Nuveen S&P 500 Dynamic Overwrite Fund
SPXX- Exchange
- NYSE
- SEC CIK
- 0001338561
No open-market purchases or sales by Nuveen S&P 500 Dynamic Overwrite Fund insiders were filed in the last 90 days; 232 institutions reported holding it in 13F filings for Q2 2026, worth $812.7M in total; no superinvestor holds it.
Q2 2021 vs. Q1 2021
How the institutions holding Nuveen S&P 500 Dynamic Overwrite Fund changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Q2 2021 | Change |
|---|---|---|---|
| Holders | 51 | 46 | −5 |
| Shares | 3.11M | 2.96M | −147.0K (−4.7%) |
| Value | $51.4M | $53.7M | +$2.24M (+4.4%) |
New holders (3)
Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q2 2021 but not at the end of Q1 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Ibex Wealth Advisors | 10,802 | $196.0K | 0.04% |
| Parisi Gray Wealth Management | 5,075 | $92.0K | 0.03% |
| Advisory Services Network, LLC | 667 | $12.0K | 0.00% |
Sold out (8)
Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q1 2021 and filed for Q2 2021 without it.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Shaker Financial Services, LLC | 89,874 | $1.49M |
| Bank of Montreal | 31,853 | $540.0K |
| CNH Partners LLC | 10,486 | $173.0K |
| Eudaimonia Partners, LLC | 5,790 | $96.0K |
| Blue Bell Private Wealth Management, LLC | 3,169 | $52.0K |
| International Assets Investment Management, LLC | 3,300 | $50.0K |
| Benjamin F. Edwards & Company, Inc. | 1,825 | $30.0K |
| Sowell Financial Services LLC | 1,365 | $23.0K |