Comparable stake leader
MORGAN STANLEY
SEC ownership of Nuveen S&P 500 Dynamic Overwrite Fund
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001338561.
Disclosed value leader
MORGAN STANLEY
Comparable rows
50/50
Latest evidence
30 Jun 2026
- Public ticker
- SPXX on NYSE
- Parsed ownership sources
-
13F and 13D/G
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
MORGAN STANLEY
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
MORGAN STANLEY
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
30 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001338561
- Issuer location
- Chicago, IL
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Nuveen S&P 500 Dynamic Overwrite Fund (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
MORGAN STANLEY
Disclosed value leader
MORGAN STANLEY
Comparable rows
50/50
Latest evidence
30 Jun 2026
13F
13D/G
Lead comparable stake: 7.8%
13D/G row: MORGAN STANLEY
Showing 1-8 of 50 holder rows.
Quick read
MORGAN STANLEY leads the comparable SEC ownership view at 7.8%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens MORGAN STANLEY's linked filing trail.
Comparable ownership
Top 5
MORGAN STANLEY
7.8%
FIRST TRUST PORTFOLIOS LP
2.4%
WELLS FARGO & COMPANY/MN
1.8%
Saba Capital Management, L.P.
1.7%
LPL Financial LLC
1.5%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
13D/G
Company
|
7.8%
from 13D/G
|
$232,494,187
12,472,863 shares
|
— | 30 Jun 2026 |
| FIRST TRUST PORTFOLIOS LP |
13D/G
First Trust Portfolios L.P.
|
2.4%
|
$57,920,320
3,328,754 shares
|
$0 | 31 Mar 2026 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
1.8%
|
$45,485,918
2,440,231 shares
|
— | 30 Jun 2026 |
| Saba Capital Management, L.P. |
13F
Company
|
1.7%
|
$44,139,930
2,368,022 shares
|
— | 30 Jun 2026 |
| LPL Financial LLC |
13F
Company
|
1.5%
|
$37,225,467
1,997,074 shares
|
— | 30 Jun 2026 |
| Invesco Ltd. |
13F
Company
|
1.4%
|
$37,051,287
1,987,730 shares
|
— | 30 Jun 2026 |
| Allspring Global Investments Holdings, LLC |
13F
Company
|
1.4%
|
$36,378,700
1,951,647 shares
|
— | 30 Jun 2026 |
| UBS Group AG |
13F
Company
|
1.3%
|
$33,737,244
1,809,938 shares
|
— | 30 Jun 2026 |
How to read this table
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.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 27 Aug 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-14 of 14 reporting-owner rows connected to Nuveen S&P 500 Dynamic Overwrite Fund. Open a relationship link for the CIK-to-CIK filing trail.
Rows
14
Largest Forms 3/4/5 holder
Page Robert Tanner
Net 12M change
$0
Latest report
16 Oct 2025
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Page Robert Tanner | VP and Treasurer | Mixed | 10 Sep 2025 | |||
| James N. Nelson III | Vice President | Mixed | 28 Feb 2024 | |||
| Mary Beth Ramsay | Vice President | Mixed | 28 Feb 2024 | |||
| Nazar Romanyak | Portfolio Manager | Mixed | 18 Jun 2024 | |||
| Cardella Marc | VP and Controller | Mixed | 02 Dec 2024 | |||
| Amy B.r. Lancellotta | Trustee | Mixed | 02 Jun 2021 | |||
| Black Brett | Chief Compliance Officer | Mixed | 01 Jun 2022 | |||
| Joanne Medero | Trustee | Mixed | 02 Jun 2021 | |||
| Trey Stenersen III | Vice President | Mixed | 04 Aug 2022 | |||
| Joseph A. Boateng | consultant | Mixed | 01 Jan 2024 | |||
| John M. McCann | Vice President | Mixed | 14 Apr 2022 | |||
| Michael A. Forrester | consultant | Mixed | 01 Jan 2024 | |||
| Nazar Suschko | MD, Multi Asset PM | Mixed | 30 May 2025 | |||
| Joseph Castro | EVP, Chief Risk & Compliance | Mixed | 16 Oct 2025 |
Recent insider transactions for Nuveen S&P 500 Dynamic Overwrite Fund
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| No insider transactions were found in the last 12 months for this issuer. | ||||||||||
* marks a reported price that did not pass the local price check.