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.
Q2 2023 vs. Q1 2023
How the institutions holding Nuveen S&P 500 Dynamic Overwrite Fund changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Q2 2023 | Change |
|---|---|---|---|
| Holders | 47 | 48 | +1 |
| Shares | 3.41M | 4.01M | +605.8K (+17.8%) |
| Value | $53.1M | $62.9M | +$9.83M (+18.5%) |
New holders (5)
Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Atria Wealth Solutions, Inc. | 229,861 | $3.60M | 0.05% |
| Houlihan Financial Resource Group, Ltd. | 159,464 | $2.46M | 0.08% |
| Cornerstone Advisors, LLC | 18,761 | $294.2K | 0.01% |
| Landscape Capital Management, L.L.C. | 18,315 | $287.2K | 0.04% |
| Envestnet Asset Management Inc | 11,337 | $177.8K | 0.00% |
Sold out (4)
Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Hilltop Holdings Inc. | 15,506 | $241.6K |
| Sigma Planning Corp | 10,500 | $163.6K |
| Belpointe Asset Management LLC | 700 | $10.9K |
| Advisory Services Network, LLC | 667 | $10.4K |