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

Nuveen S&P 500 Dynamic Overwrite Fund logo
$18.11 +0.02 (+0.08%)
Closing price 03:58 PM Eastern
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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)
27
Total
Institutional Inflows
(last 12 months)
$20.36M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$9.73M
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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
8/15/2025 Bank of America Corp DE80,135$1.42M0.0%+22.5%0.000%
8/15/2025 Ameriprise Financial Inc.38,824$689K0.0%-6.2%0.000%
8/14/2025 Raymond James Financial Inc.344,245$6.11M0.0%-2.0%0.000%
8/13/2025 Guggenheim Capital LLC174,286$3.09M0.0%-22.4%0.000%
8/13/2025 Invesco Ltd.300,086$5.32M0.0%+9.2%0.000%
8/11/2025 Western Wealth Management LLC14,368$255K0.0%N/A0.000%
8/8/2025 Cetera Investment Advisers20,198$358K0.0%-3.5%0.000%
8/7/2025 Allworth Financial LP19,205$341K0.0%+1,331.1%0.000%
8/5/2025 Shaker Financial Services LLC71,075$1.27M0.5%N/A0.000%
7/24/2025 IFP Advisors Inc29,740$528K0.0%+42.1%0.000%
7/23/2025 Tyche Wealth Partners LLC44,681$793K0.2%+3.5%0.000%
7/22/2025 DAVENPORT & Co LLC53,497$949K0.0%-6.6%0.000%
7/18/2025 Truist Financial Corp19,046$338K0.0%+5.9%0.000%
5/16/2025 Integrated Wealth Concepts LLC85,034$1.44M0.0%N/A0.000%
5/16/2025 1607 Capital Partners LLC78,436$1.33M0.1%-62.4%0.000%
5/15/2025 Royal Bank of Canada68,088$1.15M0.0%+2.9%0.000%
5/13/2025 Raymond James Financial Inc.351,169$5.94M0.0%+5.1%0.000%
5/12/2025 Invesco Ltd.274,829$4.65M0.0%-8.6%0.000%
5/9/2025 Atria Wealth Solutions Inc.233,072$3.94M0.0%-1.0%0.000%
5/7/2025 LPL Financial LLC157,845$2.67M0.0%+16.0%0.000%
5/5/2025 IFP Advisors Inc20,930$354K0.0%+1,993.0%0.000%
5/5/2025 Private Advisor Group LLC38,391$649K0.0%-11.3%0.000%
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%
2/17/2025 Cetera Investment Advisers20,637$366K0.0%+25.4%0.000%
2/17/2025 Ameriprise Financial Inc.40,018$710K0.0%-3.4%0.000%
2/17/2025 Aptus Capital Advisors LLC10,585$188K0.0%N/A0.000%
2/14/2025 South Plains Financial Inc.2,500$44K0.0%N/A0.000%
2/14/2025 Shaker Financial Services LLC245,444$4.36M1.7%+3.2%0.000%
2/13/2025 1607 Capital Partners LLC208,686$3.70M0.3%-23.8%0.000%
2/13/2025 Guggenheim Capital LLC298,075$5.29M0.0%+3.8%0.000%
2/13/2025 Raymond James Financial Inc.334,202$5.93M0.0%N/A0.000%
2/13/2025 Invesco Ltd.300,573$5.34M0.0%+21.8%0.000%
2/13/2025 Wells Fargo & Company MN542,670$9.63M0.0%-2.9%0.000%
2/12/2025 JPMorgan Chase & Co.1,778$32K0.0%+29,533.3%0.000%
2/11/2025 LPL Financial LLC136,117$2.42M0.0%+12.1%0.000%
2/10/2025 Commonwealth Equity Services LLC27,737$492K0.0%+12.3%0.000%
2/7/2025 Cornerstone Advisors LLC23,140$411K0.0%-78.7%0.000%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.tc pixel

