LLC New +75,903+75.9k
READYSTATE ASSET MANAGEMENT LP New +73,002+73.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +55,753+55.8k
WELLS FARGO & COMPANY/MN Added +50,711+50.7k
Sage Capital Management, LLC Added +42,637+42.6k

Biggest sellers

RAYMOND JAMES FINANCIAL INC Reduced -316,056-316.1k
UBS Group AG Reduced -247,841-247.8k
Cornerstone Advisors, LLC Reduced -186,729-186.7k
ENVESTNET ASSET MANAGEMENT INC Reduced -183,615-183.6k
ROYAL BANK OF CANADA Reduced -177,155-177.2k
Legacy Capital Wealth Partners, LLC Sold out -152,261-152.3k
ICONIQ Capital, LLC Sold out -109,800-109.8k
PVG ASSET MANAGEMENT CORP Sold out -91,460-91.5k
Essential Planning, LLC. Sold out -79,495-79.5k
LPL Financial LLC Reduced -66,340-66.3k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: MORGAN STANLEY (0.0%, 2026-04-08)

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 11,599,44811.6m $152.2m $152.2m 0.01% Added +340.8k +340,833
2 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,665,4841.7m $21.9m $21.9m 0.01% Added +50.7k +50,711
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,615,3461.6m $21.2m $21.2m 0.01% Reduced -66.3k -66,340
4 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,550,8991.6m $20.3m $20.3m 0.00% Reduced -247.8k -247,841
5 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 1,513,6971.5m $19.9m $19.9m 0.00% Reduced -21.8k -21,810
6 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 957,600957.6k $12.6m $12.6m 0.00% Reduced -316.1k -316,056
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 800,399800.4k $10.5m $10.5m 0.00% Reduced -38.3k -38,265
8 Advisors Asset Management, Inc. 0.19% of their portfolio Monument, CO 785,965786.0k $10.3m $10.3m 0.19% Added +199.0k +199,031
9 Cornerstone Advisors, LLC 0.40% of their portfolio ASHEVILLE, NC 700,570700.6k $9.2m $9.2m 0.40% Reduced -186.7k -186,729
10 Lindbrook Capital, LLC 0.83% of their portfolio CALABASAS, CA 690,062690.1k $9.1m $9.1m 0.83% Unchanged
11 GUGGENHEIM CAPITAL LLC 0.08% of their portfolio CHICAGO, IL 668,968669.0k $8.8m $8.8m 0.08% Added +2.9k +2,923
12 Allspring Global Investments Holdings, LLC 0.01% of their portfolio CHARLOTTE, NC 636,911636.9k $8.4m $8.4m 0.01% Added +160.1k +160,135
13 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 558,246558.2k $7.3m $7.3m 0.02% Added +12.1k +12,051
14 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 495,627495.6k $6.5m $6.5m 0.00% Reduced -177.2k -177,155
15 AQR Arbitrage LLC 0.15% of their portfolio Greenwich, CT 471,748471.7k $6.1m $6.1m 0.15% Reduced -24.1k -24,120
16 Twelve Points Wealth Management LLC 1.48% of their portfolio CONCORD, MA 414,978415.0k $5.4m $5.4m 1.48% Added +32.6k +32,611
17 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 398,750398.8k $5.2m $5.2m 0.00% Added +104.4k +104,401
18 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 369,692369.7k $4.9m $4.9m 0.01% Added +6.0k +5,995
19 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 349,528349.5k $4.6m $4.6m 0.01% Reduced -12.1k -12,076
20 Focused Wealth Management, Inc 0.59% of their portfolio Newburgh, NY 328,730328.7k $4.3m $4.3m 0.59% Added +11.5k +11,530
21 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 281,381281.4k $3.7m $3.7m 0.00% Added +4.6k +4,595
22 MONECO ADVISORS, LLC 0.36% of their portfolio FAIRFIELD, CT 263,712263.7k $3.5m $3.5m 0.36% Reduced -1.8k -1,812
23 Sage Capital Management, LLC 1.78% of their portfolio Stockton, NJ 249,250249.2k $3.3m $3.3m 1.78% Added +42.6k +42,637
24 WOLVERINE ASSET MANAGEMENT LLC 0.06% of their portfolio CHICAGO, IL 229,208229.2k $3.0m $3.0m 0.06% Added +110.2k +110,235
25 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 211,578211.6k $2.8m $2.8m 0.01% Added +13.0k +13,027
26 Shaker Financial Services, LLC 1.10% of their portfolio Arlington, VA 209,352209.4k $2.8m $2.8m 1.10% Reduced -5.5k -5,516
27 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 174,891174.9k $2.3m $2.3m 0.00% Reduced -183.6k -183,615
28 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 141,007141.0k $1.9m $1.9m 0.00% Added +3.9k +3,891
