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 |
|---|---|---|---|---|---|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
12,665
shares
|
$183,389
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
12,412
shares
|
$179,725
0.05% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
12,109
shares
|
$175,338
0.0% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
11,900
shares
|
$172,312
0.0% of portfolio
|
Q2 2025
Added 11.83%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,800
shares
|
$170,864
0.03% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Aug 07, 2025 Q2 2025 |
10,800
shares
|
$156,384
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
10,500
shares
|
$152,040
0.0% of portfolio
|
Q2 2025
Reduced 8.7%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
8,190
shares
|
$118,591
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
7,401
shares
|
$107,166
0.05% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
6,060
shares
|
$87,748
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
6,000
shares
|
$86,880
0.0% of portfolio
|
Q3 2024
Added 233.33%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
5,200
shares
|
$75,296
0.01% of portfolio
|
Q4 2023
Added 160.0%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
5,038
shares
|
$72,950
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
4,398
shares
|
$63,683
0.0% of portfolio
|
Q2 2025
Reduced 26.37%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
3,540
shares
|
$51,259
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
2,857
shares
|
$41,369
0.03% of portfolio
|
Q2 2025
Added 219.22%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
2,837
shares
|
$41,079
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
2,800
shares
|
$40,544
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
2,648
shares
|
$38,343
0.0% of portfolio
|
Q2 2024
Reduced 68.19%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
2,550
shares
|
$36,924
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
2,500
shares
|
$36,200
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,000
shares
|
$28,960
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
2,000
shares
|
$28,960
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,944
shares
|
$28,149
0.0% of portfolio
|
Q4 2017
Added 87.96%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,800
shares
|
$26,064
0.0% of portfolio
|
Q1 2025
Added 80.0%
|