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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.23K+ 13.16% |
$29.3K - $34.3K
|
10.6K
$279K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.97K+ 5.65% |
$247K - $275K
|
187K
$4.9M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
172New |
$4.26K - $4.74K
|
172
$4.52K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
82New |
$2.03K - $2.26K
|
82
$2.16K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-82- 0.45% |
$2.03K - $2.26K
|
18.2K
$478K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
237New |
$5.87K - $6.52K
|
237
$6.23K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-150- 1.05% |
$3.71K - $4.13K
|
14.1K
$372K
|
|
|
Feb 14, 2025
Q4 2024
|
Ionic Capital Management LLC
New York, NY |
SELL
|
- |
-27.6K- 27.12% |
$683K - $759K
|
74.1K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-1.58K- 12.84% |
$39.2K - $43.6K
|
10.7K
$283K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
300New |
$7.43K - $8.26K
|
300
$7.89K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
13+ 0.07% |
$322 - $358
|
19.8K
$519K
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
9.95KNew |
$246K - $274K
|
9.95K
$262K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.1KNew |
$249K - $277K
|
10.1K
$264K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.52K+ 18.34% |
$37.6K - $41.8K
|
9.79K
$257K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
14+ 3.79% |
$347 - $385
|
383
$10.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-30- 10.0% |
$743 - $826
|
270
$7.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
275+ 2.09% |
$6.81K - $7.57K
|
13.4K
$353K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
279+ 3.11% |
$6.91K - $7.68K
|
9.25K
$243K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
375New |
$9.29K - $10.3K
|
375
$9.86K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-402- 4.89% |
$9.95K - $11.1K
|
7.82K
$206K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
6.33K+ 1100.17% |
$157K - $174K
|
6.9K
$181K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-11.4K- 44.81% |
$283K - $315K
|
14.1K
$371K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-351- 6.01% |
$8.69K - $9.66K
|
5.49K
$144K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
525New |
$13K - $14.5K
|
525
$13.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
9.24KNew |
$229K - $254K
|
9.24K
$243K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
7.59KNew |
$188K - $209K
|
7.59K
$199K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
375New |
$9.29K - $10.3K
|
375
$9.86K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.68K- 12.44% |
$41.5K - $46.1K
|
11.8K
$310K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-196- 2.4% |
$4.85K - $5.4K
|
7.99K
$210K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
17.2K+ 187.88% |
$425K - $472K
|
26.3K
$691K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.79KNew |
$193K - $214K
|
7.79K
$205K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 3.33% |
$24.8 - $27.5
|
31
$815
|
|
| Q3 2024 | |||||||
|
Jun 26, 2025
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
995New |
$22.9K - $25.6K
|
995
$26.2K
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.32KNew |
$30.3K - $33.9K
|
1.32K
$34.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
11.3K+ 35.16% |
$261K - $291K
|
43.4K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-7.96K- 5.99% |
$184K - $205K
|
125K
$3.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
400+ 177.78% |
$9.22K - $10.3K
|
625
$16.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
919New |
$21.2K - $23.7K
|
919
$24.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.12K- 23.75% |
$71.9K - $80.4K
|
10K
$263K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-143- 1.11% |
$3.3K - $3.69K
|
12.7K
$334K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.81K- 51.18% |
$64.7K - $72.3K
|
2.68K
$70.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8New |
$184 - $206
|
8
$210
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3+ 0.04% |
$69.2 - $77.3
|
8.45K
$222K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.1K+ 13.53% |
$394K - $440K
|
143K
$3.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.47K- 1.08% |
$57K - $63.7K
|
226K
$5.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
375New |
$8.65K - $9.66K
|
375
$9.86K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-472- 21.85% |
$10.9K - $12.2K
|
1.69K
$44.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-213- 14.44% |
$4.91K - $5.49K
|
1.26K
$33.2K
|
|
| Q2 2024 | |||||||
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
200New |
$4.49K - $5.02K
|
200
$5.26K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.31K- 38.09% |
$119K - $133K
|
8.63K
$227K
|
|