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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-2- 0.01% |
$44.9 - $50.2
|
15K
$337K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-5- 0.04% |
$112 - $125
|
12.8K
$287K
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-64- 0.18% |
$1.44K - $1.61K
|
35.5K
$797K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-80- 21.05% |
$1.79K - $2.01K
|
300
$6.73K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-100- 1.79% |
$2.24K - $2.51K
|
5.48K
$123K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-128- 1.25% |
$2.87K - $3.21K
|
10.1K
$227K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-134- 0.53% |
$3.01K - $3.36K
|
25.2K
$566K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-151- 1.0% |
$3.39K - $3.79K
|
14.9K
$334K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-175- 1.15% |
$3.93K - $4.39K
|
15K
$337K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-196- 4.88% |
$4.4K - $4.92K
|
3.82K
$85.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-221- 0.19% |
$4.96K - $5.54K
|
117K
$2.63M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-245- 29.88% |
$5.5K - $6.14K
|
575
$12.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-350- 70.0% |
$7.85K - $8.78K
|
150
$3.36K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
SELL
|
- |
-416- 3.14% |
$9.33K - $10.4K
|
12.8K
$288K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-778- 8.09% |
$17.5K - $19.5K
|
8.84K
$198K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-829- 3.56% |
$18.6K - $20.8K
|
22.4K
$503K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-841- 28.02% |
$18.9K - $21.1K
|
2.16K
$48.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-873- 4.68% |
$19.6K - $21.9K
|
17.8K
$399K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.1K- 5.29% |
$24.6K - $27.5K
|
19.6K
$440K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.16K- 3.46% |
$26K - $29.1K
|
32.4K
$726K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.21K- 9.72% |
$27.1K - $30.3K
|
11.2K
$251K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.47K- 1.71% |
$32.9K - $36.8K
|
84.5K
$1.89M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.65K- 1.88% |
$37.1K - $41.5K
|
86.2K
$1.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.83K- 9.66% |
$41K - $45.8K
|
17.1K
$383K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.98K- 66.96% |
$44.5K - $49.8K
|
979
$22K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.99K- 2.31% |
$67K - $74.9K
|
126K
$2.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.31K- 38.09% |
$119K - $133K
|
8.63K
$194K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-6.55K- 8.98% |
$147K - $164K
|
66.3K
$1.49M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.23K- 18.41% |
$185K - $206K
|
36.5K
$818K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-8.55K- 1.01% |
$192K - $214K
|
840K
$18.8M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-8.75K- 27.01% |
$196K - $219K
|
23.6K
$530K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.15K- 22.27% |
$205K - $229K
|
31.9K
$716K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-9.49K- 52.9% |
$213K - $238K
|
8.45K
$189K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.83K- 78.94% |
$221K - $247K
|
2.62K
$58.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.2K- 9.06% |
$252K - $282K
|
113K
$2.53M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-13.3K- 44.42% |
$298K - $333K
|
16.6K
$373K
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-13.9K- 20.44% |
$313K - $350K
|
54.2K
$1.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-15.1K- 5.63% |
$339K - $379K
|
253K
$5.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.3K- 3.38% |
$568K - $635K
|
725K
$16.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-30.4K- 11.75% |
$682K - $762K
|
228K
$5.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-40.2K- 17.83% |
$901K - $1.01M
|
185K
$4.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-42.9K- 19.58% |
$962K - $1.08M
|
176K
$3.95M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-46.3K- 13.61% |
$1.04M - $1.16M
|
294K
$6.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-119K- 20.54% |
$2.66M - $2.97M
|
459K
$10.3M
|