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Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) Institutional Ownership

Nuveen NASDAQ 100 Dynamic Overwrite Fund logo
$26.73 +0.35 (+1.33%)
Closing price 08/22/2025 04:00 PM Eastern
Extended Trading
$26.72 0.00 (-0.02%)
As of 08/22/2025 04:11 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.
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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)
78
Total
Institutional Inflows
(last 12 months)
$74.13M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$68.97M
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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
8/19/2025 Newbridge Financial Services Group Inc.4,545$120K0.0%N/A0.009%
8/18/2025 Geneos Wealth Management Inc.2,521$67K0.0%+223.2%0.005%
8/15/2025 Captrust Financial Advisors7,935$210K0.0%N/A0.016%
8/15/2025 Great Valley Advisor Group Inc.14,301$379K0.0%-43.7%0.029%
8/15/2025 Bank of America Corp DE375,491$9.94M0.0%-19.5%0.769%
8/15/2025 Ameriprise Financial Inc.202,289$5.36M0.0%-24.7%0.414%
8/15/2025 AQR Arbitrage LLC116,834$3.06M0.1%-45.1%0.239%
8/14/2025 MGB Wealth Management LLC11,000$291K0.1%-50.0%0.023%
8/14/2025 Raymond James Financial Inc.394,570$10.44M0.0%+4.0%0.808%
8/14/2025 Karpus Management Inc.1,803,255$47.73M1.5%-0.7%3.693%
8/14/2025 NewEdge Advisors LLC47,559$1.26M0.0%+21.9%0.097%
8/13/2025 First Trust Advisors LP34,481$913K0.0%+2.7%0.071%
8/13/2025 Guggenheim Capital LLC412,622$10.92M0.1%+17.2%0.845%
8/13/2025 Invesco Ltd.823,010$21.79M0.0%+1.0%1.685%
8/13/2025 Northwestern Mutual Wealth Management Co.4,766$126K0.0%+58.1%0.010%
8/12/2025 Advisors Asset Management Inc.101,016$2.67M0.0%+27.1%0.207%
8/11/2025 Bell Investment Advisors Inc2,219$59K0.0%N/A0.005%
8/8/2025 Rockefeller Capital Management L.P.23,566$624K0.0%N/A0.048%
8/8/2025 Cornerstone Advisors LLC567,223$15.01M0.5%-38.6%1.162%
8/8/2025 Cetera Investment Advisers35,381$937K0.0%+4.0%0.072%
8/8/2025 WealthTrust Asset Management LLC10,639$282K0.2%-10.0%0.022%
8/8/2025 WealthShield Partners LLC8,263$219K0.0%-6.0%0.017%
8/8/2025 PNC Financial Services Group Inc.26,963$714K0.0%-45.5%0.055%
8/7/2025 Cypress Capital Management LLC WY 161,035$4.35M4.7%+150.4%0.330%
8/6/2025 Wedbush Securities Inc.14,313$379K0.0%-27.5%0.029%
8/1/2025 GWN Securities Inc.18,922$501K0.1%N/A0.039%
7/30/2025 D.A. Davidson & CO.87,851$2.33M0.0%+3.5%0.180%
7/30/2025 Schnieders Capital Management LLC48,895$1.29M0.2%+6.5%0.100%
7/29/2025 Huntleigh Advisors Inc.21,869$579K0.1%+3.3%0.045%
7/29/2025 Stratos Wealth Partners LTD.19,124$506K0.0%-18.3%0.039%
7/28/2025 Mutual Advisors LLC18,113$482K0.0%-6.3%0.037%
7/28/2025 Harbour Investments Inc.1,820$48K0.0%+68.5%0.004%
7/28/2025 Axxcess Wealth Management LLC48,531$1.29M0.0%-1.1%0.099%
7/25/2025 Atria Wealth Solutions Inc.15,023$406K0.0%-50.5%0.031%
7/25/2025 Griffin Asset Management Inc.7,587$201K0.0%N/A0.016%
7/25/2025 Allspring Global Investments Holdings LLC503,646$13.33M0.0%+20.4%1.031%
7/23/2025 Kingswood Wealth Advisors LLC13,887$368K0.0%-64.8%0.028%
7/21/2025 Ameritas Advisory Services LLC3,862$102K0.0%N/A0.008%
7/18/2025 Trust Co. of Vermont3,349$89K0.0%N/A0.007%
7/17/2025 Janney Montgomery Scott LLC226,733$6.00M0.0%-14.1%0.464%
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7/16/2025 ORG Partners LLC2,818$74K0.0%+66.9%0.006%
7/9/2025 Sapient Capital LLC19,984$540K0.0%-10.9%0.041%
7/8/2025 Next Level Private LLC8,055$213K0.1%N/A0.016%
7/8/2025 NBC Securities Inc.59,620$1.58M0.1%+8.1%0.122%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.20,128$533K0.1%+19.9%0.041%
6/27/2025 Goldman Sachs Group Inc.12,006$285K0.0%+11.1%0.025%
5/16/2025 Arete Wealth Advisors LLC121,892$2.90M0.2%+0.8%0.250%
5/16/2025 Goldman Sachs Group Inc.12,006$285K0.0%+11.1%0.025%
5/16/2025 Polar Asset Management Partners Inc.32,549$773K0.0%N/A0.067%
