Security key
6706EW100
Nuveen S&P 500 Dynamic Overwrite Fund - Common Shares (SPXX)
CUSIP: 6706EW100
Q4 2024 13F Holders as of 31 Dec 2024
- Type / Class
- Equity / Common Shares
- Shares outstanding
- 138,016,115
- Total 13F shares
- 3,858,472
- Share change
- -164,665
- Total reported value
- $68,478,941
- Price per share
- $17.75
- Number of holders
- 49
- Value change
- -$2,785,932
- Number of buys
- 16
- Number of sells
- 23
Report period
Q4 2024
Institutions
49
Top holders
10
SPXX full security history
Newer quarter: Q1 2025
Previous quarter: Q3 2024
Nuveen S&P 500 Dynamic Overwrite Fund SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 6706EW100
Recent filing periods:
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 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.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.4%
|
558,959
|
$9,379,331 | — | 30 Sep 2024 | |
| UBS Group AG |
13F
|
Company |
0.31%
|
432,944
|
$7,264,801 | — | 30 Sep 2024 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
0.21%
|
287,062
|
$4,816,901 | — | 30 Sep 2024 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
0.2%
|
281,157
|
$4,717,807 | — | 30 Sep 2024 | |
| 1607 Capital Partners, LLC |
13F
|
Company |
0.2%
|
273,882
|
$4,595,740 | — | 30 Sep 2024 | |
| Invesco Ltd. |
13F
|
Company |
0.18%
|
246,743
|
$4,140,347 | — | 30 Sep 2024 | |
| Shaker Financial Services, LLC |
13F
|
Company |
0.17%
|
237,733
|
$4,053,845 | — | 30 Sep 2024 | |
| Atria Wealth Solutions, Inc. |
13F
|
Company |
0.17%
|
236,132
|
$3,962,295 | — | 30 Sep 2024 | |
| MORGAN STANLEY |
13F
|
Company |
0.15%
|
205,159
|
$3,442,583 | — | 30 Sep 2024 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.1%
|
136,023
|
$2,282,000 | — | 30 Sep 2024 | |
| LPL Financial LLC |
13F
|
Company |
0.09%
|
121,463
|
$2,038,157 | — | 30 Sep 2024 | |
| Cornerstone Advisors, LLC |
13F
|
Company |
0.08%
|
108,805
|
$1,825,748 | — | 30 Sep 2024 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
0.07%
|
90,482
|
$1,518,287 | — | 30 Sep 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.05%
|
66,754
|
$1,120,139 | — | 30 Sep 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.05%
|
66,741
|
$1,120,000 | — | 30 Sep 2024 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
0.05%
|
63,701
|
$1,068,903 | — | 30 Sep 2024 | |
| DAVENPORT & Co LLC |
13F
|
Company |
0.04%
|
58,520
|
$981,966 | — | 30 Sep 2024 | |
| Private Advisor Group, LLC |
13F
|
Company |
0.03%
|
47,783
|
$801,795 | — | 30 Sep 2024 | |
| Shulman DeMeo Asset Management LLC |
13F
|
Company |
0.03%
|
47,122
|
$790,707 | — | 30 Sep 2024 | |
| Tyche Wealth Partners LLC |
13F
|
Company |
0.03%
|
44,681
|
$749,754 | — | 30 Sep 2024 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.03%
|
42,395
|
$711,389 | — | 30 Sep 2024 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.03%
|
42,023
|
$705,138 | — | 30 Sep 2024 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.03%
|
41,434
|
$695,260 | — | 30 Sep 2024 | |
| FORTEM FINANCIAL GROUP, LLC |
13F
|
Company |
0.03%
|
38,004
|
$637,707 | — | 30 Sep 2024 | |
| GPS Wealth Strategies Group, LLC |
13F
|
Company |
