Free Trial

Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) Institutional Ownership

→ Tech GIANT’s Plans to Revolutionize Crypto… (From Crypto 101 Media) (Ad)
Free SPXX Stock Alerts
$15.63
+0.04 (+0.26%)
(As of 05/7/2024 ET)
Compare
Stock AnalysisChartCompetitorsDividendFinancialsHeadlinesOwnershipSEC FilingsShort InterestSocial Media

Institutional Ownership Changes (13F Filings) for Nuveen S&P 500 Dynamic Overwrite Fund (NYSE:SPXX)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$15.74M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$4.20M
Get SPXX Insider Trade Alerts

Want to know when executives and insiders are buying or selling Nuveen S&P 500 Dynamic Overwrite Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SPXX Institutional Buying and Selling by Quarter

Nuveen S&P 500 Dynamic Overwrite Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2024 Fortem Financial Group LLC29,791$467K0.2%+4.7%0.000%
5/1/2024 Diversify Advisory Services LLC16,469$259K0.0%N/A0.000%
4/30/2024 Private Advisor Group LLC47,741$748K0.0%+27.2%0.000%
4/23/2024 Tyche Wealth Partners LLC41,858$656K0.2%-6.1%0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.279,543$4.38M0.0%+3.8%0.000%
2/9/2024D.A. Davidson & CO.29,463$443K0.0%-49.7%0.000%
2/9/2024Wells Fargo & Company MN604,074$9.09M0.0%-1.4%0.000%
2/9/2024Cornerstone Advisors LLC218,333$3.28M0.1%+97.5%0.000%
2/9/2024UBS Group AG419,575$6.31M0.0%+3.7%0.000%
2/7/2024Shaker Financial Services LLC186,657$2.81M1.2%+77.9%0.000%
2/7/2024 Howard Wealth Management LLC274,354$4.13M3.4%-2.4%0.000%
2/6/2024 Aviance Capital Partners LLC12,007$181K0.0%-85.8%0.000%
2/6/2024 Private Advisor Group LLC37,531$564K0.0%+10.9%0.000%
2/2/2024Atria Wealth Solutions Inc.220,685$3.32M0.0%-2.1%0.000%
2/1/2024Wolverine Asset Management LLC52,325$787K0.0%-39.2%0.000%
1/30/2024 Tyche Wealth Partners LLC44,599$671K0.2%N/A0.000%
1/23/2024 DAVENPORT & Co LLC61,554$926K0.0%-1.4%0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.269,414$4.05M0.0%+3.9%0.000%
1/16/2024 Raymond James & Associates26,681$401K0.0%+9.7%0.000%
11/15/2023Advisors Asset Management Inc.168,653$2.50M0.1%-6.3%0.000%
11/13/2023Wolverine Asset Management LLC86,021$1.28M0.0%-4.3%0.000%
11/9/2023Cornerstone Advisors LLC110,563$1.64M0.1%+489.3%0.000%
11/9/2023UBS Group AG404,461$5.99M0.0%+10.1%0.000%
11/8/2023D.A. Davidson & CO.58,569$868K0.0%-1.6%0.000%
11/8/2023Atria Wealth Solutions Inc.225,478$3.34M0.0%-1.9%0.000%
11/8/2023Landscape Capital Management L.L.C.21,553$319K0.0%+17.7%0.000%
11/8/2023 Western Wealth Management LLC13,537$201K0.0%-18.5%0.000%
11/7/2023 Aviance Capital Partners LLC84,494$1.25M0.3%-14.4%0.000%
11/3/2023 Private Advisor Group LLC33,831$501K0.0%-7.4%0.000%
11/2/2023Shaker Financial Services LLC104,907$1.61M0.7%-30.6%0.000%
11/1/2023 Howard Wealth Management LLC281,214$4.17M3.8%+0.6%0.000%
10/24/2023 Raymond James Financial Services Advisors Inc.259,392$3.84M0.0%-2.7%0.000%
10/24/2023 Raymond James & Associates24,321$360K0.0%-21.9%0.000%
10/17/2023Impact Partnership Wealth LLC2,431$36K0.0%N/A0.000%
8/30/2023 Western Wealth Management LLC16,609$260K0.0%+4.9%0.000%
8/11/2023Cornerstone Advisors LLC18,761$294K0.0%N/A0.000%
8/11/2023Landscape Capital Management L.L.C.18,315$287K0.0%N/A0.000%
8/11/2023Guggenheim Capital LLC159,427$2.50M0.0%+150.2%0.000%
8/10/2023 Private Advisor Group LLC36,531$573K0.0%+40.2%0.000%
8/7/2023Wolverine Asset Management LLC89,849$1.41M0.0%+146.3%0.000%
The Department of Defense Has a New Drone Contractor (Ad)

The Department of Defense just granted a major advantage to a small UAV provider. Since 1998, this Nasdaq-listed company has been supplying drones for civilian, enterprise, and military purposes.

