Purchases and Sales Made in Q1 2024 in Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX)
This table provides information about the institutional ownership of Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX) during Q1 2024. The information is specifically focused on institutions that hold shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
385K+ 50.61% |
$8.64M - $9.31M
|
1.14M
$30.2M
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
325K+ 139.46% |
$7.3M - $7.88M
|
559K
$14.8M
|
|
May 13, 2024
Q1 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
266K+ 223.54% |
$5.98M - $6.45M
|
385K
$10.2M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
153KNew |
$3.44M - $3.71M
|
153K
$4.05M
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
109K+ 90.31% |
$2.45M - $2.64M
|
230K
$6.07M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
107K+ 22.72% |
$2.4M - $2.59M
|
577K
$15.2M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
105K+ 11.27% |
$2.36M - $2.55M
|
1.04M
$27.4M
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
87.9K+ 16.52% |
$1.97M - $2.13M
|
620K
$16.4M
|
|
May 13, 2024
Q1 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
68.7K+ 35781.77% |
$1.54M - $1.66M
|
68.9K
$1.82M
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
53.8K+ 25.08% |
$1.21M - $1.3M
|
268K
$7.08M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
44.7KNew |
$1M - $1.08M
|
44.7K
$1.18M
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
37.5K+ 24.06% |
$843K - $909K
|
194K
$5.11M
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.3K+ 3.49% |
$569K - $613K
|
751K
$19.8M
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
22.1KNew |
$496K - $535K
|
22.1K
$584K
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
18.5KNew |
$414K - $447K
|
18.5K
$487K
|
|
May 15, 2024
Q1 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
18.1KNew |
$407K - $439K
|
18.1K
$479K
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
17.9KNew |
$403K - $434K
|
17.9K
$474K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.5K+ 6.8% |
$370K - $399K
|
259K
$6.83M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.7KNew |
$307K - $331K
|
13.7K
$361K
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
13.6KNew |
$306K - $330K
|
13.6K
$359K
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
13KNew |
$292K - $315K
|
13K
$344K
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
12.9KNew |
$289K - $312K
|
12.9K
$340K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.62KNew |
$216K - $233K
|
9.62K
$254K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
9.22K+ 1.1% |
$207K - $223K
|
849K
$22.4M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.96K+ 128.39% |
$201K - $217K
|
15.9K
$421K
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
8.45KNew |
$190K - $205K
|
8.45K
$223K
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8.43KNew |
$189K - $204K
|
8.43K
$223K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.61K+ 6.26% |
$171K - $184K
|
129K
$3.41M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.23K+ 64.21% |
$162K - $175K
|
18.5K
$488K
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
7.2KNew |
$162K - $174K
|
7.2K
$190K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
6.95K+ 27.36% |
$156K - $168K
|
32.4K
$855K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.58KNew |
$125K - $135K
|
5.58K
$147K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.15K+ 57.91% |
$116K - $125K
|
14.1K
$371K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.96K+ 13.39% |
$88.9K - $95.9K
|
33.5K
$886K
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.8KNew |
$85.3K - $92K
|
3.8K
$100K
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3.64K+ 532.21% |
$81.6K - $88K
|
4.32K
$114K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.33K+ 1.75% |
$74.8K - $80.7K
|
194K
$5.12M
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3KNew |
$67.4K - $72.7K
|
3K
$79.3K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.2K+ 6.83% |
$49.3K - $53.2K
|
34.4K
$908K
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.02K+ 213.21% |
$45.3K - $48.8K
|
2.96K
$78.3K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.71KNew |
$38.4K - $41.4K
|
1.71K
$45.1K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.6K+ 8.34% |
$35.8K - $38.6K
|
20.7K
$547K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.53K+ 13.96% |
$34.3K - $36.9K
|
12.5K
$329K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.26KNew |
$28.3K - $30.6K
|
1.26K
$33.3K
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.14K+ 8.51% |
$25.5K - $27.5K
|
14.5K
$382K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1KNew |
$22.5K - $24.2K
|
1K
$26.4K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
609+ 8.45% |
$13.7K - $14.7K
|
7.82K
$206K
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
600+ 5.87% |
$13.5K - $14.5K
|
10.8K
$286K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
540+ 10.18% |
$12.1K - $13.1K
|
5.84K
$154K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
500New |
$11.2K - $12.1K
|
500
$13.2K
|