Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
92.7K+ 58.75% |
$1.38M - $1.65M
|
251K
$4.53M
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
71.1KNew |
$1.06M - $1.26M
|
71.1K
$1.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
25.3K+ 9.19% |
$375K - $448K
|
300K
$5.43M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
17.9K+ 1331.07% |
$265K - $317K
|
19.2K
$347K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.7K+ 22.52% |
$219K - $261K
|
80.1K
$1.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
14.4KNew |
$214K - $255K
|
14.4K
$260K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.81K+ 42.09% |
$131K - $156K
|
29.7K
$538K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
3.89K+ 7.13% |
$57.7K - $68.9K
|
58.4K
$1.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.2KNew |
$47.6K - $56.8K
|
3.2K
$57.9K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.77K+ 0.84% |
$26.4K - $31.5K
|
214K
$3.87M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.51K+ 3.49% |
$22.4K - $26.8K
|
44.7K
$808K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.06K+ 5.9% |
$15.8K - $18.8K
|
19K
$345K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
885+ 2.31% |
$13.2K - $15.7K
|
39.3K
$711K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
318New |
$4.73K - $5.64K
|
318
$5.75K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
96New |
$1.43K - $1.7K
|
96
$1.74K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
93+ 0.75% |
$1.38K - $1.65K
|
12.5K
$226K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
90+ 0.36% |
$1.34K - $1.6K
|
25.1K
$454K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-26- 0.44% |
$386 - $461
|
5.84K
$106K
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-75- 0.16% |
$1.11K - $1.33K
|
46.8K
$846K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-250- 4.57% |
$3.72K - $4.44K
|
5.23K
$94.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-384- 0.62% |
$5.71K - $6.81K
|
62K
$1.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-735- 3.51% |
$10.9K - $13K
|
20.2K
$365K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-930- 1.37% |
$13.8K - $16.5K
|
67.2K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.58K- 6.24% |
$38.4K - $45.8K
|
38.8K
$702K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-3.75K- 6.55% |
$55.7K - $66.5K
|
53.5K
$968K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.49K- 4.95% |
$96.5K - $115K
|
125K
$2.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.92K- 1.97% |
$103K - $123K
|
344K
$6.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.61K- 1.35% |
$113K - $135K
|
558K
$10.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.3K- 20.05% |
$153K - $183K
|
41.1K
$744K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-14.1K- 3.44% |
$209K - $250K
|
396K
$7.16M
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-43.9K- 55.98% |
$652K - $779K
|
34.5K
$625K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-50.3K- 22.39% |
$747K - $892K
|
174K
$3.15M
|