Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX) Institutional Ownership

$24.20

+0.13 (+0.54%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 23.62%
Number of Institutional Buyers (last 12 months): 60
Total Institutional Inflows (last 12 months): $87.84M

Number of Institutional Sellers (last 12 months): 33
Total Institutional Outflows (last 12 months): $25.06M

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QQQX Institutional Buying and Selling by Quarter

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Nuveen Nasdaq 100 Dynamic Overwrite Fund Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Aspen Investment Management Inc	8,150	$204K	0.1%	N/A	0.017%
7/24/2024	Diversified LLC	12,848	$322K	0.0%	-3.1%	0.026%
7/22/2024	Atria Wealth Solutions Inc.	31,929	$817K	0.0%	-22.3%	0.065%
7/22/2024	Dakota Wealth Management	19,630	$492K	0.0%	+52.4%	0.040%
7/19/2024	MONECO Advisors LLC	66,315	$1.66M	0.2%	-9.0%	0.136%
7/19/2024	Raymond James & Associates	126,085	$3.16M	0.0%	-2.3%	0.258%
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7/16/2024	ORG Partners LLC	2,160	$54K	0.0%	-28.0%	0.004%
7/16/2024	Great Valley Advisor Group Inc.	32,384	$812K	0.0%	-3.5%	0.066%
7/15/2024	Sapient Capital LLC	22,438	$572K	0.0%	-3.6%	0.046%
7/12/2024	Register Financial Advisors LLC	10,442	$262K	0.1%	+23.9%	0.021%
7/9/2024	Kingswood Wealth Advisors LLC	17,955	$450K	0.0%	+22.9%	0.037%
7/9/2024	Lynx Investment Advisory	1,334	$33K	0.0%	N/A	0.003%
5/24/2024	Cetera Advisors LLC	13,686	$330K	0.0%	N/A	0.028%
5/17/2024	Comerica Bank	12,797	$309K	0.0%	-12.6%	0.026%
5/16/2024	B. Riley Wealth Advisors Inc.	20,726	$474K	0.0%	+8.3%	0.043%
5/16/2024	Ionic Capital Management LLC	87,560	$2.11M	0.7%	-39.4%	0.181%
5/14/2024	Axxcess Wealth Management LLC	124,146	$3.00M	0.1%	-0.9%	0.256%
5/14/2024	Karpus Management Inc.	558,603	$13.49M	0.4%	+139.5%	1.152%
5/10/2024	Cornerstone Advisors LLC	1,144,884	$27.64M	1.1%	+50.6%	2.362%
5/8/2024	Avantax Advisory Services Inc.	9,616	$232K	0.0%	N/A	0.020%
5/6/2024	ORG Partners LLC	3,001	$72K	0.1%	N/A	0.006%
5/1/2024	Janney Montgomery Scott LLC	339,819	$8.20M	0.0%	-1.8%	0.701%
5/1/2024	Diversify Advisory Services LLC	13,020	$314K	0.0%	N/A	0.027%
5/1/2024	Private Advisor Group LLC	18,480	$446K	0.0%	+64.2%	0.038%
4/29/2024	Commonwealth Equity Services LLC	87,869	$2.12M	0.0%	-5.3%	0.181%
4/26/2024	MONECO Advisors LLC	72,861	$1.76M	0.3%	-7.4%	0.150%
4/25/2024	Schnieders Capital Management LLC	68,171	$1.65M	0.3%	-6.5%	0.141%
4/23/2024	Raymond James Financial Services Advisors Inc.	258,632	$6.24M	0.0%	+6.8%	0.534%
4/22/2024	PFG Investments LLC	17,933	$433K	0.0%	N/A	0.037%
4/17/2024	Cornerstone Wealth Group LLC	8,453	$204K	0.0%	N/A	0.017%
4/16/2024	Register Financial Advisors LLC	8,431	$204K	0.1%	N/A	0.017%
4/15/2024	Kingswood Wealth Advisors LLC	14,609	$353K	0.0%	-2.9%	0.030%
4/11/2024	International Assets Investment Management LLC	14,475	$349K	0.0%	+8.5%	0.030%
