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 101 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $193 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
6,000
shares
|
$93,840
0.0% of portfolio
|
Q3 2024
Added 233.33%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
5,200
shares
|
$81,328
0.01% of portfolio
|
Q4 2023
Added 160.0%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
4,845
shares
|
$75,775
0.0% of portfolio
|
Q4 2024
Added 18.17%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
3,570
shares
|
$55,834
0.0% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
2,837
shares
|
$44,370
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
2,648
shares
|
$41,414
0.0% of portfolio
|
Q2 2024
Reduced 68.19%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
2,550
shares
|
$39,882
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,529
shares
|
$39,553
0.0% of portfolio
|
Q4 2024
Added 25.51%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
2,500
shares
|
$39,100
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
2,000
shares
|
$31,280
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,944
shares
|
$30,404
0.0% of portfolio
|
Q4 2017
Added 87.96%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
1,338
shares
|
$20,926
0.03% of portfolio
|
Q2 2010
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
1,183
shares
|
$18,502
0.0% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,156
shares
|
$18,079
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,000
shares
|
$15,640
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
750
shares
|
$11,730
0.0% of portfolio
|
Q2 2024
Reduced 88.89%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
550
shares
|
$8,602
0.0% of portfolio
|
Q4 2024
Reduced 70.37%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
550
shares
|
$8,602
0.0% of portfolio
|
Q4 2024
Added 64.18%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
339
shares
|
$5,301
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
312
shares
|
$4,879
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
200
shares
|
$3,128
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
111
shares
|
$1,736
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
25
shares
|
$391
0.04% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
6
shares
|
$93
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|