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

$17.75 +0.28 (+1.60%)
(As of 05:11 PM ET)
Compare

Institutional Ownership Changes (13F Filings) for Nuveen S&P 500 Dynamic Overwrite Fund (NYSE:SPXX)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$5.24M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$7.16M
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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
11/12/2024Larson Financial Group LLC1,800$30K0.0%N/A0.000%
11/9/2024 Landscape Capital Management L.L.C.21,632$363K0.0%-55.0%0.000%
11/8/2024 Cornerstone Advisors LLC108,805$1.83M0.1%-49.7%0.000%
11/8/2024 Advisors Asset Management Inc.63,701$1.07M0.0%+10.3%0.000%
11/8/2024 Prospera Financial Services Inc15,850$266K0.0%+7.7%0.000%
11/4/2024 Wolverine Asset Management LLC90,482$1.52M0.0%-23.1%0.000%
10/31/2024 Shaker Financial Services LLC237,733$4.05M1.5%+6.4%0.000%
10/25/2024 Tyche Wealth Partners LLC44,681$750K0.2%+6.6%0.000%
10/22/2024 Private Advisor Group LLC47,783$802K0.0%+1.7%0.000%
8/5/2024 Private Advisor Group LLC46,976$767K0.0%-1.6%0.000%
8/3/2024 Shaker Financial Services LLC223,364$3.71M1.5%-19.1%0.000%
8/2/2024 Fortem Financial Group LLC38,004$621K0.3%+27.6%0.000%
8/2/2024 Wolverine Asset Management LLC117,617$1.92M0.0%-6.5%0.000%
7/31/2024Commonwealth Equity Services LLC25,379$414K0.0%-5.7%0.000%
7/29/2024 Fairman Group LLC4,000$66K0.1%N/A0.000%
7/22/2024 Atria Wealth Solutions Inc.236,970$3.87M0.0%-3.0%0.000%
7/19/2024 Western Wealth Management LLC10,231$167K0.0%-24.8%0.000%
5/16/2024 Ionic Capital Management LLC19,142$300K0.1%-39.6%0.000%
5/14/2024 Advisors Asset Management Inc.67,170$1.05M0.0%-37.4%0.000%
5/10/2024 Cornerstone Advisors LLC216,433$3.39M0.1%-0.9%0.000%
5/2/2024 Fortem Financial Group LLC29,791$467K0.2%+4.7%0.000%
5/1/2024 Diversify Advisory Services LLC16,469$259K0.0%N/A0.000%
4/30/2024 Private Advisor Group LLC47,741$748K0.0%+27.2%0.000%
4/23/2024 Tyche 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%
2/9/2024 D.A. Davidson & CO.29,463$443K0.0%-49.7%0.000%
2/9/2024 Wells Fargo & Company MN604,074$9.09M0.0%-1.4%0.000%
2/9/2024 Cornerstone Advisors LLC218,333$3.28M0.1%+97.5%0.000%
2/9/2024 UBS Group AG419,575$6.31M0.0%+3.7%0.000%
2/7/2024 Shaker Financial Services LLC186,657$2.81M1.2%+77.9%0.000%
2/7/2024 Howard Wealth Management LLC274,354$4.13M3.4%-2.4%0.000%
2/6/2024 Aviance Capital Partners LLC12,007$181K0.0%-85.8%0.000%
2/6/2024 Private Advisor Group LLC37,531$564K0.0%+10.9%0.000%
2/2/2024 Atria Wealth Solutions Inc.220,685$3.32M0.0%-2.1%0.000%
2/1/2024 Wolverine Asset Management LLC52,325$787K0.0%-39.2%0.000%
1/30/2024 Tyche Wealth Partners LLC44,599$671K0.2%N/A0.000%
1/23/2024 DAVENPORT & 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%
11/15/2023 Advisors Asset Management Inc.168,653$2.50M0.1%-6.3%0.000%
Why I'm telling friends to avoid gold stocks (Ad)

Back in November, gold made a tiny move of 1.6%. But according to my backtesting by using a special type of gold trade, I would have seen a 141% gain in just a week. It happened again in March. Gold nudged up 1.2%. This time? A 104% overnight gain. And in June? A 1% gold move turned into a 74% gain in two weeks. Granted, there would have been smaller wins and those that did not work out, but you see, there's a reason I'm telling all my friends to hold off from buying gold or regular gold stocks right now. There's a more lucrative way to play the gold market as we enter a new breakout period. It's all about catching what I call "Acceleration Cycles."

