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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
625
shares
|
$16,806
0.0% of portfolio
|
Q3 2024
Added 177.78%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
600
shares
|
$16,134
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
525
shares
|
$14,117
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
500
shares
|
$13,445
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
491
shares
|
$13,202
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
426
shares
|
$11,455
0.0% of portfolio
|
Q2 2023
Added 1.67%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
426
shares
|
$11,455
0.0% of portfolio
|
Q4 2022
Added 2.65%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
383
shares
|
$10,298
0.0% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
375
shares
|
$10,083
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
375
shares
|
$10,083
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
352
shares
|
$9,465
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
300
shares
|
$8,067
0.0% of portfolio
|
Q2 2024
Reduced 21.05%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
300
shares
|
$8,067
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
270
shares
|
$7,260
0.0% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
237
shares
|
$6,372
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
210
shares
|
$5,646
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
200
shares
|
$5,378
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
157
shares
|
$4,221
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
136
shares
|
$3,657
0.0% of portfolio
|
Q4 2024
Added 12.4%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
100
shares
|
$2,689
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
31
shares
|
$833
0.0% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
27
shares
|
$726
0.07% of portfolio
|
Q4 2024
Reduced 99.89%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
8
shares
|
$215
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|