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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
1,000
shares
|
$24,730
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
780
shares
|
$19,289
0.0% of portfolio
|
Q1 2025
Reduced 17.02%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
723
shares
|
$17,879
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
702
shares
|
$17,360
0.0% of portfolio
|
Q4 2019
Reduced 41.6%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
658
shares
|
$16,272
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
600
shares
|
$14,838
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
525
shares
|
$12,983
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
491
shares
|
$12,142
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
426
shares
|
$10,534
0.0% of portfolio
|
Q4 2022
Added 2.65%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
426
shares
|
$10,534
0.0% of portfolio
|
Q2 2023
Added 1.67%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
400
shares
|
$9,892
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
383
shares
|
$9,471
0.0% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
375
shares
|
$9,273
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
352
shares
|
$8,704
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
300
shares
|
$7,419
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
300
shares
|
$7,419
0.0% of portfolio
|
Q2 2024
Reduced 21.05%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
270
shares
|
$6,677
0.0% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
237
shares
|
$5,861
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
221
shares
|
$5,465
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
210
shares
|
$5,193
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
200
shares
|
$4,946
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
172
shares
|
$4,253
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
155
shares
|
$3,833
0.0% of portfolio
|
Q1 2025
Added 13.97%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
150
shares
|
$3,709
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
94
shares
|
$2,324
0.0% of portfolio
|
Q1 2025
Reduced 41.61%
|