Security key
6706EW100
Nuveen S&P 500 Dynamic Overwrite Fund - Common (SPXX)
CUSIP: 6706EW100
Q2 2023 13F Holders as of 30 Jun 2023
- Security type / class
- Equity / Common
- Shares outstanding
- 137,551,818
- Total 13F shares
- 4,012,872
- Share change
- +605,755
- Total reported value
- $62,926,988
- Reported price per share
- $15.68
- Number of holders
- 48
- Value change
- +$9,489,411
- Number of buys
- 22
- Number of sells
- 19
Security identity
Holder snapshot
Report period
Q2 2023
Institutions
48
Top holders
10
SPXX full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2023
Previous quarter: Q1 2023
Nuveen S&P 500 Dynamic Overwrite Fund SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 6706EW100
Recent filing periods:
Ownership snapshot
Top shareholders of SPXX - Nuveen S&P 500 Dynamic Overwrite Fund - Common (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Lead holder
WELLS FARGO & COMPANY/MN
13D/G signal
—
Evidence rows
47
Latest as of
31 Mar 2023
Rank 1 holder
WELLS FARGO & COMPANY/MN
13F
- Ownership
- 0.43%
- Position
- $9.32M
Rank 2 holder
UBS Group AG
13F
- Ownership
- 0.25%
- Position
- $5.33M
Rank 3 holder
HOWARD WEALTH MANAGEMENT, LLC
13F
- Ownership
- 0.21%
- Position
- $4.59M
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN |
13F
Company
|
0.43%
|
$9,317,090
598,016 shares
|
— | 31 Mar 2023 |
| UBS Group AG |
13F
Company
|
0.25%
|
$5,328,111
341,984 shares
|
— | 31 Mar 2023 |
| HOWARD WEALTH MANAGEMENT, LLC |
13F
Company
|
0.21%
|
$4,588,365
294,504 shares
|
— | 31 Mar 2023 |
| MORGAN STANLEY |
13F
Company
|
0.21%
|
$4,472,396
287,060 shares
|
— | 31 Mar 2023 |
| Raymond James Financial Services Advisors, Inc. |
13F
Company
|
0.2%
|
$4,182,335
268,443 shares
|
— | 31 Mar 2023 |
| Invesco Ltd. |
13F
Company
|
0.14%
|
$2,973,163
190,832 shares
|
— | 31 Mar 2023 |
| Advisors Asset Management, Inc. |
13F
Company
|
0.13%
|
$2,817,222
180,823 shares
|
— | 31 Mar 2023 |
| LPL Financial LLC |
13F
Company
|
0.12%
|
$2,490,025
159,822 shares
|
— | 31 Mar 2023 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
48
Shares
4,012,872
Rows loaded
48
| Investor | Option | Weight % | Change % | Reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that failed the local validity check.
Compare Q2 2023 vs Q1 2023 Across Filers
Q1 2023 holders
47
Q2 2023 holders
48
Holder diff
1
| Investor | Q1 2023 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q1 2023 value | Q2 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend