A detailed history of Steward Partners Investment Advisory, LLC transactions in Nuveen S&P 500 Dynamic Overwrite Fund stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 5,475 shares of SPXX stock, worth $95,648. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,475
Previous 5,475 -0.0%
Holding current value
$95,648
Previous $89,000 2.25%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 12, 2024

BUY
$13.6 - $15.09 $3,400 - $3,772
250 Added 4.78%
5,475 $82,000
Q3 2023

Nov 13, 2023

SELL
$14.56 - $15.9 $275,912 - $301,305
-18,950 Reduced 78.39%
5,225 $77,000
Q2 2023

Aug 14, 2023

BUY
$14.83 - $15.83 $5,932 - $6,332
400 Added 1.68%
24,175 $379,000
Q1 2023

May 15, 2023

SELL
$14.81 - $16.36 $115,310 - $127,378
-7,786 Reduced 24.67%
23,775 $370,000
Q4 2022

Feb 15, 2023

BUY
$15.33 - $17.87 $286,425 - $333,883
18,684 Added 145.1%
31,561 $508,000
Q3 2021

Nov 12, 2021

BUY
$17.08 - $18.42 $19,983 - $21,551
1,170 Added 9.99%
12,877 $220,000
Q2 2021

Aug 13, 2021

BUY
$16.57 - $19.07 $27,108 - $31,198
1,636 Added 16.24%
11,707 $212,000
Q1 2021

May 14, 2021

BUY
$14.84 - $16.53 $6,841 - $7,620
461 Added 4.8%
10,071 $166,000
Q3 2020

Oct 30, 2020

BUY
$12.91 - $14.43 $40,472 - $45,238
3,135 Added 48.42%
9,610 $128,000
Q2 2019

Jul 25, 2019

BUY
$14.98 - $15.87 $96,995 - $102,758
6,475 New
6,475 $102,000
Q4 2018

Jan 15, 2019

SELL
$12.9 - $17.02 $33,127 - $43,707
-2,568 Closed
0 $0
Q3 2018

Oct 23, 2018

BUY
$16.52 - $17.4 $24,367 - $25,664
1,475 Added 134.95%
2,568 $43,000
Q2 2017

Nov 22, 2017

BUY
N/A
1,093
1,093 $16,000

Others Institutions Holding SPXX

About Nuveen S&P 500 Dynamic Overwrite Fund


  • Ticker SPXX
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Nuveen S&P 500 Dynamic Overwrite Fund is a closed-ended equity indexed mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified...
More about SPXX
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.