Institutional Ownership Nuveen S&P 500 Dynamic Overwrite Fund (SPXX)
This table provides information about the institutional ownership of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX). We have compiled data on the 55 institutions that hold shares in the stock, with a total of 4.07 Million shares, which have been reported (via 13F filing form) to have a value of $64 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
552,420
shares
|
$8.7 Million
0.0% of portfolio
|
Q1 2024
Reduced 8.55%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
426,396
shares
|
$6.72 Million
0.0% of portfolio
|
Q1 2024
Added 1.63%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
279,543
shares
|
$4.4 Million
0.01% of portfolio
|
Q1 2024
Added 3.76%
|
|
|
Shaker Financial Services, LLC
|
May 13, 2024 Q1 2024 |
275,950
shares
|
$4.35 Million
1.69% of portfolio
|
Q1 2024
Added 47.84%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2024 Q1 2024 |
258,897
shares
|
$4.08 Million
0.03% of portfolio
|
Q1 2024
Added 7.64%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
244,363
shares
|
$3.85 Million
0.04% of portfolio
|
Q1 2024
Added 10.73%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 14, 2024 Q1 2024 |
243,784
shares
|
$3.84 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.51%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 10, 2024 Q1 2024 |
216,433
shares
|
$3.41 Million
0.14% of portfolio
|
Q1 2024
Reduced 0.87%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
202,400
shares
|
$3.19 Million
0.0% of portfolio
|
Q1 2024
Reduced 7.78%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
135,001
shares
|
$2.13 Million
0.01% of portfolio
|
Q1 2024
Added 0.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
130,183
shares
|
$2.05 Million
0.0% of portfolio
|
Q1 2024
Reduced 5.1%
|
|
|
Wolverine Asset Management LLC
|
May 13, 2024 Q1 2024 |
125,837
shares
|
$1.98 Million
0.04% of portfolio
|
Q1 2024
Added 140.49%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
May 13, 2024 Q1 2024 |
87,002
shares
|
$1.37 Million
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Landscape Capital Management, L.L.C.
|
May 09, 2024 Q1 2024 |
74,680
shares
|
$1.18 Million
0.11% of portfolio
|
Q1 2024
Added 20.94%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
69,455
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2024
Reduced 5.5%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 14, 2024 Q1 2024 |
67,170
shares
|
$1.06 Million
0.02% of portfolio
|
Q1 2024
Reduced 37.43%
|
|
|
Davenport & CO LLC
|
May 03, 2024 Q1 2024 |
60,543
shares
|
$953,552
0.01% of portfolio
|
Q1 2024
Reduced 1.64%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
57,520
shares
|
$905,940
0.0% of portfolio
|
Q1 2024
Reduced 33.13%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
47,823
shares
|
$753,212
0.0% of portfolio
|
Q1 2024
Reduced 0.54%
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
47,741
shares
|
$751,920
0.01% of portfolio
|
Q1 2024
Added 27.2%
|
|
|
Shulman De Meo Asset Management LLC
|
Apr 15, 2024 Q1 2024 |
47,214
shares
|
$743,620
0.2% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2024 Q1 2024 |
41,858
shares
|
$659,263
0.16% of portfolio
|
Q1 2024
Reduced 6.15%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
35,790
shares
|
$563,692
0.0% of portfolio
|
Q1 2024
Reduced 4.64%
|
|
|
Fortem Financial Group, LLC
|
May 01, 2024 Q1 2024 |
29,791
shares
|
$469,208
0.21% of portfolio
|
Q1 2024
Added 4.72%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
26,907
shares
|
$423,785
0.0% of portfolio
|
Q1 2024
Added 2.49%
|
|