Latest Institutional Purchases of Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX)
This list provides information on the latest institutional transactions involving Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
102K+ 54.78% |
$2.52M - $2.8M
|
288K
$7.87M
|
|
Jan 24, 2025
Q4 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
46.3KNew |
$1.15M - $1.27M
|
46.3K
$1.27M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
17.2K+ 187.88% |
$425K - $472K
|
26.3K
$720K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15.7K+ 109.75% |
$388K - $432K
|
30K
$821K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
12.2K+ 270.02% |
$303K - $337K
|
16.8K
$459K
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
9.24KNew |
$229K - $254K
|
9.24K
$253K
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
7.93KNew |
$196K - $218K
|
7.93K
$217K
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.79KNew |
$193K - $214K
|
7.79K
$213K
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
7.59KNew |
$188K - $209K
|
7.59K
$208K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.52K+ 38.95% |
$161K - $179K
|
23.3K
$636K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.45K+ 2.93% |
$60.7K - $67.5K
|
86.1K
$2.36M
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.8K+ 5.26% |
$44.4K - $49.4K
|
36K
$984K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
525New |
$13K - $14.5K
|
525
$14.4K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
375New |
$9.29K - $10.3K
|
375
$10.3K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
210New |
$5.2K - $5.78K
|
210
$5.75K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
157New |
$3.89K - $4.32K
|
157
$4.3K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
91+ 0.46% |
$2.25K - $2.51K
|
20K
$549K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
51+ 0.17% |
$1.26K - $1.4K
|
30.8K
$844K
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15+ 12.4% |
$371 - $413
|
136
$3.72K
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
11+ 0.11% |
$272 - $303
|
10.5K
$286K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 3.33% |
$24.8 - $27.5
|
31
$848
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
660K+ 61.03% |
$15.2M - $17M
|
1.74M
$47.6M
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
69.4K+ 9.93% |
$1.6M - $1.79M
|
769K
$21M
|
|
Nov 14, 2024
Q3 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
67.6K+ 59.82% |
$1.56M - $1.74M
|
181K
$4.95M
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
50K+ 21.35% |
$1.15M - $1.29M
|
284K
$7.78M
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
37.5K+ 18.93% |
$865K - $967K
|
236K
$6.45M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19.2K+ 7.71% |
$442K - $494K
|
268K
$7.34M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.3K+ 3.78% |
$423K - $473K
|
503K
$13.8M
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
18.3KNew |
$423K - $472K
|
18.3K
$502K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.1K+ 13.53% |
$394K - $440K
|
143K
$3.92M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
15.7K+ 51.32% |
$361K - $404K
|
46.2K
$1.26M
|
|
Nov 14, 2024
Q3 2024
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
14.2K+ 16.19% |
$327K - $365K
|
102K
$2.78M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.1K+ 1.35% |
$326K - $364K
|
1.06M
$29M
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
12.7KNew |
$293K - $327K
|
12.7K
$348K
|
|
Nov 13, 2024
Q3 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
11.7KNew |
$270K - $302K
|
11.7K
$320K
|
|
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
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.8KNew |
$249K - $278K
|
10.8K
$296K
|
|
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
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.01K+ 3.41% |
$139K - $155K
|
182K
$4.99M
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.57K+ 19.95% |
$128K - $144K
|
33.5K
$917K
|
|
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
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.12K+ 3.52% |
$95K - $106K
|
121K
$3.32M
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.8KNew |
$87.6K - $97.9K
|
3.8K
$104K
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
3.78K+ 3.44% |
$87.2K - $97.4K
|
114K
$3.11M
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.82K+ 4.25% |
$65.1K - $72.7K
|
69.1K
$1.89M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.71KNew |
$39.4K - $44K
|
1.71K
$46.8K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.36K+ 4.2% |
$31.4K - $35.1K
|
33.7K
$924K
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
919New |
$21.2K - $23.7K
|
919
$25.2K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
441+ 2.48% |
$10.2K - $11.4K
|
18.2K
$499K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
400+ 177.78% |
$9.22K - $10.3K
|
625
$17.1K
|