Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
131K+ 45.41% |
$3.1M - $3.63M
|
418K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
91K+ 51.23% |
$2.16M - $2.53M
|
268K
$7.06M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
70.7K+ 6.55% |
$1.68M - $1.96M
|
1.15M
$30.2M
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
64.3KNew |
$1.52M - $1.79M
|
64.3K
$1.69M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
55.1K+ 204148.16% |
$1.31M - $1.53M
|
55.1K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
44.1K+ 10.43% |
$1.04M - $1.22M
|
466K
$12.3M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
42.5K+ 48.44% |
$1.01M - $1.18M
|
130K
$3.43M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
42.1K+ 112.37% |
$997K - $1.17M
|
79.5K
$2.09M
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
41.3K+ 23.14% |
$980K - $1.15M
|
220K
$5.78M
|
|
|
May 15, 2025
Q1 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
32.5KNew |
$772K - $904K
|
32.5K
$856K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
28.8K+ 3.69% |
$683K - $800K
|
810K
$21.3M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
27.5KNew |
$651K - $763K
|
27.5K
$722K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
24.7KNew |
$585K - $685K
|
24.7K
$648K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.4K+ 2.98% |
$508K - $595K
|
740K
$19.4M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
16.2KNew |
$384K - $450K
|
16.2K
$426K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13.2KNew |
$312K - $365K
|
13.2K
$346K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
12.3KNew |
$292K - $342K
|
12.3K
$324K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
11K+ 100.0% |
$261K - $305K
|
22K
$578K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
9.99K+ 83.23% |
$237K - $278K
|
22K
$578K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.48K+ 31.61% |
$225K - $263K
|
39.5K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
9.2KNew |
$218K - $255K
|
9.2K
$242K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.47K+ 3.8% |
$153K - $180K
|
177K
$4.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.8KNew |
$90.1K - $106K
|
3.8K
$99.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.61K+ 28.09% |
$85.5K - $100K
|
16.4K
$432K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.5K+ 1.22% |
$82.9K - $97.1K
|
291K
$7.65M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.19K+ 19.63% |
$75.7K - $88.6K
|
19.4K
$511K
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2.95K+ 33.19% |
$69.8K - $81.8K
|
11.8K
$311K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.63K+ 20.64% |
$62.4K - $73.1K
|
15.4K
$405K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
2.29KNew |
$54.4K - $63.7K
|
2.29K
$60.3K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.06KNew |
$48.9K - $57.2K
|
2.06K
$54.2K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.94K+ 26.21% |
$46.1K - $54K
|
9.36K
$246K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.58K+ 4.23% |
$37.5K - $43.9K
|
39K
$1.03M
|
|
|
May 01, 2025
Q1 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.45K+ 18.92% |
$34.3K - $40.1K
|
9.08K
$239K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.23K+ 13.16% |
$29.3K - $34.3K
|
10.6K
$279K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.2K+ 11.1% |
$28.5K - $33.3K
|
12K
$316K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
1.16K+ 3.23% |
$27.5K - $32.2K
|
37.1K
$976K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
980+ 980.0% |
$23.2K - $27.2K
|
1.08K
$28.4K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
913+ 0.75% |
$21.6K - $25.4K
|
122K
$3.2M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
869+ 25.86% |
$20.6K - $24.1K
|
4.23K
$111K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
783+ 498.73% |
$18.6K - $21.7K
|
940
$24.7K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
740+ 0.21% |
$17.5K - $20.5K
|
352K
$9.25M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
723New |
$17.1K - $20.1K
|
723
$19K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
658New |
$15.6K - $18.3K
|
658
$17.3K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
524+ 30.82% |
$12.4K - $14.6K
|
2.22K
$58.5K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
512+ 20.46% |
$12.1K - $14.2K
|
3.02K
$79.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
492+ 3.83% |
$11.7K - $13.7K
|
13.3K
$351K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
474+ 1.41% |
$11.2K - $13.2K
|
34K
$895K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
400New |
$9.48K - $11.1K
|
400
$10.5K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
283+ 0.57% |
$6.71K - $7.86K
|
49.5K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
221New |
$5.24K - $6.14K
|
221
$5.81K
|