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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2KNew |
$33.7K - $36.8K
|
2K
$34.5K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
250New |
$4.21K - $4.6K
|
250
$4.32K
|
|
| Q4 2024 | |||||||
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
159New |
$2.63K - $2.85K
|
159
$2.75K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
2.5KNew |
$41.4K - $44.8K
|
2.5K
$43.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-930- 48.19% |
$15.4K - $16.7K
|
1K
$17.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10.6KNew |
$175K - $190K
|
10.6K
$183K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
382New |
$6.32K - $6.85K
|
382
$6.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.77K+ 29533.33% |
$29.3K - $31.8K
|
1.78K
$30.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-85.7K- 78.73% |
$1.42M - $1.54M
|
23.1K
$400K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
17.8KNew |
$294K - $318K
|
17.8K
$307K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
240New |
$3.97K - $4.3K
|
240
$4.14K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
375New |
$6.2K - $6.72K
|
375
$6.48K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.2K- 31.23% |
$18.4K - $20.1K
|
2.64K
$45.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
500New |
$7.68K - $8.39K
|
500
$8.64K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-304- 23.31% |
$4.67K - $5.1K
|
1K
$17.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-26.5K- 55.04% |
$407K - $444K
|
21.6K
$374K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-27.1K- 23.07% |
$417K - $455K
|
90.5K
$1.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
263+ 0.09% |
$4.04K - $4.41K
|
281K
$4.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17K+ 66.94% |
$261K - $285K
|
42.4K
$732K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.5KNew |
$232K - $254K
|
15.5K
$268K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.58K- 99.37% |
$23.5K - $25.7K
|
10
$173
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
4KNew |
$59.6K - $65.3K
|
4K
$69.1K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
583New |
$8.69K - $9.52K
|
583
$10.1K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ionic Capital Management LLC
New York, NY |
SELL
|
- |
-12.6K- 39.62% |
$185K - $198K
|
19.1K
$331K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-204- 1.33% |
$3.01K - $3.21K
|
15.1K
$261K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
21.1KNew |
$312K - $332K
|
21.1K
$365K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
5.11K+ 48.93% |
$69.5K - $77.1K
|
15.6K
$269K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-29.1K- 49.7% |
$396K - $439K
|
29.5K
$509K
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
3.03KNew |
$41.3K - $45.8K
|
3.03K
$52.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-6.86K- 2.44% |
$93.3K - $104K
|
274K
$4.74M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
32+ 3.92% |
$435 - $483
|
849
$14.7K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
611New |
$8.9K - $9.71K
|
611
$10.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.43KNew |
$35.4K - $38.7K
|
2.43K
$42K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1- 0.03% |
$14.8 - $15.8
|
3.25K
$56.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
159KNew |
$2.36M - $2.52M
|
159K
$2.75M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-363- 2.29% |
$5.38K - $5.94K
|
15.5K
$268K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.91K+ 12.55% |
$43.1K - $47.6K
|
26.1K
$451K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
297New |
$4.55K - $5.31K
|
297
$5.13K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
775+ 100.0% |
$11.9K - $13.8K
|
1.55K
$26.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
700New |
$10.7K - $12.5K
|
700
$12.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
16.5KNew |
$252K - $294K
|
16.5K
$284K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-38- 0.36% |
$583 - $679
|
10.5K
$181K
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
14.8KNew |
$226K - $264K
|
14.8K
$255K
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.69KNew |
$25.3K - $28.3K
|
1.69K
$29.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-850- 83.17% |
$12.8K - $14.3K
|
172
$2.97K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.87K- 28.94% |
$87.2K - $107K
|
14.4K
$249K
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
11.8KNew |
$176K - $215K
|
11.8K
$204K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-250Closed |
$3.72K - $4.55K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-817Closed |
$12.1K - $14.9K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-128- 50.0% |
$1.9K - $2.33K
|
128
$2.21K
|
|