Nuveen S&P 500 Dynamic Overwrite Fund - COM (SPXX)
CUSIP: 6706EW100
Q2 2022 13F Holders as of 30 Jun 2022
- Type / Class
- Equity / COM
- Total 13F shares
- 3,734,535
- Share change
- +228,481
- Total reported value
- $58,480,137
- Price per share
- $15.66
- Number of holders
- 49
- Value change
- +$2,923,445
- Number of buys
- 20
- Number of sells
- 24
Quarterly Holders Quick Answers
What is CUSIP 6706EW100?
CUSIP 6706EW100 identifies SPXX - Nuveen S&P 500 Dynamic Overwrite Fund - COM in SEC institutional holdings data.
Need full ownership history?
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- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 6706EW100:
Top shareholders of SPXX - Nuveen S&P 500 Dynamic Overwrite Fund - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
498,349
|
$8,955,000 | — | 31 Mar 2022 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
328,175
|
$5,897,000 | — | 31 Mar 2022 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
316,029
|
$5,679,000 | — | 31 Mar 2022 | |
| HOWARD WEALTH MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
302,172
|
$5,430,000 | — | 31 Mar 2022 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
301,582
|
$5,420,000 | — | 31 Mar 2022 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
276,161
|
$4,963,000 | — | 31 Mar 2022 | |
| Shaker Financial Services, LLC |
13F
|
Company |
—
class O/S missing
|
266,218
|
$4,784,000 | — | 31 Mar 2022 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
—
class O/S missing
|
141,236
|
$2,538,000 | — | 31 Mar 2022 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
123,300
|
$2,216,000 | — | 31 Mar 2022 | |
| Aviance Capital Partners, LLC |
13F
|
Company |
—
class O/S missing
|
91,966
|
$1,653,000 | — | 31 Mar 2022 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
91,380
|
$1,642,000 | — | 31 Mar 2022 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
—
class O/S missing
|
71,091
|
$1,278,000 | — | 31 Mar 2022 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
69,160
|
$1,243,000 | — | 31 Mar 2022 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
—
class O/S missing
|
63,077
|
$1,133,000 | — | 31 Mar 2022 | |
| DAVENPORT & Co LLC |
13F
|
Company |
—
class O/S missing
|
61,274
|
$1,101,000 | — | 31 Mar 2022 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
57,501
|
$1,033,000 | — | 31 Mar 2022 | |
| Shulman DeMeo Asset Management LLC |
13F
|
Company |
—
class O/S missing
|
49,321
|
$886,000 | — | 31 Mar 2022 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
—
class O/S missing
|
44,645
|
$802,000 | — | 31 Mar 2022 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
37,502
|
$674,000 | — | 31 Mar 2022 | |
| Western Wealth Management, LLC |
13F
|
Company |
—
class O/S missing
|
31,520
|
$566,000 | — | 31 Mar 2022 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
29,804
|
$535,000 | — | 31 Mar 2022 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
25,402
|
$456,000 | — | 31 Mar 2022 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
—
class O/S missing
|
21,172
|
$380,000 | — | 31 Mar 2022 | |
| TRUIST FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
20,344
|
$366,000 | — | 31 Mar 2022 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
20,274
|
$364,000 | — | 31 Mar 2022 | |
| Sheaff Brock Investment Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
19,922
|
$358,000 | — | 31 Mar 2022 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
—
class O/S missing
|
18,678
|
$336,000 | — | 31 Mar 2022 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
17,015
|
$305,000 | — | 31 Mar 2022 | |
| Sigma Planning Corp |
13F
|
Company |
—
class O/S missing
|
15,500
|
$279,000 | — | 31 Mar 2022 | |
| Cetera Advisor Networks LLC |
13F
|
Company |
—
class O/S missing
|
14,717
|
$264,000 | — | 31 Mar 2022 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
—
class O/S missing
|
12,877
|
$231,000 | — | 31 Mar 2022 | |
| Private Advisor Group, LLC |
13F
|
Company |
—
class O/S missing
|
11,856
|
$213,000 | — | 31 Mar 2022 | |
| GPS Wealth Strategies Group, LLC |
13F
|
Company |
—
class O/S missing
|
10,954
|
$197,000 | — | 31 Mar 2022 | |
| IBEX WEALTH ADVISORS |
13F
|
Company |
—
class O/S missing
|
10,802
|
$194,000 | — | 31 Mar 2022 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
—
class O/S missing
|
10,425
|
$190,000 | — | 31 Mar 2022 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
—
class O/S missing
|
7,304
|
$131,000 | — | 31 Mar 2022 | |
| Ellevest, Inc. |
13F
|
Company |
—
class O/S missing
|
2,500
|
$45,000 | — | 31 Mar 2022 | |
| TILIA FIDUCIARY PARTNERS, INC. |
13F
|
Company |
—
class O/S missing
|
2,250
|
$40,000 | — | 31 Mar 2022 | |
| North Star Investment Management Corp. |
13F
|
Company |
—
class O/S missing
|
2,000
|
$36,000 | — | 31 Mar 2022 | |
| FNY Investment Advisers, LLC |
13F
|
Company |
—
class O/S missing
|
2,000
|
$35,000 | — | 31 Mar 2022 | |
| Allworth Financial LP |
13F
|
Company |
—
class O/S missing
|
1,342
|
$24,000 | — | 31 Mar 2022 | |
| Rockefeller Capital Management L.P. |
13F
|
Company |
—
class O/S missing
|
1,100
|
$19,000 | — | 31 Mar 2022 | |
| Geneos Wealth Management Inc. |
13F
|
Company |
—
class O/S missing
|
1,092
|
$19,000 | — | 31 Mar 2022 | |
| CITIGROUP INC |
13F
|
Company |
—
class O/S missing
|
817
|
$15,000 | — | 31 Mar 2022 | |
| CWM, LLC |
13F
|
Company |
—
class O/S missing
|
805
|
$14,000 | — | 31 Mar 2022 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
—
class O/S missing
|
800
|
$14,000 | — | 31 Mar 2022 | |
| HERITAGE WEALTH MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
775
|
$14,000 | — | 31 Mar 2022 | |
| Koshinski Asset Management, Inc. |
13F
|
Company |
—
class O/S missing
|
400
|
$7,188 | — | 31 Mar 2022 | |
| TCI Wealth Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
406
|
$7,000 | — | 31 Mar 2022 | |
| Advocacy Wealth Management, LLC |
13F
|
Company |
—
class O/S missing
|
300
|
$5,000 | — | 31 Mar 2022 |
Institutional Holders of Nuveen S&P 500 Dynamic Overwrite Fund - COM (SPXX) as of Q2 2022
As of 30 Jun 2022,
Nuveen S&P 500 Dynamic Overwrite Fund - COM (SPXX) was held by
49 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,734,535 shares.
The largest 10 holders included
WELLS FARGO & COMPANY/MN, UBS Group AG, MORGAN STANLEY, Howard Wealth Management, LLC, Raymond James Financial Services Advisors, Inc., Invesco Ltd., Atria Wealth Solutions, Inc., Advisors Asset Management, Inc., LPL Financial LLC, and BANK OF AMERICA CORP /DE/.
This page lists
49
institutional shareholders reporting positions in this security
for the Q2 2022 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2022 vs Q1 2022 Across Filers
Q1 2022 holders
52
Q2 2022 holders
49
Holder diff
-3
| Investor | Q1 2022 Shares | Q2 2022 Shares | Share Diff | Share Chg % | Q1 2022 Value $ | Q2 2022 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.