Nuveen S&P 500 Dynamic Overwrite Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 700.77 K | $12.64 M | 2.80% | 3.90% |
| UBS GROUP AG | 01/29/2026 | 389.30 K | $7.02 B | -3.94% | 2.17% |
| LPL FINANCIAL LLC | 02/11/2026 | 356.67 K | $6.43 M | 14.43% | 1.98% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 347.15 K | $6.26 M | 0.39% | 1.93% |
| MORGAN STANLEY | 02/13/2026 | 230.72 K | $4.16 B | 3.61% | 1.28% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 150.50 K | $2.72 B | 24.46% | 0.84% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 112.98 K | $2.04 M | -10.18% | 0.63% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 74.63 K | $1.35 B | -2.81% | 0.42% |
| ROYAL BANK OF CANADA | 02/17/2026 | 74.22 K | $1.34 B | 11.65% | 0.41% |
| FORTEM FINANCIAL GROUP, LLC | 02/04/2026 | 71.18 K | $1.28 M | 13.55% | 0.40% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 55.22 K | $996.13 K | -10.79% | 0.31% |
| DAVENPORT & CO LLC | 01/12/2026 | 53.39 K | $963.08 K | 0.00% | 0.30% |
| SHULMAN DEMEO ASSET MANAGEMENT LLC | 01/14/2026 | 46.13 K | $832.15 K | -1.29% | 0.26% |
| TYCHE WEALTH PARTNERS LLC | 01/23/2026 | 45.00 K | $811.87 K | 0.48% | 0.25% |
| 01/28/2026 | 44.88 K | $809.58 K | 0.54% | 0.25% | |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 37.97 K | $684.93 M | 100.00% | 0.21% |
| WESTERN WEALTH MANAGEMENT, LLC | 02/05/2026 | 34.21 K | $617.21 K | 137.56% | 0.19% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 31.36 K | $565.67 K | -17.99% | 0.17% |
| IFP ADVISORS, INC | 02/06/2026 | 28.94 K | $522.08 M | -2.23% | 0.16% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 27.72 K | $500.00 M | 73.26% | 0.15% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 27.43 K | $494.79 M | 27.66% | 0.15% |
| 01/29/2026 | 25.05 K | $451.95 K | 100.00% | 0.14% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 24.49 K | $441.81 K | -0.39% | 0.14% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 19.29 K | $348.00 K | 0.02% | 0.11% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 18.46 K | $332.99 K | 0.89% | 0.10% |
| DIVERSIFY ADVISORY SERVICES, LLC | 01/23/2026 | 15.22 K | $274.09 K | 0.00% | 0.08% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 14.69 K | $265.01 K | 100.00% | 0.08% |
| KINGSWOOD WEALTH ADVISORS, LLC | 01/28/2026 | 13.63 K | $245.80 M | 0.00% | 0.08% |
| BANK OF MONTREAL /CAN/ | 02/12/2026 | 13.50 K | $243.47 K | -6.28% | 0.08% |
| AVIANCE CAPITAL PARTNERS, LLC | 02/06/2026 | 12.77 K | $230.45 K | 1.45% | 0.07% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 10.73 K | $194.00 K | -0.57% | 0.06% |
| APTUS CAPITAL ADVISORS, LLC | 02/13/2026 | 10.59 K | $190.95 M | 0.00% | 0.06% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 10.36 K | $187.00 K | 100.00% | 0.06% |
| MOORS & CABOT, INC. | 02/10/2026 | 10.13 K | $182.77 K | 100.00% | 0.06% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 5.75 K | $103.78 K | -0.90% | 0.03% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 3.89 K | $70.18 M | 100.00% | 0.02% |
| CIBC PRIVATE WEALTH GROUP, LLC | 02/12/2026 | 2.50 K | $45.10 K | 100.00% | 0.01% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 01/30/2026 | 2.00 K | $36.08 K | 0.00% | 0.01% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 1.73 K | $31.12 M | 0.00% | 0.01% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 1.57 K | $28.29 M | 393.08% | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 1.00 K | $18.04 M | 0.00% | 0.01% |
| COMERICA BANK | 01/29/2026 | 1.00 K | $18.04 K | 0.00% | 0.01% |
| FLAGSHIP HARBOR ADVISORS, LLC | 01/21/2026 | 971 | $17.52 K | 100.00% | 0.01% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 778 | $14.04 M | 100.00% | 0.00% |
| SOUND INCOME STRATEGIES, LLC | 01/21/2026 | 581 | $10.46 K | 100.00% | 0.00% |
| SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC | 01/23/2026 | 542 | $9.79 K | 3.83% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 02/13/2026 | 500 | $9.02 K | 100.00% | 0.00% |
| ST GERMAIN D J CO INC | 01/29/2026 | 375 | $6.77 K | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 02/11/2026 | 268 | $4.84 K | 100.00% | 0.00% |
| KENTUCKY TRUST CO | 01/21/2026 | 240 | $4.33 K | 0.00% | 0.00% |
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Nuveen S&P 500 Dynamic Overwrite Fund institutional Ownership - FAQ's
During the previous two years, 75 institutional investors and hedge funds held shares of Nuveen S&P 500 Dynamic Overwrite Fund. The most heavily invested institutionals were:
WELLS FARGO & COMPANY/MN: 700,770
UBS Group AG: 389,300
LPL Financial LLC: 356,669
MORGAN STANLEY: 230,724
Cambridge Investment Research Advisors, Inc.: 112,979
ROYAL BANK OF CANADA: 74,224
19.05% of Nuveen S&P 500 Dynamic Overwrite Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.09 M shares in the last 24 months. This purchase volume represents approximately $72.75 M in transactions.