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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
175+ 2.03% |
$4.15K - $4.86K
|
8.79K
$231K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
170+ 0.73% |
$4.03K - $4.72K
|
23.4K
$616K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
150New |
$3.56K - $4.17K
|
150
$3.94K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
97+ 0.88% |
$2.3K - $2.69K
|
11.1K
$293K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
70+ 0.58% |
$1.66K - $1.94K
|
12.2K
$320K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
19+ 13.97% |
$450 - $528
|
155
$4.07K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14New |
$332 - $389
|
14
$368
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
17.2K+ 187.88% |
$425K - $472K
|
26.3K
$691K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.1KNew |
$249K - $277K
|
10.1K
$264K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.97K+ 5.65% |
$247K - $275K
|
187K
$4.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
9.95KNew |
$246K - $274K
|
9.95K
$262K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
9.24KNew |
$229K - $254K
|
9.24K
$243K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.79KNew |
$193K - $214K
|
7.79K
$205K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
7.59KNew |
$188K - $209K
|
7.59K
$199K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
6.33K+ 1100.17% |
$157K - $174K
|
6.9K
$181K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.52K+ 18.34% |
$37.6K - $41.8K
|
9.79K
$257K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
525New |
$13K - $14.5K
|
525
$13.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
375New |
$9.29K - $10.3K
|
375
$9.86K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
375New |
$9.29K - $10.3K
|
375
$9.86K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
300New |
$7.43K - $8.26K
|
300
$7.89K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
279+ 3.11% |
$6.91K - $7.68K
|
9.25K
$243K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
275+ 2.09% |
$6.81K - $7.57K
|
13.4K
$353K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
237New |
$5.87K - $6.52K
|
237
$6.23K
|
|
|
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 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
14+ 3.79% |
$347 - $385
|
383
$10.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
13+ 0.07% |
$322 - $358
|
19.8K
$519K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 3.33% |
$24.8 - $27.5
|
31
$815
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.1K+ 13.53% |
$394K - $440K
|
143K
$3.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
11.3K+ 35.16% |
$261K - $291K
|
43.4K
$1.14M
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.32KNew |
$30.3K - $33.9K
|
1.32K
$34.6K
|
|
|
Jun 26, 2025
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
995New |
$22.9K - $25.6K
|
995
$26.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
919New |
$21.2K - $23.7K
|
919
$24.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
400+ 177.78% |
$9.22K - $10.3K
|
625
$16.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
375New |
$8.65K - $9.66K
|
375
$9.86K
|
|
|
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
|
|
| Q2 2024 | |||||||
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
8.15KNew |
$183K - $204K
|
8.15K
$214K
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2KNew |
$44.9K - $50.2K
|
2K
$52.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.33KNew |
$29.9K - $33.5K
|
1.33K
$35.1K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
200New |
$4.49K - $5.02K
|
200
$5.26K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.7KNew |
$307K - $331K
|
13.7K
$360K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
8.45KNew |
$190K - $205K
|
8.45K
$222K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3.64K+ 532.21% |
$81.6K - $88K
|
4.32K
$114K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1KNew |
$22.5K - $24.2K
|
1K
$26.3K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
26.6K+ 51.15% |
$542K - $627K
|
78.7K
$2.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
23.2K+ 419.71% |
$472K - $547K
|
28.8K
$756K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
12.9KNew |
$263K - $305K
|
12.9K
$340K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
10.5KNew |
$213K - $246K
|
10.5K
$275K
|
|