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 114 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 $171 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
28,211
shares
|
$399,467
0.04% of portfolio
|
Q1 2025
Reduced 20.47%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
28,091
shares
|
$397,768
0.03% of portfolio
|
Q4 2023
Reduced 1.87%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
26,241
shares
|
$371,572
0.02% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
25,550
shares
|
$361,788
0.01% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
24,458
shares
|
$346,325
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
23,367
shares
|
$330,876
0.0% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
23,000
shares
|
$325,680
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
23,000
shares
|
$325,680
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
22,586
shares
|
$319,817
0.01% of portfolio
|
Q1 2025
Reduced 9.88%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
22,264
shares
|
$315,258
0.01% of portfolio
|
Q1 2024
Added 21.9%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
17,901
shares
|
$253,478
0.03% of portfolio
|
Q2 2023
Reduced 3.23%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
17,455
shares
|
$247,162
0.21% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Calamos Advisors LLC
|
Apr 28, 2025 Q1 2025 |
17,369
shares
|
$245,945
0.0% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
16,016
shares
|
$226,786
0.0% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
14,879
shares
|
$210,686
0.01% of portfolio
|
Q1 2025
Added 488.34%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
May 02, 2025 Q1 2025 |
14,664
shares
|
$207,642
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
14,554
shares
|
$206,084
0.0% of portfolio
|
Q3 2021
Reduced 14.16%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
14,473
shares
|
$204,937
0.0% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
14,198
shares
|
$201,043
0.0% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Integrated Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
14,061
shares
|
$199,103
0.17% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
13,427
shares
|
$190,126
0.02% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
12,759
shares
|
$180,667
0.0% of portfolio
|
Q1 2025
Reduced 11.86%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
12,714
shares
|
$180,030
0.0% of portfolio
|
Q1 2025
Reduced 37.46%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
12,412
shares
|
$175,753
0.05% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
12,399
shares
|
$175,569
0.0% of portfolio
|
Q1 2025
New holding
|