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

Nuveen S&P 500 Dynamic Overwrite Fund logo
$18.00 +0.03 (+0.14%)
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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)
25
Total
Institutional Inflows
(last 12 months)
$19.40M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$8.65M
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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
8/7/2025Allworth 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%
5/16/2025Integrated Wealth Concepts LLC85,034$1.44M0.0%N/A0.000%
5/16/20251607 Capital Partners LLC78,436$1.33M0.1%-62.4%0.000%
5/15/2025Royal Bank of Canada68,088$1.15M0.0%+2.9%0.000%
5/13/2025Raymond James Financial Inc.351,169$5.94M0.0%+5.1%0.000%
5/12/2025Invesco 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%
5/7/2025LPL Financial LLC157,845$2.67M0.0%+16.0%0.000%
5/5/2025 IFP Advisors Inc20,930$354K0.0%+1,993.0%0.000%
5/5/2025Private Advisor Group LLC38,391$649K0.0%-11.3%0.000%
5/1/2025Fortem 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%
2/14/2025 Shaker 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%
2/10/2025 Commonwealth 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%
1/31/2025 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%
11/12/2024Larson Financial Group LLC1,800$30K0.0%N/A0.000%
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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%
11/8/2024 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%
10/22/2024Private Advisor Group LLC47,783$802K0.0%+1.7%0.000%
8/5/2024Private Advisor Group LLC46,976$767K0.0%-1.6%0.000%
8/3/2024 Shaker Financial Services LLC223,364$3.71M1.5%-19.1%0.000%
8/2/2024Fortem 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%
7/19/2024Western 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%
5/2/2024Fortem 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%
2/7/2024 Shaker 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%
2/2/2024 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%
11/15/2023Advisors 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%
11/9/2023Cornerstone 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%
11/8/2023 Atria 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%
11/8/2023Western 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%
11/2/2023 Shaker 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%
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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%
8/30/2023Western 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%
8/7/2023 Wolverine Asset Management LLC89,849$1.41M0.0%+146.3%0.000%
8/7/2023 Shaker Financial Services LLC151,233$2.41M1.1%+191.9%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, 44 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. ($5.94M), Guggenheim Capital LLC ($5.29M), Invesco Ltd. ($4.65M), Raymond James Financial Services Advisors Inc. ($4.38M), and Howard Wealth Management LLC ($4.13M).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 35 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 ($218.33K), Shaker Financial Services LLC ($174.91K), Guggenheim Capital LLC ($106.72K), Integrated Wealth Concepts LLC ($85.03K), Invesco Ltd. ($53.83K), and UBS Group AG ($52.26K).

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

Institutional investors have bought a total of 1,103,542 shares in the last 24 months. This purchase volume represents approximately $19.40M in transactions.

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

Of the 11 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), Wolverine Asset Management LLC ($27.14K), Landscape Capital Management L.L.C. ($26.48K), Invesco Ltd. ($25.74K), Wells Fargo & Company MN ($16.29K), and Private Advisor Group LLC ($9.39K).

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

Institutional investors have sold a total of 504,722 shares in the last 24 months. This volume of shares sold represents approximately $8.65M in transactions.


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