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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3+ 0.04% |
$69.2 - $77.3
|
8.45K
$217K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 3.45% |
$23.1 - $25.8
|
30
$772
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.3KNew |
$277K - $309K
|
12.3K
$317K
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
8.15KNew |
$183K - $204K
|
8.15K
$210K
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2KNew |
$44.9K - $50.2K
|
2K
$51.5K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.33KNew |
$29.9K - $33.5K
|
1.33K
$34.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
400+ 5.12% |
$8.97K - $10K
|
8.22K
$211K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
200New |
$4.49K - $5.02K
|
200
$5.15K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
118New |
$2.65K - $2.96K
|
118
$3.04K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
385K+ 50.61% |
$8.64M - $9.31M
|
1.14M
$29.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.7KNew |
$307K - $331K
|
13.7K
$352K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
13.6KNew |
$306K - $330K
|
13.6K
$350K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
8.45KNew |
$190K - $205K
|
8.45K
$217K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
7.2KNew |
$162K - $174K
|
7.2K
$185K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3.64K+ 532.21% |
$81.6K - $88K
|
4.32K
$111K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1KNew |
$22.5K - $24.2K
|
1K
$25.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
540+ 10.18% |
$12.1K - $13.1K
|
5.84K
$150K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
26.6K+ 51.15% |
$542K - $627K
|
78.7K
$2.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
23.2K+ 419.71% |
$472K - $547K
|
28.8K
$740K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
12.9KNew |
$263K - $305K
|
12.9K
$333K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
11KNew |
$224K - $259K
|
11K
$283K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
10.5KNew |
$213K - $246K
|
10.5K
$269K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
5.5K+ 45.83% |
$112K - $129K
|
17.5K
$450K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.87K+ 23.91% |
$58.3K - $67.5K
|
14.9K
$383K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.66KNew |
$33.6K - $38.9K
|
1.66K
$42.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
702New |
$14.3K - $16.5K
|
702
$18.1K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.5KNew |
$380K - $441K
|
17.5K
$450K
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
10.1KNew |
$220K - $255K
|
10.1K
$260K
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.6K+ 17.26% |
$209K - $242K
|
65.2K
$1.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.82K+ 10.38% |
$105K - $121K
|
51.2K
$1.32M
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.28K+ 13.19% |
$27.7K - $32.1K
|
11K
$282K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
650New |
$14.1K - $16.4K
|
650
$16.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
500New |
$10.9K - $12.6K
|
500
$12.9K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
500+ 50.0% |
$10.9K - $12.6K
|
1.5K
$38.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
491New |
$10.7K - $12.4K
|
491
$12.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100New |
$2.17K - $2.52K
|
100
$2.57K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
8.56KNew |
$197K - $222K
|
8.56K
$220K
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
8.1KNew |
$186K - $210K
|
8.1K
$208K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.08KNew |
$186K - $209K
|
8.08K
$208K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.35K+ 4.59% |
$31.1K - $35K
|
30.8K
$793K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.21K+ 12.07% |
$27.7K - $31.2K
|
11.2K
$288K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14New |
$321 - $362
|
14
$360
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
7+ 1.67% |
$161 - $181
|
426
$11K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
16.5K+ 76.26% |
$342K - $396K
|
38.1K
$981K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.91K+ 5.42% |
$122K - $142K
|
115K
$2.96M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.01KNew |
$62.2K - $72.1K
|
3.01K
$77.3K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.44KNew |
$29.7K - $34.4K
|
1.44K
$36.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
777New |
$16.1K - $18.6K
|
777
$20K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
680New |
$14.1K - $16.3K
|
680
$17.5K
|
|