Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Nuveen S&P 500 Buy-Write Income Fund include Polar Asset Management Partners Inc., Smallwood Wealth Investment Management, LLC, and Colonial Trust Advisors .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | World Equity Group, Inc. | 26,750 | 102.65 | 371 | 114.45 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 47,955 | 10.48 | 666 | 16.87 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 27,630 | 0.93 | 384 | 6.69 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 32,256 | 29.21 | 448 | 36.70 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2,511 | 35 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 18,292 | 5.02 | 254 | 10.96 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,689,550 | 1.44 | 23,451 | 7.32 | ||||
| 2025-08-14 | 13F | Polar Asset Management Partners Inc. | 156,696 | 2,175 | ||||||
| 2025-07-14 | 13F | Matrix Trust Co | 57,855 | 0.67 | 1 | |||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 432,690 | 4.27 | 6,006 | 10.30 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 2,200 | 31 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 34,524 | 1.75 | 479 | 7.64 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 255,095 | 2.35 | 3,541 | 8.26 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 4,027 | 53 | ||||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 5,680 | 2.64 | 79 | 8.33 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 23,069 | 2.70 | 320 | 8.84 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 114,171 | 95.73 | 1,585 | 107.06 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 47,367 | 10.33 | 657 | 16.70 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 87,831 | 102.31 | 1,219 | 114.24 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 35 | 0.00 | ||||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 927,730 | 18.19 | 12,877 | 25.03 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 380,959 | 3.05 | 5,288 | 9.03 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 12,762 | 8.09 | 177 | 14.94 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 269,380 | 27.32 | 4 | 50.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3,090 | 43 | ||||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 18,291 | 1.72 | 254 | 7.66 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2,895 | 40 | ||||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 333,887 | 1.57 | 4,634 | 7.47 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 26,414 | 116.45 | 373 | 133.13 | ||||
| 2025-08-14 | 13F | Comerica Bank | 92,866 | 3.05 | 1,289 | 8.97 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 17,905 | 5.32 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 100,783 | 1.49 | 1,399 | 7.37 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 16,381 | 12.93 | 227 | 19.47 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1,061 | 15 | ||||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 31,103 | 1.49 | 432 | 7.21 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 20,656 | 55.19 | 287 | 64.37 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 26,302 | 109.85 | 365 | 108.57 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 87,808 | 67.66 | 1,219 | 78.59 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 48,594 | 0.70 | 674 | 6.48 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2,528 | 4.08 | 35 | 12.90 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 723,627 | 8.17 | 10,044 | 14.44 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 37,364 | 10.23 | 519 | 16.67 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 22,147 | 18.73 | 307 | 25.82 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 50,446 | 1.03 | 700 | 6.87 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 169,380 | 2,351 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 123,745 | 1.21 | 1,718 | 7.04 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 302,608 | 7.54 | 4,200 | 13.79 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 105,731 | 39.30 | 1,468 | 47.54 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 823,947 | 2.94 | 11,436 | 8.90 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 153,547 | 8.89 | 2,131 | 15.19 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,629,051 | 0.85 | 22,611 | 6.69 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 11,835,003 | 2.03 | 164,270 | 7.94 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 104,200 | 99.24 | 1,446 | 110.79 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 25,640 | 0.07 | 356 | 5.65 | ||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 25,251 | 5.92 | 353 | 15.41 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 30,143 | 21.39 | 418 | 28.62 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 930 | 13 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1,825 | 25 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 74,671 | 11.09 | 1,036 | 17.59 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 15,769 | 219 | ||||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 905,057 | 42.10 | 12,562 | 50.34 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 47,387 | 3.15 | 658 | 9.14 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 68,604 | 0.24 | 952 | 6.13 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,600 | 380.00 | 50 | 444.44 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 81,552 | 3.15 | 1,132 | 9.06 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 36,858 | 244.79 | 512 | 278.52 | ||||
| 2025-08-14 | 13F | NCP Inc. | 127,332 | 0.82 | 1,767 | 6.64 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 567,331 | 1.63 | 8 | 0.00 | ||||
| 2025-07-29 | 13F | Commons Capital, Llc | 15,127 | 1.34 | 210 | 7.18 |
