Latest Institutional Transactions on Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX)
This table provides information on the latest institutional transactions involving Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1K+ 133.33% |
$21.1K - $28.8K
|
1.75K
$48.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
300New |
$6.34K - $8.63K
|
300
$8.26K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-668Closed |
$14.1K - $19.2K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.38KClosed |
$29.2K - $39.7K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-8.32KClosed |
$176K - $239K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-280Closed |
$5.92K - $8.06K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-122Closed |
$3.02K - $3.76K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-450Closed |
$11.2K - $13.9K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
SELL
|
- |
-62Closed |
$1.54K - $1.91K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-195Closed |
$4.83K - $6.01K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-541Closed |
$13.4K - $16.7K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-122Closed |
$3.02K - $3.76K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.92KClosed |
$172K - $213K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-11KClosed |
$274K - $340K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-7.26KClosed |
$180K - $224K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Avory & Company, LLC
Miami, FL |
BUY
|
- |
17.2KNew |
$425K - $529K
|
17.2K
$472K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-452Closed |
$11.2K - $13.9K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-2.19KClosed |
$54.4K - $67.6K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.2KClosed |
$29.7K - $37K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
600New |
$14.9K - $18.5K
|
600
$16.5K
|
|
| Q4 2021 | |||||||
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-2.94KClosed |
$82.5K - $90.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-5.54KClosed |
$155K - $170K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
91New |
$2.55K - $2.79K
|
91
$2.51K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
200New |
$5.61K - $6.13K
|
200
$5.51K
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-336Closed |
$9.42K - $10.3K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-1.85KClosed |
$52.3K - $56.5K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.77KNew |
$78.5K - $84.6K
|
2.77K
$76.1K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
389+ 3536.36% |
$11K - $11.9K
|
400
$11K
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
SELL
|
- |
-6.45KClosed |
$183K - $197K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.4KClosed |
$39.8K - $43K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-524Closed |
$13.9K - $15.5K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-200Closed |
$5.31K - $5.91K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
41New |
$1.09K - $1.21K
|
41
$1.13K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.14KClosed |
$83.3K - $92.7K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
920New |
$24.4K - $27.2K
|
920
$25.3K
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-194Closed |
$5.15K - $5.74K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-61.9KClosed |
$1.64M - $1.83M
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-300Closed |
$7.97K - $8.87K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-51Closed |
$1.36K - $1.51K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-900Closed |
$23.9K - $26.6K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-7.95KClosed |
$211K - $235K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-19Closed |
$505 - $562
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-13.5KClosed |
$343K - $373K
|
0
$0
|
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
352New |
$8.93K - $9.72K
|
352
$9.69K
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.25KClosed |
$31.7K - $34.5K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3KClosed |
$76.1K - $82.8K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-74KClosed |
$1.88M - $2.04M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-486Closed |
$12.3K - $13.4K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-300Closed |
$7.61K - $8.28K
|
0
$0
|
|