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 2023 vs. Q3 2023
How the institutions holding Nuveen S&P 500 Dynamic Overwrite Fund changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Q4 2023 | Change |
|---|---|---|---|
| Holders | 51 | 53 | +2 |
| Shares | 4.05M | 4.17M | +125.6K (+3.1%) |
| Value | $60.0M | $62.7M | +$2.73M (+4.5%) |
New holders (4)
Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Tyche Wealth Partners LLC | 44,599 | $670.8K | 0.16% |
| Fortem Financial Group, LLC | 28,447 | $427.8K | 0.21% |
| Close Asset Management Ltd | 3,034 | $46.0K | 0.00% |
| Advisory Services Network, LLC | 40 | $602 | 0.00% |
Sold out (2)
Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Impact Partnership Wealth, LLC | 2,431 | $36.0K |
| FNY Investment Advisers, LLC | 2,000 | $29.0K |