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 54 institutions that hold shares in the stock, with a total of 4.03 Million shares, which have been reported (via 13F filing form) to have a value of $68.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
558,959
shares
|
$9.6 Million
0.0% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
432,944
shares
|
$7.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
287,062
shares
|
$4.93 Million
0.03% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
281,157
shares
|
$4.83 Million
0.01% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
273,882
shares
|
$4.7 Million
0.42% of portfolio
|
Q3 2024
Added 11.89%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
246,743
shares
|
$4.24 Million
0.0% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
Shaker Financial Services, LLC
|
Oct 31, 2024 Q3 2024 |
237,733
shares
|
$4.08 Million
1.53% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
236,132
shares
|
$4.05 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
205,159
shares
|
$3.52 Million
0.0% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
136,023
shares
|
$2.34 Million
0.01% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
121,463
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
108,805
shares
|
$1.87 Million
0.07% of portfolio
|
Q3 2024
Reduced 49.73%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
90,482
shares
|
$1.55 Million
0.03% of portfolio
|
Q3 2024
Reduced 23.07%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
66,754
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
66,741
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
63,701
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2024
Added 10.3%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
58,520
shares
|
$1 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
47,783
shares
|
$820,434
0.01% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
47,122
shares
|
$809,084
0.19% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
44,681
shares
|
$767,172
0.17% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,395
shares
|
$727,922
0.0% of portfolio
|
Q3 2024
Added 66.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
42,023
shares
|
$721,534
0.0% of portfolio
|
Q3 2024
Reduced 12.21%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
41,434
shares
|
$711,421
0.0% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Fortem Financial Group, LLC
|
Nov 18, 2024 Q3 2024 |
38,004
shares
|
$652,528
0.27% of portfolio
|
Q2 2024
Added 27.57%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
26,090
shares
|
$447,965
0.06% of portfolio
|
Q1 2023
Added 12.55%
|