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.
Q4 2021 vs. Q3 2021
How the institutions holding Nuveen S&P 500 Dynamic Overwrite Fund changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Of which not filed for Q4 2021 | Q4 2021 | Change |
|---|---|---|---|---|
| Holders | 44 | 1 | 44 | +1 |
| Shares | 3.18M | 775 | 3.30M | +124.1K (+3.9%) |
| Value | $54.4M | $13.0K | $61.5M | +$7.11M (+13.1%) |
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (5)
Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q4 2021 but not at the end of Q3 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Shulman DeMeo Asset Management LLC | 52,617 | $979.0K | 0.26% |
| Western Wealth Management, LLC | 16,260 | $302.0K | 0.03% |
| Tilia Fiduciary Partners, Inc. | 2,250 | $42.0K | 0.03% |
| Confluence Wealth Services, Inc. | 2,281 | $42.0K | 0.01% |
| CWM, LLC | 805 | $15.0K | 0.00% |
Sold out (4)
Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| OTA Financial Group L.P. | 11,775 | $201.0K |
| Carroll Financial Associates, Inc. | 1,988 | $33.0K |
| Citigroup Inc | 903 | $15.0K |
| Arkadios Wealth Advisors | 317 | $5.00K |
Not filed for Q4 2021 yet (1)
Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Heritage Wealth Management, LLC | 775 | $13.0K |