Xml Financial, LLC Nuveen S&P 500 Dynamic Overwrite Fund Transaction History

Xml Financial, LLC

$989 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 31, 2020	SELL	$11.25 - $13.63 $129,150 - $156,472	-11,480 Closed	0 $0
Q1 2020 May 08, 2020	BUY	$9.44 - $16.89 $108,371 - $193,897	11,480 New	11,480 $133,000

Others Institutions Holding SPXX

# of Institutions

56

Shares Held

4.11M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

551K
Shares

$9.25 Million
0.0% of portfolio
Ubs Group Ag

434K
Shares

$7.28 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

281K
Shares

$4.71 Million
0.01% of portfolio
Guggenheim Capital LLC Chicago, IL

279K
Shares

$4.69 Million
0.03% of portfolio
1607 Capital Partners, LLC Richmond, VA

245K
Shares

$4.11 Million
0.36% 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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