Purchases and Sales Made in Q1 2025 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 2025. 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 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
85KNew |
$1.43M - $1.57M
|
85K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23K+ 4.23% |
$387K - $423K
|
566K
$10.1M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.7K+ 15.96% |
$366K - $400K
|
158K
$2.81M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
19.9K+ 1993.0% |
$336K - $367K
|
20.9K
$372K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17K+ 5.08% |
$286K - $312K
|
351K
$6.24M
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
16.5K+ 43.49% |
$278K - $304K
|
54.5K
$970K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
13.6KNew |
$229K - $251K
|
13.6K
$242K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.38K+ 22.31% |
$158K - $173K
|
51.4K
$914K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
3.24KNew |
$54.6K - $59.6K
|
3.24K
$57.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2KNew |
$33.7K - $36.8K
|
2K
$35.6K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.91K+ 2.89% |
$32.2K - $35.2K
|
68.1K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.39K+ 3.47% |
$23.4K - $25.6K
|
41.4K
$736K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
757New |
$12.7K - $13.9K
|
757
$13.5K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
296+ 1.43% |
$4.98K - $5.45K
|
20.9K
$372K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
250New |
$4.21K - $4.6K
|
250
$4.45K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
125+ 0.7% |
$2.11K - $2.3K
|
17.9K
$318K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
81+ 0.45% |
$1.36K - $1.49K
|
18K
$320K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-63- 0.11% |
$1.06K - $1.16K
|
57.2K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-108- 0.17% |
$1.82K - $1.99K
|
62.4K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-123- 2.06% |
$2.07K - $2.26K
|
5.86K
$104K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-223- 0.47% |
$3.76K - $4.11K
|
46.9K
$833K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-400- 22.22% |
$6.74K - $7.36K
|
1.4K
$24.9K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.7K- 2.53% |
$28.6K - $31.2K
|
65.4K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.4K- 1.02% |
$40.4K - $44.2K
|
233K
$4.14M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.73K- 9.85% |
$46K - $50.3K
|
25K
$445K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.91K- 11.33% |
$82.6K - $90.3K
|
38.4K
$683K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.78K- 2.65% |
$97.4K - $106K
|
212K
$3.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10K- 7.08% |
$168K - $184K
|
131K
$2.33M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-25.7K- 8.56% |
$434K - $474K
|
275K
$4.89M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-37.2K- 8.32% |
$626K - $684K
|
410K
$7.28M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-73.5K- 24.66% |
$1.24M - $1.35M
|
225K
$3.99M
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-130K- 62.41% |
$2.19M - $2.4M
|
78.4K
$1.39M
|