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 |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,800
shares
|
$167,088
0.03% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
11,624
shares
|
$164,595
0.0% of portfolio
|
Q1 2025
Reduced 14.78%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
11,500
shares
|
$162,840
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Apr 24, 2025 Q1 2025 |
10,800
shares
|
$152,928
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
10,641
shares
|
$150,676
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
8,190
shares
|
$115,970
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
7,249
shares
|
$102,645
0.06% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
6,000
shares
|
$84,960
0.0% of portfolio
|
Q3 2024
Added 233.33%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
5,973
shares
|
$84,577
0.0% of portfolio
|
Q1 2025
Added 23.28%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
5,200
shares
|
$73,632
0.01% of portfolio
|
Q4 2023
Added 160.0%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
5,038
shares
|
$71,338
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
3,540
shares
|
$50,126
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
2,837
shares
|
$40,171
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
2,800
shares
|
$39,648
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
2,648
shares
|
$37,495
0.0% of portfolio
|
Q2 2024
Reduced 68.19%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
2,550
shares
|
$36,108
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
2,500
shares
|
$35,400
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
2,000
shares
|
$28,320
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2,000
shares
|
$28,320
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,944
shares
|
$27,527
0.0% of portfolio
|
Q4 2017
Added 87.96%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,800
shares
|
$25,488
0.0% of portfolio
|
Q1 2025
Added 80.0%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
1,553
shares
|
$21,990
0.02% of portfolio
|
Q1 2025
Reduced 40.48%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
1,338
shares
|
$18,946
0.03% of portfolio
|
Q2 2010
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
1,183
shares
|
$16,751
0.0% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,156
shares
|
$16,368
0.0% of portfolio
|
Q4 2020
New holding
|