S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case
Critical asset just had biggest fall on record (Ad)
Trader Joe's chicken soup dumplings recalled for possibly containing permanent marker plastic
Stock market today: World markets are mixed and Japan's Nikkei tops 40,000, on eve of China congress
Critical asset just had biggest fall on record (Ad)
China seeks ways to revive slowing economy and salvage property market as annual congress convenes
Arkhouse and Brigade up Macy's takeover offer to $6.6 billion following rejection of previous deal
Critical asset just had biggest fall on record (Ad)
OPEC+ production cuts deepen with extensions from Saudi Arabia, Russia and other oil giants
South Korea takes steps to suspend licenses of striking doctors after they refuse to end walkouts
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case
Critical asset just had biggest fall on record (Ad)
Trader Joe's chicken soup dumplings recalled for possibly containing permanent marker plastic
Stock market today: World markets are mixed and Japan's Nikkei tops 40,000, on eve of China congress
Critical asset just had biggest fall on record (Ad)
China seeks ways to revive slowing economy and salvage property market as annual congress convenes
Arkhouse and Brigade up Macy's takeover offer to $6.6 billion following rejection of previous deal
Critical asset just had biggest fall on record (Ad)
OPEC+ production cuts deepen with extensions from Saudi Arabia, Russia and other oil giants
South Korea takes steps to suspend licenses of striking doctors after they refuse to end walkouts
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case
Critical asset just had biggest fall on record (Ad)
Trader Joe's chicken soup dumplings recalled for possibly containing permanent marker plastic
Stock market today: World markets are mixed and Japan's Nikkei tops 40,000, on eve of China congress
Critical asset just had biggest fall on record (Ad)
China seeks ways to revive slowing economy and salvage property market as annual congress convenes
Arkhouse and Brigade up Macy's takeover offer to $6.6 billion following rejection of previous deal
Critical asset just had biggest fall on record (Ad)
OPEC+ production cuts deepen with extensions from Saudi Arabia, Russia and other oil giants
South Korea takes steps to suspend licenses of striking doctors after they refuse to end walkouts
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case
Critical asset just had biggest fall on record (Ad)
Trader Joe's chicken soup dumplings recalled for possibly containing permanent marker plastic
Stock market today: World markets are mixed and Japan's Nikkei tops 40,000, on eve of China congress
Critical asset just had biggest fall on record (Ad)
China seeks ways to revive slowing economy and salvage property market as annual congress convenes
Arkhouse and Brigade up Macy's takeover offer to $6.6 billion following rejection of previous deal
Critical asset just had biggest fall on record (Ad)
OPEC+ production cuts deepen with extensions from Saudi Arabia, Russia and other oil giants
South Korea takes steps to suspend licenses of striking doctors after they refuse to end walkouts

Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX) Institutional Ownership

$24.21
+0.27 (+1.13%)
(As of 03/1/2024 08:52 PM ET)

Institutional Ownership Changes (13F Filings) for Nuveen Nasdaq 100 Dynamic Overwrite Fund (NASDAQ:QQQX)

