Purchases and Sales Made in Q4 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2026
Q4 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
83.3K+ 69.09% |
$2.25M - $2.36M
|
204K
$5.61M
|
|
|
Jan 29, 2026
Q4 2025
|
High Point Wealth Management, LLC
Chester, NJ |
BUY
|
- |
39.6KNew |
$1.07M - $1.13M
|
39.6K
$1.09M
|
|
|
Jan 26, 2026
Q4 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
18.1K+ 230.42% |
$488K - $513K
|
25.9K
$714K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
15.9K+ 2.94% |
$430K - $452K
|
557K
$15.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.9KNew |
$348K - $366K
|
12.9K
$354K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
9.35KNew |
$253K - $266K
|
9.35K
$257K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
8.01K+ 104.54% |
$216K - $227K
|
15.7K
$431K
|
|
|
Jan 29, 2026
Q4 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.74K+ 5.46% |
$128K - $135K
|
91.5K
$2.52M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.33K+ 12.33% |
$90K - $94.6K
|
30.3K
$835K
|
|
|
Jan 28, 2026
Q4 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.33K+ 3.64% |
$63K - $66.3K
|
66.5K
$1.83M
|
|
|
Jan 29, 2026
Q4 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.81K+ 8.9% |
$48.8K - $51.3K
|
22.1K
$609K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.58K+ 527.0% |
$42.7K - $44.9K
|
1.88K
$51.8K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.3K+ 10.96% |
$35.1K - $36.9K
|
13.2K
$362K
|
|
|
Jan 28, 2026
Q4 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
306+ 2.22% |
$8.27K - $8.69K
|
14.1K
$388K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
178+ 2.39% |
$4.81K - $5.06K
|
7.62K
$210K
|
|
|
Jan 28, 2026
Q4 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
172+ 1.37% |
$4.65K - $4.88K
|
12.7K
$349K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
85+ 0.85% |
$2.3K - $2.41K
|
10.1K
$278K
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
65+ 4.04% |
$1.76K - $1.85K
|
1.68K
$46.1K
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
BUY
|
- |
27+ 0.23% |
$729 - $767
|
11.6K
$318K
|
|
|
Jan 28, 2026
Q4 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
5+ 0.01% |
$135 - $142
|
59.8K
$1.65M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-30- 0.22% |
$810 - $852
|
13.8K
$379K
|
|
|
Jan 28, 2026
Q4 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-41- 16.27% |
$1.11K - $1.16K
|
211
$5.81K
|
|
|
Jan 27, 2026
Q4 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-200- 6.3% |
$5.4K - $5.68K
|
2.98K
$81.9K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
SELL
|
- |
-325- 0.88% |
$8.78K - $9.23K
|
36.4K
$1M
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.04K- 6.92% |
$28K - $29.5K
|
14K
$384K
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.1K- 20.59% |
$56.7K - $59.6K
|
8.1K
$223K
|
|
|
Jan 27, 2026
Q4 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-2.89K- 26.4% |
$78.1K - $82.1K
|
8.06K
$222K
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
SELL
|
- |
-21.7K- 2.9% |
$586K - $616K
|
727K
$20M
|
|