Vault-13

NUVEEN S&P 500 BUY-WRITE INC

COM · CUSIP 6706ER101

160 institutional holders -6 vs Q1 2025
32,064,61032.1m shares reported held*
$445.1mreported value*
10 new 59 added 46 reduced 16 sold out net bought ≈ $8.4m (+602.7k 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 ≈ $13.88.

Trends to Q2 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: 166Q2 25: 160160Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025160

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 58 bought or addedQ3 23: 42 cut or sold outQ4 23: 60 bought or addedQ4 23: 45 cut or sold outQ4 23Q1 24: 54 bought or addedQ1 24: 59 cut or sold outQ2 24: 62 bought or addedQ2 24: 63 cut or sold outQ2 24Q3 24: 56 bought or addedQ3 24: 58 cut or sold outQ4 24: 69 bought or addedQ4 24: 53 cut or sold outQ4 24Q1 25: 65 bought or addedQ1 25: 68 cut or sold outQ2 25: 69 bought or addedQ2 25: 62 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20235842
Q4 20236045
Q1 20245459
Q2 20246263
Q3 20245658
Q4 20246953
Q1 20256568
Q2 20256962

Biggest buyers

ROYAL BANK OF CANADA Added +463,397+463.4k
Allspring Global Investments Holdings, LLC Added +268,146+268.1k
MORGAN STANLEY Added +235,555+235.6k
TWO SIGMA INVESTMENTS, LP New +169,380+169.4k
Polar Asset Management Partners Inc. New +156,696+156.7k
Advisors Asset Management, Inc. Added +142,751+142.8k
Janney Montgomery Scott LLC Added +57,802+57.8k
Richmond Investment Services, LLC Added +55,841+55.8k
GUGGENHEIM CAPITAL LLC Added +54,659+54.7k
Hennion & Walsh Asset Management, Inc. Added +51,900+51.9k

Biggest sellers

Cornerstone Advisors, LLC Reduced -319,886-319.9k
WOLVERINE ASSET MANAGEMENT LLC Sold out -229,208-229.2k
Shaker Financial Services, LLC Reduced -131,757-131.8k
AQR Arbitrage LLC Reduced -110,555-110.6k
AMERIPRISE FINANCIAL INC Reduced -85,514-85.5k
B. Riley Wealth Advisors, Inc. Reduced -76,020-76.0k
READYSTATE ASSET MANAGEMENT LP Sold out -73,002-73.0k
UBS Group AG Reduced -62,599-62.6k
Moors & Cabot, Inc. Reduced -58,920-58.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -55,753-55.8k

