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 149 institutions that hold shares in the stock, with a total of 15.6 Million shares, which have been reported (via 13F filing form) to have a value of $424 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
12,512
shares
|
$336,447
0.01% of portfolio
|
Q4 2023
Reduced 6.04%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
12,379
shares
|
$332,871
0.03% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
12,098
shares
|
$325,315
0.01% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
12,007
shares
|
$322,868
0.0% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
11,795
shares
|
$317,167
0.02% of portfolio
|
Q4 2024
Reduced 12.44%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
11,046
shares
|
$297,026
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
11,000
shares
|
$295,790
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
10,951
shares
|
$294,472
0.11% of portfolio
|
Q3 2023
Added 13.19%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
10,806
shares
|
$290,573
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
10,746
shares
|
$288,959
0.0% of portfolio
|
Q4 2024
Reduced 12.84%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
10,465
shares
|
$281,403
0.14% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
10,051
shares
|
$270,271
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
10,000
shares
|
$268,900
0.0% of portfolio
|
Q2 2023
Added 12.07%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Feb 11, 2025 Q4 2024 |
9,950
shares
|
$267,555
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
9,793
shares
|
$263,333
0.0% of portfolio
|
Q4 2024
Added 18.34%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
9,378
shares
|
$252,174
0.0% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
9,251
shares
|
$248,759
0.02% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
9,242
shares
|
$248,517
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
9,028
shares
|
$242,762
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Feb 10, 2025 Q4 2024 |
8,875
shares
|
$238,648
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
8,617
shares
|
$231,711
0.03% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
8,453
shares
|
$227,301
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
8,150
shares
|
$219,153
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
7,986
shares
|
$214,743
0.01% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 22, 2025 Q4 2024 |
7,930
shares
|
$213,237
0.09% of portfolio
|
Q4 2024
New holding
|