Latest Institutional Transactions on Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX)
This table provides information on the latest institutional transactions involving Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
51+ 0.17% |
$1.26K - $1.4K
|
30.8K
$844K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.45K+ 2.93% |
$60.7K - $67.5K
|
86.1K
$2.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-940- 4.6% |
$23.3K - $25.9K
|
19.5K
$533K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-11.4K- 44.81% |
$283K - $315K
|
14.1K
$386K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-351- 6.01% |
$8.69K - $9.66K
|
5.49K
$150K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-81- 0.67% |
$2.01K - $2.23K
|
12.1K
$331K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
102K+ 54.78% |
$2.52M - $2.8M
|
288K
$7.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
9.24KNew |
$229K - $254K
|
9.24K
$253K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
525New |
$13K - $14.5K
|
525
$14.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
210New |
$5.2K - $5.78K
|
210
$5.75K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.52K+ 38.95% |
$161K - $179K
|
23.3K
$636K
|
|
|
Jan 24, 2025
Q4 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
46.3KNew |
$1.15M - $1.27M
|
46.3K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15.7K+ 109.75% |
$388K - $432K
|
30K
$821K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
7.93KNew |
$196K - $218K
|
7.93K
$217K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
7.59KNew |
$188K - $209K
|
7.59K
$208K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25K- 99.89% |
$620K - $689K
|
27
$739
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
11+ 0.11% |
$272 - $303
|
10.5K
$286K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
375New |
$9.29K - $10.3K
|
375
$10.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-33.5K- 16.84% |
$831K - $924K
|
166K
$4.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
157New |
$3.89K - $4.32K
|
157
$4.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.8K+ 5.26% |
$44.4K - $49.4K
|
36K
$984K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.07K- 2.57% |
$175K - $195K
|
268K
$7.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
91+ 0.46% |
$2.25K - $2.51K
|
20K
$549K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-196- 2.4% |
$4.85K - $5.4K
|
7.99K
$219K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.68K- 12.44% |
$41.5K - $46.1K
|
11.8K
$323K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-530- 5.35% |
$13.1K - $14.6K
|
9.38K
$257K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
17.2K+ 187.88% |
$425K - $472K
|
26.3K
$720K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15+ 12.4% |
$371 - $413
|
136
$3.72K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.79KNew |
$193K - $214K
|
7.79K
$213K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
12.2K+ 270.02% |
$303K - $337K
|
16.8K
$459K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 3.33% |
$24.8 - $27.5
|
31
$848
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-357K- 96.23% |
$8.84M - $9.83M
|
14K
$382K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.37K- 6.95% |
$31.5K - $35.2K
|
18.3K
$500K
|
|
|
Nov 14, 2024
Q3 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-88.9K- 10.49% |
$2.05M - $2.29M
|
759K
$20.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
12.7KNew |
$293K - $327K
|
12.7K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.29K- 22.76% |
$98.9K - $111K
|
14.5K
$398K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.01K+ 3.41% |
$139K - $155K
|
182K
$4.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
11.3K+ 35.16% |
$261K - $291K
|
43.4K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.18K- 7.86% |
$73.2K - $81.8K
|
37.2K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19.2K+ 7.71% |
$442K - $494K
|
268K
$7.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
122+ 1.38% |
$2.81K - $3.14K
|
8.97K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.8KNew |
$249K - $278K
|
10.8K
$296K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.12K- 23.75% |
$71.9K - $80.4K
|
10K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
6.67K+ 83.15% |
$154K - $172K
|
14.7K
$402K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-16.3K- 1.94% |
$375K - $419K
|
824K
$22.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-47.1K- 10.27% |
$1.09M - $1.21M
|
412K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.69K+ 0.27% |
$108K - $121K
|
1.73M
$47.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-12- 0.09% |
$277 - $309
|
12.8K
$350K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.12K+ 3.52% |
$95K - $106K
|
121K
$3.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
919New |
$21.2K - $23.7K
|
919
$25.2K
|
|