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Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX) Institutional Ownership

Nuveen Nasdaq 100 Dynamic Overwrite Fund logo
$26.89 -0.39 (-1.43%)
Closing price 02/21/2025 04:00 PM Eastern
Extended Trading
$27.03 +0.14 (+0.52%)
As of 02/21/2025 06:56 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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)
68
Total
Institutional Inflows
(last 12 months)
$74.10M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$29.65M
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QQQX Institutional Buying and Selling by Quarter

Nuveen Nasdaq 100 Dynamic Overwrite Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Royal Bank of Canada718,095$19.42M0.0%+2.5%1.471%
2/17/2025 Quantedge Capital Pte Ltd15,300$414K0.2%+30.8%0.031%
2/17/2025 Millennium Management LLC10,746$291K0.0%-12.8%0.022%
2/17/2025 Ionic Capital Management LLC74,146$2.01M0.2%-27.1%0.152%
2/17/2025 Cetera Investment Advisers33,562$908K0.0%-3.4%0.069%
2/17/2025 Bank of America Corp DE422,296$11.42M0.0%+2.6%0.865%
2/17/2025 Ameriprise Financial Inc.177,530$4.80M0.0%-2.6%0.364%
2/17/2025 Alteri Wealth LLC20,563$556K0.2%N/A0.042%
2/14/2025 AQR Arbitrage LLC214,012$5.79M0.1%+18.4%0.438%
2/14/2025 Mercer Global Advisors Inc. ADV16,254$440K0.0%+17.8%0.033%
2/14/2025 Quarry LP26,846$726K0.1%N/A0.055%
2/14/2025 Stifel Financial Corp15,115$409K0.0%+3.9%0.031%
2/14/2025 Shaker Financial Services LLC178,663$4.83M1.9%-37.1%0.366%
2/13/2025 1607 Capital Partners LLC644,987$17.45M1.4%+36.4%1.321%
2/13/2025 Guggenheim Capital LLC351,274$9.50M0.1%+12.9%0.719%
2/13/2025 Mariner LLC11,046$299K0.0%N/A0.023%
2/13/2025 Invesco Ltd.860,866$23.29M0.0%+12.0%1.763%
2/13/2025 Envestnet Asset Management Inc.12,832$347K0.0%+25.7%0.026%
2/13/2025 Wells Fargo & Company MN1,079,535$29.20M0.0%+1.8%2.211%
2/12/2025 Landscape Capital Management L.L.C.111,641$3.02M0.3%-55.7%0.229%
2/12/2025 Thomas J. Herzfeld Advisors Inc.117,169$3.17M1.0%+3.1%0.240%
2/12/2025 Bay Capital Advisors LLC9,950$269K0.2%N/A0.020%
2/11/2025 CoreFirst Bank & Trust1,316$36K0.0%N/A0.003%
2/11/2025 LPL Financial LLC505,872$13.68M0.0%+0.5%1.036%
2/10/2025 Axxcess Wealth Management LLC55,458$1.50M0.0%+3.3%0.114%
2/10/2025 WealthTrust Asset Management LLC8,875$240K0.2%N/A0.018%
2/10/2025 GWN Securities Inc.10,051$279K0.1%N/A0.021%
2/10/2025 Left Brain Wealth Management LLC7,637$207K0.1%N/A0.016%
2/10/2025 Commonwealth Equity Services LLC82,519$2.23M0.0%-2.1%0.169%
2/10/2025 Avantax Advisory Services Inc.9,793$265K0.0%+18.3%0.020%
2/7/2025 HighTower Advisors LLC287,426$7.78M0.0%+7.2%0.589%
2/7/2025 Cornerstone Advisors LLC1,119,284$30.28M1.2%-2.2%2.292%
2/7/2025 PNC Financial Services Group Inc.49,235$1.33M0.0%+6.6%0.101%
2/6/2025 Lindbrook Capital LLC12,757$345K0.0%-2.9%0.026%
2/6/2025 Raymond James Financial Inc.381,462$10.32M0.0%N/A0.781%
2/5/2025 US Bancorp DE7,817$211K0.0%-4.9%0.016%
2/5/2025 Schnieders Capital Management LLC49,985$1.35M0.3%-1.5%0.102%
2/4/2025 WealthShield Partners LLC8,617$233K0.0%-7.0%0.018%
2/4/2025 MONECO Advisors LLC68,495$1.85M0.2%-0.9%0.140%
2/3/2025 Wolverine Asset Management LLC87,801$2.38M0.0%-62.7%0.180%
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2/3/2025 Private Advisor Group LLC26,613$720K0.0%+9.8%0.055%
1/31/2025 D.A. Davidson & CO.86,103$2.33M0.0%+2.9%0.176%
1/31/2025 Truist Financial Corp19,487$527K0.0%-4.6%0.040%
1/31/2025 Sanctuary Advisors LLC14,094$385K0.0%-44.8%0.029%
1/29/2025 Allspring Global Investments Holdings LLC287,681$7.78M0.0%+54.8%0.589%
1/29/2025 Sovran Advisors LLC9,242$244K0.0%N/A0.019%
1/27/2025 Stratos Wealth Partners LTD.23,251$629K0.0%+39.0%0.048%
1/24/2025 Absolute Investment Advisers LLC46,255$1.25M0.2%N/A0.095%
1/22/2025 Next Level Private LLC7,930$215K0.1%N/A0.016%
1/22/2025 Griffin Asset Management Inc.7,587$205K0.0%N/A0.016%
1/22/2025 Kingswood Wealth Advisors LLC29,984$811K0.1%+109.8%0.061%
1/21/2025 Flagship Harbor Advisors LLC165,721$4.48M0.2%-16.8%0.339%
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%
11/25/2024 Sanctuary Advisors LLC25,536$661K0.0%+8.6%0.052%
11/18/2024 Arete Wealth Advisors LLC121,198$3.03M0.3%+3.5%0.248%
11/15/2024 Stifel Financial Corp14,549$365K0.0%-22.8%0.030%
11/15/2024 Ionic Capital Management LLC101,732$2.56M0.4%+16.2%0.208%
11/15/2024 HighTower Advisors LLC268,019$6.72M0.0%+7.7%0.549%
11/14/2024 Captrust Financial Advisors14,284$359K0.0%-4.9%0.029%
11/14/2024 Rockefeller Capital Management L.P.10,017$252K0.0%-23.7%0.021%
11/14/2024 Walleye Capital LLC14,696$369K0.0%+83.2%0.030%
11/13/2024 D.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%
11/9/2024 Landscape Capital Management L.L.C.251,797$6.33M0.6%-0.5%0.516%
11/8/2024 Advisors Asset Management Inc.18,327$460K0.0%N/A0.038%
11/8/2024 PNC Financial Services Group Inc.46,195$1.16M0.0%+51.3%0.095%
11/4/2024 Wolverine Asset Management LLC235,640$5.92M0.1%+18.9%0.483%
11/4/2024 Axxcess Wealth Management LLC53,664$1.35M0.0%-52.5%0.110%
11/1/2024 Lindbrook Capital LLC13,137$330K0.0%-21.0%0.027%
10/31/2024 Shaker 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%
10/25/2024 Financial Advocates Investment Management12,852$323K0.0%-3.7%0.026%
10/25/2024 MONECO 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%
10/22/2024 Private Advisor Group LLC24,233$609K0.0%-6.3%0.050%
10/19/2024 Allspring 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%
9/5/2024 Sanctuary Advisors LLC23,516$541K0.0%N/A0.048%
Watch This Robotics Demo Before March 17th (Ad)

