Patriot Financial Group Insurance Agency, LLC Nuveen Dow 30sm Dynamic Overwrite Fund Transaction History

Patriot Financial Group Insurance Agency, LLC

$704 Million
Q4 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	$14.72 - $16.93 $471 - $541	32 Added 0.93%	3,481 $53,000
Q4 2021 Jan 10, 2022	BUY	$16.79 - $17.95 $957 - $1,023	57 Added 1.68%	3,449 $61,000
Q3 2021 Nov 24, 2021	BUY	$16.75 - $17.71 $469 - $495	28 Added 0.83%	3,392 $57,000
Q2 2021 Jul 30, 2021	BUY	$16.3 - $17.44 $472 - $505	29 Added 0.87%	3,364 $57,000
Q1 2021 Apr 29, 2021	BUY	$14.64 - $16.25 $5,856 - $6,500	400 Added 13.63%	3,335 $54,000
Q4 2020 Jan 15, 2021	SELL	$12.72 - $15.2 $6,728 - $8,040	-529 Reduced 15.27%	2,935 $45,000
Q3 2020 Oct 21, 2020	BUY	$13.04 - $14.35 $482 - $530	37 Added 1.08%	3,464 $46,000
Q2 2020 Jul 10, 2020	SELL	$11.88 - $14.87 $7,555 - $9,457	-636 Reduced 15.65%	3,427 $47,000
Q1 2020 Apr 15, 2020	BUY	$9.93 - $18.0 $407 - $738	41 Added 1.02%	4,063 $51,000
Q4 2019 Jan 22, 2020	BUY	$17.37 - $18.28 $607 - $639	35 Added 0.88%	4,022 $71,000
Q3 2019 Oct 25, 2019	SELL	$16.81 - $18.41 $16,810 - $18,410	-1,000 Reduced 20.05%	3,987 $71,000
Q2 2019 Aug 07, 2019	BUY	$16.87 - $18.13 $910 - $979	54 Added 1.09%	4,987 $88,000
Q1 2019 Apr 29, 2019	SELL	$15.94 - $18.39 $12,576 - $14,509	-789 Reduced 13.79%	4,933 $89,000
Q4 2018 Feb 04, 2019	BUY	$14.78 - $20.03 $5,660 - $7,671	383 Added 7.17%	5,722 $92,000
Q3 2018 Oct 30, 2018	BUY	$18.4 - $19.86 $18,455 - $19,919	1,003 Added 23.13%	5,339 $106,000
Q2 2018 Aug 14, 2018	SELL	$17.4 - $19.95 $193,139 - $221,445	-11,100 Reduced 71.91%	4,336 $80,000
Q1 2018 May 14, 2018	BUY	$17.29 - $19.42 $380 - $427	22 Added 0.14%	15,436 $269,000
Q4 2017 Feb 14, 2018	BUY	$16.9 - $18.84 $19,485 - $21,722	1,153 Added 8.08%	15,414 $293,000
Q3 2017 Oct 26, 2017	BUY	$16.44 - $16.99 $5,556 - $5,742	338 Added 2.43%	14,261 $244,000
Q2 2017 Aug 08, 2017	BUY	N/A	13,923	13,923 $230,000

Others Institutions Holding DIAX

# of Institutions

Shares Held

11.9M

Call Options Held

Put Options Held

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About Nuveen Dow 30sm Dynamic Overwrite Fund

Ticker DIAX
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Dow 30 Dynamic Overwrite Fund is a closed-ended equity mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It ...

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