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Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX) Institutional Ownership

Nuveen Nasdaq 100 Dynamic Overwrite Fund logo
$27.32 +0.27 (+1.00%)
As of 01/17/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Nuveen Nasdaq 100 Dynamic Overwrite Fund (NASDAQ:QQQX)

Current
Institutional Ownership
Percentage
23.62%
Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$77.89M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$31.66M
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QQQX Institutional Buying and Selling by Quarter

Nuveen Nasdaq 100 Dynamic Overwrite Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Janney Montgomery Scott LLC267,573$7.24M0.0%-2.6%0.548%
1/17/2025 Dakota Wealth Management35,950$972K0.0%+5.3%0.074%
1/16/2025 Diversify Advisory Services LLC11,795$314K0.0%-12.4%0.024%
1/15/2025 Arkadios Wealth Advisors26,289$711K0.0%+187.9%0.054%
1/15/2025 Merit Financial Group LLC9,378$254K0.0%-5.3%0.019%
1/15/2025 Hennion & Walsh Asset Management Inc.7,790$211K0.0%N/A0.016%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.16,784$454K0.1%+270.0%0.034%
1/8/2025 International Assets Investment Management LLC13,972$375K0.0%-96.2%0.029%
12/13/2024B. Riley Wealth Advisors Inc.18,264$462K0.0%-7.0%0.037%
11/25/2024Sanctuary Advisors LLC25,536$661K0.0%+8.6%0.052%
11/18/2024Arete Wealth Advisors LLC121,198$3.03M0.3%+3.5%0.248%
11/15/2024Stifel Financial Corp14,549$365K0.0%-22.8%0.030%
11/15/2024Ionic Capital Management LLC101,732$2.56M0.4%+16.2%0.208%
11/15/2024HighTower Advisors LLC268,019$6.72M0.0%+7.7%0.549%
11/14/2024Captrust Financial Advisors14,284$359K0.0%-4.9%0.029%
11/14/2024Rockefeller Capital Management L.P.10,017$252K0.0%-23.7%0.021%
11/14/2024Walleye Capital LLC14,696$369K0.0%+83.2%0.030%
11/13/2024D.A. Davidson & CO.83,652$2.10M0.0%-1.0%0.171%
11/12/2024Great Valley Advisor Group Inc.33,745$847K0.0%+4.2%0.069%
11/9/2024Landscape Capital Management L.L.C.251,797$6.33M0.6%-0.5%0.516%
11/8/2024Advisors Asset Management Inc.18,327$460K0.0%N/A0.038%
11/8/2024PNC Financial Services Group Inc.46,195$1.16M0.0%+51.3%0.095%
11/4/2024Wolverine Asset Management LLC235,640$5.92M0.1%+18.9%0.483%
11/4/2024Axxcess Wealth Management LLC53,664$1.35M0.0%-52.5%0.110%
11/1/2024Lindbrook Capital LLC13,137$330K0.0%-21.0%0.027%
10/31/2024Shaker Financial Services LLC284,148$7.24M2.7%+21.4%0.582%
10/29/2024 Janney Montgomery Scott LLC274,642$6.90M0.0%-6.4%0.562%
10/25/2024Financial Advocates Investment Management12,852$323K0.0%-3.7%0.026%
10/25/2024MONECO Advisors LLC69,136$1.74M0.2%+4.3%0.142%
10/23/2024 Dakota Wealth Management34,155$858K0.0%+74.0%0.070%
10/22/2024 International Assets Investment Management LLC371,034$9.32M0.0%+2,422.3%0.760%
10/22/2024Private Advisor Group LLC24,233$609K0.0%-6.3%0.050%
10/19/2024Allspring Global Investments Holdings LLC185,860$4.67M0.0%N/A0.381%
10/18/2024Raymond James & Associates143,150$3.60M0.0%+13.5%0.293%
10/11/2024 ORG Partners LLC1,688$42K0.0%-21.9%0.003%
10/11/2024 Thurston Springer Miller Herd & Titak Inc.4,536$114K0.0%N/A0.009%
10/8/2024 Atomi Financial Group Inc.8,182$206K0.0%-4.7%0.017%
9/5/2024Sanctuary Advisors LLC23,516$541K0.0%N/A0.048%
8/21/2024Truist Financial Corp23,628$593K0.0%-27.0%0.048%
8/19/2024B. Riley Wealth Advisors Inc.19,629$501K0.0%-5.3%0.040%
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8/16/2024Northwestern Mutual Wealth Management Co.2,623$66K0.0%-78.9%0.005%
8/16/2024NewEdge Advisors LLC40,396$1.01M0.0%+17.5%0.083%
8/15/2024Logan Stone Capital LLC132,935$3.33M0.9%+501.2%0.272%
