Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
381KNew |
$9.44M - $10.5M
|
381K
$10.2M
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
102K+ 54.78% |
$2.52M - $2.8M
|
288K
$7.73M
|
|
Jan 24, 2025
Q4 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
46.3KNew |
$1.15M - $1.27M
|
46.3K
$1.24M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19.4K+ 7.24% |
$481K - $534K
|
287K
$7.72M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
17.2K+ 187.88% |
$425K - $472K
|
26.3K
$706K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15.7K+ 109.75% |
$388K - $432K
|
30K
$806K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
12.2K+ 270.02% |
$303K - $337K
|
16.8K
$451K
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
9.24KNew |
$229K - $254K
|
9.24K
$248K
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
7.93KNew |
$196K - $218K
|
7.93K
$213K
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.79KNew |
$193K - $214K
|
7.79K
$209K
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
7.59KNew |
$188K - $209K
|
7.59K
$204K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.52K+ 38.95% |
$161K - $179K
|
23.3K
$625K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
6.33K+ 1100.17% |
$157K - $174K
|
6.9K
$185K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.04K+ 6.58% |
$75.3K - $83.7K
|
49.2K
$1.32M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.45K+ 2.93% |
$60.7K - $67.5K
|
86.1K
$2.31M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.38K+ 9.82% |
$58.9K - $65.5K
|
26.6K
$715K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.8K+ 5.26% |
$44.4K - $49.4K
|
36K
$966K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
525New |
$13K - $14.5K
|
525
$14.1K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
375New |
$9.29K - $10.3K
|
375
$10.1K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
375New |
$9.29K - $10.3K
|
375
$10.1K
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
279+ 3.11% |
$6.91K - $7.68K
|
9.25K
$249K
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
275+ 2.09% |
$6.81K - $7.57K
|
13.4K
$360K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
210New |
$5.2K - $5.78K
|
210
$5.64K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
157New |
$3.89K - $4.32K
|
157
$4.22K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
91+ 0.46% |
$2.25K - $2.51K
|
20K
$539K
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
81+ 2.06% |
$2.01K - $2.23K
|
4.02K
$108K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
51+ 0.17% |
$1.26K - $1.4K
|
30.8K
$828K
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
19+ 0.12% |
$470 - $523
|
15.3K
$412K
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15+ 12.4% |
$371 - $413
|
136
$3.65K
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
11+ 0.11% |
$272 - $303
|
10.5K
$281K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 3.33% |
$24.8 - $27.5
|
31
$833
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-30- 10.0% |
$743 - $826
|
270
$7.25K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-81- 0.67% |
$2.01K - $2.23K
|
12.1K
$325K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-196- 2.4% |
$4.85K - $5.4K
|
7.99K
$215K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-351- 6.01% |
$8.69K - $9.66K
|
5.49K
$148K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-380- 2.89% |
$9.41K - $10.5K
|
12.8K
$343K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-402- 4.89% |
$9.95K - $11.1K
|
7.82K
$210K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-530- 5.35% |
$13.1K - $14.6K
|
9.38K
$252K
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-641- 0.93% |
$15.9K - $17.6K
|
68.5K
$1.84M
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-649- 7.0% |
$16.1K - $17.9K
|
8.62K
$232K
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-750- 1.48% |
$18.6K - $20.6K
|
50K
$1.34M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-940- 4.6% |
$23.3K - $25.9K
|
19.5K
$524K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.68K- 12.44% |
$41.5K - $46.1K
|
11.8K
$317K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.88K- 3.34% |
$145K - $162K
|
170K
$4.57M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.07K- 2.57% |
$175K - $195K
|
268K
$7.19M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-11.4K- 44.81% |
$283K - $315K
|
14.1K
$379K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25K- 99.89% |
$620K - $689K
|
27
$725
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-25.6K- 2.24% |
$634K - $705K
|
1.12M
$30.1M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-33.5K- 16.84% |
$831K - $924K
|
166K
$4.45M
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-148K- 62.74% |
$3.66M - $4.07M
|
87.8K
$2.36M
|