Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-350- 70.0% |
$7.85K - $8.78K
|
150
$4.03K
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-151- 1.0% |
$3.39K - $3.79K
|
14.9K
$401K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-80- 21.05% |
$1.79K - $2.01K
|
300
$8.06K
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-64- 0.18% |
$1.44K - $1.61K
|
35.5K
$955K
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-2- 0.01% |
$44.9 - $50.2
|
15K
$404K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.76K- 8.32% |
$62K - $66.8K
|
30.4K
$818K
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-398- 4.3% |
$8.94K - $9.64K
|
8.86K
$238K
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-248- 6.17% |
$5.57K - $6K
|
3.77K
$101K
|
|
Q4 2023 | |||||||
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-146K- 92.28% |
$2.97M - $3.44M
|
12.2K
$328K
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-5.69K- 14.47% |
$116K - $134K
|
33.6K
$904K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.8K- 49.53% |
$36.6K - $42.4K
|
1.83K
$49.3K
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-805- 6.04% |
$16.4K - $18.9K
|
12.5K
$336K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-500- 3.77% |
$10.2K - $11.8K
|
12.8K
$343K
|
|
Q3 2023 | |||||||
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.07K- 3.77% |
$23.3K - $27.1K
|
27.4K
$737K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-290- 0.65% |
$6.3K - $7.31K
|
44.2K
$1.19M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-45- 1.93% |
$977 - $1.13K
|
2.29K
$61.5K
|
|
Q2 2023 | |||||||
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-41.3KClosed |
$947K - $1.07M
|
0
$0
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.52K- 28.18% |
$80.8K - $91.1K
|
8.98K
$241K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.29K- 40.54% |
$52.6K - $59.3K
|
3.36K
$90.3K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-26.1K- 26.41% |
$541K - $627K
|
72.9K
$1.96M
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-329- 2.54% |
$6.81K - $7.89K
|
12.6K
$339K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100Closed |
$2K - $2.34K
|
0
$0
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-600Closed |
$12.3K - $15K
|
0
$0
|
|
Q2 2022 | |||||||
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-18KClosed |
$381K - $518K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-8.71KClosed |
$184K - $250K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-8.37KClosed |
$177K - $241K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-8.32KClosed |
$176K - $239K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.74KClosed |
$164K - $223K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.38KClosed |
$29.2K - $39.7K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-668Closed |
$14.1K - $19.2K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-656Closed |
$13.9K - $18.9K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-280Closed |
$5.92K - $8.06K
|
0
$0
|
|
Q1 2022 | |||||||
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 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.92KClosed |
$172K - $213K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-3.93KClosed |
$97.4K - $121K
|
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
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-541Closed |
$13.4K - $16.7K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-452Closed |
$11.2K - $13.9K
|
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
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-195Closed |
$4.83K - $6.01K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-122Closed |
$3.02K - $3.76K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-122Closed |
$3.02K - $3.76K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
SELL
|
- |
-62Closed |
$1.54K - $1.91K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-5.54KClosed |
$155K - $170K
|
0
$0
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-2.94KClosed |
$82.5K - $90.1K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-336Closed |
$9.42K - $10.3K
|
0
$0
|
|
Q3 2021 | |||||||
Oct 12, 2021
Q3 2021
|
American National Bank
|
SELL
|
- |
-6.45KClosed |
$183K - $197K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.02KClosed |
$85.8K - $92.5K
|
0
$0
|