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Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX) Institutional Ownership

$25.97 +0.06 (+0.23%)
(As of 05:28 PM ET)

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)
$77.78M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$25.29M
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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
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%
11/12/2024 Great 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%
9/5/2024Sanctuary Advisors LLC23,516$541K0.0%N/A0.048%
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%
8/3/2024 Shaker Financial Services LLC234,152$5.96M2.4%+1.9%0.480%
8/2/2024 Wolverine Asset Management LLC198,133$4.97M0.1%+2.4%0.406%
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7/31/2024Commonwealth Equity Services LLC86,215$2.16M0.0%-1.9%0.177%
7/29/2024 Fairman Group LLC2,000$51K0.1%N/A0.004%
7/29/2024 Financial Advocates Investment Management13,345$335K0.0%+11.9%0.027%
7/26/2024 Aspen Investment Management Inc8,150$204K0.1%N/A0.017%
7/24/2024 Diversified LLC12,848$322K0.0%-3.1%0.026%
7/22/2024 Atria Wealth Solutions Inc.31,929$817K0.0%-22.3%0.065%
7/22/2024 Dakota Wealth Management19,630$492K0.0%+52.4%0.040%
7/19/2024 MONECO 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%
7/16/2024 Great Valley Advisor Group Inc.32,384$812K0.0%-3.5%0.066%
7/15/2024 Sapient Capital LLC22,438$572K0.0%-3.6%0.046%
7/12/2024 Register Financial Advisors LLC10,442$262K0.1%+23.9%0.021%
7/9/2024 Kingswood Wealth Advisors LLC17,955$450K0.0%+22.9%0.037%
7/9/2024 Lynx Investment Advisory1,334$33K0.0%N/A0.003%
5/24/2024Cetera Advisors LLC13,686$330K0.0%N/A0.028%
5/17/2024 Comerica Bank12,797$309K0.0%-12.6%0.026%
5/16/2024B. Riley Wealth Advisors Inc.20,726$474K0.0%+8.3%0.043%
5/16/2024 Ionic Capital Management LLC87,560$2.11M0.7%-39.4%0.181%
5/14/2024 Axxcess Wealth Management LLC124,146$3.00M0.1%-0.9%0.256%
5/14/2024 Karpus Management Inc.558,603$13.49M0.4%+139.5%1.152%
5/10/2024 Cornerstone Advisors LLC1,144,884$27.64M1.1%+50.6%2.362%
5/8/2024 Avantax 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%
5/1/2024 Private Advisor Group LLC18,480$446K0.0%+64.2%0.038%
4/29/2024Commonwealth Equity Services LLC87,869$2.12M0.0%-5.3%0.181%
4/26/2024 MONECO Advisors LLC72,861$1.76M0.3%-7.4%0.150%
4/25/2024 Schnieders 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%
4/22/2024 PFG Investments LLC17,933$433K0.0%N/A0.037%
4/17/2024 Cornerstone Wealth Group LLC8,453$204K0.0%N/A0.017%
4/16/2024 Register Financial Advisors LLC8,431$204K0.1%N/A0.017%
4/15/2024 Kingswood 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%
4/9/2024 Mather Group LLC.1,262$29K0.0%N/A0.003%
3/22/2024 PNC 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%
3/13/2024 MONECO Advisors LLC78,726$1.82M0.3%+2.3%0.162%
2/13/2024 Karpus Management Inc.233,280$5.40M0.2%N/A0.481%
2/13/2024 1607 Capital Partners LLC119,105$2.76M0.2%+387.5%0.246%
2/12/2024 Weiss Asset Management LP12,949$300K0.0%N/A0.027%
2/9/2024 D.A. Davidson & CO.91,392$2.12M0.0%-5.7%0.189%
2/9/2024 Wells Fargo & Company MN933,761$21.62M0.0%-35.9%1.926%
2/9/2024 Cornerstone Advisors LLC760,141$17.60M0.8%+239.9%1.568%
2/9/2024 UBS Group AG839,695$19.44M0.0%-1.2%1.732%
2/8/2024 Financial 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%
2/7/2024 NBC Securities Inc.25,518$590K0.1%+2.3%0.053%
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2/7/2024 Shaker Financial Services LLC120,804$2.80M1.1%+254.5%0.249%
2/6/2024 Aviance Capital Partners LLC12,923$299K0.1%-76.0%0.027%
2/6/2024 Private Advisor Group LLC11,254$261K0.0%+5.4%0.023%
2/6/2024 Sapient Capital LLC23,400$542K0.0%N/A0.048%
2/6/2024 Axxcess Wealth Management LLC125,239$2.90M0.1%+228.9%0.258%
2/6/2024 Great Valley Advisor Group Inc.29,583$685K0.0%-33.0%0.061%
2/5/2024 MONECO Advisors LLC78,726$1.82M0.3%+2.3%0.162%
2/2/2024 Truist Financial Corp25,419$588K0.0%-23.1%0.052%
2/2/2024 Atria Wealth Solutions Inc.70,337$1.63M0.0%-30.4%0.145%
2/2/2024 Schnieders Capital Management LLC72,921$1.69M0.4%+13.2%0.150%
(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, 108 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 International Assets Investment Management LLC ($9.32M).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 89 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 5,129,567 shares in the last 24 months. This purchase volume represents approximately $120.63M 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), Raymond James & Associates ($154.45K), Bridge Advisory LLC ($148.66K), Janney Montgomery Scott LLC ($81.97K), Axxcess Wealth Management LLC ($71.58K), Aviance Capital Partners LLC ($70.57K), and Ionic Capital Management LLC ($56.94K).

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

Institutional investors have sold a total of 1,674,275 shares in the last 24 months. This volume of shares sold represents approximately $38.88M in transactions.



This page (NASDAQ:QQQX) was last updated on 11/19/2024 by MarketBeat.com Staff
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