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 2024 vs. Q4 2023
How the institutions holding Nuveen S&P 500 Dynamic Overwrite Fund changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Of which not filed for Q1 2024 | Q1 2024 | Change |
|---|---|---|---|---|
| Holders | 53 | 2 | 52 | +1 |
| Shares | 4.17M | 17.3K | 4.05M | −106.1K (−2.6%) |
| Value | $62.7M | $255.9K | $63.5M | +$1.06M (+1.7%) |
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (7)
Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| 1607 Capital Partners, LLC | 87,002 | $1.36M | 0.11% |
| Fisher Asset Management, LLC | 21,122 | $331.0K | 0.00% |
| Diversify Advisory Services, LLC | 16,469 | $258.7K | 0.02% |
| Cetera Investment Advisers | 16,208 | $254.0K | 0.00% |
| Bank of Montreal | 12,400 | $212.3K | 0.00% |
| FNY Investment Advisers, LLC | 2,000 | $31.0K | 0.02% |
| CIBC Private Wealth Group, LLC | 1,585 | $24.9K | 0.00% |
Sold out (6)
Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Howard Wealth Management, LLC | 274,354 | $4.13M |
| D.A. Davidson & Co. | 29,463 | $443.1K |
| Elequin Capital LP | 15,551 | $233.9K |
| Cetera Advisor Networks LLC | 15,312 | $230.3K |
| Kayne Anderson Rudnick Investment Management LLC | 1,686 | $25.4K |
| Advisory Services Network, LLC | 40 | $602 |
Not filed for Q1 2024 yet (2)
Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| DFPG Investments, LLC | 16,469 | $243.1K |
| Baystate Wealth Management LLC | 849 | $12.8K |