Institutional Ownership Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX)
This table provides information about the institutional ownership of Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX). We have compiled data on the 135 institutions that hold shares in the stock, with a total of 15.3 Million shares, which have been reported (via 13F filing form) to have a value of $401 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Logan Stone Capital, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
124,977
shares
|
$3.3 Million
0.89% of portfolio
|
Q3 2024
Reduced 5.99%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
121,198
shares
|
$3.2 Million
0.26% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2024 Q3 2024 |
113,701
shares
|
$3 Million
0.95% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Ionic Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
101,732
shares
|
$2.69 Million
0.5% of portfolio
|
Q3 2024
Added 16.19%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
84,332
shares
|
$2.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
83,652
shares
|
$2.21 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
69,136
shares
|
$1.83 Million
0.22% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
53,664
shares
|
$1.42 Million
0.03% of portfolio
|
Q3 2024
Reduced 52.47%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
53,432
shares
|
$1.41 Million
0.95% of portfolio
|
Q3 2022
Added 3.02%
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
50,735
shares
|
$1.34 Million
0.25% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
46,195
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Added 51.32%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
43,444
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Added 35.16%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
37,221
shares
|
$983,006
0.01% of portfolio
|
Q3 2024
Reduced 7.86%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
34,748
shares
|
$917,694
0.0% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
34,155
shares
|
$902,033
0.02% of portfolio
|
Q3 2024
Added 73.99%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
33,745
shares
|
$891,205
0.02% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
33,508
shares
|
$884,946
0.0% of portfolio
|
Q3 2024
Added 19.95%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
30,779
shares
|
$812,873
0.01% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
25,536
shares
|
$674,405
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
25,050
shares
|
$661,570
0.05% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
24,233
shares
|
$639,993
0.0% of portfolio
|
Q3 2024
Reduced 6.28%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
22,438
shares
|
$592,587
0.01% of portfolio
|
Q2 2024
Reduced 3.56%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
20,427
shares
|
$539,477
0.0% of portfolio
|
Q3 2024
Reduced 13.55%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
19,954
shares
|
$526,985
0.01% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
19,738
shares
|
$521,280
0.02% of portfolio
|
Q3 2024
Reduced 22.02%
|