Latest Institutional Purchases of Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX)
This list provides information on the latest institutional transactions involving Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
26+ 2.39% |
$538 - $623
|
1.12K
$29.6K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
23.6KNew |
$472K - $553K
|
23.6K
$628K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.21K+ 55.43% |
$64.2K - $75.2K
|
9K
$239K
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
2.4KNew |
$47.9K - $56.1K
|
2.4K
$63.7K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
908New |
$18.2K - $21.3K
|
908
$24.1K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
842New |
$16.8K - $19.7K
|
842
$22.4K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
750New |
$15K - $17.6K
|
750
$19.9K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
577+ 100.0% |
$11.5K - $13.5K
|
1.15K
$30.7K
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
330New |
$6.6K - $7.73K
|
330
$8.77K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
225New |
$4.5K - $5.27K
|
225
$5.98K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
150New |
$3K - $3.51K
|
150
$3.99K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
11+ 2.65% |
$220 - $258
|
426
$11.3K
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2022 | |||||||
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.5KNew |
$216K - $264K
|
10.5K
$279K
|
|
Oct 21, 2022
Q3 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
1.57K+ 3.02% |
$32.1K - $39.3K
|
53.4K
$1.42M
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
200New |
$4.1K - $5.02K
|
200
$5.32K
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
69New |
$1.42K - $1.73K
|
69
$1.83K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
12+ 2.25% |
$246 - $301
|
545
$14.5K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.51KNew |
$201K - $274K
|
9.51K
$253K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1K+ 133.33% |
$21.1K - $28.8K
|
1.75K
$46.5K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
965New |
$20.4K - $27.8K
|
965
$25.6K
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
460New |
$9.72K - $13.2K
|
460
$12.2K
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
420New |
$8.88K - $12.1K
|
420
$11.2K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
300New |
$6.34K - $8.63K
|
300
$7.97K
|
|
Q1 2022 | |||||||
May 03, 2022
Q1 2022
|
Avory & Company, LLC
Miami, FL |
BUY
|
- |
17.2KNew |
$425K - $529K
|
17.2K
$456K
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
600New |
$14.9K - $18.5K
|
600
$15.9K
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
200New |
$5.61K - $6.13K
|
200
$5.32K
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
91New |
$2.55K - $2.79K
|
91
$2.42K
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.77KNew |
$78.5K - $84.6K
|
2.77K
$73.5K
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
389+ 3536.36% |
$11K - $11.9K
|
400
$10.6K
|
|
Q2 2021 | |||||||
Aug 12, 2021
Q2 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
920New |
$24.4K - $27.2K
|
920
$24.5K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
41New |
$1.09K - $1.21K
|
41
$1.09K
|
|
Q1 2021 | |||||||
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
10.5KNew |
$265K - $289K
|
10.5K
$278K
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
352New |
$8.93K - $9.72K
|
352
$9.36K
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.75KNew |
$39.1K - $45.7K
|
1.75K
$46.6K
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
1.1KNew |
$24.6K - $28.8K
|
1.1K
$29.3K
|
|
Jan 14, 2021
Q4 2020
|
Larson Financial Group LLC
|
BUY
|
- |
645New |
$14.4K - $16.8K
|
645
$17.1K
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
21.5KNew |
$504K - $579K
|
21.5K
$571K
|
|
Q2 2020 | |||||||
Aug 18, 2020
Q2 2020
|
Griffin Asset Management, Inc.
|
BUY
|
- |
9.36KNew |
$170K - $228K
|
9.36K
$249K
|
|
Aug 07, 2020
Q2 2020
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.02% |
$18.1 - $24.4
|
5.4K
$144K
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
21.2KNew |
$464K - $512K
|
21.2K
$564K
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
219KNew |
$5.2M - $5.76M
|
219K
$5.81M
|
|
Q1 2018 | |||||||
May 14, 2018
Q1 2018
|
Nine Masts Capital LTD
|
BUY
|
PUT |
15.8KNew |
$348K - $423K
|
15.8K
$420K
|
|
Apr 12, 2018
Q1 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
5.41KNew |
$119K - $145K
|
5.41K
$144K
|