Purchases and Sales Made in Q2 2023 in Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX)

QQQX Quotes by TradingView

This table provides information about the institutional ownership of Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX) during Q2 2023. 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
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
389K
+ 34.76%
$8.93M - $10.1M
1.51M $39.8M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
124K
+ 38.54%
$2.84M - $3.2M
445K $11.7M
Aug 15, 2023 Q2 2023
Gts Securities LLC

New York, NY
BUY
 -
55.6K
New
$1.28M - $1.44M
55.6K $1.47M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
54.2K
+ 98.96%
$1.24M - $1.4M
109K $2.88M
Aug 11, 2023 Q2 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
47.3K
+ 15.46%
$1.09M - $1.22M
353K $9.33M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
32.4K
+ 1.67%
$744K - $838K
1.98M $52.2M
Aug 30, 2023 Q2 2023
Western Wealth Management, LLC

BUY
 -
32.1K
+ 257.78%
$736K - $829K
44.5K $1.17M
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
25.2K
+ 6.23%
$578K - $652K
430K $11.4M
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
22.5K
+ 2.67%
$516K - $581K
864K $22.8M
Aug 09, 2023 Q2 2023
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
13.8K
New
$316K - $356K
13.8K $364K
Jul 20, 2023 Q2 2023
Davenport & CO LLC

BUY
 -
11K
New
$252K - $285K
11K $291K
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
8.9K
+ 3.67%
$204K - $230K
251K $6.64M
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
8.77K
+ 9.57%
$201K - $227K
100K $2.65M
Aug 11, 2023 Q2 2023
Bay Colony Advisory Group, Inc D

BUY
 -
8.56K
New
$197K - $222K
8.56K $226K
Aug 14, 2023 Q2 2023
Elequin Capital LP

New York, NY
BUY
 -
8.2K
New
$188K - $212K
8.2K $217K
Aug 14, 2023 Q2 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
8.1K
New
$186K - $210K
8.1K $214K
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
8.08K
New
$186K - $209K
8.08K $213K
Jul 21, 2023 Q2 2023
Cypress Wealth Services, LLC

BUY
 -
7.97K
New
$183K - $206K
7.97K $210K
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
6.17K
New
$142K - $160K
6.17K $163K
Aug 09, 2023 Q2 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
4.99K
+ 50.13%
$115K - $129K
14.9K $395K
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
3.5K
+ 26.3%
$80.3K - $90.5K
16.8K $444K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
2.93K
+ 23.16%
$67.1K - $75.7K
15.6K $411K
Aug 07, 2023 Q2 2023
Wolverine Asset Management LLC

BUY
 -
2.7K
New
$62K - $69.8K
2.7K $71.3K
Aug 10, 2023 Q2 2023
Great Valley Advisor Group, Inc.

BUY
 -
2.7K
+ 7.2%
$62K - $69.8K
40.2K $1.06M
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
2.67K
+ 23.25%
$61.2K - $69K
14.1K $373K
Mar 13, 2024 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
2.47K
+ 3.13%
$56.6K - $63.8K
81.2K $2.14M
Jul 17, 2023 Q2 2023
Bridge Advisory, LLC

BUY
 -
2.42K
+ 1.58%
$55.6K - $62.6K
155K $4.1M
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
2.36K
New
$54.2K - $61.1K
2.36K $62.4K
Aug 01, 2023 Q2 2023
Schnieders Capital Management LLC

BUY
 -
2.1K
+ 2.8%
$48.2K - $54.3K
77.2K $2.04M
Jul 28, 2023 Q2 2023
Lindbrook Capital, LLC

BUY
 -
1.75K
+ 6.95%
$40.2K - $45.3K
26.9K $711K
Jul 21, 2023 Q2 2023
Ifg Advisory, LLC

BUY
 -
1.35K
+ 4.59%
$31.1K - $35K
30.8K $814K
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
1.33K
+ 58.0%
$30.6K - $34.5K
3.63K $96K
Jan 12, 2024 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
1.21K
+ 12.07%
$27.7K - $31.2K
11.2K $296K
Jul 24, 2023 Q2 2023
Dfpg Investments, LLC

BUY
 -
1.15K
+ 9.49%
$26.4K - $29.8K
13.3K $350K
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
806
+ 2.91%
$18.5K - $20.9K
28.5K $753K
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
678
+ 4.94%
$15.6K - $17.5K
14.4K $381K
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
568
+ 1.24%
$13K - $14.7K
46.4K $1.23M
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
537
+ 1.41%
$12.3K - $13.9K
38.5K $1.02M
Aug 03, 2023 Q2 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
521
+ 5.65%
$12K - $13.5K
9.75K $257K
Aug 07, 2023 Q2 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
400
+ 3.62%
$9.18K - $10.3K
11.4K $302K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
225
New
$5.16K - $5.82K
225 $5.94K
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
188
+ 3.68%
$4.31K - $4.86K
5.3K $140K
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
174
+ 1.66%
$3.99K - $4.5K
10.7K $282K
Aug 08, 2023 Q2 2023
Jacobi Capital Management LLC

BUY
 -
136
+ 1.53%
$3.12K - $3.52K
9.01K $238K
Jul 26, 2023 Q2 2023
Diversified, LLC

BUY
 -
78
+ 0.56%
$1.79K - $2.02K
14K $369K
Jul 10, 2023 Q2 2023
Financial Management Professionals, Inc.

BUY
 -
42
New
$964 - $1.09K
42 $1.11K
Aug 14, 2023 Q2 2023
Thomas J. Herzfeld Advisors, Inc.

Miami Beach, FL
BUY
 -
41
+ 1.85%
$941 - $1.06K
2.26K $59.6K
Aug 14, 2023 Q2 2023
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
16
+ 1.78%
$367 - $414
914 $24.1K
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
14
New
$321 - $362
14 $370

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