Latest Institutional Transactions on Nuveen S&P 500 Dynamic Overwrite Fund (SPXX)
This table provides information on the latest institutional transactions involving Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
44.6KNew |
$766K - $819K
|
44.6K
$771K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
82+ 0.43% |
$1.41K - $1.5K
|
19.3K
$333K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-140- 0.47% |
$2.4K - $2.57K
|
29.6K
$511K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
40New |
$686 - $734
|
40
$691
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
16KNew |
$274K - $294K
|
16K
$276K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-30- 0.51% |
$515 - $551
|
5.81K
$100K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.8K+ 13.93% |
$254K - $271K
|
121K
$2.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
800New |
$13.7K - $14.7K
|
800
$13.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-428- 1.1% |
$7.34K - $7.85K
|
38.4K
$663K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.34K- 4.17% |
$57.3K - $61.4K
|
76.8K
$1.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.88K+ 4.15% |
$152K - $163K
|
223K
$3.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.29K+ 6.37% |
$22.1K - $23.6K
|
21.5K
$371K
|
|
|
Nov 14, 2025
Q3 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-20.2K- 58.5% |
$346K - $371K
|
14.3K
$247K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.56K+ 0.45% |
$26.8K - $28.7K
|
346K
$5.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
9.16K+ 3.05% |
$157K - $168K
|
309K
$5.34M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2K+ 16.13% |
$34.3K - $36.7K
|
14.4K
$249K
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-60.6K- 34.76% |
$1.04M - $1.11M
|
114K
$1.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
124K+ 22.16% |
$2.12M - $2.27M
|
682K
$11.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
9.71K+ 2.45% |
$166K - $178K
|
405K
$7M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.03K+ 0.82% |
$17.6K - $18.8K
|
126K
$2.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.5K- 66.99% |
$60K - $64.2K
|
1.73K
$29.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
555+ 17.34% |
$9.52K - $10.2K
|
3.76K
$64.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
61.1K+ 24.39% |
$1.05M - $1.12M
|
312K
$5.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.04K- 2.65% |
$17.8K - $19.1K
|
38.2K
$660K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.25K- 7.59% |
$21.4K - $22.9K
|
15.2K
$263K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-95- 0.15% |
$1.63K - $1.74K
|
61.9K
$1.07M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-2K- 13.89% |
$34.3K - $36.7K
|
12.4K
$214K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
34+ 0.24% |
$583 - $624
|
14.4K
$249K
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
106+ 0.24% |
$1.82K - $1.95K
|
44.8K
$773K
|
|
|
Nov 04, 2025
Q3 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
4.27K+ 7.31% |
$73.2K - $78.3K
|
62.7K
$1.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10KNew |
$172K - $184K
|
10K
$173K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-749- 3.93% |
$12.8K - $13.7K
|
18.3K
$316K
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
88+ 0.7% |
$1.51K - $1.61K
|
12.6K
$217K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.8KNew |
$185K - $198K
|
10.8K
$186K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-510- 2.03% |
$8.75K - $9.36K
|
24.6K
$425K
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
14K+ 19.76% |
$241K - $258K
|
85.1K
$1.47M
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-250- 32.38% |
$4.29K - $4.59K
|
522
$9.01K
|
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-51- 0.11% |
$875 - $936
|
46.7K
$807K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-111- 0.21% |
$1.9K - $2.04K
|
53.4K
$922K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-930- 1.37% |
$13.8K - $16.5K
|
67.2K
$1.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
96New |
$1.43K - $1.7K
|
96
$1.66K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
318New |
$4.73K - $5.64K
|
318
$5.49K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
85KNew |
$1.43M - $1.57M
|
85K
$1.47M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.4K- 1.02% |
$40.4K - $44.2K
|
233K
$4.03M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
125+ 0.7% |
$2.11K - $2.3K
|
17.9K
$308K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-400- 22.22% |
$6.74K - $7.36K
|
1.4K
$24.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
3.24KNew |
$54.6K - $59.6K
|
3.24K
$56K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
13.6KNew |
$229K - $251K
|
13.6K
$235K
|
|