Purchases and Sales Made in Q1 2022 in Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX)
This table provides information about the institutional ownership of Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX) during Q1 2022. The information is specifically focused on institutions that hold shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
298New |
$7.39K - $9.19K
|
298
$8.01K
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
280New |
$6.94K - $8.63K
|
280
$7.52K
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
239+ 0.64% |
$5.92K - $7.37K
|
37.8K
$1.02M
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
200+ 1.45% |
$4.96K - $6.17K
|
14K
$376K
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
151+ 0.49% |
$3.74K - $4.66K
|
30.9K
$830K
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
75+ 0.53% |
$1.86K - $2.31K
|
14.2K
$382K
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
58+ 0.72% |
$1.44K - $1.79K
|
8.11K
$218K
|
|
May 16, 2022
Q1 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
30+ 1.5% |
$744 - $925
|
2.03K
$54.5K
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
12+ 1.48% |
$297 - $370
|
824
$22.1K
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
6+ 1.58% |
$149 - $185
|
385
$10.3K
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-25- 0.03% |
$620 - $771
|
72.1K
$1.94M
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
SELL
|
- |
-62Closed |
$1.54K - $1.91K
|
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
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-195Closed |
$4.83K - $6.01K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-200Closed |
$4.96K - $6.17K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-250Closed |
$6.2K - $7.71K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-270- 8.52% |
$6.69K - $8.32K
|
2.9K
$77.9K
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-300- 29.73% |
$7.44K - $9.25K
|
709
$19.1K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-450Closed |
$11.2K - $13.9K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-452Closed |
$11.2K - $13.9K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-497- 3.53% |
$12.3K - $15.3K
|
13.6K
$365K
|
|
May 12, 2022
Q1 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-511- 1.0% |
$12.7K - $15.8K
|
50.7K
$1.36M
|
|
Apr 14, 2022
Q1 2022
|
Diversified, LLC
|
SELL
|
- |
-539- 1.96% |
$13.4K - $16.6K
|
27K
$725K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-541Closed |
$13.4K - $16.7K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-824- 24.76% |
$20.4K - $25.4K
|
2.5K
$67.3K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-832- 23.85% |
$20.6K - $25.7K
|
2.66K
$71.4K
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.2KClosed |
$29.7K - $37K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.7KClosed |
$42.1K - $52.4K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.89K- 1.93% |
$46.8K - $58.1K
|
96.1K
$2.58M
|
|
May 27, 2022
Q1 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-2.02K- 19.41% |
$50K - $62.1K
|
8.37K
$225K
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-2.19KClosed |
$54.4K - $67.6K
|
0
$0
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.39K- 15.01% |
$59.3K - $73.8K
|
13.6K
$364K
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-2.8KClosed |
$69.4K - $86.3K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3K- 9.81% |
$74.3K - $92.5K
|
27.6K
$741K
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-3.93KClosed |
$97.4K - $121K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.08K- 2.47% |
$126K - $156K
|
200K
$5.38M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-5.66K- 97.42% |
$140K - $175K
|
150
$4.03K
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.92KClosed |
$172K - $213K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7KClosed |
$174K - $216K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-7.26KClosed |
$180K - $224K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-7.93K- 13.74% |
$197K - $244K
|
49.8K
$1.34M
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-8.1KClosed |
$201K - $250K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-10.6KClosed |
$263K - $326K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-10.9K- 23.78% |
$270K - $335K
|
34.9K
$937K
|
|
May 09, 2022
Q1 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-11KClosed |
$274K - $340K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-16.2K- 40.79% |
$402K - $499K
|
23.5K
$632K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16.8K- 6.11% |
$417K - $518K
|
258K
$6.94M
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21.5KClosed |
$533K - $662K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-30.2K- 40.01% |
$749K - $932K
|
45.3K
$1.22M
|