8/12/2024Mercer Global Advisors Inc. ADV17,078$428K0.0%-9.7%0.035%
8/10/2024Axxcess Wealth Management LLC112,903$2.83M0.1%-9.1%0.231%
8/7/2024Wedbush Securities Inc.25,310$635K0.0%+11.4%0.052%
8/7/2024PFG Investments LLC8,446$212K0.0%-52.9%0.017%
8/5/2024Private Advisor Group LLC25,856$648K0.0%+39.9%0.053%
8/3/2024Shaker Financial Services LLC234,152$5.96M2.4%+1.9%0.480%
8/2/2024Wolverine Asset Management LLC198,133$4.97M0.1%+2.4%0.406%
7/31/2024Commonwealth Equity Services LLC86,215$2.16M0.0%-1.9%0.177%
7/29/2024Fairman Group LLC2,000$51K0.1%N/A0.004%
7/29/2024Financial Advocates Investment Management13,345$335K0.0%+11.9%0.027%
7/26/2024Aspen Investment Management Inc8,150$204K0.1%N/A0.017%
7/24/2024Diversified LLC12,848$322K0.0%-3.1%0.026%
7/22/2024Atria Wealth Solutions Inc.31,929$817K0.0%-22.3%0.065%
7/22/2024 Dakota Wealth Management19,630$492K0.0%+52.4%0.040%
7/19/2024MONECO Advisors LLC66,315$1.66M0.2%-9.0%0.136%
7/19/2024Raymond James & Associates126,085$3.16M0.0%-2.3%0.258%
7/16/2024 ORG Partners LLC2,160$54K0.0%-28.0%0.004%
7/16/2024Great Valley Advisor Group Inc.32,384$812K0.0%-3.5%0.066%
7/15/2024Sapient Capital LLC22,438$572K0.0%-3.6%0.046%
7/12/2024Register Financial Advisors LLC10,442$262K0.1%+23.9%0.021%
7/9/2024Kingswood Wealth Advisors LLC17,955$450K0.0%+22.9%0.037%
7/9/2024Lynx Investment Advisory1,334$33K0.0%N/A0.003%
5/24/2024Cetera Advisors LLC13,686$330K0.0%N/A0.028%
5/17/2024Comerica Bank12,797$309K0.0%-12.6%0.026%
5/16/2024B. Riley Wealth Advisors Inc.20,726$474K0.0%+8.3%0.043%
5/16/2024Ionic Capital Management LLC87,560$2.11M0.7%-39.4%0.181%
5/14/2024Axxcess Wealth Management LLC124,146$3.00M0.1%-0.9%0.256%
5/14/2024Karpus Management Inc.558,603$13.49M0.4%+139.5%1.152%
5/10/2024Cornerstone Advisors LLC1,144,884$27.64M1.1%+50.6%2.362%
5/8/2024Avantax Advisory Services Inc.9,616$232K0.0%N/A0.020%
5/6/2024 ORG Partners LLC3,001$72K0.1%N/A0.006%
5/1/2024 Janney Montgomery Scott LLC339,819$8.20M0.0%-1.8%0.701%
5/1/2024 Diversify Advisory Services LLC13,020$314K0.0%N/A0.027%
5/1/2024Private Advisor Group LLC18,480$446K0.0%+64.2%0.038%
4/29/2024Commonwealth Equity Services LLC87,869$2.12M0.0%-5.3%0.181%
4/26/2024MONECO Advisors LLC72,861$1.76M0.3%-7.4%0.150%
4/25/2024Schnieders Capital Management LLC68,171$1.65M0.3%-6.5%0.141%
4/23/2024Raymond James Financial Services Advisors Inc.258,632$6.24M0.0%+6.8%0.534%
4/22/2024PFG Investments LLC17,933$433K0.0%N/A0.037%
4/17/2024Cornerstone Wealth Group LLC8,453$204K0.0%N/A0.017%
4/16/2024Register Financial Advisors LLC8,431$204K0.1%N/A0.017%
4/15/2024Kingswood Wealth Advisors LLC14,609$353K0.0%-2.9%0.030%
4/11/2024 International Assets Investment Management LLC14,475$349K0.0%+8.5%0.030%
4/9/2024Mather Group LLC.1,262$29K0.0%N/A0.003%
3/22/2024PNC Financial Services Group Inc.6,975$161K0.0%+153.6%0.014%
3/15/2024B. Riley Wealth Advisors Inc.19,130$443K0.0%-7.7%0.039%
3/13/2024MONECO Advisors LLC78,726$1.82M0.3%+2.3%0.162%
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2/13/2024Karpus Management Inc.233,280$5.40M0.2%N/A0.481%
2/13/20241607 Capital Partners LLC119,105$2.76M0.2%+387.5%0.246%
2/12/2024Weiss Asset Management LP12,949$300K0.0%N/A0.027%
2/9/2024D.A. Davidson & CO.91,392$2.12M0.0%-5.7%0.189%
2/9/2024Wells Fargo & Company MN933,761$21.62M0.0%-35.9%1.926%
2/9/2024Cornerstone Advisors LLC760,141$17.60M0.8%+239.9%1.568%
2/9/2024UBS Group AG839,695$19.44M0.0%-1.2%1.732%
2/8/2024Financial Advocates Investment Management11,929$276K0.0%+4.2%0.025%
2/8/2024 Janney Montgomery Scott LLC346,137$8.01M0.0%+9.0%0.714%
2/7/2024NBC Securities Inc.25,518$590K0.1%+2.3%0.053%
(Data available from 1/1/2016 forward)

