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 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
5.5K+ 45.83% |
$112K - $129K
|
17.5K
$460K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.87K+ 23.91% |
$58.3K - $67.5K
|
14.9K
$391K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.66KNew |
$33.6K - $38.9K
|
1.66K
$43.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
702New |
$14.3K - $16.5K
|
702
$18.5K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.5KNew |
$380K - $441K
|
17.5K
$460K
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
10.1KNew |
$220K - $255K
|
10.1K
$266K
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.6K+ 17.26% |
$209K - $242K
|
65.2K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.82K+ 10.38% |
$105K - $121K
|
51.2K
$1.35M
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.28K+ 13.19% |
$27.7K - $32.1K
|
11K
$288K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
650New |
$14.1K - $16.4K
|
650
$17.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
500New |
$10.9K - $12.6K
|
500
$13.1K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
500+ 50.0% |
$10.9K - $12.6K
|
1.5K
$39.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
491New |
$10.7K - $12.4K
|
491
$12.9K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
8.56KNew |
$197K - $222K
|
8.56K
$225K
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
8.1KNew |
$186K - $210K
|
8.1K
$213K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.08KNew |
$186K - $209K
|
8.08K
$213K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.35K+ 4.59% |
$31.1K - $35K
|
30.8K
$810K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.21K+ 12.07% |
$27.7K - $31.2K
|
11.2K
$295K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14New |
$321 - $362
|
14
$368
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
7+ 1.67% |
$161 - $181
|
426
$11.2K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
16.5K+ 76.26% |
$342K - $396K
|
38.1K
$1M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.91K+ 5.42% |
$122K - $142K
|
115K
$3.02M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.01KNew |
$62.2K - $72.1K
|
3.01K
$79K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.44KNew |
$29.7K - $34.4K
|
1.44K
$37.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
777New |
$16.1K - $18.6K
|
777
$20.4K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
680New |
$14.1K - $16.3K
|
680
$17.9K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
26+ 2.39% |
$538 - $623
|
1.12K
$29.3K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
23.6KNew |
$472K - $553K
|
23.6K
$621K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.21K+ 55.43% |
$64.2K - $75.2K
|
9K
$237K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
2.4KNew |
$47.9K - $56.1K
|
2.4K
$63K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
908New |
$18.2K - $21.3K
|
908
$23.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
842New |
$16.8K - $19.7K
|
842
$22.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
750New |
$15K - $17.6K
|
750
$19.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
577+ 100.0% |
$11.5K - $13.5K
|
1.15K
$30.3K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
330New |
$6.6K - $7.73K
|
330
$8.68K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
225New |
$4.5K - $5.27K
|
225
$5.92K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
150New |
$3K - $3.51K
|
150
$3.94K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
11+ 2.65% |
$220 - $258
|
426
$11.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Oct 21, 2022
Q3 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
1.57K+ 3.02% |
$32.1K - $39.3K
|
53.4K
$1.4M
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
69New |
$1.42K - $1.73K
|
69
$1.81K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
12+ 2.25% |
$246 - $301
|
545
$14.3K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.51KNew |
$201K - $274K
|
9.51K
$250K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1K+ 133.33% |
$21.1K - $28.8K
|
1.75K
$46K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
965New |
$20.4K - $27.8K
|
965
$25.4K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
460New |
$9.72K - $13.2K
|
460
$12.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
420New |
$8.88K - $12.1K
|
420
$11K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
300New |
$6.34K - $8.63K
|
300
$7.89K
|
|
| Q1 2022 | |||||||
|
May 03, 2022
Q1 2022
|
Avory & Company, LLC
Miami, FL |
BUY
|
- |
17.2KNew |
$425K - $529K
|
17.2K
$451K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
600New |
$14.9K - $18.5K
|
600
$15.8K
|
|