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
$5.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
53.8K+ 21.82% |
$890K - $965K
|
301K
$5.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
17.8KNew |
$294K - $318K
|
17.8K
$301K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.7K+ 12.06% |
$242K - $263K
|
136K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
13.9K+ 3.2% |
$229K - $248K
|
447K
$7.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.7K+ 6.17% |
$209K - $227K
|
218K
$3.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
11K+ 3.84% |
$182K - $197K
|
298K
$5.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10.6KNew |
$175K - $190K
|
10.6K
$180K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
7.71K+ 3.24% |
$128K - $138K
|
245K
$4.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.23K+ 3.85% |
$86.5K - $93.7K
|
141K
$2.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.18K+ 25.37% |
$69.1K - $74.8K
|
20.6K
$350K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.04K+ 12.29% |
$50.2K - $54.4K
|
27.7K
$471K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
2.5KNew |
$41.4K - $44.8K
|
2.5K
$42.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.77K+ 29533.33% |
$29.3K - $31.8K
|
1.78K
$30.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
382New |
$6.32K - $6.85K
|
382
$6.48K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
375New |
$6.2K - $6.72K
|
375
$6.36K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
347+ 0.52% |
$5.74K - $6.22K
|
67.1K
$1.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
240New |
$3.97K - $4.3K
|
240
$4.07K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
163+ 1.33% |
$2.7K - $2.92K
|
12.4K
$211K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
159New |
$2.63K - $2.85K
|
159
$2.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
56+ 0.94% |
$926 - $1K
|
5.98K
$102K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14+ 0.03% |
$232 - $251
|
42K
$713K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-40- 0.08% |
$662 - $717
|
47.1K
$799K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-98- 0.54% |
$1.62K - $1.76K
|
17.9K
$304K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-497- 2.73% |
$8.22K - $8.91K
|
17.7K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-563- 0.84% |
$9.31K - $10.1K
|
66.2K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-658- 0.28% |
$10.9K - $11.8K
|
235K
$4M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-930- 48.19% |
$15.4K - $16.7K
|
1K
$17K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.21K- 2.07% |
$20K - $21.7K
|
57.3K
$973K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.22K- 1.91% |
$20.1K - $21.8K
|
62.5K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.42K- 3.42% |
$23.4K - $25.4K
|
40K
$679K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.45K- 9.15% |
$24K - $26K
|
14.4K
$244K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.51K- 3.38% |
$24.9K - $27K
|
43.2K
$733K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.49K- 9.39% |
$74.2K - $80.4K
|
43.3K
$735K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.3K- 2.91% |
$269K - $292K
|
543K
$9.21M
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-65.2K- 23.8% |
$1.08M - $1.17M
|
209K
$3.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-85.7K- 78.73% |
$1.42M - $1.54M
|
23.1K
$393K
|