QQQX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of QQQX shares?

During the previous two years, 109 institutional investors and hedge funds held shares of Nuveen Nasdaq 100 Dynamic Overwrite Fund. The most heavily invested institutionals were Cornerstone Advisors LLC ($27.64M), Wells Fargo & Company MN ($21.62M), UBS Group AG ($19.44M), Karpus Management Inc. ($13.49M), Invesco Ltd. ($10.29M), LPL Financial LLC ($10.07M), and Guggenheim Capital LLC ($8.80M).Learn more on QQQX's institutional investors.

What percentage of Nuveen Nasdaq 100 Dynamic Overwrite Fund stock is owned by institutional investors?

23.62% of Nuveen Nasdaq 100 Dynamic Overwrite Fund stock is owned by institutional investors. Learn more on QQQX's institutional investor holdings.

Which institutional investors have been buying Nuveen Nasdaq 100 Dynamic Overwrite Fund stock?

Of the 91 institutional investors that purchased Nuveen Nasdaq 100 Dynamic Overwrite Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cornerstone Advisors LLC ($1.14M), International Assets Investment Management LLC ($684.96K), Karpus Management Inc. ($558.60K), Wolverine Asset Management LLC ($242.75K), Allspring Global Investments Holdings LLC ($185.86K), Shaker Financial Services LLC ($175.05K), and Flagship Harbor Advisors LLC ($171.88K).

How much institutional buying is happening at Nuveen Nasdaq 100 Dynamic Overwrite Fund?

Institutional investors have bought a total of 5,170,577 shares in the last 24 months. This purchase volume represents approximately $121.74M in transactions.

Which Nuveen Nasdaq 100 Dynamic Overwrite Fund major shareholders have been selling company stock?

Of the 54 institutional investors that sold Nuveen Nasdaq 100 Dynamic Overwrite Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wells Fargo & Company MN ($522.54K), International Assets Investment Management LLC ($387.53K), Raymond James & Associates ($154.45K), Bridge Advisory LLC ($148.18K), Janney Montgomery Scott LLC ($89.04K), Axxcess Wealth Management LLC ($71.58K), and Aviance Capital Partners LLC ($70.57K).

How much institutional selling is happening at Nuveen Nasdaq 100 Dynamic Overwrite Fund?

Institutional investors have sold a total of 2,035,897 shares in the last 24 months. This volume of shares sold represents approximately $48.70M in transactions.


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This page (NASDAQ:QQQX) was last updated on 1/21/2025 by MarketBeat.com Staff
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