29 TPG Advisors LLC 1.44% of their portfolio NORTHFIELD, IL 139,397139.4k $1.8m $1.8m 1.44% Reduced -2.7k -2,674
30 Moors & Cabot, Inc. 0.09% of their portfolio BOSTON, MA 131,972132.0k $1.7m $1.7m 0.09% Reduced -3.1k -3,071
31 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 127,301127.3k $1.7m $1.7m 0.02% Added +1.4k +1,391
32 NCP Inc. 2.24% of their portfolio WILMINGTON, NC 126,302126.3k $1.7m $1.7m 2.24% Added +17.2k +17,234
33 Prosperity Wealth Management, Inc. 0.75% of their portfolio San Ramon, CA 122,266122.3k $1.6m $1.6m 0.75% Unchanged
34 B. Riley Wealth Advisors, Inc. 0.04% of their portfolio MEMPHIS, TN 107,139107.1k $1.4m $1.4m 0.04% Added +2.1k +2,107
35 Prospera Financial Services Inc 0.03% of their portfolio Dallas, TX 99,30799.3k $1.3m $1.3m 0.03% Reduced -1.4k -1,362
36 Shulman DeMeo Asset Management LLC 0.35% of their portfolio LAKE SUCCESS, NY 96,21096.2k $1.3m $1.3m 0.35% Reduced -600 -600
37 COMERICA BANK 0.00% of their portfolio DALLAS, TX 90,11590.1k $1.2m $1.2m 0.00% Reduced -3.3k -3,347
38 Compound Planning, Inc. 0.05% of their portfolio NEW YORK, NY 81,88281.9k $1.1m $1.1m 0.05% Reduced -16.7k -16,678
39 ISLAY CAPITAL MANAGEMENT, LLC 0.71% of their portfolio Lubbock, TX 80,25680.3k $1.1m $1.1m 0.71% Added +2.5k +2,500
40 PUFF WEALTH MANAGEMENT, LLC 1.83% of their portfolio Haddonfield, NJ 79,06579.1k $1.0m $1.0m 1.83% Added +300 +300
41 NorthCoast Asset Management LLC 0.01% of their portfolio STAMFORD, CT 75,90375.9k $995.8k $995.8k 0.01% New
42 READYSTATE ASSET MANAGEMENT LP 0.05% of their portfolio CHICAGO, IL 73,00273.0k $957.8k $957.8k 0.05% New
43 Blake Schutter Theil Wealth Advisors, LLC 1.02% of their portfolio DAYTON, OH 68,43868.4k $897.9k $897.9k 1.02% Added +3.3k +3,348
44 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 67,21567.2k $881.9k $881.9k 0.00% Reduced -10.1k -10,132
45 GatePass Capital, LLC 0.60% of their portfolio INDEPENDENCE, OH 61,00061.0k $800.3k $800.3k 0.60% Added +38.3k +38,300
46 SIMS INVESTMENT MANAGEMENT, LLC 0.35% of their portfolio CINCINNATI, OH 60,10060.1k $788.5k $788.5k 0.35% Added +100 +100
47 Patten Group, Inc. 0.18% of their portfolio CHATTANOOGA, TN 58,64558.6k $769.4k $769.4k 0.18% Reduced -2.8k -2,756
48 Richmond Investment Services, LLC 0.42% of their portfolio Mequon, WI 58,33058.3k $765.3k $765.3k 0.42% Unchanged
49 Matrix Trust Co 0.13% of their portfolio DENVER, CO 57,47157.5k $754.0k $754.0k 0.13% Added +18.7k +18,729
50 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 55,75355.8k $731.5k $731.5k 0.00% New
51 Venture Visionary Partners LLC 0.03% of their portfolio Sylvania, OH 54,32554.3k $712.8k $712.8k 0.03% Reduced -3.6k -3,563
52 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 52,37352.4k $682.4k $682.4k 0.01% Added +1.5k +1,535
53 Hennion & Walsh Asset Management, Inc. 0.03% of their portfolio Parsippany, NJ 52,30052.3k $686.2k $686.2k 0.03% Reduced -228 -228
54 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 49,93049.9k $655.1k $655.1k 0.01% Reduced -2.1k -2,146
55 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 48,49648.5k $646.2k $646.2k 0.01% Reduced -3.0k -2,994
56 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 48,25548.3k $633.1k $633.1k 0.01% Reduced -102 -102
57 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 45,93945.9k $602.7k $602.7k 0.00% Added +707 +707
58 Hilltop Holdings Inc. 0.04% of their portfolio DALLAS, TX 44,94844.9k $589.7k $589.7k 0.04% Added +26.0k +26,000
59 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 43,41543.4k $569.6k $569.6k 0.00% Added +3.6k +3,580
60 Alteri Wealth LLC 0.25% of their portfolio WESTLAKE VILLAGE, CA 43,40543.4k $569.5k $569.5k 0.25% Added +3.2k +3,195
61 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 43,12843.1k $565.8k $565.8k 0.00% Added +8.9k +8,852
62 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio ORLANDO, FL 42,93442.9k $563.3k $563.3k 0.05% Added +5.3k +5,300
63 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 41,27641.3k $541.5k $541.5k 0.00% Reduced -97 -97
64 Investment Partners Asset Management, Inc. 0.38% of their portfolio METUCHEN, NJ 37,30937.3k $489.5k $489.5k 0.38% Reduced -750 -750
