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

Nuveen S&P 500 Dynamic Overwrite Fund logo
$16.82 +0.12 (+0.69%)
Closing price 05/2/2025 03:54 PM Eastern
Extended Trading
$16.80 -0.02 (-0.12%)
As of 05/2/2025 06:40 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Nuveen S&P 500 Dynamic Overwrite Fund (NYSE:SPXX)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$15.36M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$7.90M
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SPXX Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025 Fortem Financial Group LLC54,533$922K0.4%+43.5%0.000%
4/28/2025 Private Trust Co. NA3,240$55K0.0%N/A0.000%
4/21/2025 Kingswood Wealth Advisors LLC13,625$230K0.0%N/A0.000%
4/17/2025 FNY Investment Advisers LLC2,000$33K0.0%N/A0.000%
2/17/2025Cetera Investment Advisers20,637$366K0.0%+25.4%0.000%
2/17/2025Ameriprise Financial Inc.40,018$710K0.0%-3.4%0.000%
2/17/2025Aptus Capital Advisors LLC10,585$188K0.0%N/A0.000%
2/14/2025South Plains Financial Inc.2,500$44K0.0%N/A0.000%
2/14/2025Shaker Financial Services LLC245,444$4.36M1.7%+3.2%0.000%
2/13/20251607 Capital Partners LLC208,686$3.70M0.3%-23.8%0.000%
2/13/2025Guggenheim Capital LLC298,075$5.29M0.0%+3.8%0.000%
2/13/2025Raymond James Financial Inc.334,202$5.93M0.0%N/A0.000%
2/13/2025Invesco Ltd.300,573$5.34M0.0%+21.8%0.000%
2/13/2025Wells Fargo & Company MN542,670$9.63M0.0%-2.9%0.000%
2/12/2025JPMorgan Chase & Co.1,778$32K0.0%+29,533.3%0.000%
2/11/2025LPL Financial LLC136,117$2.42M0.0%+12.1%0.000%
2/10/2025Commonwealth Equity Services LLC27,737$492K0.0%+12.3%0.000%
2/7/2025Cornerstone Advisors LLC23,140$411K0.0%-78.7%0.000%
2/7/2025Independent Advisor Alliance17,750$315K0.0%N/A0.000%
2/6/2025Raymond James Financial Inc.334,202$5.93M0.0%N/A0.000%
2/3/2025Private Advisor Group LLC43,296$769K0.0%-9.4%0.000%
1/31/2025Atria Wealth Solutions Inc.235,474$4.18M0.0%-0.3%0.000%
1/27/2025 Tyche Wealth Partners LLC43,173$766K0.2%-3.4%0.000%
1/24/2025 DAVENPORT & Co LLC57,310$1.02M0.0%-2.1%0.000%
11/12/2024 Larson Financial Group LLC1,800$30K0.0%N/A0.000%
11/9/2024Landscape Capital Management L.L.C.21,632$363K0.0%-55.0%0.000%
11/8/2024Cornerstone Advisors LLC108,805$1.83M0.1%-49.7%0.000%
11/8/2024Advisors Asset Management Inc.63,701$1.07M0.0%+10.3%0.000%
11/8/2024Prospera Financial Services Inc15,850$266K0.0%+7.7%0.000%
11/4/2024Wolverine Asset Management LLC90,482$1.52M0.0%-23.1%0.000%
10/31/2024Shaker Financial Services LLC237,733$4.05M1.5%+6.4%0.000%
10/25/2024 Tyche Wealth Partners LLC44,681$750K0.2%+6.6%0.000%
10/22/2024Private Advisor Group LLC47,783$802K0.0%+1.7%0.000%
8/5/2024Private Advisor Group LLC46,976$767K0.0%-1.6%0.000%
8/3/2024Shaker Financial Services LLC223,364$3.71M1.5%-19.1%0.000%
8/2/2024 Fortem Financial Group LLC38,004$621K0.3%+27.6%0.000%
8/2/2024Wolverine Asset Management LLC117,617$1.92M0.0%-6.5%0.000%
7/31/2024Commonwealth Equity Services LLC25,379$414K0.0%-5.7%0.000%
7/29/2024Fairman Group LLC4,000$66K0.1%N/A0.000%
7/22/2024Atria Wealth Solutions Inc.236,970$3.87M0.0%-3.0%0.000%
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7/19/2024 Western Wealth Management LLC10,231$167K0.0%-24.8%0.000%
5/16/2024Ionic Capital Management LLC19,142$300K0.1%-39.6%0.000%
5/14/2024Advisors Asset Management Inc.67,170$1.05M0.0%-37.4%0.000%
5/10/2024Cornerstone Advisors LLC216,433$3.39M0.1%-0.9%0.000%
5/2/2024 Fortem Financial Group LLC29,791$467K0.2%+4.7%0.000%
5/1/2024Diversify Advisory Services LLC16,469$259K0.0%N/A0.000%
4/30/2024Private Advisor Group LLC47,741$748K0.0%+27.2%0.000%