Jeff Brown, the tech legend who picked shares of Nvidia in 2016 before they jumped by more than 22,000%... Just did a demo of what Nvidia’s CEO said will be "the first multitrillion-dollar robotics industry."

8/21/2024 Truist Financial Corp23,628$593K0.0%-27.0%0.048%
8/19/2024B. Riley Wealth Advisors Inc.19,629$501K0.0%-5.3%0.040%
8/16/2024 Northwestern Mutual Wealth Management Co.2,623$66K0.0%-78.9%0.005%
8/16/2024 NewEdge Advisors LLC40,396$1.01M0.0%+17.5%0.083%
8/15/2024 Logan Stone Capital LLC132,935$3.33M0.9%+501.2%0.272%
8/12/2024 Mercer Global Advisors Inc. ADV17,078$428K0.0%-9.7%0.035%
8/10/2024 Axxcess Wealth Management LLC112,903$2.83M0.1%-9.1%0.231%
8/7/2024 Wedbush Securities Inc.25,310$635K0.0%+11.4%0.052%
8/7/2024 PFG Investments LLC8,446$212K0.0%-52.9%0.017%
8/5/2024 Private Advisor Group LLC25,856$648K0.0%+39.9%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, 122 institutional investors and hedge funds held shares of Nuveen Nasdaq 100 Dynamic Overwrite Fund. The most heavily invested institutionals were Cornerstone Advisors LLC ($30.28M), Wells Fargo & Company MN ($29.20M), Invesco Ltd. ($23.29M), UBS Group AG ($19.44M), Royal Bank of Canada ($19.42M), 1607 Capital Partners LLC ($17.45M), and LPL Financial LLC ($13.68M).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 106 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 ($657.25K), Karpus Management Inc. ($558.60K), Raymond James Financial Inc. ($381.46K), 1607 Capital Partners LLC ($291.24K), Allspring Global Investments Holdings LLC ($287.68K), and Wolverine Asset Management LLC ($242.75K).

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

Institutional investors have bought a total of 6,020,695 shares in the last 24 months. This purchase volume represents approximately $146.41M in transactions.

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

Of the 58 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), Wolverine Asset Management LLC ($192.47K), Bridge Advisory LLC ($148.18K), Landscape Capital Management L.L.C. ($141.43K), Shaker Financial Services LLC ($105.49K), and Janney Montgomery Scott LLC ($89.04K).

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

Institutional investors have sold a total of 2,319,198 shares in the last 24 months. This volume of shares sold represents approximately $57.83M in transactions.



This page (NASDAQ:QQQX) was last updated on 2/22/2025 by MarketBeat.com Staff
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