5/16/2025 NewEdge Advisors LLC39,013$927K0.0%+4.2%0.080%
5/16/2025 AQR Arbitrage LLC212,780$4.94M0.1%-0.6%0.436%
5/16/2025 Advisors Asset Management Inc.79,481$1.89M0.0%+112.4%0.163%
5/16/2025 1607 Capital Partners LLC516,931$12.28M1.0%-19.9%1.059%
5/15/2025 Royal Bank of Canada739,529$17.56M0.0%+3.0%1.515%
5/15/2025 Retirement Planning Co of New England Inc.16,194$385K0.1%N/A0.033%
5/15/2025 Quarry LP18,754$445K0.1%-30.1%0.038%
5/15/2025 Landscape Capital Management L.L.C.72,801$1.73M0.2%-34.8%0.149%
5/14/2025 Thomas J. Herzfeld Advisors Inc.111,162$2.64M0.9%-5.1%0.228%
5/14/2025 Walleye Capital LLC12,333$293K0.0%N/A0.025%
5/14/2025 Northwestern Mutual Wealth Management Co.3,015$72K0.0%+20.5%0.006%
5/14/2025 Nan Shan Life Insurance Co. Ltd.301,101$7.15M0.2%-60.3%0.617%
5/13/2025 Raymond James Financial Inc.379,506$9.01M0.0%-0.5%0.777%
5/13/2025 HighTower Advisors LLC290,922$6.91M0.0%+1.2%0.596%
5/12/2025 Virtu Financial LLC13,151$312K0.0%N/A0.027%
5/12/2025 Invesco Ltd.814,687$19.35M0.0%-5.4%1.669%
5/12/2025 Wolverine Asset Management LLC130,332$3.10M0.0%+48.4%0.267%
5/9/2025 Cornerstone Advisors LLC923,669$21.94M0.9%-17.5%1.892%
5/9/2025 Schnieders Capital Management LLC45,895$1.09M0.2%-8.2%0.094%
5/9/2025 MGB Wealth Management LLC22,000$559K0.2%+100.0%0.045%
5/9/2025 Atria Wealth Solutions Inc.30,341$738K0.0%-1.6%0.062%
5/9/2025 Shaker Financial Services LLC220,010$5.35M2.1%+23.1%0.451%
5/8/2025 MONECO Advisors LLC67,877$1.61M0.2%-0.9%0.139%
5/8/2025 Moors & Cabot Inc.13,814$328K0.0%-9.9%0.028%
5/8/2025 Harbour Investments Inc.1,080$26K0.0%+980.0%0.002%
5/8/2025 Eastern Bank2,293$54K0.0%N/A0.005%
5/7/2025 LPL Financial LLC470,591$11.18M0.0%-7.0%0.964%
5/7/2025 Alteri Wealth LLC19,613$466K0.2%-4.6%0.040%
5/6/2025 Cetera Investment Advisers34,036$808K0.0%+1.4%0.070%
5/6/2025 Readystate Asset Management LP27,468$652K0.0%N/A0.056%
5/5/2025Lindbrook Capital LLC15,390$366K0.0%+20.6%0.032%
5/5/2025 Cypress Capital Management LLC WY 64,304$1.56M1.9%N/A0.132%
5/5/2025 Formidable Asset Management LLC9,200$218K0.0%N/A0.019%
5/5/2025 Private Advisor Group LLC18,084$429K0.0%-32.0%0.037%
5/2/2025 Dakota Wealth Management37,110$881K0.0%+3.2%0.076%
5/1/2025 Left Brain Wealth Management LLC9,082$216K0.1%+18.9%0.019%
5/1/2025 WealthTrust Asset Management LLC11,821$281K0.2%+33.2%0.024%
4/30/2025 Axxcess Wealth Management LLC49,093$1.17M0.0%-11.5%0.101%
4/29/2025 Envestnet Asset Management Inc.16,437$390K0.0%+28.1%0.034%
4/29/2025 Huntleigh Advisors Inc.21,179$503K0.1%-2.0%0.043%
4/29/2025 Absolute Investment Advisers LLC32,313$767K0.1%-30.1%0.066%
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4/28/2025 D.A. Davidson & CO.84,917$2.02M0.0%-1.4%0.174%
4/28/2025 Mutual Advisors LLC19,324$456K0.0%-3.6%0.040%
4/24/2025 Allspring Global Investments Holdings LLC418,318$9.94M0.0%+45.4%0.857%
4/23/2025 International Assets Investment Management LLC13,472$320K0.0%-3.6%0.028%
4/22/2025 Flagship Harbor Advisors LLC165,259$3.93M0.2%-0.3%0.338%
4/21/2025 Kingswood Wealth Advisors LLC39,462$941K0.0%+31.6%0.081%
4/17/2025 FNY Investment Advisers LLC3,800$90K0.1%N/A0.008%
4/17/2025 Janney Montgomery Scott LLC264,055$6.27M0.0%-1.3%0.541%
4/17/2025 Cyndeo Wealth Partners LLC13,812$328K0.0%-7.4%0.028%
4/9/2025 Merit Financial Group LLC10,612$252K0.0%+13.2%0.022%
(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, 129 institutional investors and hedge funds held shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund. The most heavily invested institutionals were Karpus Management Inc. ($47.73M), Wells Fargo & Company MN ($29.20M), Invesco Ltd. ($21.79M), UBS Group AG ($19.44M), Royal Bank of Canada ($17.56M), Cornerstone Advisors LLC ($15.01M), and Allspring Global Investments Holdings LLC ($13.33M).Learn more on Nuveen NASDAQ 100 Dynamic Overwrite Fund's institutional investors.

