Nuveen S&P 500 Dynamic Overwrite Fund - Common Shares (SPXX)
CUSIP: 6706EW100
Q2 2024 13F Holders as of 30 Jun 2024
- Type / Class
- Equity / Common Shares
- Shares outstanding
- 138,016,115
- Total 13F shares
- 4,090,230
- Share change
- +42,008
- Total reported value
- $66,878,157
- Price per share
- $16.33
- Number of holders
- 53
- Value change
- +$696,562
- Number of buys
- 16
- Number of sells
- 25
Quarterly Holders Quick Answers
What is CUSIP 6706EW100?
CUSIP 6706EW100 identifies SPXX - Nuveen S&P 500 Dynamic Overwrite Fund - Common Shares in SEC institutional holdings data.
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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 - Common Shares (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 |
0.4%
|
552,420
|
$8,656,419 | — | 31 Mar 2024 | |
| UBS Group AG |
13F
|
Company |
0.31%
|
426,396
|
$6,681,626 | — | 31 Mar 2024 | |
| Shaker Financial Services, LLC |
13F
|
Company |
0.2%
|
275,950
|
$4,410,448 | — | 31 Mar 2024 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
0.2%
|
279,543
|
$4,380,439 | — | 31 Mar 2024 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
0.19%
|
258,897
|
$4,056,916 | — | 31 Mar 2024 | |
| Atria Wealth Solutions, Inc. |
13F
|
Company |
0.18%
|
244,363
|
$3,832,169 | — | 31 Mar 2024 | |
| Invesco Ltd. |
13F
|
Company |
0.18%
|
243,784
|
$3,820,095 | — | 31 Mar 2024 | |
| Cornerstone Advisors, LLC |
13F
|
Company |
0.16%
|
216,433
|
$3,391,505 | — | 31 Mar 2024 | |
| MORGAN STANLEY |
13F
|
Company |
0.15%
|
202,401
|
$3,171,642 | — | 31 Mar 2024 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.1%
|
135,001
|
$2,115,000 | — | 31 Mar 2024 | |
| LPL Financial LLC |
13F
|
Company |
0.09%
|
130,183
|
$2,039,969 | — | 31 Mar 2024 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
0.09%
|
125,837
|
$1,971,865 | — | 31 Mar 2024 | |
| 1607 Capital Partners, LLC |
13F
|
Company |
0.06%
|
87,002
|
$1,363,321 | — | 31 Mar 2024 | |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
0.05%
|
74,680
|
$1,170,236 | — | 31 Mar 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.05%
|
69,455
|
$1,088,000 | — | 31 Mar 2024 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
0.05%
|
67,170
|
$1,052,554 | — | 31 Mar 2024 | |
| DAVENPORT & Co LLC |
13F
|
Company |
0.04%
|
60,543
|
$948,709 | — | 31 Mar 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.04%
|
57,520
|
$901,346 | — | 31 Mar 2024 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.03%
|
47,823
|
$749,369 | — | 31 Mar 2024 | |
| Private Advisor Group, LLC |
13F
|
Company |
0.03%
|
47,741
|
$748,098 | — | 31 Mar 2024 | |
| Shulman DeMeo Asset Management LLC |
13F
|
Company |
0.03%
|
47,214
|
$739,843 | — | 31 Mar 2024 | |
| Tyche Wealth Partners LLC |
13F
|
Company |
0.03%
|
41,858
|
$655,920 | — | 31 Mar 2024 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.03%
|
35,790
|
$560,829 | — | 31 Mar 2024 | |
| FORTEM FINANCIAL GROUP, LLC |
13F
|
Company |
0.02%
|
29,791
|
$466,825 | — | 31 Mar 2024 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.02%
|
26,907
|
$422,000 | — | 31 Mar 2024 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.02%
|
26,121
|
$409,310 | — | 31 Mar 2024 | |
