Nuveen S&P 500 Dynamic Overwrite Fund Schedule 13G passive stakes
Filed when an investor crosses five percent without intending to seek control — the passive counterpart to a 13D.
NYSE
Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, have jointly filed a Schedule 13G, reporting beneficial ownership of 7.8% of Nuveen S&P 500 Dynamic Overwrite Fund's common shares as of March 31, 2026.
NYSE
Raymond James Financial Services Advisors, Inc. has reported beneficial ownership of 1,392,911.49 shares, representing 8.2% of the outstanding class, in the Nuveen S&P 500 Dynamic Overwrite Fund.