4/23/2024 Tyche Wealth Partners LLC41,858$656K0.2%-6.1%0.000%
4/23/2024Raymond James Financial Services Advisors Inc.279,543$4.38M0.0%+3.8%0.000%
2/9/2024 D.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%
2/7/2024Howard 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%
2/6/2024Private 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%
1/16/2024Raymond James Financial Services Advisors Inc.269,414$4.05M0.0%+3.9%0.000%
1/16/2024Raymond 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%
11/8/2023 D.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%
11/3/2023Private Advisor Group LLC33,831$501K0.0%-7.4%0.000%
11/2/2023Shaker Financial Services LLC104,907$1.61M0.7%-30.6%0.000%
11/1/2023Howard Wealth Management LLC281,214$4.17M3.8%+0.6%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.259,392$3.84M0.0%-2.7%0.000%
10/24/2023Raymond 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%
8/10/2023Private Advisor Group LLC36,531$573K0.0%+40.2%0.000%
8/7/2023Wolverine Asset Management LLC89,849$1.41M0.0%+146.3%0.000%
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%
8/2/2023Houlihan Financial Resource Group Ltd.159,464$2.46M0.1%N/A0.000%
8/1/2023Howard Wealth Management LLC279,589$4.38M3.8%-5.1%0.000%
7/31/2023LPL Financial LLC161,673$2.54M0.0%+1.2%0.000%
7/25/2023Raymond James Financial Services Advisors Inc.266,709$4.18M0.0%-0.6%0.000%
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7/25/2023Raymond 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%
5/10/2023Private 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%
5/5/2023 Truist Financial Corp24,718$385K0.0%-5.5%0.000%
5/4/2023Howard 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%
(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, 42 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 ($9.63M), UBS Group AG ($6.31M), Raymond James Financial Inc. ($5.93M), Invesco Ltd. ($5.34M), Guggenheim Capital LLC ($5.29M), Raymond James Financial Services Advisors Inc. ($4.38M), and Shaker Financial Services LLC ($4.36M).Learn more on SPXX's institutional investors.

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

Of the 35 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: Raymond James Financial Inc. ($668.40K), Shaker Financial Services LLC ($255.06K), Cornerstone Advisors LLC ($218.33K), Houlihan Financial Resource Group Ltd. ($159.46K), Guggenheim Capital LLC ($106.72K), Wolverine Asset Management LLC ($89.85K), and Invesco Ltd. ($53.83K).

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

Institutional investors have bought a total of 1,892,997 shares in the last 24 months. This purchase volume represents approximately $31.11M in transactions.

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

Of the 21 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: Cornerstone Advisors LLC ($195.19K), Shaker Financial Services LLC ($98.91K), Aviance Capital Partners LLC ($86.74K), Wolverine Asset Management LLC ($72.88K), 1607 Capital Partners LLC ($65.20K), Advisors Asset Management Inc. ($51.44K), and D.A. Davidson & CO. ($30.06K).

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

Institutional investors have sold a total of 751,981 shares in the last 24 months. This volume of shares sold represents approximately $12.19M in transactions.


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This page (NYSE:SPXX) was last updated on 5/4/2025 by MarketBeat.com Staff
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