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.
13F holders, Q4 2022
Institutional positions in Nuveen S&P 500 Dynamic Overwrite Fund as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 47
- +2 vs. Q3 2022
- Shares held
- 3.71M
- −29.6K (−0.8%) vs. Q3 2022
- Total value
- $59.3M
- +$3.21M (+5.7%) vs. Q3 2022
- New holders
- 6
- 14 more added
- Sold out
- 4
- 17 more reduced
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SPXX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 232 | $812.7M |
| Q1 2026 | 228 | $693.2M |
| Q4 2025 | 60 | $68.1M |
| Q3 2025 | 53 | $62.3M |
| Q2 2025 | 49 | $59.1M |
| Q1 2025 | 51 | $59.0M |
| Q4 2024 | 49 | $68.5M |
| Q3 2024 | 50 | $67.3M |
| Q2 2024 | 53 | $66.9M |
| Q1 2024 | 52 | $63.5M |
| Q4 2023 | 53 | $62.7M |
| Q3 2023 | 51 | $60.0M |
| Q2 2023 | 48 | $62.9M |
| Q1 2023 | 47 | $53.1M |
| Q4 2022 | 47 | $59.3M |
| Q3 2022 | 45 | $56.1M |
| Q2 2022 | 50 | $55.5M |
| Q1 2022 | 51 | $60.5M |
| Q4 2021 | 44 | $61.5M |
| Q3 2021 | 44 | $54.4M |
| Q2 2021 | 46 | $53.7M |
| Q1 2021 | 51 | $51.4M |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Nuveen S&P 500 Dynamic Overwrite Fund; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 527,774 | $8.51M | 0.00% | −5,177−1.0% | Reduced |
| UBS Group AG | 462,770 | $7.46M | 0.00% | +30,686+7.1% | Added |
| Morgan Stanley | 319,821 | $5.16M | 0.00% | −2,802−0.9% | Reduced |
| Howard Wealth Management, LLC | 298,789 | $4.82M | 3.95% | −1,434−0.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 289,227 | $4.66M | 0.01% | −18,505−6.0% | Reduced |
| Invesco Ltd. | 235,184 | $3.79M | 0.00% | −41,817−15.1% | Reduced |
| Atria Wealth Solutions, Inc. | 231,755 | $3.74M | 0.06% | +300+0.1% | Added |
| Advisors Asset Management, Inc. | 183,170 | $2.95M | 0.06% | −3,942−2.1% | Reduced |
| LPL Financial LLC | 159,881 | $2.58M | 0.00% | +3,495+2.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 126,220 | $2.04M | 0.01% | +320+0.3% | Added |
| Aviance Capital Partners, LLC | 96,121 | $1.55M | 0.36% | −16,947−15.0% | Reduced |
| Royal Bank of Canada | 76,602 | $1.24M | 0.00% | −505−0.7% | Reduced |
| Guggenheim Capital LLC | 63,441 | $1.02M | 0.01% | −700−1.1% | Reduced |
| Davenport & Co LLC | 60,424 | $974.0K | 0.01% | −165−0.3% | Reduced |
| D.A. Davidson & Co. | 59,253 | $955.2K | 0.01% | +4,878+9.0% | Added |
| Ameriprise Financial Inc | 57,887 | $933.0K | 0.00% | +269+0.5% | Added |
| Shulman DeMeo Asset Management LLC | 48,355 | $779.5K | 0.26% | −431−0.9% | Reduced |
| Bank of America Corp | 39,604 | $638.4K | 0.00% | +2,634+7.1% | Added |
| Advisor Group Holdings, Inc. | 37,061 | $597.0K | 0.00% | +2,555+7.4% | Added |
| Steward Partners Investment Advisory, LLC | 31,561 | $508.8K | 0.01% | +18,684+145.1% | Added |
| Raymond James & Associates | 31,199 | $502.9K | 0.00% | +921+3.0% | Added |
| Commonwealth Equity Services, LLC | 30,277 | $488.0K | 0.00% | −107−0.4% | Reduced |
| Truist Financial Corp | 26,170 | $421.9K | 0.00% | −137−0.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 23,180 | $373.7K | 0.11% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 19,492 | $314.2K | 0.00% | +16+0.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 18,523 | $298.6K | 0.03% | −995−5.1% | Reduced |
| Cetera Advisor Networks LLC | 17,233 | $277.8K | 0.00% | −40−0.2% | Reduced |
| DFPG Investments, LLC | 16,469 | $262.4K | 0.04% | +16,469 | New |
| Hilltop Holdings Inc. | 15,869 | $255.8K | 0.03% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 15,838 | $255.3K | 0.03% | −15,732−49.8% | Reduced |
| LVZ Advisors, Inc. | 14,753 | $237.8K | 0.04% | +14,753 | New |
| Janney Montgomery Scott LLC | 14,533 | $234.0K | 0.00% | +52+0.4% | Added |
| Sigma Planning Corp | 10,500 | $169.3K | 0.01% | −38−0.4% | Reduced |
| The PNC Financial Services Group, Inc. | 7,304 | $117.7K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,250 | $52.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 2,250 | $36.3K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,000 | $32.2K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,686 | $27.2K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 1,550 | $25.0K | 0.00% | +775+100.0% | Added |
| Allworth Financial LP | 1,342 | $21.6K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,100 | $17.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 700 | $11.3K | 0.00% | +700 | New |
| Advisory Services Network, LLC | 667 | $10.8K | 0.00% | +667 | New |
| IFP Advisors, Inc | 500 | $9.00K | 0.00% | +500 | New |
| GWM Advisors LLC | 3,560 | $4.89K | 0.00% | +3,560 | New |
| Geneos Wealth Management Inc. | 172 | $2.77K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 25,756 | $415 | 0.00% | +1,430+5.9% | Added |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −10,802−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −10,152−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −805−100.0% | Sold out |