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

CUSIP: 6706EW100

Q4 2023 13F Holders as of 31 Dec 2023

Type / Class
Equity / COM
Total 13F shares
4,171,662
Share change
+80,989
Total reported value
$62,736,611
Price per share
$15.04
Number of holders
53
Value change
+$1,220,039
Number of buys
23
Number of sells
19

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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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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
612,759
$9,081,083 30 Sep 2023
13F
UBS Group AG
13F
Company
class O/S missing
404,461
$5,994,112 30 Sep 2023
13F
HOWARD WEALTH MANAGEMENT, LLC
13F
Company
class O/S missing
281,214
$4,167,584 30 Sep 2023
13F
Raymond James Financial Services Advisors, Inc.
13F
Company
class O/S missing
259,392
$3,844,193 30 Sep 2023
13F
Invesco Ltd.
13F
Company
class O/S missing
227,096
$3,365,563 30 Sep 2023
13F
Atria Wealth Solutions, Inc.
13F
Company
class O/S missing
225,478
$3,341,584 30 Sep 2023
13F
MORGAN STANLEY
13F
Company
class O/S missing
211,941
$3,140,979 30 Sep 2023
13F
GUGGENHEIM CAPITAL LLC
13F
Company
class O/S missing
206,603
$3,061,856 30 Sep 2023
13F
Advisors Asset Management, Inc.
13F
Company
class O/S missing
168,653
$2,499,437 30 Sep 2023
13F
LPL Financial LLC
13F
Company
class O/S missing
162,137
$2,402,877 30 Sep 2023
13F
Cambridge Investment Research Advisors, Inc.
13F
Company
class O/S missing
131,502
$1,949,000 30 Sep 2023
13F
Cornerstone Advisors, LLC
13F
Company
class O/S missing
110,563
$1,638,544 30 Sep 2023
13F
Shaker Financial Services, LLC
13F
Company
class O/S missing
104,907
$1,609,409 30 Sep 2023
13F
WOLVERINE ASSET MANAGEMENT LLC
13F
Company
class O/S missing
86,021
$1,274,831 30 Sep 2023
13F
Aviance Capital Partners, LLC
13F
Company
class O/S missing
84,494
$1,252,200 30 Sep 2023
13F
ROYAL BANK OF CANADA
13F
Company
class O/S missing
79,879
$1,184,000 30 Sep 2023
13F
BANK OF AMERICA CORP /DE/
13F
Company
class O/S missing
78,798
$1,167,785 30 Sep 2023
13F
OSAIC HOLDINGS, INC.
13F
Company
class O/S missing
67,625
$1,002,190 30 Sep 2023
13F
DAVENPORT & Co LLC
13F
Company
class O/S missing
62,414
$924,975 30 Sep 2023
13F
D.A. DAVIDSON & CO.
13F
Company
class O/S missing
58,569
$868,000 30 Sep 2023
13F
Shulman DeMeo Asset Management LLC
13F
Company
class O/S missing
47,703
$706,958 30 Sep 2023
13F
AMERIPRISE FINANCIAL INC
13F
Company
class O/S missing
40,055
$593,616 30 Sep 2023
13F
Private Advisor Group, LLC
13F
Company
class O/S missing
33,831
$501,374 30 Sep 2023
13F
Ionic Capital Management LLC
13F
Company
class O/S missing
31,285
$463,644 30 Sep 2023
13F
COMMONWEALTH EQUITY SERVICES, LLC
13F
Company
class O/S missing
27,820
$412,000 30 Sep 2023
13F
GPS Wealth Strategies Group, LLC
13F
Company
class O/S missing
26,090
$386,654 30 Sep 2023
13F
RAYMOND JAMES & ASSOCIATES
13F
Company
class O/S missing
24,321
$360,443 30 Sep 2023
13F
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.
13F
Company
class O/S missing
21,553
$319,415 30 Sep 2023
13F
Sheaff Brock Investment Advisors, LLC
13F
Company
class O/S missing
18,223
$270,065 30 Sep 2023
13F
TRUIST FINANCIAL CORP
13F
Company
class O/S missing
16,250
$240,824 30 Sep 2023
13F
DFPG INVESTMENTS, LLC
13F
Company
class O/S missing
16,469
$234,519 30 Sep 2023
13F
Cetera Advisor Networks LLC
13F
Company
class O/S missing
14,992
$222,183 30 Sep 2023
13F
LVZ, Inc.
13F
Company
class O/S missing
14,753
$218,639 30 Sep 2023
13F
Western Wealth Management, LLC
13F
Company
class O/S missing
13,537
$200,618 30 Sep 2023
13F
JPMORGAN CHASE & CO
13F
Company
class O/S missing
13,329
$197,536 30 Sep 2023
13F
Janney Montgomery Scott LLC
13F
Company
class O/S missing
12,878
$191,000 30 Sep 2023
13F
Elequin Capital, LP
13F
Company
class O/S missing
10,442
$154,750 30 Sep 2023
13F
PNC FINANCIAL SERVICES GROUP, INC.
13F
Company
class O/S missing
7,304
$108,245 30 Sep 2023
13F
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
13F
Company
class O/S missing
5,657
$83,837 30 Sep 2023
13F
Steward Partners Investment Advisory, LLC
13F
Company
class O/S missing
5,225
$77,435 30 Sep 2023
13F
NewEdge Advisors, LLC
13F
Company
class O/S missing
3,843
$56,953 30 Sep 2023
13F
BENJAMIN F. EDWARDS & COMPANY, INC.
13F
Company
class O/S missing
3,250
$48,000 30 Sep 2023
13F
Impact Partnership Wealth, LLC
13F
Company
class O/S missing
2,431
$36,027 30 Sep 2023
13F
North Star Investment Management Corp.
13F
Company
class O/S missing
2,000
$29,640 30 Sep 2023
13F
FNY Investment Advisers, LLC
13F
Company
class O/S missing
2,000
$29,000 30 Sep 2023
13F
COMERICA BANK
13F
Company
class O/S missing
1,700
$25,194 30 Sep 2023
13F
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
13F
Company
class O/S missing
1,686
$24,987 30 Sep 2023
13F
Allworth Financial LP
13F
Company
class O/S missing
1,342
$19,889 30 Sep 2023
13F
Baystate Wealth Management LLC
13F
Company
class O/S missing
817
$12,108 30 Sep 2023
13F
NBC SECURITIES, INC.
13F
Company
class O/S missing
611
$9,000 30 Sep 2023
13F

Institutional Holders of Nuveen S&P 500 Dynamic Overwrite Fund - COM (SPXX) as of Q4 2023

As of 31 Dec 2023, Nuveen S&P 500 Dynamic Overwrite Fund - COM (SPXX) was held by 53 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 4,171,662 shares. The largest 10 holders included WELLS FARGO & COMPANY/MN, UBS Group AG, HOWARD WEALTH MANAGEMENT, LLC, Raymond James Financial Services Advisors, Inc., Invesco Ltd., GUGGENHEIM CAPITAL LLC, Atria Wealth Solutions, Inc., MORGAN STANLEY, Cornerstone Advisors, LLC, and Shaker Financial Services, LLC. This page lists 53 institutional shareholders reporting positions in this security for the Q4 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2023 vs Q3 2023 Across Filers

Q3 2023 holders
51
Q4 2023 holders
53
Holder diff
2
Investor Q3 2023 Shares Q4 2023 Shares Share Diff Share Chg % Q3 2023 Value $ Q4 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.