Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8New |
$184 - $206
|
8
$179
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
6+ 1.65% |
$138 - $155
|
369
$8.28K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3+ 0.04% |
$69.2 - $77.3
|
8.45K
$190K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 3.45% |
$23.1 - $25.8
|
30
$673
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-12- 0.09% |
$277 - $309
|
12.8K
$287K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-60- 0.64% |
$1.38K - $1.55K
|
9.27K
$208K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-143- 1.11% |
$3.3K - $3.69K
|
12.7K
$285K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-162- 0.64% |
$3.74K - $4.17K
|
25.1K
$562K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-213- 14.44% |
$4.91K - $5.49K
|
1.26K
$28.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-366- 2.33% |
$8.44K - $9.43K
|
15.3K
$344K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-402- 4.68% |
$9.27K - $10.4K
|
8.18K
$184K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-472- 21.85% |
$10.9K - $12.2K
|
1.69K
$37.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-493- 3.69% |
$11.4K - $12.7K
|
12.9K
$288K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-563- 6.37% |
$13K - $14.5K
|
8.28K
$186K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-742- 4.94% |
$17.1K - $19.1K
|
14.3K
$320K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-810- 0.96% |
$18.7K - $20.9K
|
83.7K
$1.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.15K- 3.6% |
$26.5K - $29.6K
|
30.8K
$690K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.2K- 5.66% |
$27.6K - $30.8K
|
20K
$448K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-1.28K- 0.5% |
$29.4K - $32.9K
|
252K
$5.65M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.37K- 6.95% |
$31.5K - $35.2K
|
18.3K
$410K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.62K- 6.28% |
$37.4K - $41.8K
|
24.2K
$544K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.73K- 4.75% |
$39.9K - $44.6K
|
34.7K
$779K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.88K- 2.18% |
$43.4K - $48.5K
|
84.3K
$1.89M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.47K- 1.08% |
$57K - $63.7K
|
226K
$5.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.81K- 51.18% |
$64.7K - $72.3K
|
2.68K
$60K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.12K- 23.75% |
$71.9K - $80.4K
|
10K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.18K- 7.86% |
$73.2K - $81.8K
|
37.2K
$835K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.2K- 13.55% |
$73.8K - $82.5K
|
20.4K
$458K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.28K- 19.18% |
$75.5K - $84.4K
|
13.8K
$310K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3.5K- 21.04% |
$80.7K - $90.2K
|
13.1K
$295K
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-3.5K- 6.45% |
$80.7K - $90.2K
|
50.7K
$1.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.66K- 20.38% |
$84.4K - $94.3K
|
14.3K
$321K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.29K- 22.76% |
$98.9K - $111K
|
14.5K
$326K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-5.57K- 22.02% |
$128K - $144K
|
19.7K
$443K
|
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-7.96K- 5.99% |
$184K - $205K
|
125K
$2.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.12K- 4.93% |
$210K - $235K
|
176K
$3.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-16.3K- 1.94% |
$375K - $419K
|
824K
$18.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-18.9K- 6.44% |
$436K - $487K
|
275K
$6.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-22.3K- 6.69% |
$514K - $574K
|
311K
$6.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-24.4K- 3.36% |
$562K - $628K
|
701K
$15.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.3K- 57.08% |
$583K - $651K
|
19K
$426K
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-25.9K- 5.19% |
$597K - $667K
|
473K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-47.1K- 10.27% |
$1.09M - $1.21M
|
412K
$9.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-59.2K- 52.47% |
$1.37M - $1.53M
|
53.7K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-88.9K- 10.49% |
$2.05M - $2.29M
|
759K
$17M
|