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

Nuveen S&P 500 Dynamic Overwrite Fund logo
$17.68 +0.08 (+0.43%)
Closing price 03:59 PM Eastern
Extended Trading
$17.70 +0.02 (+0.11%)
As of 05:50 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)
61
Total
Institutional Inflows
(last 12 months)
$48.03M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$4.76M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Sanctuary Advisors LLC32,937$529K0.0%N/A0.000%
5/4/2026 Calamos Advisors LLC25,980$417K0.0%N/A0.000%
5/4/2026 Blake Schutter Theil Wealth Advisors LLC57,379$922K0.8%N/A0.000%
5/4/2026 NWF Advisory Services Inc.11,216$180K0.0%N/A0.000%
5/4/2026 Procyon Advisors LLC15,609$251K0.0%N/A0.000%
5/2/2026 International Assets Investment Management LLC42,076$686K0.0%N/A0.000%
5/2/2026 Diversify Wealth Management LLC37,084$645K0.0%N/A0.000%
5/1/2026 Altium Capital Management LLC157,395$2.53M6.0%N/A0.000%
4/30/2026 Kestra Advisory Services LLC209,707$3.37M0.0%+5,290.9%0.000%
4/29/2026 Richmond Investment Services LLC89,052$1.43M0.2%N/A0.000%
4/29/2026 Armor Investment Advisors LLC16,343$263K0.1%N/A0.000%
4/27/2026 World Investment Advisors40,816$656K0.0%N/A0.000%
4/27/2026 Private Advisor Group LLC92,005$1.48M0.0%+193.4%0.000%
4/25/2026 Patten Group Inc.39,918$641K0.1%N/A0.000%
4/24/2026 Bayban4,198$67K0.1%N/A0.000%
4/24/2026 Harbor Investment Advisory LLC2,852$46K0.0%N/A0.000%
4/22/2026 Absolute Investment Advisers LLC430,433$6.92M0.8%N/A0.000%
4/22/2026 Bay Capital Advisors LLC14,929$240K0.1%N/A0.000%
4/22/2026 TPG Advisors LLC98,917$1.59M1.0%N/A0.000%
4/22/2026 Patriot Financial Group Insurance Agency LLC51,232$823K0.0%N/A0.000%
4/22/2026 Janney Montgomery Scott LLC287,314$4.62M0.0%+2,576.9%0.000%
4/22/2026 Decision Investments Inc.32,747$526K0.6%+218.9%0.000%
4/21/2026 Wealth Effects LLC16,426$264K0.1%N/A0.000%
4/21/2026 Maltin Wealth Management Inc.16,102$259K0.1%N/A0.000%
4/21/2026 Sims Investment Management LLC50,462$811K0.3%N/A0.000%
4/20/2026 Kestra Private Wealth Services LLC14,417$232K0.0%N/A0.000%
4/20/2026 Blue Trust Inc.14,058$226K0.0%N/A0.000%
4/20/2026 TrueMark Investments LLC11,381$183K0.0%N/A0.000%
4/20/2026 Apella Capital LLC12,624$220K0.0%N/A0.000%
4/20/2026 Focused Wealth Management Inc35,071$564K0.1%N/A0.000%
4/18/2026 CENTRAL TRUST Co1,780$29K0.0%N/A0.000%
4/17/2026 PMG Family Office LLC111,427$1.81M2.0%+148.3%0.000%
4/16/2026 Fortem Financial Group LLC130,912$2.10M0.5%+83.9%0.000%
4/16/2026 Uhlmann Price Securities LLC14,207$228K0.0%N/A0.000%
4/15/2026 Nations Financial Group Inc. IA ADV44,639$717K0.0%N/A0.000%
2/19/2026Invesco Ltd.348,156$6.28M0.0%+12.6%0.000%
2/17/2026Guggenheim Capital LLC185,128$3.34M0.0%+62.8%0.000%
2/17/2026Cetera Investment Advisers27,427$495K0.0%+27.7%0.000%
2/17/2026Osaic Holdings Inc.150,499$2.72M0.0%+24.5%0.000%
2/17/2026Royal Bank of Canada74,224$1.34M0.0%+11.7%0.000%
2/13/2026 Kestra Advisory Services LLC3,890$70K0.0%N/A0.000%
2/13/2026Wells Fargo & Company MN700,770$12.64M0.0%+2.8%0.000%
2/12/2026Advisors Asset Management Inc.55,218$996K0.0%-10.8%0.000%
2/12/2026CIBC Private Wealth Group LLC2,500$45K0.0%N/A0.000%
2/12/2026 Wedbush Securities Inc.10,363$187K0.0%N/A0.000%
2/12/2026Bank of Montreal Can13,496$243K0.0%-6.3%0.000%
2/11/2026LPL Financial LLC356,669$6.43M0.0%+14.4%0.000%
2/10/2026Moors & Cabot Inc.10,131$183K0.0%N/A0.000%
2/6/2026 IFP Advisors Inc28,940$522K0.0%-2.2%0.000%
2/5/2026Western Wealth Management LLC34,213$617K0.0%+137.6%0.000%
2/4/2026 Fortem Financial Group LLC71,181$1.28M0.3%+13.5%0.000%
1/29/2026UBS Group AG389,300$7.02M0.0%-3.9%0.000%
1/29/2026 High Point Wealth Management LLC25,052$452K0.4%N/A0.000%
1/23/2026 Farther Finance Advisors LLC1,568$28K0.0%+393.1%0.000%
1/15/2026Allspring Global Investments Holdings LLC37,967$685K0.0%N/A0.000%
1/14/2026Hennion & Walsh Asset Management Inc.14,690$265K0.0%N/A0.000%
1/14/2026 Shulman DeMeo Asset Management LLC46,128$832K0.2%-1.3%0.000%
12/22/2025 PMG Family Office LLC44,637$796K0.9%N/A0.000%
11/17/2025Bank of America Corp DE76,791$1.34M0.0%-4.2%0.000%
11/17/20251607 Capital Partners LLC14,331$251K0.0%-58.5%0.000%
11/14/2025Raymond James Financial Inc.345,809$6.05M0.0%+0.5%0.000%
11/14/2025Two Sigma Investments LP15,997$280K0.0%N/A0.000%
11/13/2025Invesco Ltd.309,248$5.41M0.0%+3.1%0.000%
11/13/2025UBS Group AG405,266$7.09M0.0%+2.5%0.000%
11/13/2025 Private Advisor Group LLC38,236$669K0.0%-2.6%0.000%
11/13/2025 Diversify Advisory Services LLC15,219$269K0.0%-7.6%0.000%
11/6/2025 Prospera Financial Services Inc12,400$217K0.0%-13.9%0.000%
11/5/2025 Envestnet Asset Management Inc.10,011$175K0.0%N/A0.000%
11/4/2025 Fortem Financial Group LLC62,687$1.10M0.3%+7.3%0.000%
11/3/2025 Truist Financial Corp18,297$320K0.0%-3.9%0.000%
10/22/2025Shaker Financial Services LLC85,118$1.52M0.5%+19.8%0.000%
9/4/2025Osaic Holdings Inc.106,129$1.88M0.0%+106.4%0.000%
8/15/2025Bank of America Corp DE80,135$1.42M0.0%+22.5%0.000%
8/15/2025Ameriprise Financial Inc.38,824$689K0.0%-6.2%0.000%
8/14/2025Raymond James Financial Inc.344,245$6.11M0.0%-2.0%0.000%
8/13/2025Guggenheim Capital LLC174,286$3.09M0.0%-22.4%0.000%
8/13/2025Invesco Ltd.300,086$5.32M0.0%+9.2%0.000%
8/11/2025Western Wealth Management LLC14,368$255K0.0%N/A0.000%
8/8/2025Cetera Investment Advisers20,198$358K0.0%-3.5%0.000%
8/7/2025Allworth Financial LP19,205$341K0.0%+1,331.1%0.000%
8/5/2025Shaker Financial Services LLC71,075$1.27M0.5%N/A0.000%
7/24/2025 IFP Advisors Inc29,740$528K0.0%+42.1%0.000%
7/23/2025Tyche 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%
5/9/2025Atria 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%
5/5/2025IFP 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%
4/28/2025Private Trust Co. NA3,240$55K0.0%N/A0.000%
4/21/2025Kingswood Wealth Advisors LLC13,625$230K0.0%N/A0.000%
4/17/2025FNY 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%


