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 61 institutions that hold shares in the stock, with a total of 3.92 Million shares, which have been reported (via 13F filing form) to have a value of $67.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
849
shares
|
$14,662
0.0% of portfolio
|
Q4 2023
Added 3.92%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
800
shares
|
$13,816
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
522
shares
|
$9,014
0.0% of portfolio
|
Q3 2025
Reduced 32.38%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
375
shares
|
$6,476
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
318
shares
|
$5,491
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
240
shares
|
$4,144
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
172
shares
|
$2,970
0.0% of portfolio
|
Q3 2022
Reduced 83.17%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
96
shares
|
$1,657
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
40
shares
|
$690
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|