Institutional Ownership Nuveen Dow 30sm Dynamic Overwrite Fund (DIAX)
This table provides information about the institutional ownership of Nuveen Dow 30sm Dynamic Overwrite Fund (DIAX). We have compiled data on the 115 institutions that hold shares in the stock, with a total of 12.2 Million shares, which have been reported (via 13F filing form) to have a value of $175 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
77,117
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Ionic Capital Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
72,407
shares
|
$1.04 Million
0.15% of portfolio
|
Q4 2024
Reduced 30.6%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
68,221
shares
|
$977,606
0.01% of portfolio
|
Q1 2025
Reduced 6.12%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
64,814
shares
|
$928,784
0.0% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
61,626
shares
|
$883,100
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
61,460
shares
|
$880,721
0.0% of portfolio
|
Q1 2025
Added 27.03%
|
|
|
Shulman De Meo Asset Management LLC
|
Apr 09, 2025 Q1 2025 |
60,022
shares
|
$860,115
0.24% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
55,689
shares
|
$798,023
0.0% of portfolio
|
Q1 2025
Reduced 14.17%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
48,806
shares
|
$699,389
0.0% of portfolio
|
Q1 2025
Added 10.31%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
44,097
shares
|
$631,910
0.02% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
42,784
shares
|
$613,094
0.01% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
42,422
shares
|
$607,907
0.11% of portfolio
|
Q1 2025
Reduced 7.03%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
41,776
shares
|
$598,650
0.0% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
40,134
shares
|
$575,120
0.01% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
39,275
shares
|
$562,810
0.02% of portfolio
|
Q2 2025
Reduced 12.75%
|
|
|
Rpo LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
39,270
shares
|
$562,739
0.41% of portfolio
|
Q4 2024
Added 25.58%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
38,575
shares
|
$552,779
0.0% of portfolio
|
Q1 2025
Added 93.69%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
37,572
shares
|
$538,406
0.11% of portfolio
|
Q1 2025
Added 72.73%
|
|
|
Stolper CO
|
Jul 10, 2025 Q2 2025 |
35,524
shares
|
$509,058
0.17% of portfolio
|
Q2 2025
Added 7.86%
|
|
|
Quantedge Capital Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
34,100
shares
|
$488,653
0.16% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
33,867
shares
|
$485,314
0.04% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
32,800
shares
|
$470,024
0.1% of portfolio
|
Q1 2025
Reduced 12.06%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
32,223
shares
|
$461,755
0.0% of portfolio
|
Q1 2025
Added 15.96%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
29,001
shares
|
$415,584
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
28,315
shares
|
$405,753
0.05% of portfolio
|
Q4 2024
Reduced 1.2%
|