Nuveen S&P 500 Dynamic Overwrite Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 12.47 M | $232.49 M | 2.00% | 69.38% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 2.44 M | $45.49 M | -7.11% | 13.57% |
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 2.37 M | $44.14 M | 54.03% | 13.17% |
| LPL FINANCIAL LLC | 08/07/2026 | 2.00 M | $37.23 M | 1.15% | 11.11% |
| INVESCO LTD. | 08/14/2026 | 1.99 M | $37.05 M | 2.09% | 11.06% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 1.95 M | $36.38 M | 20.35% | 10.86% |
| UBS GROUP AG | 08/13/2026 | 1.81 M | $33.74 M | -3.94% | 10.07% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 1.79 M | $33.31 M | -2.69% | 9.94% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.30 M | $24.18 M | -2.19% | 7.22% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 1.23 M | $23.00 M | 3.34% | 6.86% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 937.14 K | $17.47 M | -10.70% | 5.21% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 600.56 K | $11.19 M | 1.66% | 3.34% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 599.02 K | $11.17 M | 0.86% | 3.33% |
| ROYAL BANK OF CANADA | 08/14/2026 | 450.01 K | $8.39 M | -14.89% | 2.50% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 436.74 K | $8.14 M | 34.67% | 2.43% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 07/21/2026 | 421.99 K | $7.87 M | -1.96% | 2.35% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 420.87 K | $7.84 M | -2.33% | 2.34% |
| GATEPASS CAPITAL, LLC | 07/30/2026 | 369.95 K | $6.90 M | 603.82% | 2.06% |
| TWELVE POINTS WEALTH MANAGEMENT LLC | 08/07/2026 | 345.12 K | $6.43 M | 6.03% | 1.92% |
| ALMITAS CAPITAL LLC | 08/17/2026 | 326.91 K | $6.09 M | 269.17% | 1.82% |
| CAPITAL INVESTMENT ADVISORS, LLC | 08/06/2026 | 296.33 K | $5.52 M | 3.78% | 1.65% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 283.51 K | $5.29 M | -1.32% | 1.58% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 257.33 K | $4.97 M | -36.82% | 1.43% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 254.18 K | $4.74 M | 20.70% | 1.41% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 242.54 K | $4.52 M | -1.05% | 1.35% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 229.45 K | $4.28 M | -12.50% | 1.28% |
| LOGAN STONE CAPITAL, LLC | 08/14/2026 | 228.79 K | $4.26 M | 345.92% | 1.27% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 205.57 K | $3.83 M | -1.49% | 1.14% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 202.47 K | $3.77 M | -63.16% | 1.13% |
| MONECO ADVISORS, LLC | 08/11/2026 | 198.75 K | $3.70 M | -2.27% | 1.11% |
| BULLDOG INVESTORS, LLP | 08/14/2026 | 187.57 K | $3.50 M | 49.56% | 1.04% |
| QUARRY LP | 08/14/2026 | 177.17 K | $3.30 M | -12.11% | 0.99% |
| SAGE CAPITAL MANAGEMENT, LLC | 07/20/2026 | 166.58 K | $3.11 M | -15.66% | 0.93% |
| ALTIUM CAPITAL MANAGEMENT LP | 08/12/2026 | 157.40 K | $2.93 M | 0.00% | 0.88% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 155.99 K | $2.91 M | 31.76% | 0.87% |
| SHULMAN DEMEO ASSET MANAGEMENT LLC | 07/08/2026 | 151.55 K | $2.82 M | -3.91% | 0.84% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 150.69 K | $2.81 M | 76.08% | 0.84% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 141.51 K | $2.64 M | 0.00% | 0.79% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 08/12/2026 | 139.47 K | $2.60 M | 100.00% | 0.78% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 139.12 K | $2.59 M | 2.55% | 0.77% |
| ADVISORY ADVOCATES, LLC | 08/10/2026 | 134.60 K | $2.51 M | -1.39% | 0.75% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 134.30 K | $2.50 M | -45.47% | 0.75% |
| FORTEM FINANCIAL GROUP, LLC | 07/20/2026 | 126.00 K | $2.35 M | -3.75% | 0.70% |
| PARK AVENUE SECURITIES LLC | 07/20/2026 | 113.09 K | $2.11 M | -37.56% | 0.63% |
| PMG FAMILY OFFICE LLC | 07/16/2026 | 111.85 K | $2.13 M | 0.38% | 0.62% |
| CYPRESS CAPITAL MANAGEMENT LLC (WY) | 08/06/2026 | 110.38 K | $2.09 M | 16.83% | 0.61% |
| COLONY GROUP, LLC | 08/12/2026 | 109.64 K | $2.04 M | 0.67% | 0.61% |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | 07/16/2026 | 108.50 K | $2.02 M | -0.64% | 0.60% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 104.22 K | $1.94 M | -50.30% | 0.58% |
| PROSPERA FINANCIAL SERVICES INC | 07/15/2026 | 101.81 K | $1.90 M | 2.89% | 0.57% |
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Nuveen S&P 500 Dynamic Overwrite Fund institutional Ownership - FAQ's
During the previous two years, 276 institutional investors and hedge funds held shares of Nuveen S&P 500 Dynamic Overwrite Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 12.47 M
WELLS FARGO & COMPANY/MN: 2.44 M
Saba Capital Management, L.P.: 2.37 M
LPL Financial LLC: 2 M
Invesco Ltd.: 1.99 M
Allspring Global Investments Holdings, LLC: 1.95 M
242.50% of Nuveen S&P 500 Dynamic Overwrite Fund stock is owned by institutional investors.
Institutional investors have bought a total of 44.62 M shares in the last 24 months. This purchase volume represents approximately $767.52 M in transactions.