Vault-13

NUVEEN S&P 500 BUY-WRITE INC

COM · CUSIP 6706ER101

6 institutional holders -172 vs Q4 2025
22,07722.1k shares reported held*
$331.2kreported value*
1 new 0 added 2 reduced 168 sold out net sold ≈ $429.1m (-32.4m 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 ≈ $15.00.

Trends to Q1 2026

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: 160Q3 25: 158Q4 25: 178Q1 26: 66Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q3 2025158
Q4 2025178
Q1 20266

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 25Q2 25: 69 bought or addedQ2 25: 62 cut or sold outQ3 25: 64 bought or addedQ3 25: 45 cut or sold outQ3 25Q4 25: 78 bought or addedQ4 25: 63 cut or sold outQ1 26: 1 bought or addedQ1 26: 170 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20246263
Q3 20245658
Q4 20246953
Q1 20256568
Q2 20256962
Q3 20256445
Q4 20257863
Q1 20261170

Biggest buyers

McIlrath & Eck, LLC New +00

Biggest sellers

MORGAN STANLEY Sold out -12,037,265-12.0m
LPL Financial LLC Sold out -1,722,466-1.7m
WELLS FARGO & COMPANY/MN Sold out -1,707,328-1.7m
Invesco Ltd. Sold out -1,445,343-1.4m
UBS Group AG Sold out -1,433,452-1.4m
Advisors Asset Management, Inc. Sold out -1,307,509-1.3m
Allspring Global Investments Holdings, LLC Sold out -1,057,645-1.1m
RAYMOND JAMES FINANCIAL INC Sold out -1,051,368-1.1m
BANK OF AMERICA CORP /DE/ Sold out -864,351-864.4k
HighTower Advisors, LLC Sold out -688,353-688.4k

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 18,94718.9k $284.8k $284.8k 0.01% Reduced -10.0k -10,000
2 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 2,0002.0k $26.5k $26.5k 0.00% Unchanged
3 CoreFirst Bank & Trust 0.01% of their portfolio TOPEKA, KS 930930 $12.3k $12.3k 0.01% Unchanged
4 Ameliora Wealth Management Ltd. 0.00% of their portfolio ZURICH, V8 200200 $2.7k $2.7k 0.00% Unchanged
5 McIlrath & Eck, LLC 0.00% of their portfolio ARLINGTON, WA 00 $0 $0 0.00% New
6 Triumph Capital Management 0.00% of their portfolio DENVER, CO 00 $4.9k $4.9k 0.00% Reduced -18.1k -18,132