Current
Institutional Ownership
Percentage
20.73%
Number of
Institutional Buyers
(last 12 months)
81
Total
Institutional Inflows
(last 12 months)
$88.48 M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$36.68 M
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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
2/15/2024Comerica Bank14,641$0.34M0.0%-18.0%0.030%
2/14/2024Royal Bank of Canada784,126$18.15M0.0%+4.0%1.618%
2/14/2024Pathstone Holdings LLC12,414$0.29M0.0%N/A0.026%
2/14/2024Jacobi Capital Management LLC8,725$0.20M0.0%N/A0.018%
2/13/2024Envestnet Asset Management Inc.12,435$0.29M0.0%-19.1%0.026%
2/13/2024Karpus Management Inc.233,280$5.40M0.2%N/A0.481%
2/13/2024Cetera Advisor Networks LLC33,187$0.77M0.0%+17.2%0.068%
2/13/20241607 Capital Partners LLC119,105$2.76M0.2%+387.5%0.246%
2/12/2024Weiss Asset Management LP12,949$0.30M0.0%N/A0.027%
2/12/2024Stifel Financial Corp19,590$0.45M0.0%-28.4%0.040%
2/9/2024US Bancorp DE7,210$0.17M0.0%+1,260.4%0.015%
2/9/2024D.A. Davidson & CO.91,392$2.12M0.0%-5.7%0.189%
2/9/2024Wells Fargo & Company MN933,761$21.62M0.0%-35.9%1.926%
2/9/2024Cornerstone Advisors LLC760,141$17.60M0.8%+239.9%1.568%
2/9/2024UBS Group AG839,695$19.44M0.0%-1.2%1.732%
2/9/2024PNC Financial Services Group Inc.6,975$0.16M0.0%+153.6%0.014%
2/8/2024Financial Advocates Investment Management11,929$0.28M0.0%+4.2%0.025%
2/8/2024Janney Montgomery Scott LLC346,137$8.01M0.0%+9.0%0.714%
2/7/2024NBC Securities Inc.25,518$0.59M0.1%+2.3%0.053%
2/7/2024Shaker Financial Services LLC120,804$2.80M1.1%+254.5%0.249%
2/6/2024Aviance Capital Partners LLC12,923$0.30M0.1%-76.0%0.027%
2/6/2024Private Advisor Group LLC11,254$0.26M0.0%+5.4%0.023%
2/6/2024Sapient Capital LLC23,400$0.54M0.0%N/A0.048%
2/6/2024Axxcess Wealth Management LLC125,239$2.90M0.1%+228.9%0.258%
2/6/2024Great Valley Advisor Group Inc.29,583$0.69M0.0%-33.0%0.061%
2/5/2024MONECO Advisors LLC78,726$1.82M0.3%+2.3%0.162%
2/2/2024Truist Financial Corp25,419$0.59M0.0%-23.1%0.052%
2/2/2024Atria Wealth Solutions Inc.70,337$1.63M0.0%-30.4%0.145%
2/2/2024Schnieders Capital Management LLC72,921$1.69M0.4%+13.2%0.150%
2/1/2024Wolverine Asset Management LLC156,010$3.61M0.0%-22.2%0.322%
2/1/2024Lindbrook Capital LLC29,932$0.69M0.1%+11.1%0.062%
1/31/2024J.W. Cole Advisors Inc.11,822$0.27M0.0%+4.2%0.024%
1/29/2024Sapient Capital LLC23,400$0.54M0.0%N/A0.048%
1/25/2024International Assets Investment Management LLC13,340$0.31M0.0%+10.6%0.028%
1/24/2024Stratos Wealth Partners LTD.8,900$0.21M0.0%N/A0.018%
1/24/2024International Assets Investment Management LLC308,818$7.15M0.0%+2,461.3%0.637%
1/23/2024DAVENPORT & Co LLC17,500$0.41M0.0%+45.8%0.036%
1/17/2024Bridge Advisory LLC12,221$0.28M0.1%-92.3%0.025%
1/16/2024Kingswood Wealth Advisors LLC15,043$0.35M0.0%N/A0.031%
1/16/2024Raymond James Financial Services Advisors Inc.242,165$5.61M0.0%-3.0%0.500%
1/16/2024Raymond James & Associates121,466$2.81M0.0%+7.2%0.251%
1/11/2024Cypress Wealth Services LLC10,454$0.24M0.1%N/A0.022%
1/10/2024Dfpg Investments LLC12,770$0.29M0.0%-3.8%0.026%
1/9/2024Capital CS Group LLC9,256$0.21M0.2%N/A0.019%
11/21/2023Walleye Capital LLC37,682$0.85M0.0%N/A0.078%
11/21/2023Comerica Bank17,852$0.40M0.0%N/A0.037%
11/16/2023GTS Securities LLC65,210$1.47M0.0%+17.3%0.135%
11/16/2023Morgan Stanley1,930,457$43.38M0.0%-2.4%3.983%
11/15/2023Mercer Global Advisors Inc. ADV19,646$0.44M0.0%+7.6%0.041%
11/15/2023Royal Bank of Canada753,675$16.94M0.0%-8.1%1.555%
11/15/20231607 Capital Partners LLC24,430$0.55M0.0%N/A0.050%
11/15/2023Ameriprise Financial Inc.225,107$5.06M0.0%-3.6%0.464%
11/15/2023Axxcess Wealth Management LLC38,076$0.86M0.0%N/A0.079%
11/14/2023Qube Research & Technologies Ltd5,535$0.12M0.0%N/A0.011%
11/14/2023Mutual Advisors LLC20,642$0.46M0.0%-12.1%0.043%
11/13/2023LPL Financial LLC448,086$10.07M0.0%+0.8%0.924%
11/13/2023Invesco Ltd.457,947$10.29M0.0%+48.7%0.945%
11/13/2023Wolverine Asset Management LLC200,645$4.51M0.1%+7,331.3%0.414%
11/13/2023Envestnet Asset Management Inc.15,362$0.35M0.0%-7.5%0.032%
11/9/2023Formidable Asset Management LLC9,075$0.20M0.0%-5.2%0.019%
11/9/2023Cornerstone Advisors LLC223,651$5.03M0.2%N/A0.461%
