Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
522K+ 93.53% |
$11.7M - $13.1M
|
1.08M
$28.6M
|
|
|
Aug 08, 2024
Q2 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
113K+ 29.42% |
$2.54M - $2.84M
|
499K
$13.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
111K+ 501.16% |
$2.49M - $2.78M
|
133K
$3.51M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
95.7K+ 62.45% |
$2.15M - $2.4M
|
249K
$6.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
94.9K+ 523.59% |
$2.13M - $2.38M
|
113K
$2.99M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
82.4K+ 20.47% |
$1.85M - $2.07M
|
485K
$12.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
79.3K+ 12.78% |
$1.78M - $1.99M
|
699K
$18.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
41K+ 59.55% |
$920K - $1.03M
|
110K
$2.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
35.1K+ 385.11% |
$788K - $881K
|
44.3K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
32.1KNew |
$721K - $806K
|
32.1K
$849K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.1K+ 1.65% |
$630K - $705K
|
1.73M
$45.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.1K+ 1.65% |
$630K - $705K
|
1.73M
$45.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
15K+ 4.72% |
$337K - $377K
|
333K
$8.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
14.6K+ 91.64% |
$327K - $366K
|
30.5K
$806K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.3KNew |
$277K - $309K
|
12.3K
$326K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
9.48K+ 51.4% |
$213K - $238K
|
27.9K
$738K
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
8.15KNew |
$183K - $204K
|
8.15K
$215K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
8.02KNew |
$180K - $201K
|
8.02K
$212K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.69K+ 0.74% |
$172K - $193K
|
1.05M
$27.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.38K+ 39.91% |
$165K - $185K
|
25.9K
$683K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
6.75K+ 52.41% |
$151K - $169K
|
19.6K
$518K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.02K+ 17.52% |
$135K - $151K
|
40.4K
$1.07M
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
4.59K+ 2.37% |
$103K - $115K
|
198K
$5.23M
|
|
|
Aug 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
4.25K+ 1.85% |
$95.4K - $107K
|
234K
$6.18M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.35K+ 22.9% |
$75.1K - $83.9K
|
18K
$474K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.59K+ 11.4% |
$58.1K - $65K
|
25.3K
$668K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.32K+ 21.49% |
$52.1K - $58.3K
|
13.1K
$347K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.01K+ 23.85% |
$45.1K - $50.4K
|
10.4K
$276K
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2KNew |
$44.9K - $50.2K
|
2K
$52.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.42K+ 11.87% |
$31.8K - $35.5K
|
13.3K
$352K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.33KNew |
$29.9K - $33.5K
|
1.33K
$35.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
594+ 2.89% |
$13.3K - $14.9K
|
21.2K
$559K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
400+ 5.12% |
$8.97K - $10K
|
8.22K
$217K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
350+ 2.69% |
$7.85K - $8.78K
|
13.4K
$353K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
235+ 1.62% |
$5.27K - $5.89K
|
14.7K
$388K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
215+ 1.15% |
$4.82K - $5.39K
|
18.8K
$497K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
213+ 16.88% |
$4.78K - $5.34K
|
1.48K
$39K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
200New |
$4.49K - $5.02K
|
200
$5.28K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
157+ 1.33% |
$3.52K - $3.94K
|
12K
$316K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
132+ 0.85% |
$2.96K - $3.31K
|
15.7K
$414K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
129+ 1.4% |
$2.89K - $3.24K
|
9.33K
$246K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
125+ 1.43% |
$2.8K - $3.14K
|
8.85K
$234K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
124+ 0.96% |
$2.78K - $3.11K
|
13K
$344K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
118New |
$2.65K - $2.96K
|
118
$3.12K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
68+ 0.8% |
$1.53K - $1.71K
|
8.58K
$227K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
55+ 0.39% |
$1.23K - $1.38K
|
14.1K
$373K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
29New |
$650 - $727
|
29
$766
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15+ 16.85% |
$336 - $376
|
104
$2.75K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
7+ 1.97% |
$157 - $176
|
363
$9.59K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|