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 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
210+ 100.0% |
$4.98K - $5.83K
|
420
$11K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
175+ 2.03% |
$4.15K - $4.86K
|
8.79K
$231K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
170+ 0.73% |
$4.03K - $4.72K
|
23.4K
$616K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
150New |
$3.56K - $4.17K
|
150
$3.94K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
97+ 0.88% |
$2.3K - $2.69K
|
11.1K
$293K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
70+ 0.58% |
$1.66K - $1.94K
|
12.2K
$320K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
19+ 13.97% |
$450 - $528
|
155
$4.07K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14New |
$332 - $389
|
14
$368
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-41- 0.33% |
$972 - $1.14K
|
12.3K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-67- 41.61% |
$1.59K - $1.86K
|
94
$2.47K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-98- 0.77% |
$2.32K - $2.72K
|
12.7K
$333K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-160- 17.02% |
$3.79K - $4.44K
|
780
$20.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-210- 50.0% |
$4.98K - $5.83K
|
210
$5.52K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-222- 0.66% |
$5.26K - $6.16K
|
33.6K
$882K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-250- 1.25% |
$5.93K - $6.94K
|
19.8K
$519K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-350- 3.34% |
$8.3K - $9.72K
|
10.1K
$266K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-440- 2.04% |
$10.4K - $12.2K
|
21.2K
$557K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-462- 0.28% |
$11K - $12.8K
|
165K
$4.34M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-489- 1.59% |
$11.6K - $13.6K
|
30.3K
$798K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-500- 3.58% |
$11.9K - $13.9K
|
13.5K
$354K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-618- 0.9% |
$14.7K - $17.2K
|
67.9K
$1.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-721- 3.6% |
$17.1K - $20K
|
19.3K
$508K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-950- 4.62% |
$22.5K - $26.4K
|
19.6K
$516K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.1K- 7.36% |
$26K - $30.5K
|
13.8K
$363K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.19K- 1.38% |
$28.1K - $32.9K
|
84.9K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-1.23K- 0.58% |
$29.2K - $34.2K
|
213K
$5.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.43K- 7.35% |
$34K - $39.8K
|
18.1K
$475K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.52K- 9.93% |
$36.1K - $42.3K
|
13.8K
$363K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.67K- 2.03% |
$39.7K - $46.5K
|
80.8K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.68K- 8.14% |
$39.8K - $46.6K
|
18.9K
$498K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.96K- 0.51% |
$46.4K - $54.3K
|
380K
$9.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.52K- 1.31% |
$83.4K - $97.7K
|
264K
$6.94M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.06K- 26.84% |
$96.2K - $113K
|
11.1K
$291K
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-4.09K- 8.18% |
$97K - $114K
|
45.9K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.92K- 54.52% |
$117K - $137K
|
4.11K
$108K
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-6.01K- 5.13% |
$142K - $167K
|
111K
$2.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.37K- 11.48% |
$151K - $177K
|
49.1K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-6.6K- 43.14% |
$156K - $183K
|
8.7K
$229K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-7.8K- 23.51% |
$185K - $217K
|
25.4K
$667K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-8.09K- 30.14% |
$192K - $225K
|
18.8K
$493K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.53K- 32.05% |
$202K - $237K
|
18.1K
$475K
|
|
|
Apr 29, 2025
Q1 2025
|
Absolute Investment Advisers LLC
|
SELL
|
- |
-13.9K- 30.14% |
$331K - $387K
|
32.3K
$850K
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-27.5K- 1.49% |
$653K - $765K
|
1.82M
$47.7M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-29.1K- 1.61% |
$690K - $809K
|
1.78M
$46.7M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-35.3K- 6.97% |
$837K - $980K
|
471K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-38.8K- 34.79% |
$921K - $1.08M
|
72.8K
$1.91M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-46.2K- 5.36% |
$1.09M - $1.28M
|
815K
$21.4M
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-128K- 19.85% |
$3.04M - $3.56M
|
517K
$13.6M
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-196K- 17.48% |
$4.64M - $5.43M
|
924K
$24.3M
|