Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
180K+ 11.84% |
$3.81M - $5.19M
|
1.7M
$45M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
180K+ 11.84% |
$3.81M - $5.19M
|
1.7M
$45M
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
95.2KNew |
$2.01M - $2.74M
|
95.2K
$2.51M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
73.3K+ 37.16% |
$1.55M - $2.11M
|
271K
$7.15M
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
71KNew |
$1.5M - $2.04M
|
71K
$1.88M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
49.2K+ 3.98% |
$1.04M - $1.42M
|
1.29M
$33.9M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.4K+ 23.37% |
$960K - $1.31M
|
240K
$6.33M
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
35.5K+ 24.69% |
$751K - $1.02M
|
179K
$4.74M
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
34.4K+ 21.1% |
$726K - $988K
|
197K
$5.21M
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
32.3K+ 152.64% |
$683K - $929K
|
53.4K
$1.41M
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
31.7KNew |
$671K - $913K
|
31.7K
$838K
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.2K+ 3.66% |
$300K - $409K
|
402K
$10.6M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14KNew |
$296K - $402K
|
14K
$369K
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.6K+ 146.91% |
$244K - $333K
|
19.4K
$513K
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
11.5KNew |
$243K - $331K
|
11.5K
$303K
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
10.9K+ 8.6% |
$230K - $313K
|
137K
$3.63M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.6K+ 5.29% |
$224K - $305K
|
211K
$5.57M
|
|
Aug 08, 2022
Q2 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
10.3K+ 15.12% |
$217K - $296K
|
78.2K
$2.07M
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.51KNew |
$201K - $274K
|
9.51K
$251K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.15K+ 22.59% |
$151K - $206K
|
38.8K
$1.02M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.88K+ 0.78% |
$124K - $169K
|
760K
$20.1M
|
|
Jul 28, 2022
Q2 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
5.4K+ 9.72% |
$114K - $155K
|
60.9K
$1.61M
|
|
Aug 10, 2022
Q2 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
5.3K+ 10.46% |
$112K - $152K
|
56K
$1.48M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.26KNew |
$68.9K - $93.7K
|
3.26K
$86K
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.84K+ 20.3% |
$60K - $81.7K
|
16.8K
$444K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.77K+ 14.65% |
$58.6K - $79.7K
|
21.7K
$573K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.3K+ 16.93% |
$48.6K - $66.2K
|
15.9K
$420K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.08K+ 4.08% |
$43.9K - $59.7K
|
52.9K
$1.4M
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2K+ 4.79% |
$42.3K - $57.5K
|
43.8K
$1.16M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
1.79K+ 2.48% |
$37.7K - $51.4K
|
73.9K
$1.95M
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.75K+ 4.63% |
$37K - $50.3K
|
39.6K
$1.04M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.7KNew |
$35.9K - $48.9K
|
1.7K
$44.9K
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.58K+ 1.56% |
$33.4K - $45.4K
|
103K
$2.72M
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1.5K+ 6.97% |
$31.6K - $43.1K
|
23K
$607K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
1.45K+ 28.35% |
$30.7K - $41.7K
|
6.57K
$173K
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.19K+ 1.38% |
$25.2K - $34.3K
|
87.3K
$2.31M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1K+ 133.33% |
$21.1K - $28.8K
|
1.75K
$46.2K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
965New |
$20.4K - $27.8K
|
965
$25.5K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
861+ 32.42% |
$18.2K - $24.8K
|
3.52K
$92.9K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
600New |
$12.7K - $17.3K
|
600
$15.8K
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
460New |
$9.72K - $13.2K
|
460
$12.1K
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
420New |
$8.88K - $12.1K
|
420
$11.1K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
300New |
$6.34K - $8.63K
|
300
$7.92K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
279New |
$5.9K - $8.03K
|
279
$7.37K
|
|
Jul 18, 2022
Q2 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
200+ 0.39% |
$4.23K - $5.75K
|
51.9K
$1.37M
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
123+ 1.31% |
$2.6K - $3.54K
|
9.48K
$250K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
59+ 0.07% |
$1.25K - $1.7K
|
90.4K
$2.39M
|
|
Aug 10, 2022
Q2 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
36+ 1.78% |
$761 - $1.04K
|
2.06K
$54.5K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
19+ 1.87% |
$402 - $547
|
1.04K
$27.4K
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
14+ 1.7% |
$296 - $403
|
838
$22.1K
|