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.
Q1 2022 vs. Q4 2021
How the institutions holding Nuveen S&P 500 Dynamic Overwrite Fund changed between Q4 2021 and Q1 2022.
All holders in Q1 2022All holders in Q4 2021
| Measure | Q4 2021 | Of which not filed for Q1 2022 | Q1 2022 | Change |
|---|---|---|---|---|
| Holders | 44 | 1 | 51 | +8 |
| Shares | 3.30M | 250 | 3.36M | +60.5K (+1.8%) |
| Value | $61.5M | $5.00K | $60.5M | −$996.8K (−1.6%) |
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (11)
Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q1 2022 but not at the end of Q4 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Envestnet Asset Management Inc | 25,402 | $456.0K | 0.00% |
| GPS Wealth Strategies Group, LLC | 10,954 | $197.0K | 0.04% |
| Bank of Montreal | 10,425 | $190.0K | 0.00% |
| FNY Investment Advisers, LLC | 2,000 | $35.0K | 0.03% |
| Allworth Financial LP | 1,342 | $24.0K | 0.00% |
| Citigroup Inc | 817 | $15.0K | 0.00% |
| JPMorgan Chase & Co | 800 | $14.0K | 0.00% |
| Heritage Wealth Management, LLC | 775 | $14.0K | 0.00% |
| Koshinski Asset Management, Inc. | 400 | $7.19K | 0.00% |
| TCI Wealth Advisors, Inc. | 406 | $7.00K | 0.00% |
| Advocacy Wealth Management Services, LLC | 300 | $5.00K | 0.00% |
Sold out (3)
Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q4 2021 and filed for Q1 2022 without it.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Advisors Asset Management, Inc. | 57,470 | $1.07M |
| Wolverine Asset Management LLC | 23,520 | $437.0K |
| Confluence Wealth Services, Inc. | 2,281 | $42.0K |
Not filed for Q1 2022 yet (1)
Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Harbour Investments, Inc. | 250 | $5.00K |