Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 21, 2021
Q2 2021
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-61.9KClosed |
$1.64M - $1.83M
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-7.95KClosed |
$211K - $235K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.14KClosed |
$83.3K - $92.7K
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-900Closed |
$23.9K - $26.6K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-524Closed |
$13.9K - $15.5K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-300Closed |
$7.97K - $8.87K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-200Closed |
$5.31K - $5.91K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-194Closed |
$5.15K - $5.74K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-51Closed |
$1.36K - $1.51K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-19Closed |
$505 - $562
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-74KClosed |
$1.88M - $2.04M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-49.5KClosed |
$1.26M - $1.37M
|
0
$0
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-13.5KClosed |
$343K - $373K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.7KClosed |
$322K - $350K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-10.8KClosed |
$275K - $299K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-8.49KClosed |
$215K - $234K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3KClosed |
$76.1K - $82.8K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.31KClosed |
$33.3K - $36.2K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.25KClosed |
$31.7K - $34.5K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-486Closed |
$12.3K - $13.4K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-300Closed |
$7.61K - $8.28K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-300Closed |
$7.61K - $8.28K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q4 2020 | |||||||
Feb 03, 2021
Q4 2020
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-8.76KClosed |
$195K - $228K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-5.56KClosed |
$124K - $145K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.61KClosed |
$58.3K - $68.1K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-842- 26.79% |
$18.8K - $21.9K
|
2.3K
$62.2K
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-618Closed |
$13.8K - $16.1K
|
0
$0
|
|
Q3 2020 | |||||||
Oct 07, 2020
Q3 2020
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-36.5KClosed |
$855K - $982K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-457Closed |
$10.7K - $12.3K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-370Closed |
$8.67K - $9.96K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-284Closed |
$6.66K - $7.65K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-175Closed |
$4.1K - $4.71K
|
0
$0
|
|
Q2 2020 | |||||||
Jul 16, 2020
Q2 2020
|
Ota Financial Group L.P.
|
SELL
|
- |
-37.9KClosed |
$688K - $926K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-2.88KClosed |
$52.3K - $70.4K
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-2.11KClosed |
$38.3K - $51.6K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.97KClosed |
$35.7K - $48K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.5KClosed |
$27.2K - $36.6K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-130Closed |
$2.36K - $3.17K
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Gradient Investments LLC
|
SELL
|
- |
-100Closed |
$1.81K - $2.44K
|
0
$0
|
|
Q1 2020 | |||||||
May 04, 2020
Q1 2020
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-81KClosed |
$1.28M - $2.04M
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-31.6KClosed |
$501K - $798K
|
0
$0
|
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-20KClosed |
$317K - $505K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-13.4KClosed |
$212K - $337K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.45KClosed |
$54.7K - $87.1K
|
0
$0
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.73K- 17.15% |
$43.3K - $69K
|
13.2K
$357K
|
|
May 14, 2020
Q1 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.25KClosed |
$19.8K - $31.5K
|
0
$0
|
|
Apr 01, 2020
Q1 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-380Closed |
$6.02K - $9.59K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Community Bank, N.A.
|
SELL
|
- |
-100Closed |
$1.59K - $2.52K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 04, 2020
Q4 2019
|
Vicus Capital
State College, PA |
SELL
|
- |
-27.9KClosed |
$609K - $673K
|
0
$0
|