Click here to see how to invest
8/7/2023Shaker Financial Services LLC151,233$2.41M1.1%+191.9%0.000%
8/3/2023Atria Wealth Solutions Inc.229,861$3.60M0.0%-0.8%0.000%
8/2/2023 Houlihan Financial Resource Group Ltd.159,464$2.46M0.1%N/A0.000%
8/1/2023 Howard Wealth Management LLC279,589$4.38M3.8%-5.1%0.000%
7/31/2023LPL Financial LLC161,673$2.54M0.0%+1.2%0.000%
7/25/2023 Raymond James Financial Services Advisors Inc.266,709$4.18M0.0%-0.6%0.000%
7/25/2023 Raymond James & Associates31,137$488K0.0%-4.3%0.000%
7/20/2023 DAVENPORT & Co LLC62,834$985K0.0%+2.6%0.000%
5/11/2023Elequin Securities LLC6,690$104K0.1%N/A0.000%
5/11/2023 Aviance Capital Partners LLC98,799$1.54M0.3%+2.8%0.000%
5/10/2023 Private Advisor Group LLC26,061$406K0.0%N/A0.000%
5/8/2023Shaker Financial Services LLC51,817$819K0.4%N/A0.000%
5/8/2023Wolverine Asset Management LLC36,482$568K0.0%N/A0.000%
5/5/2023Truist Financial Corp24,718$385K0.0%-5.5%0.000%
5/4/2023 Howard Wealth Management LLC294,504$4.59M3.8%-1.4%0.000%
4/28/2023 Janney Montgomery Scott LLC13,110$204K0.0%-9.8%0.000%
4/27/2023 DAVENPORT & Co LLC61,269$955K0.0%+1.4%0.000%
4/17/2023 GPS Wealth Strategies Group LLC26,090$406K0.1%+12.6%0.000%
4/14/2023 Raymond James Financial Services Advisors Inc.268,443$4.18M0.0%-7.2%0.000%
4/14/2023 Raymond James & Associates32,535$507K0.0%+4.3%0.000%
4/12/2023 FNY Investment Advisers LLC2,000$31K0.0%N/A0.000%
2/13/2023Advisors Asset Management Inc.183,170$2.95M0.1%-2.1%0.000%
2/13/2023 Heritage Wealth Management LLC1,550$25K0.0%+100.0%0.000%
2/8/2023 Raymond James Financial Services Advisors Inc.289,227$4.66M0.0%-6.0%0.000%
2/8/2023UBS Group AG462,770$7.46M0.0%+7.1%0.000%
2/7/2023LPL Financial LLC159,881$2.58M0.0%+2.2%0.000%
2/7/2023 Aviance Capital Partners LLC96,121$1.55M0.4%-15.0%0.000%
2/3/2023D.A. Davidson & CO.59,253$955K0.0%+9.0%0.000%
2/2/2023Dfpg Investments LLC16,469$262K0.0%N/A0.000%
1/26/2023 Howard Wealth Management LLC298,789$4.82M4.0%-0.5%0.000%
1/18/2023 Private Advisor Group LLC25,756$415K0.0%+5.9%0.000%
1/17/2023 LVZ Inc.14,753$238K0.0%N/A0.000%
11/14/2022Guggenheim Capital LLC64,141$963K0.0%-2.9%0.000%
11/10/2022 Sigma Planning Corp10,538$158K0.0%-32.0%0.000%
11/10/2022UBS Group AG432,084$6.49M0.0%+32.7%0.000%
11/9/2022 Aviance Capital Partners LLC113,068$1.70M0.4%+5.0%0.000%
11/8/2022Advisors Asset Management Inc.187,112$2.81M0.1%-1.2%0.000%
11/1/2022 Howard Wealth Management LLC300,223$4.51M3.2%-0.5%0.000%
10/26/2022Truist Financial Corp26,307$395K0.0%+29.3%0.000%
10/25/2022 Janney Montgomery Scott LLC14,481$217K0.0%-11.5%0.000%
10/25/2022 Raymond James & Associates30,278$454K0.0%-10.8%0.000%
10/25/2022 Raymond James Financial Services Advisors Inc.307,732$4.62M0.0%+3.2%0.000%
10/17/2022 GPS Wealth Strategies Group LLC23,180$348K0.1%-6.0%0.000%
10/14/2022 Private Advisor Group LLC24,326$365K0.0%+56.2%0.000%
10/11/2022 DAVENPORT & Co LLC60,589$909K0.0%-1.2%0.000%
8/15/2022Atria Wealth Solutions Inc.223,146$3.49M0.1%N/A0.000%
8/11/2022UBS Group AG325,518$5.10M0.0%+3.0%0.000%
8/8/2022Advisors Asset Management Inc.189,415$2.97M0.1%+34.1%0.000%
8/8/2022 Aviance Capital Partners LLC107,639$1.69M0.4%+17.0%0.000%
8/3/2022 Janney Montgomery Scott LLC16,361$254K0.0%-12.4%0.000%
The Department of Defense Has a New Drone Contractor (Ad)

