Purchases and Sales Made in Q1 2024 in 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) during Q1 2024. The information is specifically focused on institutions that hold shares of Nuveen S&P 500 Dynamic Overwrite Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
89.3K+ 47.84% |
$1.32M - $1.41M
|
276K
$4.75M
|
|
|
May 13, 2024
Q1 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
87KNew |
$1.28M - $1.37M
|
87K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
73.5K+ 140.49% |
$1.08M - $1.16M
|
126K
$2.17M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23.7K+ 10.73% |
$349K - $373K
|
244K
$4.21M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
21.1KNew |
$312K - $332K
|
21.1K
$364K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
18.4K+ 7.64% |
$271K - $289K
|
259K
$4.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
16.5KNew |
$243K - $259K
|
16.5K
$283K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.2KNew |
$239K - $255K
|
16.2K
$279K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
12.9K+ 20.94% |
$191K - $203K
|
74.7K
$1.29M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.4KNew |
$183K - $195K
|
12.4K
$213K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.2K+ 27.2% |
$151K - $161K
|
47.7K
$822K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.1K+ 3.76% |
$149K - $159K
|
280K
$4.81M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.81K+ 4.55% |
$130K - $139K
|
202K
$3.48M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
6.82K+ 1.63% |
$101K - $107K
|
426K
$7.34M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.88K+ 7.56% |
$72K - $76.8K
|
69.5K
$1.2M
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2KNew |
$29.5K - $31.5K
|
2K
$34.4K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.59KNew |
$23.4K - $24.9K
|
1.59K
$27.3K
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
1.34K+ 4.72% |
$19.8K - $21.2K
|
29.8K
$513K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
872+ 17.11% |
$12.9K - $13.7K
|
5.97K
$103K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
653+ 2.49% |
$9.63K - $10.3K
|
26.9K
$463K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
131+ 0.1% |
$1.93K - $2.06K
|
135K
$2.32M
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
83+ 0.69% |
$1.22K - $1.31K
|
12.1K
$208K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$44.3 - $47.2
|
18.2K
$314K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-70- 3.5% |
$1.03K - $1.1K
|
1.93K
$33.2K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-132- 1.03% |
$1.95K - $2.08K
|
12.7K
$219K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-204- 1.33% |
$3.01K - $3.21K
|
15.1K
$260K
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-208- 0.44% |
$3.07K - $3.27K
|
47.2K
$813K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-210- 1.29% |
$3.1K - $3.31K
|
16.1K
$277K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-259- 0.54% |
$3.82K - $4.08K
|
47.8K
$823K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-560- 2.1% |
$8.26K - $8.81K
|
26.1K
$450K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.01K- 1.64% |
$14.9K - $15.9K
|
60.5K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.25K- 0.51% |
$18.4K - $19.7K
|
244K
$4.2M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.74K- 4.64% |
$25.7K - $27.4K
|
35.8K
$616K
|
|
|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-1.9K- 0.87% |
$28K - $29.9K
|
216K
$3.72M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-2.74K- 6.15% |
$40.4K - $43.1K
|
41.9K
$720K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.46K- 99.83% |
$51.1K - $54.5K
|
6
$103
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.04K- 5.5% |
$59.6K - $63.6K
|
69.5K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7K- 5.1% |
$103K - $110K
|
130K
$2.24M
|
|
|
May 15, 2024
Q1 2024
|
Ionic Capital Management LLC
New York, NY |
SELL
|
- |
-12.6K- 39.62% |
$185K - $198K
|
19.1K
$329K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17.1K- 7.78% |
$252K - $269K
|
202K
$3.48M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17.1K- 7.78% |
$252K - $269K
|
202K
$3.48M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-28.5K- 33.13% |
$420K - $449K
|
57.5K
$990K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-40.2K- 37.43% |
$593K - $632K
|
67.2K
$1.16M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-51.7K- 8.55% |
$762K - $813K
|
552K
$9.51M
|