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.
Q3 2023 vs. Q2 2023
How the institutions holding Nuveen S&P 500 Dynamic Overwrite Fund changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 48 | 51 | +3 |
| Shares | 4.01M | 4.05M | +33.2K (+0.8%) |
| Value | $62.9M | $60.0M | −$2.92M (−4.6%) |
New holders (6)
Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Ionic Capital Management LLC | 31,285 | $463.6K | 0.18% |
| JPMorgan Chase & Co | 13,329 | $197.5K | 0.00% |
| Impact Partnership Wealth, LLC | 2,431 | $36.0K | 0.01% |
| Comerica Bank | 1,700 | $25.2K | 0.00% |
| Baystate Wealth Management LLC | 817 | $12.1K | 0.00% |
| NBC Securities, Inc. | 611 | $9.00K | 0.00% |
Sold out (3)
Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Houlihan Financial Resource Group, Ltd. | 159,464 | $2.46M |
| Envestnet Asset Management Inc | 11,337 | $177.8K |
| Tilia Fiduciary Partners, Inc. | 2,250 | $35.3K |