Companies / Nuveen S&P 500 BuyWrite Income Fund / Institutional holders
Back to Nuveen S&P 500 BuyWrite Income Fund

Nuveen S&P 500 BuyWrite Income Fund

Institutional holders · 13F as of Dec 31, 2025

178 holders

HolderValueShares% of shares
Matrix Trust Co$00—
HAZLETT, BURT & WATSON, INC.$1127,594—
CWM, LLC$1439,748—
Key FInancial Inc$54437—
Costello Asset Management, INC$1.5K100—
EVOLUTION WEALTH MANAGEMENT INC.$1.6K109—
SHP Wealth Management$1.6K110—
Pinnacle Bancorp, Inc.$1.7K115—
PARK AVENUE SECURITIES LLC$1.9K127,179—
ST GERMAIN D J CO INC$2.7K187—
Ameliora Wealth Management Ltd.$2.9K200—
Lodestone Wealth Management LLC$3.4K228—
Fortis Group Advisors, LLC$3.7K250—
Colonial Trust Co / SC$3.7K254—
Glass Jacobson Investment Advisors llc$3.8K256—
Janney Montgomery Scott LLC$4.1K277,034—
TUCKER ASSET MANAGEMENT LLC$6.0K406—
BOK Financial Private Wealth, Inc.$6.4K435—
Kayne Anderson Rudnick Investment Management, LLC$6.8K465—
JONES FINANCIAL COMPANIES LLLP$7.3K500—
Wilmington Savings Fund Society, FSB$7.4K504—
Cambridge Investment Research Advisors, Inc.$7.8K532,098—
WPG Advisers, LLC$8.3K562—
Geneos Wealth Management Inc.$8.3K564—
Imprint Wealth LLC$9.3K630—
ROTHSCHILD INVESTMENT LLC$10.2K693—
SageView Advisory Group, LLC$11.9K811—
Hoese & Co LLP$12.9K875—
CoreFirst Bank & Trust$13.7K930—
Kilter Group LLC$14.3K975—
Bangor Savings Bank$15.5K1,057—
CHESAPEAKE ASSET MANAGEMENT LLC$19.3K1,500—
DELTA ASSET MANAGEMENT LLC/TN$26.5K1,800—
PRIVATE TRUST CO NA$26.5K2,000—
Sound Income Strategies, LLC$27.4K1,875—
Pinnacle Wealth Planning Services, Inc.$29.8K2,027—
EASTERN BANK$32.3K2,199—
Arax Advisory Partners$33.1K2,250—
JPMORGAN CHASE & CO$35.7K2,428—
SIGNATUREFD, LLC$36.9K2,511—
HUNTINGTON NATIONAL BANK$37.3K2,534—
Annis Gardner Whiting Capital Advisors, LLC$44.1K3,000—
HARBOR INVESTMENT ADVISORY, LLC$50.0K3,400—
CITIGROUP INC$50.7K3,450—
Smallwood Wealth Investment Management, LLC$60.3K4,100—
Global Retirement Partners, LLC$68.3K4,645—
BAYBAN$73.5K5,000—
US BANCORP \DE$73.5K5,000—
Farther Finance Advisors, LLC$76.1K5,179—
Wealth Preservation Advisors, LLC$112.5K7,655—
← PrevPage 1 of 4Next →