Latest Institutional Purchases of Nuveen Dow 30sm Dynamic Overwrite Fund (DIAX)
This list provides information on the latest institutional transactions involving Nuveen Dow 30sm Dynamic Overwrite Fund (DIAX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.49K+ 5.15% |
$65.8K - $71K
|
91.8K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
2.84KNew |
$41.6K - $44.8K
|
2.84K
$40.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
339New |
$4.97K - $5.36K
|
339
$4.86K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
312New |
$4.57K - $4.93K
|
312
$4.47K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
277New |
$4.06K - $4.38K
|
277
$3.97K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
277+ 3.97% |
$4.06K - $4.38K
|
7.25K
$104K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
215+ 64.18% |
$3.15K - $3.4K
|
550
$7.88K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
200New |
$2.93K - $3.16K
|
200
$2.87K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
45+ 3.95% |
$659 - $711
|
1.18K
$17K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
6New |
$87.9 - $94.8
|
6
$86
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.2K+ 233.33% |
$57.2K - $62.4K
|
6K
$86K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.5KNew |
$34.1K - $37.1K
|
2.5K
$35.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.29KNew |
$17.5K - $19.1K
|
1.29K
$18.4K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
637+ 1384.78% |
$8.68K - $9.46K
|
683
$9.79K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
65+ 0.55% |
$886 - $965
|
11.8K
$169K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
25.1KNew |
$342K - $367K
|
25.1K
$360K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.55KNew |
$34.7K - $37.2K
|
2.55K
$36.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
111New |
$1.51K - $1.62K
|
111
$1.59K
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
26.2KNew |
$367K - $384K
|
26.2K
$375K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21KNew |
$294K - $308K
|
21K
$301K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4K+ 21.9% |
$56K - $58.7K
|
22.3K
$319K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.38KNew |
$19.3K - $20.2K
|
1.38K
$19.8K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
250New |
$3.5K - $3.67K
|
250
$3.58K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
32.6KNew |
$418K - $462K
|
32.6K
$467K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
23KNew |
$295K - $326K
|
23K
$330K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
17.9KNew |
$230K - $254K
|
17.9K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
17.2KNew |
$221K - $244K
|
17.2K
$247K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
15.2KNew |
$195K - $215K
|
15.2K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.1KNew |
$142K - $157K
|
11.1K
$159K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
4.32KNew |
$55.3K - $61.2K
|
4.32K
$61.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
3.2K+ 160.0% |
$41K - $45.3K
|
5.2K
$74.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
500New |
$6.41K - $7.08K
|
500
$7.17K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4+ 4.94% |
$51.2 - $56.6
|
85
$1.22K
|
|
| Q3 2023 | |||||||
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.3KNew |
$17.6K - $18.8K
|
1.3K
$18.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
276+ 1.89% |
$3.76K - $4K
|
14.9K
$213K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
313New |
$4.31K - $4.73K
|
313
$4.49K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
23.4KNew |
$331K - $371K
|
23.4K
$335K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2KNew |
$28.3K - $31.7K
|
2K
$28.7K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
399New |
$5.65K - $6.32K
|
399
$5.72K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
333New |
$4.71K - $5.28K
|
333
$4.77K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.62KNew |
$22.1K - $26.1K
|
1.62K
$23.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.29KNew |
$17.7K - $20.9K
|
1.29K
$18.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1KNew |
$13.7K - $16.2K
|
1K
$14.3K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
335New |
$4.58K - $5.41K
|
335
$4.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
50New |
$684 - $808
|
50
$717
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
32+ 4.2% |
$437 - $517
|
793
$11.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1New |
$13.7 - $16.2
|
1
$14.3
|
|
| Q3 2022 | |||||||
|
Oct 17, 2022
Q3 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
17KNew |
$230K - $280K
|
17K
$244K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
400New |
$5.4K - $6.58K
|
400
$5.73K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.16KNew |
$31.8K - $36.6K
|
2.16K
$31K
|
|