| GPS Wealth Strategies Group, LLC |
13F
|
Company |
0.02%
|
26,090
|
$408,831 | — | 31 Mar 2024 | |
| Fisher Asset Management, LLC |
13F
|
Company |
0.02%
|
21,122
|
$330,981 | — | 31 Mar 2024 | |
| Ionic Capital Management LLC |
13F
|
Company |
0.01%
|
19,142
|
$299,955 | — | 31 Mar 2024 | |
| Sheaff Brock Investment Advisors, LLC |
13F
|
Company |
0.01%
|
18,226
|
$285,602 | — | 31 Mar 2024 | |
| Diversify Advisory Services, LLC |
13F
|
Company |
0.01%
|
16,469
|
$258,728 | — | 31 Mar 2024 | |
| Cetera Investment Advisers |
13F
|
Company |
0.01%
|
16,208
|
$253,983 | — | 31 Mar 2024 | |
| TRUIST FINANCIAL CORP |
13F
|
Company |
0.01%
|
16,072
|
$251,854 | — | 31 Mar 2024 | |
| LVZ, Inc. |
13F
|
Company |
0.01%
|
14,753
|
$231,180 | — | 31 Mar 2024 | |
| Western Wealth Management, LLC |
13F
|
Company |
0.01%
|
13,597
|
$213,059 | — | 31 Mar 2024 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
0.01%
|
12,400
|
$212,288 | — | 31 Mar 2024 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
0.01%
|
12,712
|
$199,000 | — | 31 Mar 2024 | |
| Aviance Capital Partners, LLC |
13F
|
Company |
0.01%
|
12,090
|
$189,451 | — | 31 Mar 2024 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.01%
|
7,304
|
$114,454 | — | 31 Mar 2024 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
0%
|
5,967
|
$93,502 | — | 31 Mar 2024 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
0%
|
5,475
|
$85,793 | — | 31 Mar 2024 | |
| NewEdge Advisors, LLC |
13F
|
Company |
0%
|
3,843
|
$60,219 | — | 31 Mar 2024 | |
| BENJAMIN F. EDWARDS & COMPANY, INC. |
13F
|
Company |
0%
|
3,250
|
$51,000 | — | 31 Mar 2024 | |
| TrinityBridge Ltd |
13F
|
Company |
0%
|
3,034
|
$48,000 | — | 31 Mar 2024 | |
| North Star Investment Management Corp. |
13F
|
Company |
0%
|
2,000
|
$31,340 | — | 31 Mar 2024 | |
| FNY Investment Advisers, LLC |
13F
|
Company |
0%
|
2,000
|
$31,000 | — | 31 Mar 2024 | |
| COMERICA BANK |
13F
|
Company |
0%
|
1,930
|
$30,243 | — | 31 Mar 2024 | |
| CIBC Private Wealth Group LLC |
13F
|
Company |
0%
|
1,585
|
$24,898 | — | 31 Mar 2024 | |
| Allworth Financial LP |
13F
|
Company |
0%
|
1,342
|
$21,030 | — | 31 Mar 2024 | |
| NBC SECURITIES, INC. |
13F
|
Company |
0%
|
611
|
$9,000 | — | 31 Mar 2024 |
Institutional Holders of Nuveen S&P 500 Dynamic Overwrite Fund - Common Shares (SPXX) as of Q2 2024
As of 30 Jun 2024,
Nuveen S&P 500 Dynamic Overwrite Fund - Common Shares (SPXX) was held by
53 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,090,230 shares.
The largest 10 holders included
WELLS FARGO & COMPANY/MN, UBS Group AG, Raymond James Financial Services Advisors, Inc., GUGGENHEIM CAPITAL LLC, 1607 Capital Partners, LLC, Atria Wealth Solutions, Inc., Invesco Ltd., Shaker Financial Services, LLC, Cornerstone Advisors, LLC, and MORGAN STANLEY.
This page lists
53
institutional shareholders reporting positions in this security
for the Q2 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2024 vs Q1 2024 Across Filers
Q1 2024 holders
52
Q2 2024 holders
53
Holder diff
1
| Investor | Q1 2024 Shares | Q2 2024 Shares | Share Diff | Share Chg % | Q1 2024 Value $ | Q2 2024 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.