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Nuveen S&P 500 Dynamic Overwrite Fund
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Overview Fund Activity

53 hedge funds and large institutions have $66M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 2 closing their positions.

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
20
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.6M
2
CA
2
Cornerstone Advisors
North Carolina
$3.28M
3
SFS
3
Shaker Financial Services
Virginia
$2.81M
4
TWP
4
Tyche Wealth Partners
Texas
$671K
5
LCM
5
Landscape Capital Management
New Jersey
$929K

Top Sellers

1
ACP
1
Aviance Capital Partners
Florida
$181K
2
AAM
2
Advisors Asset Management
Colorado
$1.61M
3
WAM
3
Wolverine Asset Management
Illinois
$787K
4
DADC
4
D.A. Davidson & Co
Montana
$443K
5
LPL Financial
5
LPL Financial
California
$2.06M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$9.09M 604,074 -8,685 -1%
Morgan Stanley
2
Morgan Stanley
New York
$6.6M 438,932 +226,991 +107%
UBS Group
3
UBS Group
Switzerland
$6.31M 419,575 +15,114 +4%
HWM
4
Howard Wealth Management
Connecticut
$4.13M 274,354 -6,860 -2%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.05M 269,414 +10,022 +4%
Invesco
6
Invesco
Georgia
$3.69M 245,033 +17,937 +8%
GC
7
Guggenheim Capital
Illinois
$3.62M 240,520 +33,917 +16%
AWS
8
Atria Wealth Solutions
New York
$3.32M 220,685 -4,793 -2%
CA
9
Cornerstone Advisors
North Carolina
$3.28M 218,333 +107,770 +97%
SFS
10
Shaker Financial Services
Virginia
$2.81M 186,657 +81,750 +78%
LPL Financial
11
LPL Financial
California
$2.06M 137,181 -24,956 -15%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.03M 134,870 +3,368 +3%
AAM
13
Advisors Asset Management
Colorado
$1.61M 107,345 -61,308 -36%
Bank of America
14
Bank of America
North Carolina
$1.29M 86,019 +7,221 +9%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.11M 73,497 -6,382 -8%
LCM
16
Landscape Capital Management
New Jersey
$929K 61,752 +40,199 +187%
DC
17
Davenport & Co
Virginia
$926K 61,554 -860 -1%
WAM
18
Wolverine Asset Management
Illinois
$787K 52,325 -33,696 -39%
Osaic Holdings
19
Osaic Holdings
Arizona
$723K 48,082 -19,543 -29%
SDAM
20
Shulman DeMeo Asset Management
New York
$713K 47,422 -281 -0.6%
TWP
21
Tyche Wealth Partners
Texas
$671K 44,599 +44,599 New
Ameriprise
22
Ameriprise
Minnesota
$564K 37,533 -2,522 -6%
PAG
23
Private Advisor Group
New Jersey
$564K 37,531 +3,700 +11%
ICM
24
Ionic Capital Management
New York
$477K 31,700 +415 +1%
DADC
25
D.A. Davidson & Co
Montana
$443K 29,463 -29,106 -50%
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