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.
Q3 2021 vs. Q2 2021
How the institutions holding Nuveen S&P 500 Dynamic Overwrite Fund changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Of which not filed for Q3 2021 | Q3 2021 | Change |
|---|---|---|---|---|
| Holders | 46 | 1 | 44 | −1 |
| Shares | 2.96M | 11.2K | 3.18M | +228.8K (+7.8%) |
| Value | $53.7M | $203.0K | $54.4M | +$895.0K (+1.7%) |
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (4)
Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q3 2021 but not at the end of Q2 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Shaker Financial Services, LLC | 221,428 | $3.78M | 1.51% |
| Wolverine Asset Management LLC | 14,384 | $245.0K | 0.00% |
| OTA Financial Group L.P. | 11,775 | $201.0K | 0.24% |
| Ellevest, Inc. | 2,500 | $43.0K | 0.00% |
Sold out (5)
Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Shulman DeMeo Asset Management LLC | 54,302 | $983.0K |
| Parisi Gray Wealth Management | 5,075 | $92.0K |
| Pinnacle Bancorp, Inc. | 1,800 | $33.0K |
| Fifth Third Bancorp | 1,000 | $18.0K |
| Advisory Services Network, LLC | 667 | $12.0K |
Not filed for Q3 2021 yet (1)
Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Western Wealth Management, LLC | 11,246 | $203.0K |