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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
20,933
shares
|
$365,071
0.0% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
20,930
shares
|
$365,019
0.01% of portfolio
|
Q1 2025
Added 1993.0%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
17,985
shares
|
$313,658
0.0% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
17,859
shares
|
$311,460
0.03% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
16,469
shares
|
$287,219
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
16,469
shares
|
$287,219
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
14,400
shares
|
$251,136
0.01% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
13,625
shares
|
$237,620
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
12,411
shares
|
$216,447
0.03% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
12,400
shares
|
$216,256
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
10,585
shares
|
$184,602
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
5,861
shares
|
$102,215
0.0% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
5,475
shares
|
$95,484
0.0% of portfolio
|
Q4 2023
Added 4.78%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,250
shares
|
$56,680
0.0% of portfolio
|
Q2 2023
Reduced 0.03%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,240
shares
|
$56,505
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
2,643
shares
|
$46,093
0.0% of portfolio
|
Q3 2024
Reduced 31.23%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
2,500
shares
|
$43,600
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
2,000
shares
|
$34,880
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
2,000
shares
|
$34,880
0.0% of portfolio
|
Q4 2019
Reduced 33.33%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,778
shares
|
$31,008
0.0% of portfolio
|
Q4 2024
Added 29533.33%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,400
shares
|
$24,416
0.0% of portfolio
|
Q1 2025
Reduced 22.22%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,342
shares
|
$23,404
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,000
shares
|
$17,440
0.0% of portfolio
|
Q4 2024
Reduced 48.19%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,000
shares
|
$17,440
0.0% of portfolio
|
Q3 2024
Reduced 23.31%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
849
shares
|
$14,806
0.0% of portfolio
|
Q4 2023
Added 3.92%
|