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 | 05/15/2026 | 12.23 M | $196.50 M | 5,199.76% | 68.02% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 2.63 M | $42.22 M | 274.87% | 14.61% |
| LPL FINANCIAL LLC | 05/06/2026 | 1.97 M | $31.73 M | 453.54% | 10.98% |
| INVESCO LTD. | 05/12/2026 | 1.95 M | $31.29 M | 459.23% | 10.83% |
| UBS GROUP AG | 05/05/2026 | 1.88 M | $30.28 M | 383.98% | 10.48% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 1.84 M | $29.51 M | 428.95% | 10.21% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 1.62 M | $26.06 M | 4,171.20% | 9.02% |
| SABA CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 1.54 M | $24.71 M | 100.00% | 8.55% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.33 M | $21.32 M | 1,677.49% | 7.38% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 1.19 M | $19.19 M | 2,062.43% | 6.64% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 1.05 M | $16.86 M | 466.89% | 5.84% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 593.94 K | $9.55 M | 425.71% | 3.30% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 592.92 K | $9.53 M | 100.00% | 3.30% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 590.76 K | $9.49 M | 292.54% | 3.29% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 549.59 K | $8.83 M | 70,541.13% | 3.06% |
| ROYAL BANK OF CANADA | 05/15/2026 | 528.71 K | $8.50 M | 612.31% | 2.94% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 430.89 K | $6.91 M | 967.84% | 2.40% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 04/22/2026 | 430.43 K | $6.92 M | 100.00% | 2.39% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 407.32 K | $6.55 M | 100.00% | 2.27% |
| TWELVE POINTS WEALTH MANAGEMENT LLC | 04/14/2026 | 325.50 K | $5.23 M | 100.00% | 1.81% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 324.29 K | $5.21 M | 100.00% | 1.80% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 287.31 K | $4.62 M | 2,576.92% | 1.60% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 285.54 K | $4.59 M | 100.00% | 1.59% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 262.23 K | $4.21 M | 856.09% | 1.46% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 247.49 K | $3.98 M | 100.00% | 1.38% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 246.27 K | $3.96 M | 100.00% | 1.37% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 245.12 K | $3.94 M | 900.88% | 1.36% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 210.58 K | $3.38 M | 1,333.49% | 1.17% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 209.71 K | $3.37 M | 5,290.93% | 1.17% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 208.68 K | $3.35 M | 100.00% | 1.16% |
| MONECO ADVISORS, LLC | 05/08/2026 | 203.37 K | $3.27 M | 100.00% | 1.13% |
| QUARRY LP | 05/15/2026 | 201.58 K | $3.24 M | 100.00% | 1.12% |
| SAGE CAPITAL MANAGEMENT, LLC | 04/15/2026 | 197.50 K | $3.17 M | 100.00% | 1.10% |
| PARK AVENUE SECURITIES LLC | 04/07/2026 | 181.13 K | $2.91 M | 100.00% | 1.01% |
| SHULMAN DEMEO ASSET MANAGEMENT LLC | 04/09/2026 | 157.72 K | $2.53 M | 241.92% | 0.88% |
| ALTIUM CAPITAL MANAGEMENT LP | 05/01/2026 | 157.40 K | $2.53 M | 100.00% | 0.88% |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/12/2026 | 149.09 K | $2.40 M | 100.00% | 0.83% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 141.51 K | $2.27 M | 410.56% | 0.79% |
| 05/05/2026 | 136.49 K | $2.19 M | 100.00% | 0.76% | |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 135.66 K | $2.18 M | 5,032.88% | 0.75% |
| IONIC CAPITAL MANAGEMENT LLC | 05/15/2026 | 130.99 K | $2.10 M | 100.00% | 0.73% |
| FORTEM FINANCIAL GROUP, LLC | 04/16/2026 | 130.91 K | $2.10 M | 83.91% | 0.73% |
| BULLDOG INVESTORS, LLP | 05/08/2026 | 125.42 K | $2.02 M | 100.00% | 0.70% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 118.39 K | $1.90 M | 726.12% | 0.66% |
| 04/17/2026 | 111.43 K | $1.81 M | 148.29% | 0.62% | |
| 04/15/2026 | 109.19 K | $1.90 M | 100.00% | 0.61% | |
| COLONY GROUP, LLC | 05/15/2026 | 108.91 K | $1.75 M | 100.00% | 0.61% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 99.34 K | $1.60 M | 100.00% | 0.55% |
| PROSPERA FINANCIAL SERVICES INC | 04/14/2026 | 98.95 K | $1.59 M | 100.00% | 0.55% |
| TPG ADVISORS LLC | 04/22/2026 | 98.92 K | $1.59 M | 100.00% | 0.55% |
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Nuveen S&P 500 Dynamic Overwrite Fund institutional Ownership - FAQ's
During the previous two years, 239 institutional investors and hedge funds held shares of Nuveen S&P 500 Dynamic Overwrite Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 12.23 M
WELLS FARGO & COMPANY/MN: 2.63 M
LPL Financial LLC: 1.97 M
Invesco Ltd.: 1.95 M
UBS Group AG: 1.88 M
RAYMOND JAMES FINANCIAL INC: 1.84 M
239.74% of Nuveen S&P 500 Dynamic Overwrite Fund stock is owned by institutional investors.
Institutional investors have bought a total of 43.41 M shares in the last 24 months. This purchase volume represents approximately $746.61 M in transactions.