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 118 institutions that hold shares in the stock, with a total of 12.7 Million shares, which have been reported (via 13F filing form) to have a value of $184 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
28,315
shares
|
$410,001
0.05% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
28,091
shares
|
$406,757
0.03% of portfolio
|
Q4 2023
Reduced 1.87%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
26,241
shares
|
$379,969
0.01% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
25,681
shares
|
$371,860
0.01% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
23,000
shares
|
$333,040
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
23,000
shares
|
$333,040
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
22,264
shares
|
$322,382
0.01% of portfolio
|
Q1 2024
Added 21.9%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
21,078
shares
|
$305,209
0.0% of portfolio
|
Q2 2025
Reduced 45.36%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
20,963
shares
|
$303,544
0.01% of portfolio
|
Q2 2025
Reduced 7.19%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
19,000
shares
|
$275,120
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
18,436
shares
|
$266,953
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
17,901
shares
|
$259,206
0.03% of portfolio
|
Q2 2023
Reduced 3.23%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
16,676
shares
|
$241,468
0.19% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Calamos Advisors LLC
|
Aug 08, 2025 Q2 2025 |
15,979
shares
|
$231,375
0.0% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
15,971
shares
|
$231,260
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
15,016
shares
|
$217,431
0.0% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
14,554
shares
|
$210,741
0.0% of portfolio
|
Q3 2021
Reduced 14.16%
|
|
|
Integrated Capital Management, Inc.
|
Jul 25, 2025 Q2 2025 |
14,528
shares
|
$210,365
0.17% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Jul 24, 2025 Q2 2025 |
14,479
shares
|
$209,655
0.16% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
14,473
shares
|
$209,569
0.0% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
14,341
shares
|
$207,657
0.0% of portfolio
|
Q2 2025
Added 12.4%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
13,867
shares
|
$200,794
0.0% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
13,432
shares
|
$194,495
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
13,427
shares
|
$194,422
0.02% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
13,327
shares
|
$192,974
0.0% of portfolio
|
Q2 2025
Added 4.82%
|