Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
223KNew |
$3.32M - $4.06M
|
223K
$3.84M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
90.2K+ 240.63% |
$1.34M - $1.64M
|
128K
$2.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
48.2K+ 34.11% |
$716K - $876K
|
189K
$3.26M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
47.5K+ 38.52% |
$706K - $864K
|
171K
$2.94M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.5K+ 30.11% |
$409K - $500K
|
119K
$2.05M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.1K+ 7.99% |
$328K - $401K
|
298K
$5.13M
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
16.8KNew |
$249K - $305K
|
16.8K
$288K
|
|
|
Aug 08, 2022
Q2 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
15.7K+ 17.04% |
$233K - $285K
|
108K
$1.85M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.9K+ 2.79% |
$207K - $253K
|
512K
$8.82M
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
13.7K+ 125.11% |
$204K - $249K
|
24.7K
$424K
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
11.8KNew |
$176K - $215K
|
11.8K
$203K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
9.49K+ 3.0% |
$141K - $173K
|
326K
$5.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.96K+ 46.79% |
$118K - $145K
|
25K
$430K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.48K+ 10.81% |
$111K - $136K
|
76.6K
$1.32M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
3.72K+ 31.38% |
$55.3K - $67.6K
|
15.6K
$268K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.25KNew |
$48.3K - $59.1K
|
3.25K
$55.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.99K+ 4.74% |
$44.5K - $54.4K
|
66.1K
$1.14M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
113+ 0.38% |
$1.68K - $2.05K
|
29.9K
$515K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
44+ 0.14% |
$654 - $800
|
31.6K
$543K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
25+ 0.04% |
$372 - $455
|
61.3K
$1.05M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-51- 0.26% |
$758 - $927
|
19.9K
$342K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-70- 6.41% |
$1.04K - $1.27K
|
1.02K
$17.6K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-128- 50.0% |
$1.9K - $2.33K
|
128
$2.2K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
SELL
|
- |
-128- 50.0% |
$1.9K - $2.33K
|
128
$2.2K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-223- 1.05% |
$3.32K - $4.05K
|
20.9K
$361K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-250Closed |
$3.72K - $4.55K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-300Closed |
$4.46K - $5.45K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-306- 0.62% |
$4.55K - $5.56K
|
49K
$844K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-400Closed |
$5.95K - $7.27K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-498- 3.38% |
$7.41K - $9.05K
|
14.2K
$245K
|
|
|
Aug 09, 2022
Q2 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-499- 0.17% |
$7.42K - $9.07K
|
302K
$5.19M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-701- 2.76% |
$10.4K - $12.7K
|
24.7K
$425K
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-776- 97.0% |
$11.5K - $14.1K
|
24
$413
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-817Closed |
$12.1K - $14.9K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.28K- 2.22% |
$19K - $23.2K
|
56.2K
$968K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.32K- 12.4% |
$34.5K - $42.1K
|
16.4K
$282K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-2.5KClosed |
$37.2K - $45.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.89K- 1.49% |
$72.7K - $88.9K
|
323K
$5.56M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.89K- 1.49% |
$72.7K - $88.9K
|
323K
$5.56M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.87K- 28.94% |
$87.2K - $107K
|
14.4K
$248K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10.4KClosed |
$155K - $190K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.7K- 24.0% |
$159K - $195K
|
33.9K
$584K
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-10.9K- 3.63% |
$163K - $199K
|
291K
$5M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-16.8K- 23.58% |
$249K - $305K
|
54.3K
$935K
|
|
|
Aug 01, 2022
Q2 2022
|
Shaker Financial Services, LLC
|
SELL
|
- |
-266KClosed |
$3.96M - $4.84M
|
0
$0
|