Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
7+ 1.67% |
$161 - $181
|
426
$11.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
4+ 1.75% |
$91.8 - $103
|
232
$6.23K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-158- 3.82% |
$3.63K - $4.09K
|
3.98K
$107K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-511- 2.41% |
$11.7K - $13.2K
|
20.7K
$556K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-799- 0.84% |
$18.3K - $20.7K
|
94.3K
$2.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-809- 6.73% |
$18.6K - $20.9K
|
11.2K
$301K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-816- 8.33% |
$18.7K - $21.1K
|
8.98K
$241K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-851- 4.45% |
$19.5K - $22K
|
18.3K
$491K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-898- 5.13% |
$20.6K - $23.2K
|
16.6K
$446K
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1.75K- 4.49% |
$40.1K - $45.2K
|
37.2K
$1M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.19K- 17.21% |
$50.3K - $56.7K
|
10.5K
$283K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.29K- 40.54% |
$52.6K - $59.3K
|
3.36K
$90.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.59K- 3.09% |
$59.5K - $67.1K
|
81.2K
$2.18M
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.89K- 25.26% |
$66.3K - $74.7K
|
8.55K
$230K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.52K- 28.18% |
$80.8K - $91.1K
|
8.98K
$241K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.62K- 7.83% |
$83.1K - $93.7K
|
42.6K
$1.15M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.12K- 20.38% |
$94.6K - $107K
|
16.1K
$433K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.67K- 0.57% |
$107K - $121K
|
820K
$22M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-5.31K- 14.0% |
$122K - $137K
|
32.6K
$877K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-5.33K- 36.69% |
$122K - $138K
|
9.19K
$247K
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-5.47K- 8.12% |
$125K - $141K
|
61.8K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.85K- 4.05% |
$226K - $255K
|
234K
$6.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.2K- 7.01% |
$348K - $392K
|
201K
$5.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-16.7K- 40.77% |
$382K - $431K
|
24.2K
$650K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16.8K- 38.33% |
$385K - $434K
|
27K
$724K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-17.2K- 42.34% |
$396K - $446K
|
23.5K
$631K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-19.2K- 5.88% |
$441K - $498K
|
308K
$8.28M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-21.9K- 51.7% |
$502K - $566K
|
20.5K
$550K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-22.8K- 34.76% |
$523K - $589K
|
42.7K
$1.15M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-27.7K- 19.63% |
$635K - $716K
|
113K
$3.04M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-36.8K- 10.08% |
$845K - $952K
|
328K
$8.82M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-41.3KClosed |
$947K - $1.07M
|
0
$0
|