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 |
|---|---|---|---|---|---|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
757
shares
|
$13,202
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
375
shares
|
$6,540
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
250
shares
|
$4,360
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Apr 21, 2025 Q1 2025 |
240
shares
|
$4,185
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
172
shares
|
$2,999
0.0% of portfolio
|
Q3 2022
Reduced 83.17%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
159
shares
|
$2,772
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|