Purchases and Sales Made in Q4 2024 in 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) during Q4 2024. The information is specifically focused on institutions that hold shares of Nuveen S&P 500 Dynamic Overwrite Fund.
| 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
$6.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
17.8KNew |
$294K - $318K
|
17.8K
$321K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
375New |
$6.2K - $6.72K
|
375
$6.78K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
240New |
$3.97K - $4.3K
|
240
$4.34K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
163+ 1.33% |
$2.7K - $2.92K
|
12.4K
$224K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14+ 0.03% |
$232 - $251
|
42K
$760K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-40- 0.08% |
$662 - $717
|
47.1K
$851K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-98- 0.54% |
$1.62K - $1.76K
|
17.9K
$324K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-497- 2.73% |
$8.22K - $8.91K
|
17.7K
$320K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-658- 0.28% |
$10.9K - $11.8K
|
235K
$4.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.21K- 2.07% |
$20K - $21.7K
|
57.3K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.51K- 3.38% |
$24.9K - $27K
|
43.2K
$780K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.49K- 9.39% |
$74.2K - $80.4K
|
43.3K
$782K
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-85.7K- 78.73% |
$1.42M - $1.54M
|
23.1K
$418K
|