Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
375New |
$9.29K - $10.3K
|
375
$9.33K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
300New |
$7.43K - $8.26K
|
300
$7.46K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
279+ 3.11% |
$6.91K - $7.68K
|
9.25K
$230K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
275+ 2.09% |
$6.81K - $7.57K
|
13.4K
$334K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
274+ 0.82% |
$6.78K - $7.54K
|
33.8K
$840K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
237New |
$5.87K - $6.52K
|
237
$5.9K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
210+ 0.56% |
$5.2K - $5.78K
|
37.4K
$931K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
210New |
$5.2K - $5.78K
|
210
$5.22K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
172New |
$4.26K - $4.74K
|
172
$4.28K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
161New |
$3.99K - $4.43K
|
161
$4.01K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
157New |
$3.89K - $4.32K
|
157
$3.91K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
91+ 0.46% |
$2.25K - $2.51K
|
20K
$499K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
82New |
$2.03K - $2.26K
|
82
$2.04K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
81+ 2.06% |
$2.01K - $2.23K
|
4.02K
$99.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
51+ 0.17% |
$1.26K - $1.4K
|
30.8K
$767K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
19+ 0.12% |
$470 - $523
|
15.3K
$382K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15+ 12.4% |
$371 - $413
|
136
$3.38K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
14+ 3.79% |
$347 - $385
|
383
$9.53K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
13+ 0.07% |
$322 - $358
|
19.8K
$491K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
11+ 0.11% |
$272 - $303
|
10.5K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
3+ 0.02% |
$74.3 - $82.6
|
12.8K
$318K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 3.33% |
$24.8 - $27.5
|
31
$771
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1- -0.0% |
$24.8 - $27.5
|
381K
$9.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9- 0.53% |
$223 - $248
|
1.7K
$42.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-30- 10.0% |
$743 - $826
|
270
$6.72K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-81- 0.67% |
$2.01K - $2.23K
|
12.1K
$301K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-82- 0.45% |
$2.03K - $2.26K
|
18.2K
$452K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-150- 1.05% |
$3.71K - $4.13K
|
14.1K
$352K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-196- 2.4% |
$4.85K - $5.4K
|
7.99K
$199K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-219- 0.18% |
$5.42K - $6.03K
|
121K
$3.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-271- 9.77% |
$6.71K - $7.46K
|
2.5K
$62.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-326- 2.57% |
$8.07K - $8.97K
|
12.4K
$308K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-351- 6.01% |
$8.69K - $9.66K
|
5.49K
$137K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-380- 2.89% |
$9.41K - $10.5K
|
12.8K
$317K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-402- 4.89% |
$9.95K - $11.1K
|
7.82K
$194K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-530- 5.35% |
$13.1K - $14.6K
|
9.38K
$233K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-558- 1.65% |
$13.8K - $15.4K
|
33.2K
$826K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-641- 0.93% |
$15.9K - $17.6K
|
68.5K
$1.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-649- 7.0% |
$16.1K - $17.9K
|
8.62K
$214K
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-750- 1.48% |
$18.6K - $20.6K
|
50K
$1.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-940- 4.6% |
$23.3K - $25.9K
|
19.5K
$485K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.19K- 3.41% |
$29.4K - $32.7K
|
33.6K
$835K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-1.58K- 12.84% |
$39.2K - $43.6K
|
10.7K
$267K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.68K- 12.44% |
$41.5K - $46.1K
|
11.8K
$293K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.81K- 2.15% |
$44.9K - $49.9K
|
82.5K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.68K- 2.57% |
$116K - $129K
|
178K
$4.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.88K- 3.34% |
$145K - $162K
|
170K
$4.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.07K- 2.57% |
$175K - $195K
|
268K
$6.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-11.4K- 44.81% |
$283K - $315K
|
14.1K
$351K
|