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.
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- Latest 13F filings for newly reported positions across managers.
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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.
| 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 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
341,984
|
$5,328,111 | — | 31 Mar 2023 | |
| HOWARD WEALTH MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
294,504
|
$4,588,365 | — | 31 Mar 2023 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
287,060
|
$4,472,396 | — | 31 Mar 2023 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
268,443
|
$4,182,335 | — | 31 Mar 2023 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
190,832
|
$2,973,163 | — | 31 Mar 2023 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
—
class O/S missing
|
180,823
|
$2,817,222 | — | 31 Mar 2023 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
159,822
|
$2,490,025 | — | 31 Mar 2023 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
127,699
|
$1,990,000 | — | 31 Mar 2023 | |
| Aviance Capital Partners, LLC |
13F
|
Company |
—
class O/S missing
|
98,799
|
$1,539,296 | — | 31 Mar 2023 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
77,853
|
$1,213,000 | — | 31 Mar 2023 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
—
class O/S missing
|
63,717
|
$992,711 | — | 31 Mar 2023 | |
| DAVENPORT & Co LLC |
13F
|
Company |
—
class O/S missing
|
61,269
|
$954,571 | — | 31 Mar 2023 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
—
class O/S missing
|
59,253
|
$923,168 | — | 31 Mar 2023 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
54,853
|
$854,614 | — | 31 Mar 2023 | |
| Shaker Financial Services, LLC |
13F
|
Company |
—
class O/S missing
|
51,817
|
$818,805 | — | 31 Mar 2023 | |
| Shulman DeMeo Asset Management LLC |
13F
|
Company |
—
class O/S missing
|
48,038
|
$748,432 | — | 31 Mar 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
45,370
|
$706,869 | — | 31 Mar 2023 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
36,744
|
$572,462 | — | 31 Mar 2023 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
36,482
|
$568,389 | — | 31 Mar 2023 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
—
class O/S missing
|
32,535
|
$506,891 | — | 31 Mar 2023 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
30,277
|
$471,000 | — | 31 Mar 2023 | |
| GPS Wealth Strategies Group, LLC |
13F
|
Company |
—
class O/S missing
|
26,090
|
$406,482 | — | 31 Mar 2023 | |
| Private Advisor Group, LLC |
13F
|
Company |
—
class O/S missing
|
26,061
|
$406,031 | — | 31 Mar 2023 | |
| TRUIST FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
24,718
|
$385,101 | — | 31 Mar 2023 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
—
class O/S missing
|
23,775
|
$370,415 | — | 31 Mar 2023 | |
| Sheaff Brock Investment Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
18,223
|
$283,915 | — | 31 Mar 2023 | |
| Cetera Advisor Networks LLC |
13F
|
Company |
—
class O/S missing
|
17,801
|
$277,342 | — | 31 Mar 2023 | |
| DFPG INVESTMENTS, LLC |
13F
|
Company |
—
class O/S missing
|
16,469
|
$256,587 | — | 31 Mar 2023 | |
| Western Wealth Management, LLC |
13F
|
Company |
—
class O/S missing
|
15,838
|
$246,759 | — | 31 Mar 2023 | |
| Hilltop Holdings Inc. |
13F
|
Company |
—
class O/S missing
|
15,506
|
$241,583 | — | 31 Mar 2023 | |
| LVZ, Inc. |
13F
|
Company |
—
class O/S missing
|
14,753
|
$229,852 | — | 31 Mar 2023 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
—
class O/S missing
|
13,110
|
$204,000 | — | 31 Mar 2023 | |
| Sigma Planning Corp |
13F
|
Company |
—
class O/S missing
|
10,500
|
$163,590 | — | 31 Mar 2023 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
—
class O/S missing
|
7,304
|
$113,796 | — | 31 Mar 2023 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
—
class O/S missing
|
6,761
|
$105,336 | — | 31 Mar 2023 | |
| Elequin Capital, LP |
13F
|
Company |
—
class O/S missing
|
6,690
|
$104,230 | — | 31 Mar 2023 | |
| BENJAMIN F. EDWARDS & COMPANY, INC. |
13F
|
Company |
—
class O/S missing
|
3,251
|
$51,000 | — | 31 Mar 2023 | |
| NewEdge Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
3,260
|
$50,791 | — | 31 Mar 2023 | |
| TILIA FIDUCIARY PARTNERS, INC. |
13F
|
Company |
—
class O/S missing
|
2,250
|
$35,055 | — | 31 Mar 2023 | |
| North Star Investment Management Corp. |
13F
|
Company |
—
class O/S missing
|
2,000
|
$31,160 | — | 31 Mar 2023 | |
| FNY Investment Advisers, LLC |
13F
|
Company |
—
class O/S missing
|
2,000
|
$31,000 | — | 31 Mar 2023 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
1,686
|
$26,268 | — | 31 Mar 2023 | |
| Allworth Financial LP |
13F
|
Company |
—
class O/S missing
|
1,342
|
$20,909 | — | 31 Mar 2023 | |
| Belpointe Asset Management LLC |
13F
|
Company |
—
class O/S missing
|
700
|
$10,906 | — | 31 Mar 2023 | |
| Advisory Services Network, LLC |
13F
|
Company |
—
class O/S missing
|
667
|
$10,392 | — | 31 Mar 2023 | |
| Geneos Wealth Management Inc. |
13F
|
Company |
—
class O/S missing
|
172
|
$2,680 | — | 31 Mar 2023 |
Institutional Holders of Nuveen S&P 500 Dynamic Overwrite Fund - COM (SPXX) as of Q2 2023
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2023 vs Q1 2023 Across Filers
| 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).
An asterisk sign (*) next to the price indicates that the price is likely invalid.