Envestnet Asset Management Inc Nuveen S&P 500 Dynamic Overwrite Fund Transaction History

Envestnet Asset Management Inc

$302 Billion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 04, 2023	BUY	$14.83 - $15.83 $168,127 - $179,464	11,337 New	11,337 $177,000
Q3 2022 Nov 10, 2022	SELL	$15.01 - $16.78 $218,380 - $244,132	-14,549 Reduced 58.9%	10,152 $152,000
Q2 2022 Aug 03, 2022	SELL	$14.87 - $18.18 $10,423 - $12,744	-701 Reduced 2.76%	24,701 $387,000
Q1 2022 May 04, 2022	BUY	$16.48 - $18.82 $418,624 - $478,065	25,402 New	25,402 $456,000

Others Institutions Holding SPXX

# of Institutions

54

Shares Held

4.03M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

559K
Shares

$9.62 Million
0.0% of portfolio
Ubs Group Ag

433K
Shares

$7.45 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

287K
Shares

$4.94 Million
0.03% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

281K
Shares

$4.84 Million
0.01% of portfolio
1607 Capital Partners, LLC Richmond, VA

274K
Shares

$4.71 Million
0.42% of portfolio

About Nuveen S&P 500 Dynamic Overwrite Fund

Ticker SPXX
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen S&P 500 Dynamic Overwrite Fund is a closed-ended equity indexed mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified...

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