11/9/2023UBS Group AG849,836$19.10M0.0%-1.6%1.753%
11/8/2023Pathstone Family Office LLC10,000$0.23M0.0%-10.8%0.021%
11/8/2023D.A. Davidson & CO.96,901$2.18M0.0%-3.5%0.200%
11/8/2023Janney Montgomery Scott LLC317,668$7.14M0.0%-3.3%0.655%
11/8/2023Atria Wealth Solutions Inc.101,084$2.31M0.0%+8.6%0.209%
11/8/2023Landscape Capital Management L.L.C.64,717$1.45M0.2%N/A0.134%
11/8/2023Schnieders Capital Management LLC64,396$1.45M0.3%-16.6%0.133%
11/8/2023Moors & Cabot Inc.17,110$0.38M0.0%+14.5%0.035%
11/7/2023Great Valley Advisor Group Inc.44,143$0.99M0.0%+9.8%0.091%
11/7/2023Aviance Capital Partners LLC53,781$1.21M0.3%-13.0%0.111%
11/6/2023Sigma Planning Corp27,424$0.62M0.0%-3.8%0.057%
11/6/2023MONECO Advisors LLC76,970$1.73M0.5%-5.2%0.159%
11/4/2023NBC Securities Inc.24,940$0.56M0.1%N/A0.051%
11/2/2023Diversified LLC13,167$0.30M0.1%-5.8%0.027%
11/2/2023Shaker Financial Services LLC34,074$0.81M0.4%N/A0.070%
10/30/2023Arete Wealth Advisors LLC117,835$2.65M0.5%N/A0.243%
10/25/2023WealthShield Partners LLC9,602$0.22M0.0%-33.4%0.020%
10/24/2023J.W. Cole Advisors Inc.11,345$0.26M0.0%N/A0.023%
10/24/2023Raymond James Financial Services Advisors Inc.249,615$5.61M0.0%-0.7%0.515%
10/24/2023Cambridge Investment Research Advisors Inc.18,349$0.41M0.0%+13.9%0.038%
10/23/2023TriaGen Wealth Management LLC10,951$0.25M0.1%+13.2%0.023%
10/23/2023Commonwealth Equity Services LLC89,189$2M0.0%-5.5%0.184%
10/20/2023Bridge Advisory LLC158,379$3.56M1.2%+2.0%0.327%
10/18/2023Private Trust Co. NA1,500$34K0.0%+50.0%0.003%
10/17/2023DAVENPORT & Co LLC12,000$0.27M0.0%+9.1%0.025%
10/17/2023Flagship Harbor Advisors LLC192,334$4.32M0.4%+840.5%0.397%
10/13/2023Register Financial Advisors LLC7,906$0.18M0.1%-7.5%0.016%
10/11/2023AE Wealth Management LLC11,998$0.27M0.0%N/A0.025%
10/10/2023International Assets Investment Management LLC12,057$0.26M0.0%+14.4%0.025%
10/4/2023International Assets Investment Management LLC12,057$0.26M0.0%+14.4%0.025%
8/30/2023Western Wealth Management LLC44,483$1.11M0.1%+257.8%0.092%
8/21/2023Osaic Holdings Inc.201,054$5.01M0.0%-7.0%0.415%
8/16/2023Sunbelt Securities Inc.3,634$91K0.0%+58.0%0.007%
8/16/2023GTS Securities LLC55,610$1.39M0.0%N/A0.115%
8/15/2023Equitable Holdings Inc.42,747$1.07M0.0%-34.8%0.088%
8/15/2023Wells Fargo & Company MN1,508,158$37.60M0.0%+34.8%3.112%
8/15/2023Captrust Financial Advisors14,139$0.35M0.0%+23.2%0.029%
8/15/2023Royal Bank of Canada820,482$20.46M0.0%-0.6%1.693%
8/15/2023Rockefeller Capital Management L.P.6,170$0.15M0.0%N/A0.013%
(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 Morgan Stanley ($43.38M), Wells Fargo & Company MN ($21.62M), UBS Group AG ($19.44M), Royal Bank of Canada ($18.15M), Cornerstone Advisors LLC ($17.60M), Invesco Ltd. ($10.29M), and LPL Financial LLC ($10.07M).Learn more on QQQX's institutional investors.

What percentage of Nuveen Nasdaq 100 Dynamic Overwrite Fund stock is owned by institutional investors?

20.73% 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 114 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 ($0.76M), Wells Fargo & Company MN ($0.44M), International Assets Investment Management LLC ($0.33M), Karpus Management Inc. ($0.23M), Wolverine Asset Management LLC ($0.20M), LPL Financial LLC ($0.19M), and Flagship Harbor Advisors LLC ($0.18M).

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

Institutional investors have bought a total of 5,194,387 shares in the last 24 months. This purchase volume represents approximately $120.80M in transactions.

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

Of the 60 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 ($0.82M), Raymond James & Associates ($0.16M), Janney Montgomery Scott LLC ($0.15M), Bridge Advisory LLC ($0.15M), UBS Group AG ($90.52K), Stifel Financial Corp ($72.86K), and Royal Bank of Canada ($71.47K).

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

Institutional investors have sold a total of 2,598,729 shares in the last 24 months. This volume of shares sold represents approximately $59.28M in transactions.


This page (NASDAQ:QQQX) was last updated on 3/4/2024 by MarketBeat.com Staff