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

Nuveen S&P 500 Dynamic Overwrite Fund logo
$18.32 -0.04 (-0.19%)
As of 04:00 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)
28
Total
Institutional Inflows
(last 12 months)
$21.33M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$9.73M
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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
9/4/2025 Osaic Holdings Inc.106,129$1.88M0.0%+106.4%0.000%
8/15/2025 Bank of America Corp DE80,135$1.42M0.0%+22.5%0.000%
8/15/2025 Ameriprise Financial Inc.38,824$689K0.0%-6.2%0.000%
8/14/2025 Raymond James Financial Inc.344,245$6.11M0.0%-2.0%0.000%
8/13/2025 Guggenheim Capital LLC174,286$3.09M0.0%-22.4%0.000%
8/13/2025 Invesco Ltd.300,086$5.32M0.0%+9.2%0.000%
8/11/2025 Western Wealth Management LLC14,368$255K0.0%N/A0.000%
8/8/2025 Cetera Investment Advisers20,198$358K0.0%-3.5%0.000%
8/7/2025 Allworth 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%
5/9/2025Atria 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%
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%
2/14/2025Shaker 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%
2/10/2025Commonwealth 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%
1/31/2025Atria Wealth Solutions Inc.235,474$4.18M0.0%-0.3%0.000%
1/27/2025Tyche Wealth Partners LLC43,173$766K0.2%-3.4%0.000%
1/24/2025DAVENPORT & Co LLC57,310$1.02M0.0%-2.1%0.000%
11/12/2024Larson Financial Group LLC1,800$30K0.0%N/A0.000%
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%
11/8/2024Prospera Financial Services Inc15,850$266K0.0%+7.7%0.000%
11/4/2024Wolverine Asset Management LLC90,482$1.52M0.0%-23.1%0.000%
10/31/2024Shaker Financial Services LLC237,733$4.05M1.5%+6.4%0.000%
10/25/2024Tyche 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%
8/3/2024Shaker Financial Services LLC223,364$3.71M1.5%-19.1%0.000%
8/2/2024Fortem Financial Group LLC38,004$621K0.3%+27.6%0.000%
8/2/2024Wolverine Asset Management LLC117,617$1.92M0.0%-6.5%0.000%
7/31/2024Commonwealth Equity Services LLC25,379$414K0.0%-5.7%0.000%
7/29/2024Fairman Group LLC4,000$66K0.1%N/A0.000%
7/22/2024Atria 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%
4/23/2024Tyche 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%
2/9/2024D.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%
2/7/2024Shaker 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%
2/6/2024Aviance Capital Partners LLC12,007$181K0.0%-85.8%0.000%
2/6/2024Private Advisor Group LLC37,531$564K0.0%+10.9%0.000%
2/2/2024Atria Wealth Solutions Inc.220,685$3.32M0.0%-2.1%0.000%
2/1/2024Wolverine Asset Management LLC52,325$787K0.0%-39.2%0.000%
1/30/2024Tyche Wealth Partners LLC44,599$671K0.2%N/A0.000%
1/23/2024DAVENPORT & 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%
11/13/2023Wolverine 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%
11/8/2023D.A. Davidson & CO.58,569$868K0.0%-1.6%0.000%
11/8/2023Atria 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%
11/7/2023Aviance Capital Partners LLC84,494$1.25M0.3%-14.4%0.000%
11/3/2023Private Advisor Group LLC33,831$501K0.0%-7.4%0.000%
11/2/2023Shaker 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%
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%
(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, 46 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. ($6.11M), Invesco Ltd. ($5.32M), Raymond James Financial Services Advisors Inc. ($4.38M), Howard Wealth Management LLC ($4.13M), and Atria Wealth Solutions Inc. ($3.94M).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 37 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 ($199.57K), Shaker Financial Services LLC ($174.91K), Integrated Wealth Concepts LLC ($85.03K), Invesco Ltd. ($79.09K), Osaic Holdings Inc. ($54.71K), 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 1,212,611 shares in the last 24 months. This purchase volume represents approximately $21.33M in transactions.

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

Of the 14 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), Guggenheim Capital LLC ($50.29K), Wolverine Asset Management LLC ($27.14K), Landscape Capital Management L.L.C. ($26.48K), Invesco Ltd. ($25.74K), and Wells Fargo & Company MN ($16.29K).

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

Institutional investors have sold a total of 565,252 shares in the last 24 months. This volume of shares sold represents approximately $9.73M in transactions.


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This page (NYSE:SPXX) was last updated on 9/12/2025 by MarketBeat.com Staff
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