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 61 institutions that hold shares in the stock, with a total of 3.92 Million shares, which have been reported (via 13F filing form) to have a value of $67.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
681,700
shares
|
$11.8 Million
0.0% of portfolio
|
Q3 2025
Added 22.16%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
405,266
shares
|
$7 Million
0.0% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
345,809
shares
|
$5.97 Million
0.0% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
311,705
shares
|
$5.38 Million
0.0% of portfolio
|
Q3 2025
Added 24.39%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
309,248
shares
|
$5.34 Million
0.0% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
281,157
shares
|
$4.86 Million
0.01% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
222,688
shares
|
$3.85 Million
0.0% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
125,788
shares
|
$2.17 Million
0.01% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
120,917
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2025
Added 13.93%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
113,701
shares
|
$1.96 Million
0.01% of portfolio
|
Q3 2025
Reduced 34.76%
|
|
|
Shaker Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
85,118
shares
|
$1.47 Million
0.52% of portfolio
|
Q3 2025
Added 19.76%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
76,791
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
66,479
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Fortem Financial Group, LLC
|
Nov 04, 2025 Q3 2025 |
62,687
shares
|
$1.08 Million
0.32% of portfolio
|
Q3 2025
Added 7.31%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
61,898
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
53,386
shares
|
$921,976
0.01% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 16, 2025 Q3 2025 |
46,733
shares
|
$807,078
0.18% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
44,787
shares
|
$773,471
0.14% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Pmg Family Office LLC
Plano, TX |
Dec 22, 2025 Q3 2025 |
44,637
shares
|
$770,880
0.89% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,395
shares
|
$732,161
0.0% of portfolio
|
Q3 2024
Added 66.94%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
38,396
shares
|
$663,098
0.0% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
38,236
shares
|
$660,335
0.0% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
29,600
shares
|
$511,192
0.01% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
26,090
shares
|
$450,574
0.05% of portfolio
|
Q1 2023
Added 12.55%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
24,585
shares
|
$424,582
0.0% of portfolio
|
Q3 2025
Reduced 2.03%
|
|