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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
12,179
shares
|
$321,647
0.01% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Quantedge Capital Pte LTD
Singapore, U0 |
Nov 13, 2024 Q3 2024 |
11,700
shares
|
$308,997
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
11,207
shares
|
$295,976
0.0% of portfolio
|
Q2 2024
Reduced 9.72%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
11,000
shares
|
$290,510
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Tria Gen Wealth Management LLC
|
Oct 18, 2024 Q3 2024 |
10,951
shares
|
$289,215
0.1% of portfolio
|
Q3 2023
Added 13.19%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
10,806
shares
|
$285,386
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
10,454
shares
|
$276,090
0.13% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
10,207
shares
|
$269,566
0.0% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
10,017
shares
|
$264,548
0.0% of portfolio
|
Q3 2024
Reduced 23.75%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
10,000
shares
|
$264,100
0.0% of portfolio
|
Q2 2023
Added 12.07%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
9,908
shares
|
$261,670
0.01% of portfolio
|
Q3 2024
Added 6.72%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
9,266
shares
|
$244,715
0.03% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
9,132
shares
|
$241,176
0.01% of portfolio
|
Q3 2023
Reduced 0.65%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
8,972
shares
|
$236,950
0.02% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
8,453
shares
|
$223,243
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
8,449
shares
|
$223,138
0.01% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
8,275
shares
|
$218,542
0.0% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
8,219
shares
|
$217,063
0.0% of portfolio
|
Q2 2024
Added 5.12%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
8,182
shares
|
$216,086
0.01% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
8,150
shares
|
$215,241
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
5,843
shares
|
$154,313
0.0% of portfolio
|
Q1 2024
Added 10.18%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
5,404
shares
|
$142,719
0.01% of portfolio
|
Q2 2020
Added 0.02%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
4,536
shares
|
$119,795
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
4,318
shares
|
$114,038
0.05% of portfolio
|
Q1 2024
Added 532.21%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
3,936
shares
|
$103,949
0.06% of portfolio
|
Q3 2024
Added 5.92%
|