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 3.84 Million shares, which have been reported (via 13F filing form) to have a value of $66.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
565,633
shares
|
$9.7 Million
0.0% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
409,651
shares
|
$7.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.32%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
351,169
shares
|
$6.02 Million
0.0% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
281,157
shares
|
$4.82 Million
0.01% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
274,829
shares
|
$4.71 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.56%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
233,072
shares
|
$4 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
224,574
shares
|
$3.85 Million
0.04% of portfolio
|
Q1 2025
Reduced 24.66%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
212,035
shares
|
$3.64 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
157,845
shares
|
$2.71 Million
0.0% of portfolio
|
Q1 2025
Added 15.96%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
131,255
shares
|
$2.25 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.08%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
85,034
shares
|
$1.46 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
May 15, 2025 Q1 2025 |
78,436
shares
|
$1.35 Million
0.11% of portfolio
|
Q1 2025
Reduced 62.41%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
68,088
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
65,405
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
62,377
shares
|
$1.07 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
57,247
shares
|
$981,786
0.01% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Fortem Financial Group, LLC
|
May 01, 2025 Q1 2025 |
54,533
shares
|
$935,240
0.37% of portfolio
|
Q1 2025
Added 43.49%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
51,415
shares
|
$881,767
0.0% of portfolio
|
Q1 2025
Added 22.31%
|
|
|
Shulman De Meo Asset Management LLC
|
Apr 09, 2025 Q1 2025 |
46,859
shares
|
$803,631
0.22% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
43,173
shares
|
$740,416
0.16% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,395
shares
|
$727,074
0.0% of portfolio
|
Q3 2024
Added 66.94%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
41,407
shares
|
$710,130
0.0% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
38,391
shares
|
$658,405
0.0% of portfolio
|
Q1 2025
Reduced 11.33%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
26,090
shares
|
$447,443
0.06% of portfolio
|
Q1 2023
Added 12.55%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
25,005
shares
|
$428,835
0.0% of portfolio
|
Q1 2025
Reduced 9.85%
|