For the moment, you can watch this interview free of charge – just click here.
2/7/2025 Independent Advisor Alliance17,750$315K0.0%N/A0.000%
2/6/2025 Raymond James Financial Inc.334,202$5.93M0.0%N/A0.000%
2/3/2025 Private Advisor Group LLC43,296$769K0.0%-9.4%0.000%
1/31/2025 Atria 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%
11/9/2024 Landscape Capital Management L.L.C.21,632$363K0.0%-55.0%0.000%
11/8/2024 Cornerstone Advisors LLC108,805$1.83M0.1%-49.7%0.000%
11/8/2024 Advisors Asset Management Inc.63,701$1.07M0.0%+10.3%0.000%
11/8/2024 Prospera Financial Services Inc15,850$266K0.0%+7.7%0.000%
11/4/2024 Wolverine Asset Management LLC90,482$1.52M0.0%-23.1%0.000%
10/31/2024 Shaker 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%
10/22/2024 Private Advisor Group LLC47,783$802K0.0%+1.7%0.000%
8/5/2024 Private Advisor Group LLC46,976$767K0.0%-1.6%0.000%
8/3/2024 Shaker 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%
8/2/2024 Wolverine Asset Management LLC117,617$1.92M0.0%-6.5%0.000%
7/31/2024 Commonwealth Equity Services LLC25,379$414K0.0%-5.7%0.000%
7/29/2024 Fairman Group LLC4,000$66K0.1%N/A0.000%
7/22/2024 Atria Wealth Solutions Inc.236,970$3.87M0.0%-3.0%0.000%
7/19/2024 Western Wealth Management LLC10,231$167K0.0%-24.8%0.000%
5/16/2024 Ionic Capital Management LLC19,142$300K0.1%-39.6%0.000%
5/14/2024 Advisors Asset Management Inc.67,170$1.05M0.0%-37.4%0.000%
5/10/2024 Cornerstone Advisors LLC216,433$3.39M0.1%-0.9%0.000%
5/2/2024 Fortem Financial Group LLC29,791$467K0.2%+4.7%0.000%
5/1/2024 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%
4/23/2024Raymond 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%
2/9/2024 Wells Fargo & Company MN604,074$9.09M0.0%-1.4%0.000%
2/9/2024 Cornerstone Advisors LLC218,333$3.28M0.1%+97.5%0.000%
2/9/2024 UBS Group AG419,575$6.31M0.0%+3.7%0.000%
2/7/2024 Shaker 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%
2/2/2024 Atria Wealth Solutions Inc.220,685$3.32M0.0%-2.1%0.000%
2/1/2024 Wolverine 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%
11/15/2023 Advisors Asset Management Inc.168,653$2.50M0.1%-6.3%0.000%
11/13/2023 Wolverine Asset Management LLC86,021$1.28M0.0%-4.3%0.000%
11/9/2023 Cornerstone Advisors LLC110,563$1.64M0.1%+489.3%0.000%
11/9/2023 UBS 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%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.tc pixel

For the moment, you can watch this interview free of charge – just click here.
11/8/2023 Atria Wealth Solutions Inc.225,478$3.34M0.0%-1.9%0.000%
11/8/2023 Landscape 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%
11/2/2023 Shaker 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%
10/24/2023Raymond 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%
10/17/2023 Impact Partnership Wealth LLC2,431$36K0.0%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, 45 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. ($6.11M), Invesco Ltd. ($5.32M), Raymond James Financial Services Advisors Inc. ($4.38M), Howard Wealth Management LLC ($4.13M), and Atria Wealth Solutions Inc. ($3.94M).Learn more on Nuveen S&P 500 Dynamic Overwrite Fund's institutional investors.

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

Of the 36 institutional investors that purchased Nuveen S&P 500 Dynamic Overwrite Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($685.37K), Cornerstone Advisors LLC ($199.57K), Shaker Financial Services LLC ($174.91K), Integrated Wealth Concepts LLC ($85.03K), Invesco Ltd. ($79.09K), UBS Group AG ($52.26K), and Tyche Wealth Partners LLC ($48.88K).

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

Institutional investors have bought a total of 1,157,897 shares in the last 24 months. This purchase volume represents approximately $20.36M in transactions.

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

Of the 14 institutional investors that sold Nuveen S&P 500 Dynamic Overwrite Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: 1607 Capital Partners LLC ($195.45K), Cornerstone Advisors LLC ($193.29K), Guggenheim Capital LLC ($50.29K), Wolverine Asset Management LLC ($27.14K), Landscape Capital Management L.L.C. ($26.48K), Invesco Ltd. ($25.74K), and Wells Fargo & Company MN ($16.29K).

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

Institutional investors have sold a total of 565,252 shares in the last 24 months. This volume of shares sold represents approximately $9.73M in transactions.


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This page (NYSE:SPXX) was last updated on 8/28/2025 by MarketBeat.com Staff
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