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 154 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 $381 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 14, 2025 Q1 2025 |
111,162
shares
|
$2.75 Million
0.9% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
84,917
shares
|
$2.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
80,846
shares
|
$2 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
79,481
shares
|
$1.97 Million
0.04% of portfolio
|
Q1 2025
Added 112.37%
|
|
|
Ionic Capital Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
74,146
shares
|
$1.83 Million
0.25% of portfolio
|
Q4 2024
Reduced 27.12%
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
72,801
shares
|
$1.8 Million
0.17% of portfolio
|
Q1 2025
Reduced 34.79%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
67,877
shares
|
$1.68 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Cypress Capital Management LLC (Wy)
|
May 05, 2025 Q1 2025 |
64,304
shares
|
$1.59 Million
1.85% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
55,147
shares
|
$1.36 Million
0.11% of portfolio
|
Q1 2025
Added 204148.16%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
53,432
shares
|
$1.32 Million
0.95% of portfolio
|
Q3 2022
Added 3.02%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
49,518
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
49,093
shares
|
$1.21 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.48%
|
|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
45,895
shares
|
$1.13 Million
0.24% of portfolio
|
Q1 2025
Reduced 8.18%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
39,462
shares
|
$975,895
0.04% of portfolio
|
Q1 2025
Added 31.61%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
39,013
shares
|
$964,791
0.01% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
37,110
shares
|
$917,730
0.02% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
34,036
shares
|
$841,710
0.0% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
33,560
shares
|
$829,938
0.0% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
May 15, 2025 Q1 2025 |
32,549
shares
|
$804,936
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Absolute Investment Advisers LLC
|
Apr 29, 2025 Q1 2025 |
32,313
shares
|
$799,100
0.11% of portfolio
|
Q1 2025
Reduced 30.14%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
30,341
shares
|
$750,332
0.01% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
27,468
shares
|
$679,283
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
26,289
shares
|
$650,126
0.03% of portfolio
|
Q4 2024
Added 187.88%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
25,384
shares
|
$627,746
0.01% of portfolio
|
Q1 2025
Reduced 23.51%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
24,655
shares
|
$609,718
0.0% of portfolio
|
Q1 2025
New holding
|