The Department of Defense just granted a major advantage to a small UAV provider. Since 1998, this Nasdaq-listed company has been supplying drones for civilian, enterprise, and military purposes.

Click here to see how to invest
7/28/2022D.A. Davidson & CO.54,330$851K0.0%-23.6%0.000%
7/19/2022 GPS Wealth Strategies Group LLC24,659$386K0.1%+125.1%0.000%
7/13/2022 Private Advisor Group LLC15,576$244K0.0%+31.4%0.000%
5/12/2022D.A. Davidson & CO.71,091$1.28M0.0%-1.2%0.000%
5/11/2022 Raymond James Financial Services Advisors Inc.276,161$4.96M0.0%+4.0%0.000%
5/10/2022 Western Wealth Management LLC31,520$566K0.0%+93.8%0.000%
5/9/2022Northwestern Mutual Wealth Management Co.21,172$380K0.0%-23.5%0.000%
5/6/2022Shaker Financial Services LLC266,218$4.78M1.8%+9.8%0.000%
5/6/2022 Aviance Capital Partners LLC91,966$1.65M0.3%+20.4%0.000%
5/4/2022Envestnet Asset Management Inc.25,402$456K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

SPXX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPXX shares?

During the previous two years, 33 institutional investors and hedge funds held shares of Nuveen S&P 500 Dynamic Overwrite Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($9.09M), UBS Group AG ($6.31M), Raymond James Financial Services Advisors Inc. ($4.38M), Howard Wealth Management LLC ($4.13M), Atria Wealth Solutions Inc. ($3.32M), Cornerstone Advisors LLC ($3.28M), and Shaker Financial Services LLC ($2.81M).Learn more on SPXX's institutional investors.

Which institutional investors have been buying Nuveen S&P 500 Dynamic Overwrite Fund stock?

Of the 29 institutional investors that purchased Nuveen S&P 500 Dynamic Overwrite Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Shaker Financial Services LLC ($232.98K), Atria Wealth Solutions Inc. ($223.15K), Cornerstone Advisors LLC ($218.33K), UBS Group AG ($199.00K), Houlihan Financial Resource Group Ltd. ($159.46K), Guggenheim Capital LLC ($95.71K), and Wolverine Asset Management LLC ($89.85K).

How much institutional buying is happening at Nuveen S&P 500 Dynamic Overwrite Fund?

Institutional investors have bought a total of 1,578,719 shares in the last 24 months. This purchase volume represents approximately $24.45M in transactions.

Which Nuveen S&P 500 Dynamic Overwrite Fund major shareholders have been selling company stock?

Of the 20 institutional investors that sold Nuveen S&P 500 Dynamic Overwrite Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Aviance Capital Partners LLC ($103.69K), Raymond James Financial Services Advisors Inc. ($48.34K), D.A. Davidson & CO. ($47.71K), Shaker Financial Services LLC ($46.33K), Wolverine Asset Management LLC ($37.52K), Howard Wealth Management LLC ($28.94K), and Advisors Asset Management Inc. ($17.51K).

How much institutional selling is happening at Nuveen S&P 500 Dynamic Overwrite Fund?

Institutional investors have sold a total of 393,707 shares in the last 24 months. This volume of shares sold represents approximately $6.01M in transactions.


Related Companies:
This page (NYSE:SPXX) was last updated on 5/7/2024 by MarketBeat.com Staff

From Our Partners
The Department of Defense Has a New Drone Contractor
The Tomorrow Investor
The A.I. story nobody is telling you (Read ASAP)
TradeSmith
The asset beating inflation by 4x
Colonial Metals
Elon Musk Secret Crypto Plot Exposed
Crypto 101 Media
The 2024 Gold Rush: Unleashing Market Potential
Priority Gold
POTUS in ‘25 Not Biden/Trump, But
The Freeport Society
Obama’s Forever Term [exposed]
Porter & Company
Did You Get Your Free Bitcoin Yet?
Crypto Swap Profits