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 57 institutions that hold shares in the stock, with a total of 3.62 Million shares, which have been reported (via 13F filing form) to have a value of $65.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
558,025
shares
|
$10.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
395,558
shares
|
$7.16 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
344,245
shares
|
$6.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
300,086
shares
|
$5.43 Million
0.0% of portfolio
|
Q2 2025
Added 9.19%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
281,157
shares
|
$5.09 Million
0.01% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
250,586
shares
|
$4.53 Million
0.0% of portfolio
|
Q2 2025
Added 58.75%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
213,809
shares
|
$3.87 Million
0.0% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
174,286
shares
|
$3.15 Million
0.03% of portfolio
|
Q2 2025
Reduced 22.39%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
124,761
shares
|
$2.26 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
80,135
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Added 22.52%
|
|
|
Shaker Financial Services, LLC
|
Aug 05, 2025 Q2 2025 |
71,075
shares
|
$1.29 Million
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
67,158
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
61,993
shares
|
$1.12 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Fortem Financial Group, LLC
|
Aug 12, 2025 Q2 2025 |
58,419
shares
|
$1.06 Million
0.35% of portfolio
|
Q2 2025
Added 7.13%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
53,497
shares
|
$967,760
0.01% of portfolio
|
Q2 2025
Reduced 6.55%
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
46,784
shares
|
$846,322
0.21% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
44,681
shares
|
$808,279
0.16% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,395
shares
|
$766,925
0.0% of portfolio
|
Q3 2024
Added 66.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
41,107
shares
|
$743,625
0.0% of portfolio
|
Q2 2025
Reduced 20.05%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
39,276
shares
|
$710,502
0.0% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
38,824
shares
|
$702,326
0.0% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Aug 14, 2025 Q2 2025 |
34,530
shares
|
$624,647
0.05% of portfolio
|
Q2 2025
Reduced 55.98%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
29,740
shares
|
$537,996
0.02% of portfolio
|
Q2 2025
Added 42.09%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
26,090
shares
|
$471,968
0.06% of portfolio
|
Q1 2023
Added 12.55%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
25,095
shares
|
$453,968
0.0% of portfolio
|
Q2 2025
Added 0.36%
|