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

Nuveen S&P 500 Dynamic Overwrite Fund logo
$19.12 -0.10 (-0.52%)
As of 02:34 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)
88
Total
Institutional Inflows
(last 12 months)
$150.43M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$1.41M
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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
8/13/2026Sanctuary Advisors LLC34,394$641K0.0%N/A0.000%
8/12/2026 Commerce Bank14,282$266K0.0%N/A0.000%
8/12/2026 Northwestern Mutual Wealth Management Co.52,520$979K0.0%N/A0.000%
8/12/2026 Landscape Capital Management L.L.C.139,466$2.60M0.2%N/A0.000%
8/11/2026 Allworth Financial LP65,417$1.22M0.0%N/A0.000%
8/10/2026 Diversify Advisory Services LLC37,084$687K0.0%N/A0.000%
8/7/2026 Focused Wealth Management Inc35,071$654K0.1%N/A0.000%
8/7/2026 Wealth Effects LLC16,426$306K0.1%N/A0.000%
8/6/2026 IMC Chicago LLC50,253$937K0.0%N/A0.000%
8/6/2026 Global Retirement Partners LLC12,046$225K0.0%N/A0.000%
7/9/2026 World Equity Group Inc.37,429$698K0.2%+13.9%0.000%
7/9/2026 Allied Private Wealth LLC13,717$254K0.2%N/A0.000%
7/9/2026 Hennion & Walsh Asset Management Inc.254,177$4.74M0.1%+20.7%0.000%
7/8/2026 Shulman DeMeo Asset Management LLC151,552$2.83M0.5%-3.9%0.000%
7/8/2026 Puff Wealth Management LLC51,264$956K1.0%N/A0.000%
7/8/2026 Integrated Capital Management Inc.18,500$345K0.2%-46.3%0.000%
7/7/2026 Dynamic Advisor Solutions LLC66,356$1.24M0.0%+33.6%0.000%
7/7/2026 CoreCap Advisors LLC18,549$346K0.0%+7.4%0.000%
6/18/2026Western Wealth Management LLC40,499$651K0.0%+18.4%0.000%
6/3/2026 NewEdge Advisors LLC135,662$2.18M0.0%+5,032.9%0.000%
5/26/2026 Axiom Investment Management LLC10,069$162K0.1%N/A0.000%
5/19/2026Western Wealth Management LLC40,499$651K0.0%+18.4%0.000%
5/19/2026Bank of America Corp DE1,326,539$21.32M0.0%+1,677.5%0.000%
5/19/2026 Ashton Thomas Securities LLC68,250$1.10M0.1%N/A0.000%
5/18/2026Sunbelt Securities Inc.1,780$29K0.0%N/A0.000%
5/18/2026Rivernorth Capital Management LLC99,335$1.60M0.1%N/A0.000%
5/18/2026Royal Bank of Canada528,707$8.50M0.0%+612.3%0.000%
5/16/2026Saba Capital Management L.P.1,537,423$24.71M0.7%N/A0.000%
5/15/2026Waverly Advisors LLC29,685$477K0.0%N/A0.000%
5/14/2026Hilltop Holdings Inc.31,874$512K0.0%N/A0.000%
5/14/2026 Compound Planning Inc.49,590$797K0.0%N/A0.000%
5/14/2026 Lido Advisors LLC20,092$323K0.0%N/A0.000%
5/13/2026 Cetera Investment Advisers262,227$4.21M0.0%+856.1%0.000%
5/12/2026 Quantedge Capital Pte Ltd30,576$491K0.3%N/A0.000%
5/8/2026 PNC Financial Services Group Inc.45,100$725K0.0%+4,410.0%0.000%
5/8/2026Bulldog Investors LLP125,415$2.02M0.5%N/A0.000%
5/7/2026Hollencrest Capital Management7,228$116K0.0%N/A0.000%
5/7/2026 Marshall & Sterling Wealth Advisors Inc.2,525$41K0.0%N/A0.000%
5/7/2026 World Equity Group Inc.32,861$528K0.1%N/A0.000%
5/6/2026 Aviance Capital Partners LLC15,511$249K0.0%+21.4%0.000%
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5/6/2026 Annis Gardner Whiting Capital Advisors LLC2,518$40K0.0%N/A0.000%
5/6/2026 GatePass Capital LLC52,563$845K0.4%N/A0.000%
5/6/2026Allspring Global Investments Holdings LLC1,621,647$26.06M0.0%+4,171.2%0.000%
5/6/2026 Independent Financial Group LLC10,116$163K0.0%N/A0.000%
5/5/2026 D.A. Davidson & CO.91,536$1.47M0.0%N/A0.000%
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%
4/27/2026World 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%
2/17/2026 Guggenheim Capital LLC185,128$3.34M0.0%+62.8%0.000%
2/17/2026 Cetera 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%
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2/12/2026 Bank of Montreal Can13,496$243K0.0%-6.3%0.000%
2/11/2026 LPL Financial LLC356,669$6.43M0.0%+14.4%0.000%
2/10/2026 Moors & 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%


SPXX Institutional Ownership - Frequently Asked Questions

During the previous two years, 112 institutional investors and hedge funds held shares of Nuveen S&P 500 Dynamic Overwrite Fund. The most heavily invested institutionals were Allspring Global Investments Holdings LLC ($26.06M), Saba Capital Management L.P. ($24.71M), Bank of America Corp DE ($21.32M), Wells Fargo & Company MN ($12.64M), Royal Bank of Canada ($8.50M), UBS Group AG ($7.02M), and Absolute Investment Advisers LLC ($6.92M).Learn more on Nuveen S&P 500 Dynamic Overwrite Fund's institutional investors.

Of the 103 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: Allspring Global Investments Holdings LLC ($1.62M), Saba Capital Management L.P. ($1.54M), Bank of America Corp DE ($1.27M), Raymond James Financial Inc. ($686.94K), Royal Bank of Canada ($464.14K), Absolute Investment Advisers LLC ($430.43K), and Janney Montgomery Scott LLC ($276.58K).

Institutional investors have bought a total of 9,130,787 shares in the last 24 months. This purchase volume represents approximately $150.43M in transactions.

Of the 13 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 ($20.20K), UBS Group AG ($15.97K), Integrated Capital Management Inc. ($15.93K), Shulman DeMeo Asset Management LLC ($6.77K), Advisors Asset Management Inc. ($6.68K), Bank of America Corp DE ($3.34K), and Ameriprise Financial Inc. ($2.58K).

Institutional investors have sold a total of 78,082 shares in the last 24 months. This volume of shares sold represents approximately $1.41M in transactions.


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Institutional ownership data for NYSE:SPXX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/13/2026. New 13F filings are added each quarter as they're published.
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