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 2022 vs. Q3 2022
How the institutions holding Nuveen S&P 500 Dynamic Overwrite Fund changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Q4 2022 | Change |
|---|---|---|---|
| Holders | 45 | 47 | +2 |
| Shares | 3.74M | 3.71M | −29.6K (−0.8%) |
| Value | $56.1M | $59.3M | +$3.21M (+5.7%) |
New holders (6)
Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| DFPG Investments, LLC | 16,469 | $262.4K | 0.04% |
| LVZ Advisors, Inc. | 14,753 | $237.8K | 0.04% |
| Belpointe Asset Management LLC | 700 | $11.3K | 0.00% |
| Advisory Services Network, LLC | 667 | $10.8K | 0.00% |
| IFP Advisors, Inc | 500 | $9.00K | 0.00% |
| GWM Advisors LLC | 3,560 | $4.89K | 0.00% |
Sold out (4)
Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Ibex Wealth Advisors | 10,802 | $162.0K |
| Envestnet Asset Management Inc | 10,152 | $152.0K |
| FNY Investment Advisers, LLC | 2,000 | $30.0K |
| CWM, LLC | 805 | $12.0K |