Institutional Ownership 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). We have compiled data on the 52 institutions that hold shares in the stock, with a total of 4.18 Million shares, which have been reported (via 13F filing form) to have a value of $75.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
542,670
shares
|
$9.85 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
432,944
shares
|
$7.86 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
334,202
shares
|
$6.07 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
300,573
shares
|
$5.46 Million
0.0% of portfolio
|
Q4 2024
Added 21.82%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
287,062
shares
|
$5.21 Million
0.03% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
281,157
shares
|
$5.11 Million
0.01% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
273,882
shares
|
$4.97 Million
0.42% of portfolio
|
Q3 2024
Added 11.89%
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
245,444
shares
|
$4.46 Million
1.73% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
235,474
shares
|
$4.28 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
205,159
shares
|
$3.73 Million
0.0% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
136,117
shares
|
$2.47 Million
0.0% of portfolio
|
Q4 2024
Added 12.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
136,023
shares
|
$2.47 Million
0.01% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
66,754
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
66,741
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
62,485
shares
|
$1.13 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
57,310
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2025 Q4 2024 |
47,082
shares
|
$855,009
0.23% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
43,296
shares
|
$786,255
0.0% of portfolio
|
Q4 2024
Reduced 9.39%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
43,173
shares
|
$784,021
0.16% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,395
shares
|
$769,893
0.0% of portfolio
|
Q3 2024
Added 66.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
42,037
shares
|
$763,391
0.0% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
41,434
shares
|
$752,441
0.0% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
38,004
shares
|
$690,152
0.27% of portfolio
|
Q2 2024
Added 27.57%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
27,737
shares
|
$503,703
0.0% of portfolio
|
Q4 2024
Added 12.29%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
26,090
shares
|
$473,794
0.06% of portfolio
|
Q1 2023
Added 12.55%
|