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 2023 vs. Q4 2022
How the institutions holding Nuveen S&P 500 Dynamic Overwrite Fund changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 47 | 1 | 47 | +1 |
| Shares | 3.71M | 1.55K | 3.41M | −302.1K (−8.1%) |
| Value | $59.3M | $25.0K | $53.1M | −$6.23M (−10.5%) |
1 institution that held it in Q4 2022 haven't filed for Q1 2023 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 Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Shaker Financial Services, LLC | 51,817 | $818.8K | 0.36% |
| Wolverine Asset Management LLC | 36,482 | $568.4K | 0.01% |
| Elequin Capital LP | 6,690 | $104.2K | 0.07% |
| FNY Investment Advisers, LLC | 2,000 | $31.0K | 0.04% |
Sold out (3)
Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Atria Wealth Solutions, Inc. | 231,755 | $3.74M |
| Rockefeller Capital Management L.P. | 1,100 | $17.0K |
| IFP Advisors, Inc | 500 | $9.00K |
Not filed for Q1 2023 yet (1)
Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Heritage Wealth Management, LLC | 1,550 | $25.0K |