Nuveen S&P 500 Dynamic Overwrite Fund - COM (SPXX)

CUSIP: 6706EW100

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class
Equity / COM
Total 13F shares
4,012,872
Share change
+605,755
Total reported value
$62,926,988
Price per share
$15.68
Number of holders
48
Value change
+$9,489,411
Number of buys
22
Number of sells
19

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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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
598,016
$9,317,090 31 Mar 2023
13F
UBS Group AG
13F
Company
class O/S missing
341,984
$5,328,111 31 Mar 2023
13F
HOWARD WEALTH MANAGEMENT, LLC
13F
Company
class O/S missing
294,504
$4,588,365 31 Mar 2023
13F
MORGAN STANLEY
13F
Company
class O/S missing
287,060
$4,472,396 31 Mar 2023
13F
Raymond James Financial Services Advisors, Inc.
13F
Company
class O/S missing
268,443
$4,182,335 31 Mar 2023
13F
Invesco Ltd.
13F
Company
class O/S missing
190,832
$2,973,163 31 Mar 2023
13F
Advisors Asset Management, Inc.
13F
Company
class O/S missing
180,823
$2,817,222 31 Mar 2023
13F
LPL Financial LLC
13F
Company
class O/S missing
159,822
$2,490,025 31 Mar 2023
13F
Cambridge Investment Research Advisors, Inc.
13F
Company
class O/S missing
127,699
$1,990,000 31 Mar 2023
13F
Aviance Capital Partners, LLC
13F
Company
class O/S missing
98,799
$1,539,296 31 Mar 2023
13F
ROYAL BANK OF CANADA
13F
Company
class O/S missing
77,853
$1,213,000 31 Mar 2023
13F
GUGGENHEIM CAPITAL LLC
13F
Company
class O/S missing
63,717
$992,711 31 Mar 2023
13F
DAVENPORT & Co LLC
13F
Company
class O/S missing
61,269
$954,571 31 Mar 2023
13F
D.A. DAVIDSON & CO.
13F
Company
class O/S missing
59,253
$923,168 31 Mar 2023
13F
AMERIPRISE FINANCIAL INC
13F
Company
class O/S missing
54,853
$854,614 31 Mar 2023
13F
Shaker Financial Services, LLC
13F
Company
class O/S missing
51,817
$818,805 31 Mar 2023
13F
Shulman DeMeo Asset Management LLC
13F
Company
class O/S missing
48,038
$748,432 31 Mar 2023
13F
BANK OF AMERICA CORP /DE/
13F
Company
class O/S missing
45,370
$706,869 31 Mar 2023
13F
OSAIC HOLDINGS, INC.
13F
Company
class O/S missing
36,744
$572,462 31 Mar 2023
13F
WOLVERINE ASSET MANAGEMENT LLC
13F
Company
class O/S missing
36,482
$568,389 31 Mar 2023
13F
RAYMOND JAMES & ASSOCIATES
13F
Company
class O/S missing
32,535
$506,891 31 Mar 2023
13F
COMMONWEALTH EQUITY SERVICES, LLC
13F
Company
class O/S missing
30,277
$471,000 31 Mar 2023
13F
GPS Wealth Strategies Group, LLC
13F
Company
class O/S missing
26,090
$406,482 31 Mar 2023
13F
Private Advisor Group, LLC
13F
Company
class O/S missing
26,061
$406,031 31 Mar 2023
13F
TRUIST FINANCIAL CORP
13F
Company
class O/S missing
24,718
$385,101 31 Mar 2023
13F
Steward Partners Investment Advisory, LLC
13F
Company
class O/S missing
23,775
$370,415 31 Mar 2023
13F
Sheaff Brock Investment Advisors, LLC
13F
Company
class O/S missing
18,223
$283,915 31 Mar 2023
13F
Cetera Advisor Networks LLC
13F
Company
class O/S missing
17,801
$277,342 31 Mar 2023
13F
DFPG INVESTMENTS, LLC
13F
Company
class O/S missing
16,469
$256,587 31 Mar 2023
13F
Western Wealth Management, LLC
13F
Company
class O/S missing
15,838
$246,759 31 Mar 2023
13F
Hilltop Holdings Inc.
13F
Company
class O/S missing
15,506
$241,583 31 Mar 2023
13F
LVZ, Inc.
13F
Company
class O/S missing
14,753
$229,852 31 Mar 2023
13F
Janney Montgomery Scott LLC
13F
Company
class O/S missing
13,110
$204,000 31 Mar 2023
13F
Sigma Planning Corp
13F
Company
class O/S missing
10,500
$163,590 31 Mar 2023
13F
PNC FINANCIAL SERVICES GROUP, INC.
13F
Company
class O/S missing
7,304
$113,796 31 Mar 2023
13F
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
13F
Company
class O/S missing
6,761
$105,336 31 Mar 2023
13F
Elequin Capital, LP
13F
Company
class O/S missing
6,690
$104,230 31 Mar 2023
13F
BENJAMIN F. EDWARDS & COMPANY, INC.
13F
Company
class O/S missing
3,251
$51,000 31 Mar 2023
13F
NewEdge Advisors, LLC
13F
Company
class O/S missing
3,260
$50,791 31 Mar 2023
13F
TILIA FIDUCIARY PARTNERS, INC.
13F
Company
class O/S missing
2,250
$35,055 31 Mar 2023
13F
North Star Investment Management Corp.
13F
Company
class O/S missing
2,000
$31,160 31 Mar 2023
13F
FNY Investment Advisers, LLC
13F
Company
class O/S missing
2,000
$31,000 31 Mar 2023
13F
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
13F
Company
class O/S missing
1,686
$26,268 31 Mar 2023
13F
Allworth Financial LP
13F
Company
class O/S missing
1,342
$20,909 31 Mar 2023
13F
Belpointe Asset Management LLC
13F
Company
class O/S missing
700
$10,906 31 Mar 2023
13F
Advisory Services Network, LLC
13F
Company
class O/S missing
667
$10,392 31 Mar 2023
13F
Geneos Wealth Management Inc.
13F
Company
class O/S missing
172
$2,680 31 Mar 2023
13F

Institutional Holders of Nuveen S&P 500 Dynamic Overwrite Fund - COM (SPXX) as of Q2 2023

As of 30 Jun 2023, Nuveen S&P 500 Dynamic Overwrite Fund - COM (SPXX) was held by 48 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 4,012,872 shares. The largest 10 holders included WELLS FARGO & COMPANY/MN, UBS Group AG, HOWARD WEALTH MANAGEMENT, LLC, Raymond James Financial Services Advisors, Inc., Atria Wealth Solutions, Inc., MORGAN STANLEY, Advisors Asset Management, Inc., Invesco Ltd., LPL Financial LLC, and Houlihan Financial Resource Group, Ltd.. This page lists 48 institutional shareholders reporting positions in this security for the Q2 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

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 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.
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