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Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) Institutional Ownership

Nuveen NASDAQ 100 Dynamic Overwrite Fund logo
$26.44 +0.15 (+0.55%)
Closing price 07/3/2025 01:04 PM Eastern
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$26.44 0.00 (0.00%)
As of 07/3/2025 04:54 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)
74
Total
Institutional Inflows
(last 12 months)
$67.62M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$50.51M
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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
6/27/2025Goldman Sachs Group Inc.12,006$285K0.0%+11.1%0.025%
5/16/2025Arete Wealth Advisors LLC121,892$2.90M0.2%+0.8%0.250%
5/16/2025Goldman Sachs Group Inc.12,006$285K0.0%+11.1%0.025%
5/16/2025Polar Asset Management Partners Inc.32,549$773K0.0%N/A0.067%
5/16/2025NewEdge Advisors LLC39,013$927K0.0%+4.2%0.080%
5/16/2025AQR Arbitrage LLC212,780$4.94M0.1%-0.6%0.436%
5/16/2025Advisors Asset Management Inc.79,481$1.89M0.0%+112.4%0.163%
5/16/20251607 Capital Partners LLC516,931$12.28M1.0%-19.9%1.059%
5/15/2025Royal Bank of Canada739,529$17.56M0.0%+3.0%1.515%
5/15/2025Retirement Planning Co of New England Inc.16,194$385K0.1%N/A0.033%
5/15/2025Quarry LP18,754$445K0.1%-30.1%0.038%
5/15/2025Landscape Capital Management L.L.C.72,801$1.73M0.2%-34.8%0.149%
5/14/2025Thomas J. Herzfeld Advisors Inc.111,162$2.64M0.9%-5.1%0.228%
5/14/2025Walleye Capital LLC12,333$293K0.0%N/A0.025%
5/14/2025Northwestern Mutual Wealth Management Co.3,015$72K0.0%+20.5%0.006%
5/14/2025Nan Shan Life Insurance Co. Ltd.301,101$7.15M0.2%-60.3%0.617%
5/13/2025Raymond James Financial Inc.379,506$9.01M0.0%-0.5%0.777%
5/13/2025HighTower Advisors LLC290,922$6.91M0.0%+1.2%0.596%
5/12/2025Virtu Financial LLC13,151$312K0.0%N/A0.027%
5/12/2025Invesco Ltd.814,687$19.35M0.0%-5.4%1.669%
5/12/2025Wolverine Asset Management LLC130,332$3.10M0.0%+48.4%0.267%
5/9/2025Cornerstone Advisors LLC923,669$21.94M0.9%-17.5%1.892%
5/9/2025Schnieders Capital Management LLC45,895$1.09M0.2%-8.2%0.094%
5/9/2025MGB Wealth Management LLC22,000$559K0.2%+100.0%0.045%
5/9/2025Atria Wealth Solutions Inc.30,341$738K0.0%-1.6%0.062%
5/9/2025Shaker Financial Services LLC220,010$5.35M2.1%+23.1%0.451%
5/8/2025MONECO Advisors LLC67,877$1.61M0.2%-0.9%0.139%
5/8/2025Moors & Cabot Inc.13,814$328K0.0%-9.9%0.028%
5/8/2025Harbour Investments Inc.1,080$26K0.0%+980.0%0.002%
5/8/2025Eastern Bank2,293$54K0.0%N/A0.005%
5/7/2025LPL Financial LLC470,591$11.18M0.0%-7.0%0.964%
5/7/2025Alteri Wealth LLC19,613$466K0.2%-4.6%0.040%
5/6/2025Cetera Investment Advisers34,036$808K0.0%+1.4%0.070%
5/6/2025Readystate Asset Management LP27,468$652K0.0%N/A0.056%
5/5/2025Lindbrook Capital LLC15,390$366K0.0%+20.6%0.032%
5/5/2025Cypress Capital Management LLC WY 64,304$1.56M1.9%N/A0.132%
5/5/2025Formidable Asset Management LLC9,200$218K0.0%N/A0.019%
5/5/2025Private Advisor Group LLC18,084$429K0.0%-32.0%0.037%
5/2/2025Dakota Wealth Management37,110$881K0.0%+3.2%0.076%
5/1/2025Left Brain Wealth Management LLC9,082$216K0.1%+18.9%0.019%
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5/1/2025WealthTrust Asset Management LLC11,821$281K0.2%+33.2%0.024%
4/30/2025Axxcess Wealth Management LLC49,093$1.17M0.0%-11.5%0.101%
4/29/2025Envestnet Asset Management Inc.16,437$390K0.0%+28.1%0.034%
4/29/2025Huntleigh Advisors Inc.21,179$503K0.1%-2.0%0.043%
4/29/2025Absolute Investment Advisers LLC32,313$767K0.1%-30.1%0.066%
4/28/2025D.A. Davidson & CO.84,917$2.02M0.0%-1.4%0.174%
4/28/2025Mutual Advisors LLC19,324$456K0.0%-3.6%0.040%
4/24/2025Allspring Global Investments Holdings LLC418,318$9.94M0.0%+45.4%0.857%
4/23/2025International Assets Investment Management LLC13,472$320K0.0%-3.6%0.028%
4/22/2025Flagship Harbor Advisors LLC165,259$3.93M0.2%-0.3%0.338%
4/21/2025Kingswood Wealth Advisors LLC39,462$941K0.0%+31.6%0.081%
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%
4/9/2025Merit Financial Group LLC10,612$252K0.0%+13.2%0.022%
4/9/2025NBC 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%
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2/6/2025Raymond James Financial Inc.381,462$10.32M0.0%N/A0.781%
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%
(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 Wells Fargo & Company MN ($29.20M), Cornerstone Advisors LLC ($21.94M), UBS Group AG ($19.44M), Invesco Ltd. ($19.35M), Royal Bank of Canada ($17.56M), Karpus Management Inc. ($13.49M), and 1607 Capital Partners LLC ($12.28M).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 110 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 ($418.32K), Raymond James Financial Inc. ($381.46K), 1607 Capital Partners LLC ($291.24K), and Wolverine Asset Management LLC ($285.28K).

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

Institutional investors have bought a total of 2,634,882 shares in the last 24 months. This purchase volume represents approximately $67.62M in transactions.

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

Of the 53 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: Nan Shan Life Insurance Co. Ltd. ($457.52K), International Assets Investment Management LLC ($357.56K), Cornerstone Advisors LLC ($221.22K), 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 1,996,285 shares in the last 24 months. This volume of shares sold represents approximately $50.51M in transactions.



This page (NASDAQ:QQQX) was last updated on 7/5/2025 by MarketBeat.com Staff
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