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 2024 vs. Q3 2024
How the institutions holding Nuveen S&P 500 Dynamic Overwrite Fund changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 50 | 2 | 49 | +1 |
| Shares | 4.01M | 323.6K | 3.86M | +172.8K (+4.7%) |
| Value | $67.3M | $5.43M | $68.5M | +$6.57M (+10.6%) |
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (8)
Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Raymond James Financial Inc | 334,202 | $5.93M | 0.00% |
| Independent Advisor Alliance | 17,750 | $315.1K | 0.00% |
| Aptus Capital Advisors, LLC | 10,585 | $187.9K | 0.00% |
| South Plains Financial, Inc. | 2,500 | $44.4K | 0.03% |
| Transce3nd, LLC | 382 | $6.78K | 0.00% |
| St Germain D J Co Inc | 375 | $6.66K | 0.00% |
| Kentucky Trust Co | 240 | $4.26K | 0.00% |
| Park Square Financial Group, LLC | 159 | $2.82K | 0.00% |
Sold out (7)
Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Wolverine Asset Management LLC | 90,482 | $1.52M |
| Landscape Capital Management, L.L.C. | 21,632 | $363.0K |
| LVZ Advisors, Inc. | 14,753 | $247.6K |
| Western Wealth Management, LLC | 10,259 | $172.2K |
| FNY Investment Advisers, LLC | 2,000 | $33.0K |
| NBC Securities, Inc. | 611 | $10.0K |
| Jones Financial Companies LLLP | 500 | $8.30K |
Not filed for Q4 2024 yet (2)
Institutions that held Nuveen S&P 500 Dynamic Overwrite Fund at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 281,157 | $4.72M |
| Raymond James & Associates | 42,395 | $711.4K |