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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 11,835,00311.8m $164.3m $164.3m 0.01% Added +235.6k +235,555
2 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,689,5501.7m $23.5m $23.5m 0.01% Added +24.1k +24,066
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,629,0511.6m $22.6m $22.6m 0.01% Added +13.7k +13,705
4 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 1,507,5071.5m $20.9m $20.9m 0.00% Reduced -6.2k -6,190
5 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,488,3001.5m $20.7m $20.7m 0.00% Reduced -62.6k -62,599
6 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 959,024959.0k $13.3m $13.3m 0.00% Added +463.4k +463,397
7 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 951,409951.4k $13.2m $13.2m 0.00% Reduced -6.2k -6,191
8 Advisors Asset Management, Inc. 0.23% of their portfolio Monument, CO 928,716928.7k $12.9m $12.9m 0.23% Added +142.8k +142,751
9 Allspring Global Investments Holdings, LLC 0.02% of their portfolio CHARLOTTE, NC 905,057905.1k $12.6m $12.6m 0.02% Added +268.1k +268,146
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 823,947823.9k $11.4m $11.4m 0.00% Added +23.5k +23,548
11 GUGGENHEIM CAPITAL LLC 0.08% of their portfolio CHICAGO, IL 723,627723.6k $10.0m $10.0m 0.08% Added +54.7k +54,659
12 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 567,331567.3k $7.9m $7.9m 0.02% Added +9.1k +9,085
13 Twelve Points Wealth Management LLC 1.62% of their portfolio CONCORD, MA 432,690432.7k $6.0m $6.0m 1.62% Added +17.7k +17,712
14 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 380,959381.0k $5.3m $5.3m 0.01% Added +11.3k +11,267
15 Cornerstone Advisors, LLC 0.18% of their portfolio ASHEVILLE, NC 380,684380.7k $5.3m $5.3m 0.18% Reduced -319.9k -319,886
16 AQR Arbitrage LLC 0.12% of their portfolio Greenwich, CT 361,193361.2k $5.0m $5.0m 0.12% Reduced -110.6k -110,555
17 Focused Wealth Management, Inc 0.57% of their portfolio Newburgh, NY 333,887333.9k $4.6m $4.6m 0.57% Added +5.2k +5,157
18 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 327,849327.8k $4.6m $4.6m 0.01% Reduced -21.7k -21,679
19 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 313,236313.2k $4.3m $4.3m 0.00% Reduced -85.5k -85,514
20 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 302,608302.6k $4.2m $4.2m 0.00% Added +21.2k +21,227
21 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 269,380269.4k $3.7m $3.7m 0.01% Added +57.8k +57,802
22 MONECO ADVISORS, LLC 0.33% of their portfolio FAIRFIELD, CT 257,967258.0k $3.6m $3.6m 0.33% Reduced -5.7k -5,745
23 Sage Capital Management, LLC 1.70% of their portfolio Stockton, NJ 255,095255.1k $3.5m $3.5m 1.70% Added +5.8k +5,845
24 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 169,380169.4k $2.4m $2.4m 0.00% New
25 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 167,022167.0k $2.3m $2.3m 0.00% Reduced -7.9k -7,869
26 Polar Asset Management Partners Inc. 0.05% of their portfolio TORONTO, A6 156,696156.7k $2.2m $2.2m 0.05% New
27 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 153,547153.5k $2.1m $2.1m 0.00% Added +12.5k +12,540
28 TPG Advisors LLC 1.39% of their portfolio NORTHFIELD, IL 138,713138.7k $1.9m $1.9m 1.39% Reduced -684 -684
29 NCP Inc. 1.67% of their portfolio WILMINGTON, NC 127,332127.3k $1.8m $1.8m 1.67% Added +1.0k +1,030
30 Prosperity Wealth Management, Inc. 0.64% of their portfolio San Ramon, CA 123,745123.7k $1.7m $1.7m 0.64% Added +1.5k +1,479
31 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 122,039122.0k $1.7m $1.7m 0.02% Reduced -5.3k -5,262
32 Richmond Investment Services, LLC 0.33% of their portfolio Mequon, WI 114,171114.2k $1.6m $1.6m 0.33% Added +55.8k +55,841
33 NorthCoast Asset Management LLC 0.01% of their portfolio STAMFORD, CT 105,731105.7k $1.5m $1.5m 0.01% Added +29.8k +29,828
