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 |
|---|---|---|---|---|---|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
3,800
shares
|
$100,358
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
3,360
shares
|
$88,737
0.0% of portfolio
|
Q2 2023
Reduced 40.54%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,774
shares
|
$73,261
0.0% of portfolio
|
Q3 2024
Added 5.76%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
2,766
shares
|
$73,050
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,676
shares
|
$70,673
0.0% of portfolio
|
Q3 2024
Reduced 51.18%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,301
shares
|
$60,769
0.0% of portfolio
|
Q4 2020
Reduced 26.79%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,290
shares
|
$60,478
0.0% of portfolio
|
Q3 2023
Reduced 1.93%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,834
shares
|
$48,435
0.0% of portfolio
|
Q4 2023
Reduced 49.53%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,709
shares
|
$45,134
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
1,688
shares
|
$44,580
0.01% of portfolio
|
Q3 2024
Reduced 21.85%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,500
shares
|
$39,615
0.0% of portfolio
|
Q3 2023
Added 50.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
1,262
shares
|
$33,329
0.0% of portfolio
|
Q3 2024
Reduced 14.44%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
1,104
shares
|
$29,156
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$26,410
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
995
shares
|
$26,277
0.0% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
919
shares
|
$24,270
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
702
shares
|
$18,539
0.0% of portfolio
|
Q4 2019
Reduced 41.6%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
625
shares
|
$16,506
0.0% of portfolio
|
Q3 2024
Added 177.78%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
600
shares
|
$15,846
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
575
shares
|
$15,185
0.0% of portfolio
|
Q2 2024
Reduced 29.88%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
500
shares
|
$13,205
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
491
shares
|
$12,967
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
426
shares
|
$11,250
0.0% of portfolio
|
Q2 2023
Added 1.67%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
426
shares
|
$11,250
0.0% of portfolio
|
Q4 2022
Added 2.65%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
375
shares
|
$9,903
0.0% of portfolio
|
Q3 2024
New holding
|