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

Nuveen S&P 500 Dynamic Overwrite Fund logo
$18.58 -0.04 (-0.19%)
Closing price 07/2/2026 03:59 PM Eastern
Extended Trading
$18.61 +0.03 (+0.16%)
As of 07/2/2026 06:54 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
81
Total
Institutional Inflows
(last 12 months)
$141.96M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$2.09M
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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
6/18/2026Western Wealth Management LLC40,499$651K0.0%+18.4%0.000%
6/3/2026NewEdge Advisors LLC135,662$2.18M0.0%+5,032.9%0.000%
5/26/2026Axiom 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%
5/19/2026Ashton 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%
5/14/2026Compound Planning Inc.49,590$797K0.0%N/A0.000%
5/14/2026Lido Advisors LLC20,092$323K0.0%N/A0.000%
5/13/2026Cetera Investment Advisers262,227$4.21M0.0%+856.1%0.000%
5/12/2026Quantedge Capital Pte Ltd30,576$491K0.3%N/A0.000%
5/8/2026PNC 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%
5/7/2026Marshall & Sterling Wealth Advisors Inc.2,525$41K0.0%N/A0.000%
5/7/2026World Equity Group Inc.32,861$528K0.1%N/A0.000%
5/6/2026Aviance Capital Partners LLC15,511$249K0.0%+21.4%0.000%
5/6/2026Annis Gardner Whiting Capital Advisors LLC2,518$40K0.0%N/A0.000%
5/6/2026GatePass 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%
5/6/2026Independent Financial Group LLC10,116$163K0.0%N/A0.000%
5/5/2026D.A. Davidson & CO.91,536$1.47M0.0%N/A0.000%
5/5/2026Sanctuary Advisors LLC32,937$529K0.0%N/A0.000%
5/4/2026Calamos Advisors LLC25,980$417K0.0%N/A0.000%
5/4/2026Blake Schutter Theil Wealth Advisors LLC57,379$922K0.8%N/A0.000%
5/4/2026NWF Advisory Services Inc.11,216$180K0.0%N/A0.000%
5/4/2026Procyon Advisors LLC15,609$251K0.0%N/A0.000%
5/2/2026International Assets Investment Management LLC42,076$686K0.0%N/A0.000%
5/2/2026Diversify Wealth Management LLC37,084$645K0.0%N/A0.000%
5/1/2026Altium Capital Management LLC157,395$2.53M6.0%N/A0.000%
4/30/2026Kestra Advisory Services LLC209,707$3.37M0.0%+5,290.9%0.000%
4/29/2026Richmond Investment Services LLC89,052$1.43M0.2%N/A0.000%
4/29/2026Armor Investment Advisors LLC16,343$263K0.1%N/A0.000%
4/27/2026World Investment Advisors40,816$656K0.0%N/A0.000%
4/27/2026Private Advisor Group LLC92,005$1.48M0.0%+193.4%0.000%
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4/25/2026Patten Group Inc.39,918$641K0.1%N/A0.000%
4/24/2026Bayban4,198$67K0.1%N/A0.000%
4/24/2026Harbor Investment Advisory LLC2,852$46K0.0%N/A0.000%
4/22/2026Absolute Investment Advisers LLC430,433$6.92M0.8%N/A0.000%
4/22/2026Bay Capital Advisors LLC14,929$240K0.1%N/A0.000%
4/22/2026TPG Advisors LLC98,917$1.59M1.0%N/A0.000%
4/22/2026Patriot Financial Group Insurance Agency LLC51,232$823K0.0%N/A0.000%
4/22/2026Janney Montgomery Scott LLC287,314$4.62M0.0%+2,576.9%0.000%
4/22/2026Decision Investments Inc.32,747$526K0.6%+218.9%0.000%
4/21/2026Wealth Effects LLC16,426$264K0.1%N/A0.000%
4/21/2026Maltin Wealth Management Inc.16,102$259K0.1%N/A0.000%
4/21/2026Sims Investment Management LLC50,462$811K0.3%N/A0.000%
4/20/2026Kestra Private Wealth Services LLC14,417$232K0.0%N/A0.000%
4/20/2026Blue Trust Inc.14,058$226K0.0%N/A0.000%
4/20/2026TrueMark Investments LLC11,381$183K0.0%N/A0.000%
4/20/2026Apella Capital LLC12,624$220K0.0%N/A0.000%
4/20/2026Focused Wealth Management Inc35,071$564K0.1%N/A0.000%
4/18/2026CENTRAL TRUST Co1,780$29K0.0%N/A0.000%
4/17/2026PMG Family Office LLC111,427$1.81M2.0%+148.3%0.000%
4/16/2026Fortem Financial Group LLC130,912$2.10M0.5%+83.9%0.000%
4/16/2026Uhlmann Price Securities LLC14,207$228K0.0%N/A0.000%
4/15/2026Nations 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%
2/13/2026Kestra 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%
2/12/2026Wedbush 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%
2/6/2026IFP Advisors Inc28,940$522K0.0%-2.2%0.000%
2/5/2026Western Wealth Management LLC34,213$617K0.0%+137.6%0.000%
2/4/2026Fortem Financial Group LLC71,181$1.28M0.3%+13.5%0.000%
1/29/2026UBS Group AG389,300$7.02M0.0%-3.9%0.000%
1/29/2026High Point Wealth Management LLC25,052$452K0.4%N/A0.000%
1/23/2026Farther 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%
1/14/2026Shulman DeMeo Asset Management LLC46,128$832K0.2%-1.3%0.000%
12/22/2025PMG 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%
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11/13/2025UBS Group AG405,266$7.09M0.0%+2.5%0.000%
11/13/2025Private Advisor Group LLC38,236$669K0.0%-2.6%0.000%
11/13/2025Diversify Advisory Services LLC15,219$269K0.0%-7.6%0.000%
11/6/2025Prospera Financial Services Inc12,400$217K0.0%-13.9%0.000%
11/5/2025Envestnet Asset Management Inc.10,011$175K0.0%N/A0.000%
11/4/2025Fortem Financial Group LLC62,687$1.10M0.3%+7.3%0.000%
11/3/2025Truist 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%


SPXX Institutional Ownership - Frequently Asked Questions

During the previous two years, 104 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 94 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 8,682,636 shares in the last 24 months. This purchase volume represents approximately $141.96M in transactions.

Of the 16 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: Guggenheim Capital LLC ($50.29K), 1607 Capital Partners LLC ($20.20K), UBS Group AG ($15.97K), Raymond James Financial Inc. ($6.92K), Advisors Asset Management Inc. ($6.68K), DAVENPORT & Co LLC ($3.75K), and Bank of America Corp DE ($3.34K).

Institutional investors have sold a total of 117,677 shares in the last 24 months. This volume of shares sold represents approximately $2.09M in transactions.


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This page (NYSE:SPXX) was last updated on 7/5/2026 by MarketBeat.com Staff.
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