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 53 institutions that hold shares in the stock, with a total of 4.03 Million shares, which have been reported (via 13F filing form) to have a value of $72.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
24,702
shares
|
$444,636
0.0% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
21,632
shares
|
$389,376
0.04% of portfolio
|
Q3 2024
Reduced 55.04%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
18,231
shares
|
$328,158
0.03% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
18,002
shares
|
$324,036
0.0% of portfolio
|
Q3 2024
Added 13.04%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
16,469
shares
|
$296,442
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
16,469
shares
|
$296,442
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
16,461
shares
|
$296,298
0.0% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
15,850
shares
|
$285,300
0.01% of portfolio
|
Q3 2024
Added 7.74%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
14,753
shares
|
$265,554
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
12,400
shares
|
$223,200
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
12,248
shares
|
$220,464
0.03% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,259
shares
|
$184,662
0.01% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
5,928
shares
|
$106,704
0.0% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
5,475
shares
|
$98,550
0.0% of portfolio
|
Q4 2023
Added 4.78%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,250
shares
|
$58,500
0.0% of portfolio
|
Q2 2023
Reduced 0.03%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
2,643
shares
|
$47,574
0.0% of portfolio
|
Q3 2024
Reduced 31.23%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
2,000
shares
|
$36,000
0.0% of portfolio
|
Q4 2019
Reduced 33.33%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,930
shares
|
$34,740
0.0% of portfolio
|
Q1 2024
Reduced 3.5%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,800
shares
|
$32,400
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,342
shares
|
$24,156
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,000
shares
|
$18,000
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,000
shares
|
$18,000
0.0% of portfolio
|
Q3 2024
Reduced 23.31%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
849
shares
|
$15,282
0.0% of portfolio
|
Q4 2023
Added 3.92%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
500
shares
|
$9,000
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
375
shares
|
$6,750
0.0% of portfolio
|
Q4 2024
New holding
|