SPXX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPXX shares?

During the previous two years, 84 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 ($12.64M), UBS Group AG ($7.02M), Absolute Investment Advisers LLC ($6.92M), LPL Financial LLC ($6.43M), Invesco Ltd. ($6.28M), Raymond James Financial Inc. ($6.05M), and Janney Montgomery Scott LLC ($4.62M).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 73 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. ($686.94K), Absolute Investment Advisers LLC ($430.43K), Janney Montgomery Scott LLC ($276.58K), Kestra Advisory Services LLC ($209.71K), Altium Capital Management LLC ($157.40K), Invesco Ltd. ($127.16K), and PMG Family Office LLC ($111.19K).

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

Institutional investors have bought a total of 2,887,539 shares in the last 24 months. This purchase volume represents approximately $48.03M in transactions.

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

Of the 18 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 ($150.45K), Guggenheim Capital LLC ($50.29K), Invesco Ltd. ($25.74K), UBS Group AG ($15.97K), Raymond James Financial Inc. ($6.92K), Advisors Asset Management Inc. ($6.68K), and DAVENPORT & Co LLC ($3.75K).

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

Institutional investors have sold a total of 276,073 shares in the last 24 months. This volume of shares sold represents approximately $4.76M in transactions.


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This page (NYSE:SPXX) was last updated on 5/5/2026 by MarketBeat.com Staff.
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