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 |
|---|---|---|---|---|---|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
13,409
shares
|
$331,604
0.05% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
13,344
shares
|
$329,997
0.02% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
13,151
shares
|
$325,224
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
12,770
shares
|
$315,802
0.02% of portfolio
|
Q4 2023
Reduced 3.77%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
12,705
shares
|
$314,194
0.04% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
12,685
shares
|
$313,700
0.0% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
12,512
shares
|
$309,421
0.01% of portfolio
|
Q4 2023
Reduced 6.04%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
12,338
shares
|
$305,118
0.02% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
12,333
shares
|
$304,995
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
12,168
shares
|
$300,914
0.01% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
12,006
shares
|
$296,908
0.0% of portfolio
|
Q1 2025
Added 11.1%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
May 01, 2025 Q1 2025 |
11,821
shares
|
$292,333
0.21% of portfolio
|
Q1 2025
Added 33.19%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
11,795
shares
|
$291,690
0.02% of portfolio
|
Q4 2024
Reduced 12.44%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
11,143
shares
|
$275,566
0.0% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
11,058
shares
|
$273,464
0.0% of portfolio
|
Q1 2025
Reduced 26.84%
|
|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
10,951
shares
|
$270,818
0.1% of portfolio
|
Q3 2023
Added 13.19%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
10,612
shares
|
$262,434
0.0% of portfolio
|
Q1 2025
Added 13.16%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
10,115
shares
|
$250,143
0.13% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
10,000
shares
|
$247,300
0.0% of portfolio
|
Q2 2023
Added 12.07%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Apr 25, 2025 Q1 2025 |
9,950
shares
|
$246,063
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
9,361
shares
|
$231,497
0.0% of portfolio
|
Q1 2025
Added 26.21%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
9,251
shares
|
$228,777
0.02% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
9,242
shares
|
$228,554
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
9,200
shares
|
$227,516
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
9,082
shares
|
$224,597
0.09% of portfolio
|
Q1 2025
Added 18.92%
|