4/9/2024	Mather Group LLC.	1,262	$29K	0.0%	N/A	0.003%
3/22/2024	PNC Financial Services Group Inc.	6,975	$161K	0.0%	+153.6%	0.014%
3/15/2024	B. Riley Wealth Advisors Inc.	19,130	$443K	0.0%	-7.7%	0.039%
3/13/2024	MONECO Advisors LLC	78,726	$1.82M	0.3%	+2.3%	0.162%
2/13/2024	Karpus Management Inc.	233,280	$5.40M	0.2%	N/A	0.481%
2/13/2024	1607 Capital Partners LLC	119,105	$2.76M	0.2%	+387.5%	0.246%
2/12/2024	Weiss Asset Management LP	12,949	$300K	0.0%	N/A	0.027%
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2/9/2024	D.A. Davidson & CO.	91,392	$2.12M	0.0%	-5.7%	0.189%
2/9/2024	Wells Fargo & Company MN	933,761	$21.62M	0.0%	-35.9%	1.926%
2/9/2024	Cornerstone Advisors LLC	760,141	$17.60M	0.8%	+239.9%	1.568%
2/9/2024	UBS Group AG	839,695	$19.44M	0.0%	-1.2%	1.732%
2/8/2024	Financial Advocates Investment Management	11,929	$276K	0.0%	+4.2%	0.025%
2/8/2024	Janney Montgomery Scott LLC	346,137	$8.01M	0.0%	+9.0%	0.714%
2/7/2024	NBC Securities Inc.	25,518	$590K	0.1%	+2.3%	0.053%
2/7/2024	Shaker Financial Services LLC	120,804	$2.80M	1.1%	+254.5%	0.249%
2/6/2024	Aviance Capital Partners LLC	12,923	$299K	0.1%	-76.0%	0.027%
2/6/2024	Private Advisor Group LLC	11,254	$261K	0.0%	+5.4%	0.023%
2/6/2024	Sapient Capital LLC	23,400	$542K	0.0%	N/A	0.048%
2/6/2024	Axxcess Wealth Management LLC	125,239	$2.90M	0.1%	+228.9%	0.258%
2/6/2024	Great Valley Advisor Group Inc.	29,583	$685K	0.0%	-33.0%	0.061%
2/5/2024	MONECO Advisors LLC	78,726	$1.82M	0.3%	+2.3%	0.162%
2/2/2024	Truist Financial Corp	25,419	$588K	0.0%	-23.1%	0.052%
2/2/2024	Atria Wealth Solutions Inc.	70,337	$1.63M	0.0%	-30.4%	0.145%
2/2/2024	Schnieders Capital Management LLC	72,921	$1.69M	0.4%	+13.2%	0.150%
2/1/2024	Wolverine Asset Management LLC	156,010	$3.61M	0.0%	-22.2%	0.322%
2/1/2024	Lindbrook Capital LLC	29,932	$693K	0.1%	+11.1%	0.062%
1/31/2024	J.W. Cole Advisors Inc.	11,822	$274K	0.0%	+4.2%	0.024%
1/29/2024	Sapient Capital LLC	23,400	$542K	0.0%	N/A	0.048%
1/24/2024	Stratos Wealth Partners LTD.	8,900	$206K	0.0%	N/A	0.018%
1/24/2024	International Assets Investment Management LLC	308,818	$7.15M	0.0%	+2,461.3%	0.637%
1/23/2024	DAVENPORT & Co LLC	17,500	$405K	0.0%	+45.8%	0.036%
1/17/2024	Bridge Advisory LLC	12,221	$283K	0.1%	-92.3%	0.025%
1/16/2024	Kingswood Wealth Advisors LLC	15,043	$348K	0.0%	N/A	0.031%
1/16/2024	Raymond James Financial Services Advisors Inc.	242,165	$5.61M	0.0%	-3.0%	0.500%
1/16/2024	Raymond James & Associates	121,466	$2.81M	0.0%	+7.2%	0.251%
1/11/2024	Cypress Wealth Services LLC	10,454	$242K	0.1%	N/A	0.022%
1/10/2024	Dfpg Investments LLC	12,770	$287K	0.0%	-3.8%	0.026%
1/9/2024	Capital CS Group LLC	9,256	$214K	0.2%	N/A	0.019%
11/16/2023	GTS Securities LLC	65,210	$1.47M	0.0%	+17.3%	0.135%
11/15/2023	1607 Capital Partners LLC	24,430	$549K	0.0%	N/A	0.050%
11/15/2023	Axxcess Wealth Management LLC	38,076	$856K	0.0%	N/A	0.079%
11/14/2023	Mutual Advisors LLC	20,642	$464K	0.0%	-12.1%	0.043%
11/13/2023	LPL Financial LLC	448,086	$10.07M	0.0%	+0.8%	0.924%