0.02%
|
26,090
|
$437,790 | — | 30 Sep 2024 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.02%
|
24,702
|
$415,000 | — | 30 Sep 2024 | |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
0.02%
|
21,632
|
$362,985 | — | 30 Sep 2024 | |
| Sheaff Brock Investment Advisors, LLC |
13F
|
Company |
0.01%
|
18,231
|
$305,917 | — | 30 Sep 2024 | |
| TRUIST FINANCIAL CORP |
13F
|
Company |
0.01%
|
18,002
|
$302,080 | — | 30 Sep 2024 | |
| Diversify Advisory Services, LLC |
13F
|
Company |
0.01%
|
16,469
|
$278,655 | — | 30 Sep 2024 | |
| Cetera Investment Advisers |
13F
|
Company |
0.01%
|
16,461
|
$276,214 | — | 30 Sep 2024 | |
| Prospera Financial Services Inc |
13F
|
Company |
0.01%
|
15,850
|
$265,963 | — | 30 Sep 2024 | |
| LVZ, Inc. |
13F
|
Company |
0.01%
|
14,753
|
$247,555 | — | 30 Sep 2024 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
0.01%
|
12,400
|
$205,964 | — | 30 Sep 2024 | |
| Aviance Capital Partners, LLC |
13F
|
Company |
0.01%
|
12,248
|
$205,523 | — | 30 Sep 2024 | |
| Western Wealth Management, LLC |
13F
|
Company |
0.01%
|
10,259
|
$172,152 | — | 30 Sep 2024 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
0%
|
5,928
|
$99,472 | — | 30 Sep 2024 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
0%
|
5,475
|
$91,871 | — | 30 Sep 2024 | |
| NewEdge Advisors, LLC |
13F
|
Company |
0%
|
2,643
|
$44,350 | — | 30 Sep 2024 | |
| North Star Investment Management Corp. |
13F
|
Company |
0%
|
2,000
|
$33,560 | — | 30 Sep 2024 | |
| FNY Investment Advisers, LLC |
13F
|
Company |
0%
|
2,000
|
$33,000 | — | 30 Sep 2024 | |
| COMERICA BANK |
13F
|
Company |
0%
|
1,930
|
$32,385 | — | 30 Sep 2024 | |
| Larson Financial Group LLC |
13F
|
Company |
0%
|
1,800
|
$30,204 | — | 30 Sep 2024 | |
| Allworth Financial LP |
13F
|
Company |
0%
|
1,342
|
$22,519 | — | 30 Sep 2024 | |
| IFP Advisors, Inc |
13F
|
Company |
0%
|
1,000
|
$16,780 | — | 30 Sep 2024 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0%
|
1,000
|
$16,780 | — | 30 Sep 2024 | |
| NBC SECURITIES, INC. |
13F
|
Company |
0%
|
611
|
$10,000 | — | 30 Sep 2024 | |
| JONES FINANCIAL COMPANIES LLLP |
13F
|
Company |
0%
|
500
|
$8,305 | — | 30 Sep 2024 | |
| Geneos Wealth Management Inc. |
13F
|
Company |
0%
|
172
|
$2,886 | — | 30 Sep 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0%
|
6
|
$101 | — | 30 Sep 2024 |
Institutional Holders of Nuveen S&P 500 Dynamic Overwrite Fund - Common Shares (SPXX) as of Q4 2024
As of 31 Dec 2024,
Nuveen S&P 500 Dynamic Overwrite Fund - Common Shares (SPXX) was held by
49 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,858,472 shares.
The largest 10 holders included
WELLS FARGO & COMPANY/MN, UBS Group AG, RAYMOND JAMES FINANCIAL INC, Invesco Ltd., GUGGENHEIM CAPITAL LLC, Shaker Financial Services, LLC, Atria Wealth Solutions, Inc., MORGAN STANLEY, 1607 Capital Partners, LLC, and Cambridge Investment Research Advisors, Inc..
This page lists
49
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
50
Q4 2024 holders
49
Holder diff
-1
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 Value $ | Q4 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.