Purchases and Sales Made in Q2 2023 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 2023. 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 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
159KNew |
$2.36M - $2.52M
|
159K
$2.74M
|
|
|
Aug 07, 2023
Q2 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
99.4K+ 191.86% |
$1.47M - $1.57M
|
151K
$2.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
95.7K+ 150.21% |
$1.42M - $1.52M
|
159K
$2.74M
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
53.4K+ 146.28% |
$791K - $845K
|
89.8K
$1.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
25.3K+ 7.41% |
$376K - $401K
|
367K
$6.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
18.8KNew |
$278K - $297K
|
18.8K
$323K
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
18.3KNew |
$272K - $290K
|
18.3K
$315K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.3KNew |
$168K - $179K
|
11.3K
$195K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
10.5K+ 40.17% |
$155K - $166K
|
36.5K
$629K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.78K+ 17.15% |
$115K - $123K
|
53.2K
$915K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.27K+ 19.77% |
$108K - $115K
|
44K
$757K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.72K+ 4.96% |
$40.3K - $43K
|
57.6K
$991K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.85K+ 1.16% |
$27.5K - $29.3K
|
162K
$2.78M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.57K+ 2.55% |
$23.2K - $24.8K
|
62.8K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.42K+ 1.82% |
$21K - $22.5K
|
79.3K
$1.36M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
771+ 4.87% |
$11.4K - $12.2K
|
16.6K
$286K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
583+ 17.88% |
$8.65K - $9.23K
|
3.84K
$66.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
400+ 1.68% |
$5.93K - $6.33K
|
24.2K
$416K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
267+ 0.45% |
$3.96K - $4.23K
|
59.5K
$1.02M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
24+ 0.18% |
$356 - $380
|
13.1K
$226K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
16+ 0.06% |
$237 - $253
|
24.7K
$426K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1- 0.03% |
$14.8 - $15.8
|
3.25K
$55.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9- 0.01% |
$133 - $142
|
128K
$2.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-31- 0.46% |
$460 - $491
|
6.73K
$116K
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-50- 0.05% |
$742 - $792
|
98.7K
$1.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-154- 0.87% |
$2.28K - $2.44K
|
17.6K
$304K
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-294- 0.61% |
$4.36K - $4.65K
|
47.7K
$822K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-905- 0.5% |
$13.4K - $14.3K
|
180K
$3.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-1.3K- 19.48% |
$19.3K - $20.6K
|
5.39K
$92.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.4K- 4.3% |
$20.7K - $22.1K
|
31.1K
$536K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.73K- 0.65% |
$25.7K - $27.4K
|
267K
$4.59M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.89K- 0.82% |
$28.1K - $30K
|
230K
$3.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.32K- 7.65% |
$34.3K - $36.7K
|
28K
$481K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-11K- 5.74% |
$163K - $173K
|
180K
$3.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14K- 2.35% |
$208K - $222K
|
584K
$10.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-14.9K- 5.06% |
$221K - $236K
|
280K
$4.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-65.4K- 22.8% |
$971K - $1.04M
|
222K
$3.81M
|