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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
23,421
shares
|
$579,201
0.01% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Apr 15, 2025 Q1 2025 |
22,438
shares
|
$554,891
0.01% of portfolio
|
Q2 2024
Reduced 3.56%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
22,000
shares
|
$544,060
0.2% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
22,000
shares
|
$544,060
0.0% of portfolio
|
Q1 2025
Added 83.23%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
19,756
shares
|
$488,565
0.0% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
19,751
shares
|
$488,442
0.02% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
19,613
shares
|
$485,029
0.2% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
19,445
shares
|
$480,874
0.0% of portfolio
|
Q1 2025
Added 19.63%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
19,324
shares
|
$477,882
0.01% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
18,936
shares
|
$468,287
0.0% of portfolio
|
Q1 2025
Reduced 8.14%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
18,754
shares
|
$463,786
0.1% of portfolio
|
Q1 2025
Reduced 30.14%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
18,182
shares
|
$449,640
0.02% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
18,084
shares
|
$447,217
0.0% of portfolio
|
Q1 2025
Reduced 32.05%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
18,055
shares
|
$446,500
0.0% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
17,500
shares
|
$432,775
0.0% of portfolio
|
Q4 2023
Added 45.83%
|
|
|
Avory & Company, LLC
Miami, FL |
Apr 24, 2025 Q1 2025 |
17,157
shares
|
$424,292
0.27% of portfolio
|
Q1 2022
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
16,784
shares
|
$415,068
0.07% of portfolio
|
Q4 2024
Added 270.02%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
16,437
shares
|
$406,487
0.0% of portfolio
|
Q1 2025
Added 28.09%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
16,194
shares
|
$400,477
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
15,944
shares
|
$394,295
0.01% of portfolio
|
Q1 2020
Reduced 17.15%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
15,390
shares
|
$380,594
0.03% of portfolio
|
Q1 2025
Added 20.64%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
14,094
shares
|
$348,544
0.0% of portfolio
|
Q4 2024
Reduced 44.81%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
13,814
shares
|
$341,620
0.02% of portfolio
|
Q1 2025
Reduced 9.93%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
13,812
shares
|
$341,570
0.02% of portfolio
|
Q1 2025
Reduced 7.36%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
13,472
shares
|
$333,162
0.03% of portfolio
|
Q1 2025
Reduced 3.58%
|