And if you’d like to get your hands on this, here you go, the complete breakdown.
11/13/2023 Wolverine Asset Management LLC86,021$1.28M0.0%-4.3%0.000%
11/9/2023 Cornerstone Advisors LLC110,563$1.64M0.1%+489.3%0.000%
11/9/2023 UBS Group AG404,461$5.99M0.0%+10.1%0.000%
11/8/2023 D.A. Davidson & CO.58,569$868K0.0%-1.6%0.000%
11/8/2023 Atria Wealth Solutions Inc.225,478$3.34M0.0%-1.9%0.000%
11/8/2023 Landscape Capital Management L.L.C.21,553$319K0.0%+17.7%0.000%
11/8/2023 Western Wealth Management LLC13,537$201K0.0%-18.5%0.000%
11/7/2023 Aviance Capital Partners LLC84,494$1.25M0.3%-14.4%0.000%
11/3/2023 Private Advisor Group LLC33,831$501K0.0%-7.4%0.000%
11/2/2023 Shaker Financial Services LLC104,907$1.61M0.7%-30.6%0.000%
11/1/2023 Howard 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%
10/17/2023 Impact Partnership Wealth LLC2,431$36K0.0%N/A0.000%
8/30/2023 Western Wealth Management LLC16,609$260K0.0%+4.9%0.000%
8/11/2023 Cornerstone Advisors LLC18,761$294K0.0%N/A0.000%
8/11/2023 Landscape Capital Management L.L.C.18,315$287K0.0%N/A0.000%
8/11/2023 Guggenheim Capital LLC159,427$2.50M0.0%+150.2%0.000%
8/10/2023 Private Advisor Group LLC36,531$573K0.0%+40.2%0.000%
8/7/2023 Wolverine Asset Management LLC89,849$1.41M0.0%+146.3%0.000%
8/7/2023 Shaker Financial Services LLC151,233$2.41M1.1%+191.9%0.000%
8/3/2023 Atria Wealth Solutions Inc.229,861$3.60M0.0%-0.8%0.000%
8/2/2023 Houlihan Financial Resource Group Ltd.159,464$2.46M0.1%N/A0.000%
8/1/2023 Howard Wealth Management LLC279,589$4.38M3.8%-5.1%0.000%
7/31/2023 LPL Financial LLC161,673$2.54M0.0%+1.2%0.000%
7/25/2023Raymond James Financial Services Advisors Inc.266,709$4.18M0.0%-0.6%0.000%
7/25/2023Raymond James & Associates31,137$488K0.0%-4.3%0.000%
7/20/2023 DAVENPORT & Co LLC62,834$985K0.0%+2.6%0.000%
5/11/2023 Elequin Securities LLC6,690$104K0.1%N/A0.000%
5/11/2023 Aviance Capital Partners LLC98,799$1.54M0.3%+2.8%0.000%
5/10/2023 Private Advisor Group LLC26,061$406K0.0%N/A0.000%
5/8/2023 Shaker Financial Services LLC51,817$819K0.4%N/A0.000%
5/8/2023 Wolverine Asset Management LLC36,482$568K0.0%N/A0.000%
5/5/2023 Truist Financial Corp24,718$385K0.0%-5.5%0.000%
5/4/2023 Howard Wealth Management LLC294,504$4.59M3.8%-1.4%0.000%
4/28/2023 Janney Montgomery Scott LLC13,110$204K0.0%-9.8%0.000%
4/27/2023 DAVENPORT & Co LLC61,269$955K0.0%+1.4%0.000%
4/17/2023 GPS Wealth Strategies Group LLC26,090$406K0.1%+12.6%0.000%
4/14/2023Raymond James Financial Services Advisors Inc.268,443$4.18M0.0%-7.2%0.000%
4/14/2023Raymond James & Associates32,535$507K0.0%+4.3%0.000%
4/12/2023FNY Investment Advisers LLC2,000$31K0.0%N/A0.000%
2/13/2023 Advisors Asset Management Inc.183,170$2.95M0.1%-2.1%0.000%
2/13/2023Heritage Wealth Management LLC1,550$25K0.0%+100.0%0.000%
2/8/2023Raymond James Financial Services Advisors Inc.289,227$4.66M0.0%-6.0%0.000%
2/8/2023 UBS Group AG462,770$7.46M0.0%+7.1%0.000%
2/7/2023 LPL Financial LLC159,881$2.58M0.0%+2.2%0.000%
2/7/2023 Aviance Capital Partners LLC96,121$1.55M0.4%-15.0%0.000%
2/3/2023 D.A. Davidson & CO.59,253$955K0.0%+9.0%0.000%
2/2/2023Dfpg Investments LLC16,469$262K0.0%N/A0.000%
1/26/2023 Howard Wealth Management LLC298,789$4.82M4.0%-0.5%0.000%
Why I'm telling friends to avoid gold stocks (Ad)