What percentage of Nuveen NASDAQ 100 Dynamic Overwrite Fund's stock is owned by institutional investors?

23.62% of Nuveen NASDAQ 100 Dynamic Overwrite Fund's 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's stock?

Of the 112 institutional investors that purchased Nuveen NASDAQ 100 Dynamic Overwrite Fund's 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), Allspring Global Investments Holdings LLC ($503.65K), Raymond James Financial Inc. ($396.53K), 1607 Capital Partners LLC ($291.24K), and Wolverine Asset Management LLC ($282.58K).

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

Institutional investors have bought a total of 2,872,460 shares in the last 24 months. This purchase volume represents approximately $74.13M in transactions.

Which of Nuveen NASDAQ 100 Dynamic Overwrite Fund's major shareholders have been selling company stock?

Of the 56 institutional investors that sold Nuveen NASDAQ 100 Dynamic Overwrite Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cornerstone Advisors LLC ($577.66K), Nan Shan Life Insurance Co. Ltd. ($457.52K), International Assets Investment Management LLC ($357.56K), Landscape Capital Management L.L.C. ($180.27K), Wolverine Asset Management LLC ($147.84K), 1607 Capital Partners LLC ($128.06K), and Shaker Financial Services LLC ($105.49K).

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

Institutional investors have sold a total of 2,690,478 shares in the last 24 months. This volume of shares sold represents approximately $68.97M in transactions.


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This page (NASDAQ:QQQX) was last updated on 8/23/2025 by MarketBeat.com Staff
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