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

Nuveen S&P 500 Dynamic Overwrite Fund logo
$18.72 -0.17 (-0.89%)
Closing price 03:58 PM Eastern
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$18.75 +0.03 (+0.16%)
As of 07:30 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)
97
Total
Institutional Inflows
(last 12 months)
$182.88M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$11.12M
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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
9/9/2026 Integrated Wealth Concepts LLC71,435$1.33M0.0%-4.7%0.000%
9/9/2026 NewEdge Advisors LLC139,122$2.59M0.0%+2.6%0.000%
9/9/2026 Cypress Capital Management LLC WY 110,380$2.10M1.8%+16.8%0.000%
9/9/2026 Pointe Capital Management LLC23,747$443K0.2%-2.3%0.000%
9/9/2026 Baird Financial Group Inc.55,824$1.04M0.0%+27.3%0.000%
9/8/2026 Allworth Financial LP65,417$1.22M0.0%+3.8%0.000%
9/8/2026 Waverly Advisors LLC28,960$540K0.0%-2.4%0.000%
8/26/2026 HighTower Advisors LLC75,740$1.41M0.0%-87.2%0.000%
8/23/2026 Ameritas Advisory Services LLC3,177$59K0.0%+79.2%0.000%
8/22/2026 Turner Financial Group Inc.32,791$611K0.6%N/A0.000%
8/22/2026 Concurrent Investment Advisors LLC18,528$345K0.0%-3.7%0.000%
8/20/2026 IMC Chicago LLC50,253$937K0.0%N/A0.000%
8/20/2026 Wedbush Securities Inc.34,848$650K0.0%-4.6%0.000%
8/19/2026 Kingsview Wealth Management LLC13,233$247K0.0%N/A0.000%
8/18/2026 Beacon Pointe Advisors LLC11,112$207K0.0%N/A0.000%
8/17/2026 Almitas Capital LLC326,907$6.09M1.5%N/A0.000%
8/17/2026 Palogic Value Management L.P.17,939$334K0.1%N/A0.000%
8/17/2026 Bank of America Corp DE1,297,471$24.19M0.0%N/A0.000%
8/15/2026 Pointe Capital Management LLC23,747$443K0.2%N/A0.000%
8/13/2026 Sanctuary 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%
6/18/2026 Western 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%
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5/19/2026 Western Wealth Management LLC40,499$651K0.0%+18.4%0.000%
5/19/2026 Bank 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%
5/18/2026 Rivernorth Capital Management LLC99,335$1.60M0.1%N/A0.000%
5/18/2026 Royal Bank of Canada528,707$8.50M0.0%+612.3%0.000%
5/16/2026 Saba Capital Management L.P.1,537,423$24.71M0.7%N/A0.000%
5/15/2026 Waverly Advisors LLC29,685$477K0.0%N/A0.000%
5/14/2026 Hilltop 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%
5/8/2026 Bulldog Investors LLP125,415$2.02M0.5%N/A0.000%
5/7/2026 Hollencrest 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%
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%
5/6/2026 Allspring 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%
5/5/2026 Sanctuary 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%
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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%
2/19/2026 Invesco Ltd.348,156$6.28M0.0%+12.6%0.000%


SPXX Institutional Ownership - Frequently Asked Questions

During the previous two years, 123 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 ($24.19M), 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 112 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: Bank of America Corp DE ($2.56M), Allspring Global Investments Holdings LLC ($1.62M), Saba Capital Management L.P. ($1.54M), Raymond James Financial Inc. ($686.94K), Royal Bank of Canada ($464.14K), Absolute Investment Advisers LLC ($430.43K), and Almitas Capital LLC ($326.91K).

Institutional investors have bought a total of 10,869,910 shares in the last 24 months. This purchase volume represents approximately $182.88M in transactions.

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: HighTower Advisors LLC ($517.18K), 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), and Integrated Wealth Concepts LLC ($3.52K).

Institutional investors have sold a total of 599,857 shares in the last 24 months. This volume of shares sold represents approximately $11.12M in transactions.


Related Companies

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 9/9/2026. New 13F filings are added each quarter as they're published.
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