34 Hennion & Walsh Asset Management, Inc. 0.06% of their portfolio Parsippany, NJ 104,200104.2k $1.4m $1.4m 0.06% Added +51.9k +51,900
35 Prospera Financial Services Inc 0.03% of their portfolio Dallas, TX 100,783100.8k $1.4m $1.4m 0.03% Added +1.5k +1,476
36 Shulman DeMeo Asset Management LLC 0.33% of their portfolio LAKE SUCCESS, NY 96,09596.1k $1.3m $1.3m 0.33% Reduced -115 -115
37 COMERICA BANK 0.01% of their portfolio DALLAS, TX 92,86692.9k $1.3m $1.3m 0.01% Added +2.8k +2,751
38 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 87,83187.8k $1.2m $1.2m 0.01% Added +44.4k +44,416
39 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 87,80887.8k $1.2m $1.2m 0.01% Added +35.4k +35,435
40 PUFF WEALTH MANAGEMENT, LLC 1.84% of their portfolio Haddonfield, NJ 81,55281.6k $1.1m $1.1m 1.84% Added +2.5k +2,487
41 Shaker Financial Services, LLC 0.40% of their portfolio Arlington, VA 77,59577.6k $1.1m $1.1m 0.40% Reduced -131.8k -131,757
42 Compound Planning, Inc. 0.04% of their portfolio NEW YORK, NY 77,06277.1k $1.1m $1.1m 0.04% Reduced -4.8k -4,820
43 ISLAY CAPITAL MANAGEMENT, LLC 0.68% of their portfolio Lubbock, TX 76,31776.3k $1.1m $1.1m 0.68% Reduced -3.9k -3,939
44 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 74,67174.7k $1.0m $1.0m 0.01% Added +7.5k +7,456
45 Moors & Cabot, Inc. 0.05% of their portfolio BOSTON, MA 73,05273.1k $1.0m $1.0m 0.05% Reduced -58.9k -58,920
46 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 69,04869.0k $958.4k $958.4k 0.00% Added +35.1k +35,117
47 Blake Schutter Theil Wealth Advisors, LLC 1.08% of their portfolio DAYTON, OH 68,60468.6k $952.2k $952.2k 1.08% Added +166 +166
48 SIMS INVESTMENT MANAGEMENT, LLC 0.34% of their portfolio CINCINNATI, OH 60,10060.1k $834.2k $834.2k 0.34% Unchanged
49 Patten Group, Inc. 0.17% of their portfolio CHATTANOOGA, TN 58,21558.2k $808.0k $808.0k 0.17% Reduced -430 -430
50 GatePass Capital, LLC 0.53% of their portfolio INDEPENDENCE, OH 58,00058.0k $805.0k $805.0k 0.53% Reduced -3.0k -3,000
51 Matrix Trust Co 0.13% of their portfolio DENVER, CO 57,85557.9k $803.0k $803.0k 0.13% Added +384 +384
52 Venture Visionary Partners LLC 0.03% of their portfolio Sylvania, OH 52,68152.7k $731.2k $731.2k 0.03% Reduced -1.6k -1,644
53 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 50,44650.4k $700.2k $700.2k 0.01% Added +516 +516
54 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 48,59448.6k $674.5k $674.5k 0.00% Added +339 +339
55 Alteri Wealth LLC 0.26% of their portfolio WESTLAKE VILLAGE, CA 47,95548.0k $665.6k $665.6k 0.26% Added +4.5k +4,550
56 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 47,38747.4k $657.7k $657.7k 0.00% Added +1.4k +1,448
57 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio ORLANDO, FL 47,36747.4k $657.5k $657.5k 0.05% Added +4.4k +4,433
58 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 41,24941.2k $572.5k $572.5k 0.00% Reduced -27 -27
59 Hilltop Holdings Inc. 0.04% of their portfolio DALLAS, TX 39,59839.6k $549.6k $549.6k 0.04% Reduced -5.3k -5,350
60 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 37,36437.4k $518.6k $518.6k 0.02% Added +3.5k +3,468
61 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 37,33437.3k $518.2k $518.2k 0.00% Reduced -5.8k -5,794
62 Investment Partners Asset Management, Inc. 0.36% of their portfolio METUCHEN, NJ 37,21937.2k $516.6k $516.6k 0.36% Reduced -90 -90
63 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 36,85836.9k $511.6k $511.6k 0.00% Added +26.2k +26,168
64 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 35,98636.0k $499.5k $499.5k 0.00% Added +1.7k +1,739
65 Leo Wealth, LLC 0.04% of their portfolio HURST, TX 34,99135.0k $485.7k $485.7k 0.04% Unchanged
66 Pflug Koory, LLC 0.24% of their portfolio OMAHA, NE 33,68233.7k $467.5k $467.5k 0.24% Unchanged
67 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 32,25632.3k $447.7k $447.7k 0.00% Added +7.3k +7,292
