Latest Institutional Purchases of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX)
This list provides information on the latest institutional transactions involving Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
334KNew |
$5.53M - $5.99M
|
334K
$6.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
53.8K+ 21.82% |
$890K - $965K
|
301K
$5.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
17.8KNew |
$294K - $318K
|
17.8K
$326K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.7K+ 12.06% |
$242K - $263K
|
136K
$2.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
13.9K+ 3.2% |
$229K - $248K
|
447K
$8.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.7K+ 6.17% |
$209K - $227K
|
218K
$4M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
11K+ 3.84% |
$182K - $197K
|
298K
$5.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10.6KNew |
$175K - $190K
|
10.6K
$194K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
7.71K+ 3.24% |
$128K - $138K
|
245K
$4.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.23K+ 3.85% |
$86.5K - $93.7K
|
141K
$2.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.18K+ 25.37% |
$69.1K - $74.8K
|
20.6K
$379K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.04K+ 12.29% |
$50.2K - $54.4K
|
27.7K
$510K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
2.5KNew |
$41.4K - $44.8K
|
2.5K
$45.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.77K+ 29533.33% |
$29.3K - $31.8K
|
1.78K
$32.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
382New |
$6.32K - $6.85K
|
382
$7.02K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
375New |
$6.2K - $6.72K
|
375
$6.89K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
347+ 0.52% |
$5.74K - $6.22K
|
67.1K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
240New |
$3.97K - $4.3K
|
240
$4.41K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
163+ 1.33% |
$2.7K - $2.92K
|
12.4K
$228K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
56+ 0.94% |
$926 - $1K
|
5.98K
$110K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14+ 0.03% |
$232 - $251
|
42K
$772K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17K+ 66.94% |
$261K - $285K
|
42.4K
$779K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2KNew |
$30.7K - $33.6K
|
2K
$36.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.8KNew |
$27.6K - $30.2K
|
1.8K
$33.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
500New |
$7.68K - $8.39K
|
500
$9.19K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
263+ 0.09% |
$4.04K - $4.41K
|
281K
$5.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
28+ 0.27% |
$430 - $470
|
10.3K
$188K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.5KNew |
$232K - $254K
|
15.5K
$285K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
8.21K+ 27.57% |
$122K - $134K
|
38K
$698K
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
4KNew |
$59.6K - $65.3K
|
4K
$73.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1KNew |
$14.9K - $16.3K
|
1K
$18.4K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
583New |
$8.69K - $9.52K
|
583
$10.7K
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
21.1KNew |
$312K - $332K
|
21.1K
$388K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
16.5KNew |
$243K - $259K
|
16.5K
$303K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.4KNew |
$183K - $195K
|
12.4K
$228K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
5.11K+ 48.93% |
$69.5K - $77.1K
|
15.6K
$286K
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
3.03KNew |
$41.3K - $45.8K
|
3.03K
$55.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
250+ 4.78% |
$3.4K - $3.77K
|
5.48K
$101K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
40New |
$544 - $604
|
40
$735
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
32+ 3.92% |
$435 - $483
|
849
$15.6K
|
|
| Q3 2023 | |||||||
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.43KNew |
$35.4K - $38.7K
|
2.43K
$44.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
611New |
$8.9K - $9.71K
|
611
$11.2K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
159KNew |
$2.36M - $2.52M
|
159K
$2.93M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.3KNew |
$168K - $179K
|
11.3K
$208K
|
|
| Q1 2023 | |||||||
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.91K+ 12.55% |
$43.1K - $47.6K
|
26.1K
$479K
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
16.5KNew |
$252K - $294K
|
16.5K
$303K
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
14.8KNew |
$226K - $264K
|
14.8K
$271K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
775+ 100.0% |
$11.9K - $13.8K
|
1.55K
$28.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
700New |
$10.7K - $12.5K
|
700
$12.9K
|
|