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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
21,485
shares
|
$371,045
0.0% of portfolio
|
Q3 2025
Added 6.37%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
19,287
shares
|
$333,086
0.0% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
18,297
shares
|
$315,989
0.0% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
17,859
shares
|
$308,424
0.03% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
16,469
shares
|
$284,419
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
15,997
shares
|
$276,268
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
15,219
shares
|
$262,832
0.01% of portfolio
|
Q3 2025
Reduced 7.59%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
14,402
shares
|
$248,722
0.01% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
14,400
shares
|
$248,688
0.0% of portfolio
|
Q3 2025
Added 16.13%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
14,331
shares
|
$247,496
0.02% of portfolio
|
Q3 2025
Reduced 58.5%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
13,625
shares
|
$235,303
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
12,592
shares
|
$217,463
0.03% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
12,400
shares
|
$214,148
0.0% of portfolio
|
Q3 2025
Reduced 13.89%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
10,794
shares
|
$186,412
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
10,585
shares
|
$182,802
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
10,011
shares
|
$172,889
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
5,805
shares
|
$100,252
0.0% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
3,755
shares
|
$64,848
0.0% of portfolio
|
Q3 2025
Added 17.34%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,250
shares
|
$56,127
0.0% of portfolio
|
Q2 2023
Reduced 0.03%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
2,643
shares
|
$45,644
0.0% of portfolio
|
Q3 2024
Reduced 31.23%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
2,000
shares
|
$34,540
0.0% of portfolio
|
Q4 2019
Reduced 33.33%
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
2,000
shares
|
$34,540
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,725
shares
|
$29,790
0.0% of portfolio
|
Q3 2025
Reduced 66.99%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,000
shares
|
$17,270
0.0% of portfolio
|
Q3 2024
Reduced 23.31%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
1,000
shares
|
$17,270
0.0% of portfolio
|
Q4 2024
Reduced 48.19%
|
|