Free Trial
→ Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (From Colonial Metals) (Ad) Free SPXX Stock Alerts

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

$17.32 +0.11 (+0.64%)
(As of 02:46 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
Get SPXX Insider Trade Alerts

Want to know when executives and insiders are buying or selling Nuveen S&P 500 Dynamic Overwrite Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

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

Export to Excel
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%
Blackrock’s Sending THIS Crypto Higher on Purpose (Ad)

It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this surge is a massive new blockchain development…

YES, I WANT THE #1 CRYPTO NOW
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%
Trump won. Buy this coin now. (Ad)

Juan Villaverde called the top and bottom of every crypto bull market since 2012. He believes Bitcoin will go to $150,000 — or more. But there’s one coin he thinks could go even higher.

This could be his favorite coin.
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.


Related Companies

This page (NYSE:SPXX) was last updated on 11/21/2024 by MarketBeat.com Staff
From Our Partners
Missed Nvidia? Watch this ASAP
This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...
Brownstone Research | Sponsored
Musk’s new company could top a trillion?
The investment legend who predicted the rise of Bitcoin, Facebook and streaming services like Netflix… Just...
Paradigm Press | Sponsored
Tim Sykes’ Urgent Trade Alert: “Make this move now”
WARNING: 80 Wall Street banks are gearing up for MASSIVE D.C. shock This $2 trillion D.C. shock is NOT abou...
Timothy Sykes | Sponsored
Unveiled: NVIDIA’s "Secret Royalty" Program
Did you know that there's an investment that will give you the opportunity to collect "royalties" every time N...
Behind the Markets | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Elon knows the truth, which is why they want him silenced
Elon Musk is one of mankind’s greatest innovators. But for all his visionary prowess and contributions to h...
Porter & Company | Sponsored
24/7 Automated Profits in Crypto
The 4th quarter of 2024 is shaping up to be one of the most explosive periods for crypto in recent memory. But...
Crypto Swap Profits | Sponsored
Trump Wins… But Elon Says Get Ready to Brace
Trump's back in the White House, ready to hit the gas on America's comeback. He's taking on the economy wi...
Genesis Gold Group | Sponsored