Latest Institutional Purchases of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX)
This list provides information on the latest institutional transactions involving Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
85KNew |
$1.43M - $1.57M
|
85K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23K+ 4.23% |
$387K - $423K
|
566K
$10.1M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.7K+ 15.96% |
$366K - $400K
|
158K
$2.81M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
19.9K+ 1993.0% |
$336K - $367K
|
20.9K
$372K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17K+ 5.08% |
$286K - $312K
|
351K
$6.24M
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
16.5K+ 43.49% |
$278K - $304K
|
54.5K
$970K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
13.6KNew |
$229K - $251K
|
13.6K
$242K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
3.24KNew |
$54.6K - $59.6K
|
3.24K
$57.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2KNew |
$33.7K - $36.8K
|
2K
$35.6K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.91K+ 2.89% |
$32.2K - $35.2K
|
68.1K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.39K+ 3.47% |
$23.4K - $25.6K
|
41.4K
$736K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
757New |
$12.7K - $13.9K
|
757
$13.5K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
296+ 1.43% |
$4.98K - $5.45K
|
20.9K
$372K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
250New |
$4.21K - $4.6K
|
250
$4.45K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
125+ 0.7% |
$2.11K - $2.3K
|
17.9K
$318K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
81+ 0.45% |
$1.36K - $1.49K
|
18K
$320K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
17.8KNew |
$294K - $318K
|
17.8K
$316K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10.6KNew |
$175K - $190K
|
10.6K
$188K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
7.71K+ 3.24% |
$128K - $138K
|
245K
$4.36M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
2.5KNew |
$41.4K - $44.8K
|
2.5K
$44.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.77K+ 29533.33% |
$29.3K - $31.8K
|
1.78K
$31.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
382New |
$6.32K - $6.85K
|
382
$6.79K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
375New |
$6.2K - $6.72K
|
375
$6.67K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
240New |
$3.97K - $4.3K
|
240
$4.27K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
163+ 1.33% |
$2.7K - $2.92K
|
12.4K
$221K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
159New |
$2.63K - $2.85K
|
159
$2.83K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17K+ 66.94% |
$261K - $285K
|
42.4K
$754K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
500New |
$7.68K - $8.39K
|
500
$8.89K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
263+ 0.09% |
$4.04K - $4.41K
|
281K
$5M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
28+ 0.27% |
$430 - $470
|
10.3K
$182K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.5KNew |
$232K - $254K
|
15.5K
$276K
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
4KNew |
$59.6K - $65.3K
|
4K
$71.1K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
583New |
$8.69K - $9.52K
|
583
$10.4K
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
21.1KNew |
$312K - $332K
|
21.1K
$376K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
16.5KNew |
$243K - $259K
|
16.5K
$293K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.4KNew |
$183K - $195K
|
12.4K
$220K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
5.11K+ 48.93% |
$69.5K - $77.1K
|
15.6K
$276K
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
3.03KNew |
$41.3K - $45.8K
|
3.03K
$53.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
250+ 4.78% |
$3.4K - $3.77K
|
5.48K
$97.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
40New |
$544 - $604
|
40
$711
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
32+ 3.92% |
$435 - $483
|
849
$15.1K
|
|
| Q3 2023 | |||||||
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.43KNew |
$35.4K - $38.7K
|
2.43K
$43.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
611New |
$8.9K - $9.71K
|
611
$10.9K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
159KNew |
$2.36M - $2.52M
|
159K
$2.84M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.3KNew |
$168K - $179K
|
11.3K
$202K
|
|
| Q1 2023 | |||||||
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.91K+ 12.55% |
$43.1K - $47.6K
|
26.1K
$464K
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
16.5KNew |
$252K - $294K
|
16.5K
$293K
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
14.8KNew |
$226K - $264K
|
14.8K
$262K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
775+ 100.0% |
$11.9K - $13.8K
|
1.55K
$27.6K
|
|