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 |
|---|---|---|---|---|---|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
10,951
shares
|
$301,481
0.08% of portfolio
|
Q3 2023
Added 13.19%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
10,912
shares
|
$300,407
0.0% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
10,558
shares
|
$290,661
0.0% of portfolio
|
Q3 2025
Added 6.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
10,551
shares
|
$290,469
0.0% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2025 Q3 2025 |
10,379
shares
|
$285,733
0.21% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
10,257
shares
|
$282,375
0.01% of portfolio
|
Q3 2025
Reduced 28.28%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
10,200
shares
|
$280,806
0.04% of portfolio
|
Q3 2025
Added 10.87%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
10,115
shares
|
$278,465
0.11% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Oct 21, 2025 Q3 2025 |
10,003
shares
|
$275,382
0.18% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
10,001
shares
|
$275,327
0.0% of portfolio
|
Q3 2025
Reduced 10.18%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
10,000
shares
|
$275,300
0.0% of portfolio
|
Q2 2023
Added 12.07%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
9,600
shares
|
$264,288
0.02% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
9,282
shares
|
$255,533
0.06% of portfolio
|
Q3 2025
Reduced 50.95%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
9,242
shares
|
$254,432
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
8,997
shares
|
$247,687
0.0% of portfolio
|
Q3 2025
Added 15.49%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 23, 2025 Q3 2025 |
8,677
shares
|
$238,877
0.07% of portfolio
|
Q3 2025
Added 7.72%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
8,453
shares
|
$232,711
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
8,426
shares
|
$231,967
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
8,401
shares
|
$231,279
0.0% of portfolio
|
Q3 2025
Added 21.74%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
8,088
shares
|
$222,662
0.0% of portfolio
|
Q3 2025
Added 4.52%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
7,846
shares
|
$216,000
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
7,661
shares
|
$210,907
0.01% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
7,539
shares
|
$207,548
0.01% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
7,451
shares
|
$205,126
0.02% of portfolio
|
Q3 2025
Reduced 9.83%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
7,441
shares
|
$204,850
0.04% of portfolio
|
Q3 2025
New holding
|
|