68 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 31,11931.1k $431.9k $431.9k 0.02% Reduced -76.0k -76,020
69 Jackson, Grant Investment Advisers, Inc. 0.16% of their portfolio STAMFORD, CT 31,10331.1k $431.7k $431.7k 0.16% Added +456 +456
70 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 30,14330.1k $418.4k $418.4k 0.00% Added +5.3k +5,312
71 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 29,80829.8k $413.7k $413.7k 0.00% Reduced -1.4k -1,351
72 LANARK FINANCIAL, INC. 0.03% of their portfolio BIRMINGHAM, AL 28,86428.9k $400.0k $400.0k 0.03% Reduced -205 -205
73 Patriot Financial Group Insurance Agency, LLC 0.04% of their portfolio Westborough, MA 27,63027.6k $383.5k $383.5k 0.04% Added +254 +254
74 MARCO INVESTMENT MANAGEMENT LLC 0.03% of their portfolio ATLANTA, GA 27,30027.3k $378.9k $378.9k 0.03% Unchanged
75 WORLD EQUITY GROUP, INC. 0.10% of their portfolio SCHAUMBURG, IL 26,75026.8k $371.3k $371.3k 0.10% Added +13.6k +13,550
76 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 26,43726.4k $372.8k $372.8k 0.02% Reduced -6.7k -6,718
77 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 26,41426.4k $373.5k $373.5k 0.01% Added +14.2k +14,211
78 Laird Norton Wetherby Wealth Management, LLC 0.02% of their portfolio Seattle, WA 26,30226.3k $365.1k $365.1k 0.02% First filing
79 Tyche Wealth Partners LLC 0.07% of their portfolio PLANO, TX 25,64025.6k $355.9k $355.9k 0.07% Added +19 +19
80 INSTRUMENTAL WEALTH, LLC 0.28% of their portfolio TAMPA, FL 25,25125.3k $352.5k $352.5k 0.28% Added +1.4k +1,411
81 INTEGRATED CAPITAL MANAGEMENT, INC. 0.24% of their portfolio JESSUP, PA 23,06923.1k $320.2k $320.2k 0.24% Added +606 +606
82 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 22,14722.1k $307.4k $307.4k 0.00% Added +3.5k +3,494
83 Palogic Value Management, L.P. 0.12% of their portfolio DALLAS, TX 21,37121.4k $296.6k $296.6k 0.12% Reduced -500 -500
84 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% of their portfolio CEDAR RAPIDS, IA 20,87720.9k $289.8k $289.8k 0.02% Reduced -1.6k -1,553
85 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 20,65620.7k $286.7k $286.7k 0.01% Added +7.3k +7,346
86 Armor Investment Advisors, LLC 0.10% of their portfolio RALEIGH, NC 19,67319.7k $273.1k $273.1k 0.10% Reduced -14 -14
87 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 18,29218.3k $253.9k $253.9k 0.00% Added +875 +875
88 Maltin Wealth Management, Inc. 0.11% of their portfolio RIDGEWOOD, NJ 18,29118.3k $253.9k $253.9k 0.11% Added +310 +310
89 Apriem Advisors 0.03% of their portfolio IRVINE, CA 17,96818.0k $249.4k $249.4k 0.03% Unchanged
90 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 17,90517.9k $249.0k $249.0k 0.00% Added +905 +905
91 CHOREO, LLC 0.00% of their portfolio ROCKFORD, IL 17,67117.7k $250.1k $250.1k 0.00% Reduced -146 -146
92 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 17,53717.5k $243.4k $243.4k 0.00% Unchanged
93 Triumph Capital Management 0.07% of their portfolio DENVER, CO 17,43217.4k $242.0k $242.0k 0.07% Unchanged
94 Mariner, LLC 0.00% of their portfolio Overland Park, KS 16,38116.4k $227.4k $227.4k 0.00% Added +1.9k +1,875
95 Glen Eagle Advisors, LLC 0.03% of their portfolio KINGSTON, NJ 15,97016.0k $221.7k $221.7k 0.03% Reduced -4.5k -4,494
96 Bay Capital Advisors, LLC 0.17% of their portfolio VIRGINIA BEACH, VA 15,95015.9k $221.4k $221.4k 0.17% Unchanged
97 COMMERCE BANK 0.00% of their portfolio KANSAS CITY, MO 15,81915.8k $219.6k $219.6k 0.00% Unchanged
98 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 15,76915.8k $218.9k $218.9k 0.00% New
99 PGIM Custom Harvest LLC 0.00% of their portfolio NEWARK, NJ 15,76015.8k $218.7k $218.7k 0.00% Unchanged
100 COMMONS CAPITAL, LLC 0.16% of their portfolio NEEDHAM, MA 15,12715.1k $210.0k $210.0k 0.16% Added +200 +200