Institutional Ownership Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX)
This table provides information about the institutional ownership of Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX). We have compiled data on the 153 institutions that hold shares in the stock, with a total of 14.3 Million shares, which have been reported (via 13F filing form) to have a value of $393 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
17,198
shares
|
$473,460
0.0% of portfolio
|
Q3 2025
Reduced 5.14%
|
|
|
Avory & Company, LLC
Miami, FL |
Oct 31, 2025 Q3 2025 |
17,157
shares
|
$472,332
0.29% of portfolio
|
Q1 2022
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
16,729
shares
|
$460,549
0.0% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
16,282
shares
|
$448,243
0.0% of portfolio
|
Q3 2025
Reduced 18.39%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
15,944
shares
|
$438,938
0.01% of portfolio
|
Q1 2020
Reduced 17.15%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
15,390
shares
|
$423,686
0.03% of portfolio
|
Q1 2025
Added 20.64%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
15,363
shares
|
$422,943
0.0% of portfolio
|
Q3 2025
Added 93.61%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
15,023
shares
|
$413,583
0.01% of portfolio
|
Q2 2025
Reduced 50.49%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
14,986
shares
|
$412,564
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
14,094
shares
|
$388,007
0.0% of portfolio
|
Q4 2024
Reduced 44.81%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
13,820
shares
|
$380,464
0.01% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
13,812
shares
|
$380,244
0.02% of portfolio
|
Q1 2025
Reduced 7.36%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
13,793
shares
|
$379,721
0.02% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
13,578
shares
|
$373,802
0.05% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
13,411
shares
|
$369,204
0.03% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
12,770
shares
|
$351,558
0.02% of portfolio
|
Q4 2023
Reduced 3.77%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
12,705
shares
|
$349,768
0.04% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
12,522
shares
|
$344,730
0.02% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
12,512
shares
|
$344,455
0.01% of portfolio
|
Q4 2023
Reduced 6.04%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
12,505
shares
|
$344,262
0.01% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
11,865
shares
|
$326,643
0.01% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
11,534
shares
|
$317,531
0.0% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
11,088
shares
|
$305,252
0.0% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
11,006
shares
|
$302,995
0.0% of portfolio
|
Q3 2025
Reduced 17.24%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
11,000
shares
|
$302,830
0.09% of portfolio
|
Q2 2025
Reduced 50.0%
|
|