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.
Holders of 5% or more of SPXX
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Nuveen S&P 500 Dynamic Overwrite Fund, largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 13G | 8.20%1.39M shares | New | Apr 7, 20261 filing | Apr 7, 2026 | SEC |
| Morgan Stanley | 13G | 7.80%10.8M shares | New | May 12, 20261 filing | May 12, 2026 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
3 Schedule 13D and 13G filings on Nuveen S&P 500 Dynamic Overwrite Fund, newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| May 12, 20261:07 PM ET | Morgan Stanleyand 1 other | 13G | 7.80%10.8M shares | New | Mar 31, 2026 | SEC |
| Apr 30, 20269:51 AM ET | First Trust Portfolios LPand 2 others | 13G/A | 2.42%3.33M shares | –Below 5% | Mar 31, 2026 | SEC |
| Apr 7, 20264:02 PM ET | Raymond James Financial Services Advisors, Inc. | 13G | 8.20%1.39M shares | New | Mar 31, 2026 | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell Nuveen S&P 500 Dynamic Overwrite Fund shares.
No Form 144 notices for Nuveen S&P 500 Dynamic Overwrite Fund are on file.