65 Leo Wealth, LLC 0.07% of their portfolio HURST, TX 34,99135.0k $459.1k $459.1k 0.07% Unchanged
66 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 34,24734.2k $449.3k $449.3k 0.00% Reduced -955 -955
67 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 33,93133.9k $445.2k $445.2k 0.00% Unchanged
68 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 33,89633.9k $444.7k $444.7k 0.01% Added +3.9k +3,920
69 Pflug Koory, LLC 0.25% of their portfolio OMAHA, NE 33,68233.7k $441.9k $441.9k 0.25% Reduced -935 -935
70 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 33,15533.2k $443.5k $443.5k 0.02% Reduced -11.4k -11,426
71 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 31,15931.2k $408.8k $408.8k 0.00% Added +902 +902
72 Jackson, Grant Investment Advisers, Inc. 0.16% of their portfolio STAMFORD, CT 30,64730.6k $402.1k $402.1k 0.16% Added +477 +477
73 LANARK FINANCIAL, INC. 0.03% of their portfolio BIRMINGHAM, AL 29,06929.1k $381.0k $381.0k 0.03% Added +29.0k +29,040
74 Patriot Financial Group Insurance Agency, LLC 0.05% of their portfolio Westborough, MA 27,37627.4k $359.2k $359.2k 0.05% Reduced -1.3k -1,349
75 MARCO INVESTMENT MANAGEMENT LLC 0.03% of their portfolio ATLANTA, GA 27,30027.3k $358.2k $358.2k 0.03% Added +7.0k +7,000
76 Tyche Wealth Partners LLC 0.07% of their portfolio PLANO, TX 25,62125.6k $336.1k $336.1k 0.07% Unchanged
77 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.03% of their portfolio Englewood, NJ 24,98525.0k $327.8k $327.8k 0.03% Reduced -6.3k -6,292
78 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 24,96425.0k $327.5k $327.5k 0.00% Added +3.7k +3,720
79 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 24,83124.8k $325.8k $325.8k 0.00% Reduced -33.9k -33,934
80 INSTRUMENTAL WEALTH, LLC 0.28% of their portfolio TAMPA, FL 23,84023.8k $305.2k $305.2k 0.28% Unchanged
81 ENCOMPASS WEALTH ADVISORS, LLC 0.12% of their portfolio PORTLAND, OR 22,62222.6k $296.8k $296.8k 0.12% Unchanged
82 INTEGRATED CAPITAL MANAGEMENT, INC. 0.23% of their portfolio JESSUP, PA 22,46322.5k $294.7k $294.7k 0.23% Added +875 +875
83 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% of their portfolio CEDAR RAPIDS, IA 22,43022.4k $294.3k $294.3k 0.02% Unchanged
84 Palogic Value Management, L.P. 0.13% of their portfolio DALLAS, TX 21,87121.9k $286.9k $286.9k 0.13% Unchanged
85 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 20,54520.5k $269.6k $269.6k 0.00% Added +18.1k +18,136
86 Glen Eagle Advisors, LLC 0.04% of their portfolio KINGSTON, NJ 20,46420.5k $268.5k $268.5k 0.04% Reduced -12.1k -12,093
87 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 20,01220.0k $262.6k $262.6k 0.00% Reduced -10.3k -10,306
88 Armor Investment Advisors, LLC 0.11% of their portfolio RALEIGH, NC 19,68719.7k $258.3k $258.3k 0.11% Reduced -107 -107
89 Quantedge Capital Pte Ltd 0.08% of their portfolio Singapore, U0 19,50019.5k $255.8k $255.8k 0.08% Added +3.5k +3,500
90 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 18,65318.7k $244.7k $244.7k 0.00% New
91 Maltin Wealth Management, Inc. 0.11% of their portfolio RIDGEWOOD, NJ 17,98118.0k $235.9k $235.9k 0.11% Unchanged
92 Apriem Advisors 0.03% of their portfolio IRVINE, CA 17,96818.0k $235.7k $235.7k 0.03% Unchanged
93 CHOREO, LLC 0.00% of their portfolio ROCKFORD, IL 17,81717.8k $238.6k $238.6k 0.00% Added +3.1k +3,094
94 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 17,53717.5k $230.1k $230.1k 0.00% Unchanged
95 Triumph Capital Management 0.08% of their portfolio DENVER, CO 17,43217.4k $228.7k $228.7k 0.08% Added +500 +500
96 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 17,41717.4k $228.5k $228.5k 0.00% Added +1.2k +1,189
97 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 17,00017.0k $223.0k $223.0k 0.00% Added +3.8k +3,772
98 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 16,23216.2k $213.0k $213.0k 0.00% New
99 Bay Capital Advisors, LLC 0.17% of their portfolio VIRGINIA BEACH, VA 15,95015.9k $209.3k $209.3k 0.17% Unchanged
100 COMMERCE BANK 0.00% of their portfolio KANSAS CITY, MO 15,81915.8k $207.5k $207.5k 0.00% Unchanged