Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
158K+ 181.34% |
$2.35M - $2.58M
|
245K
$4.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
20.3K+ 7.85% |
$303K - $332K
|
279K
$4.81M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.5KNew |
$232K - $254K
|
15.5K
$267K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
14.7KNew |
$219K - $240K
|
14.7K
$253K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
8.21K+ 27.57% |
$122K - $134K
|
38K
$654K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
7.52K+ 1.76% |
$112K - $123K
|
434K
$7.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.29K+ 12.67% |
$109K - $119K
|
64.8K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.54K+ 12.69% |
$67.7K - $74.2K
|
40.3K
$694K
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
4KNew |
$59.6K - $65.3K
|
4K
$68.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.35K+ 0.48% |
$20.1K - $22.1K
|
281K
$4.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1KNew |
$14.9K - $16.3K
|
1K
$17.2K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
583New |
$8.69K - $9.52K
|
583
$10K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
80+ 0.66% |
$1.19K - $1.31K
|
12.2K
$209K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
51+ 0.12% |
$760 - $833
|
41.9K
$721K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
47+ 0.1% |
$701 - $768
|
47.9K
$824K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
45+ 0.28% |
$671 - $735
|
16.3K
$280K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10- 0.01% |
$149 - $163
|
135K
$2.32M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-15- 0.25% |
$224 - $245
|
5.95K
$102K
|
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-55- 0.12% |
$820 - $898
|
47.2K
$812K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-146- 0.91% |
$2.18K - $2.38K
|
15.9K
$274K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-300- 0.5% |
$4.47K - $4.9K
|
60.2K
$1.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-725- 2.78% |
$10.8K - $11.8K
|
25.4K
$437K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-765- 1.6% |
$11.4K - $12.5K
|
47K
$808K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.39K- 0.25% |
$20.8K - $22.7K
|
551K
$9.48M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.53K- 5.68% |
$22.8K - $25K
|
25.4K
$437K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.58K- 99.37% |
$23.5K - $25.7K
|
10
$172
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.37K- 24.76% |
$50.2K - $55K
|
10.2K
$176K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.88K- 7.03% |
$72.8K - $79.7K
|
64.6K
$1.11M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6K- 82.15% |
$89.5K - $98K
|
1.3K
$22.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.39K- 3.03% |
$110K - $121K
|
237K
$4.08M
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-8.22K- 6.53% |
$123K - $134K
|
118K
$2.02M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.81K- 4.35% |
$131K - $144K
|
194K
$3.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.81K- 4.35% |
$131K - $144K
|
194K
$3.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-9.42K- 14.02% |
$140K - $154K
|
57.8K
$994K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-13.7K- 5.64% |
$205K - $224K
|
230K
$3.96M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.7K- 11.28% |
$219K - $240K
|
116K
$1.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-26.6K- 35.58% |
$396K - $434K
|
48.1K
$828K
|
|
|
Aug 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-52.6K- 19.06% |
$784K - $859K
|
223K
$3.84M
|