Back in November, gold made a tiny move of 1.6%. But according to my backtesting by using a special type of gold trade, I would have seen a 141% gain in just a week. It happened again in March. Gold nudged up 1.2%. This time? A 104% overnight gain. And in June? A 1% gold move turned into a 74% gain in two weeks. Granted, there would have been smaller wins and those that did not work out, but you see, there's a reason I'm telling all my friends to hold off from buying gold or regular gold stocks right now. There's a more lucrative way to play the gold market as we enter a new breakout period. It's all about catching what I call "Acceleration Cycles."

And if you’d like to get your hands on this, here you go, the complete breakdown.
1/18/2023 Private Advisor Group LLC25,756$415K0.0%+5.9%0.000%
1/17/2023 LVZ Inc.14,753$238K0.0%N/A0.000%
11/14/2022 Guggenheim Capital LLC64,141$963K0.0%-2.9%0.000%
11/10/2022 Sigma Planning Corp10,538$158K0.0%-32.0%0.000%
11/10/2022 UBS Group AG432,084$6.49M0.0%+32.7%0.000%
11/9/2022 Aviance Capital Partners LLC113,068$1.70M0.4%+5.0%0.000%
11/8/2022 Advisors Asset Management Inc.187,112$2.81M0.1%-1.2%0.000%
11/1/2022 Howard Wealth Management LLC300,223$4.51M3.2%-0.5%0.000%
10/26/2022 Truist Financial Corp26,307$395K0.0%+29.3%0.000%
10/25/2022 Janney Montgomery Scott LLC14,481$217K0.0%-11.5%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, 36 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 ($9.09M), UBS Group AG ($6.31M), Raymond James Financial Services Advisors Inc. ($4.38M), Howard Wealth Management LLC ($4.13M), Shaker Financial Services LLC ($4.05M), Atria Wealth Solutions Inc. ($3.87M), and LPL Financial LLC ($2.54M).Learn more on SPXX's institutional investors.

Which institutional investors have been buying Nuveen S&P 500 Dynamic Overwrite Fund stock?

Of the 30 institutional investors that purchased Nuveen S&P 500 Dynamic Overwrite Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Shaker Financial Services LLC ($247.35K), Cornerstone Advisors LLC ($218.33K), Houlihan Financial Resource Group Ltd. ($159.46K), Guggenheim Capital LLC ($95.71K), Wolverine Asset Management LLC ($89.85K), UBS Group AG ($82.95K), and Private Advisor Group LLC ($52.68K).

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

Institutional investors have bought a total of 1,141,750 shares in the last 24 months. This purchase volume represents approximately $17.67M in transactions.

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

Of the 20 institutional investors that sold Nuveen S&P 500 Dynamic Overwrite Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cornerstone Advisors LLC ($109.53K), Aviance Capital Partners LLC ($103.69K), Shaker Financial Services LLC ($98.91K), Wolverine Asset Management LLC ($72.88K), Advisors Asset Management Inc. ($55.38K), Raymond James Financial Services Advisors Inc. ($48.34K), and D.A. Davidson & CO. ($30.06K).

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

Institutional investors have sold a total of 638,587 shares in the last 24 months. This volume of shares sold represents approximately $10.07M in transactions.


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This page (NYSE:SPXX) was last updated on 12/26/2024 by MarketBeat.com Staff
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