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Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX) Institutional Ownership

Nuveen Nasdaq 100 Dynamic Overwrite Fund logo
$22.38 -0.22 (-0.97%)
Closing price 04:00 PM Eastern
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$22.40 +0.02 (+0.09%)
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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)
70
Total
Institutional Inflows
(last 12 months)
$75.13M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$29.71M
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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
4/17/2025FNY Investment Advisers LLC3,800$90K0.1%N/A0.008%
4/17/2025Janney Montgomery Scott LLC264,055$6.27M0.0%-1.3%0.541%
4/17/2025Cyndeo Wealth Partners LLC13,812$328K0.0%-7.4%0.028%
4/9/2025 Merit Financial Group LLC10,612$252K0.0%+13.2%0.022%
4/9/2025 NBC Securities Inc.55,147$1.31M0.1%+204,148.1%0.113%
2/17/2025Royal Bank of Canada718,095$19.42M0.0%+2.5%1.471%
2/17/2025Quantedge Capital Pte Ltd15,300$414K0.2%+30.8%0.031%
2/17/2025Millennium Management LLC10,746$291K0.0%-12.8%0.022%
2/17/2025Ionic Capital Management LLC74,146$2.01M0.2%-27.1%0.152%
2/17/2025Cetera Investment Advisers33,562$908K0.0%-3.4%0.069%
2/17/2025Bank of America Corp DE422,296$11.42M0.0%+2.6%0.865%
2/17/2025Ameriprise Financial Inc.177,530$4.80M0.0%-2.6%0.364%
2/17/2025Alteri Wealth LLC20,563$556K0.2%N/A0.042%
2/14/2025AQR Arbitrage LLC214,012$5.79M0.1%+18.4%0.438%
2/14/2025Mercer Global Advisors Inc. ADV16,254$440K0.0%+17.8%0.033%
2/14/2025Quarry LP26,846$726K0.1%N/A0.055%
2/14/2025Stifel Financial Corp15,115$409K0.0%+3.9%0.031%
2/14/2025Shaker Financial Services LLC178,663$4.83M1.9%-37.1%0.366%
2/13/20251607 Capital Partners LLC644,987$17.45M1.4%+36.4%1.321%
2/13/2025Guggenheim Capital LLC351,274$9.50M0.1%+12.9%0.719%
2/13/2025Mariner LLC11,046$299K0.0%N/A0.023%
2/13/2025Invesco Ltd.860,866$23.29M0.0%+12.0%1.763%
2/13/2025Envestnet Asset Management Inc.12,832$347K0.0%+25.7%0.026%
2/13/2025Wells Fargo & Company MN1,079,535$29.20M0.0%+1.8%2.211%
2/12/2025Landscape Capital Management L.L.C.111,641$3.02M0.3%-55.7%0.229%
2/12/2025Thomas J. Herzfeld Advisors Inc.117,169$3.17M1.0%+3.1%0.240%
2/12/2025Bay Capital Advisors LLC9,950$269K0.2%N/A0.020%
2/11/2025CoreFirst Bank & Trust1,316$36K0.0%N/A0.003%
2/11/2025LPL Financial LLC505,872$13.68M0.0%+0.5%1.036%
2/10/2025Axxcess Wealth Management LLC55,458$1.50M0.0%+3.3%0.114%
2/10/2025WealthTrust Asset Management LLC8,875$240K0.2%N/A0.018%
2/10/2025GWN Securities Inc.10,051$279K0.1%N/A0.021%
2/10/2025Left Brain Wealth Management LLC7,637$207K0.1%N/A0.016%
2/10/2025Commonwealth Equity Services LLC82,519$2.23M0.0%-2.1%0.169%
2/10/2025Avantax Advisory Services Inc.9,793$265K0.0%+18.3%0.020%
2/7/2025HighTower Advisors LLC287,426$7.78M0.0%+7.2%0.589%
2/7/2025Cornerstone Advisors LLC1,119,284$30.28M1.2%-2.2%2.292%
2/7/2025PNC Financial Services Group Inc.49,235$1.33M0.0%+6.6%0.101%
2/6/2025Lindbrook Capital LLC12,757$345K0.0%-2.9%0.026%
2/6/2025Raymond James Financial Inc.381,462$10.32M0.0%N/A0.781%
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2/5/2025US Bancorp DE7,817$211K0.0%-4.9%0.016%
2/5/2025Schnieders Capital Management LLC49,985$1.35M0.3%-1.5%0.102%
2/4/2025WealthShield Partners LLC8,617$233K0.0%-7.0%0.018%
2/4/2025MONECO Advisors LLC68,495$1.85M0.2%-0.9%0.140%
2/3/2025Wolverine Asset Management LLC87,801$2.38M0.0%-62.7%0.180%
2/3/2025Private Advisor Group LLC26,613$720K0.0%+9.8%0.055%
1/31/2025D.A. Davidson & CO.86,103$2.33M0.0%+2.9%0.176%
1/31/2025Truist Financial Corp19,487$527K0.0%-4.6%0.040%
1/31/2025Sanctuary Advisors LLC14,094$385K0.0%-44.8%0.029%
1/29/2025Allspring Global Investments Holdings LLC287,681$7.78M0.0%+54.8%0.589%
1/29/2025Sovran Advisors LLC9,242$244K0.0%N/A0.019%
1/27/2025Stratos Wealth Partners LTD.23,251$629K0.0%+39.0%0.048%
1/24/2025Absolute Investment Advisers LLC46,255$1.25M0.2%N/A0.095%
1/22/2025 Next Level Private LLC7,930$215K0.1%N/A0.016%
1/22/2025Griffin Asset Management Inc.7,587$205K0.0%N/A0.016%
1/22/2025Kingswood Wealth Advisors LLC29,984$811K0.1%+109.8%0.061%
1/21/2025Flagship Harbor Advisors LLC165,721$4.48M0.2%-16.8%0.339%
1/17/2025Janney Montgomery Scott LLC267,573$7.24M0.0%-2.6%0.548%
1/17/2025Dakota Wealth Management35,950$972K0.0%+5.3%0.074%
1/16/2025Diversify Advisory Services LLC11,795$314K0.0%-12.4%0.024%
1/15/2025Arkadios 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%
1/8/2025International 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%
10/29/2024Janney 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%
10/23/2024Dakota Wealth Management34,155$858K0.0%+74.0%0.070%
10/22/2024International 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%
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10/18/2024Raymond James & Associates143,150$3.60M0.0%+13.5%0.293%
10/11/2024ORG 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%
10/8/2024Atomi 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%
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%
(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, 123 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 107 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 6,038,405 shares in the last 24 months. This purchase volume represents approximately $146.89M in transactions.

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

Of the 59 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 ($146.16K), Landscape Capital Management L.L.C. ($141.43K), Shaker Financial Services LLC ($105.49K), and Janney Montgomery Scott LLC ($92.55K).

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

Institutional investors have sold a total of 2,319,683 shares in the last 24 months. This volume of shares sold represents approximately $57.84M in transactions.



This page (NASDAQ:QQQX) was last updated on 4/17/2025 by MarketBeat.com Staff
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