11/13/2023	Invesco Ltd.	457,947	$10.29M	0.0%	+48.7%	0.945%
11/13/2023	Wolverine Asset Management LLC	200,645	$4.51M	0.1%	+7,331.3%	0.414%
11/9/2023	Formidable Asset Management LLC	9,075	$204K	0.0%	-5.2%	0.019%
11/9/2023	Cornerstone Advisors LLC	223,651	$5.03M	0.2%	N/A	0.461%
11/9/2023	UBS Group AG	849,836	$19.10M	0.0%	-1.6%	1.753%
11/8/2023	Pathstone Family Office LLC	10,000	$226K	0.0%	-10.8%	0.021%
11/8/2023	D.A. Davidson & CO.	96,901	$2.18M	0.0%	-3.5%	0.200%
11/8/2023	Janney Montgomery Scott LLC	317,668	$7.14M	0.0%	-3.3%	0.655%
11/8/2023	Atria Wealth Solutions Inc.	101,084	$2.31M	0.0%	+8.6%	0.209%
11/8/2023	Landscape Capital Management L.L.C.	64,717	$1.45M	0.2%	N/A	0.134%
11/8/2023	Schnieders Capital Management LLC	64,396	$1.45M	0.3%	-16.6%	0.133%
11/8/2023	Moors & Cabot Inc.	17,110	$384K	0.0%	+14.5%	0.035%
11/7/2023	Great Valley Advisor Group Inc.	44,143	$992K	0.0%	+9.8%	0.091%
11/7/2023	Aviance Capital Partners LLC	53,781	$1.21M	0.3%	-13.0%	0.111%
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11/6/2023	Sigma Planning Corp	27,424	$616K	0.0%	-3.8%	0.057%
11/6/2023	MONECO Advisors LLC	76,970	$1.73M	0.5%	-5.2%	0.159%
11/4/2023	NBC Securities Inc.	24,940	$560K	0.1%	N/A	0.051%
11/2/2023	Diversified LLC	13,167	$296K	0.1%	-5.8%	0.027%
11/2/2023	Shaker Financial Services LLC	34,074	$814K	0.4%	N/A	0.070%
10/30/2023	Arete Wealth Advisors LLC	117,835	$2.65M	0.5%	N/A	0.243%
10/25/2023	WealthShield Partners LLC	9,602	$220K	0.0%	-33.4%	0.020%
10/24/2023	J.W. Cole Advisors Inc.	11,345	$255K	0.0%	N/A	0.023%
10/24/2023	Raymond James Financial Services Advisors Inc.	249,615	$5.61M	0.0%	-0.7%	0.515%
10/24/2023	Cambridge Investment Research Advisors Inc.	18,349	$412K	0.0%	+13.9%	0.038%

(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, 109 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), Royal Bank of Canada ($16.12M), Karpus Management Inc. ($13.49M), 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?: 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 91 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), Karpus Management Inc. ($558.60K), International Assets Investment Management LLC ($328.64K), Wolverine Asset Management LLC ($200.65K), Flagship Harbor Advisors LLC ($171.88K), Invesco Ltd. ($149.93K), and LPL Financial LLC ($148.66K).

How much institutional buying is happening at Nuveen Nasdaq 100 Dynamic Overwrite Fund?: Institutional investors have bought a total of 4,660,169 shares in the last 24 months. This purchase volume represents approximately $107.17M in transactions.
Which Nuveen Nasdaq 100 Dynamic Overwrite Fund major shareholders have been selling company stock?: Of the 52 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 ($162.42K), Janney Montgomery Scott LLC ($159.67K), Bridge Advisory LLC ($148.66K), UBS Group AG ($90.52K), Aviance Capital Partners LLC ($70.57K), and Merit Financial Group LLC ($62.03K).
How much institutional selling is happening at Nuveen Nasdaq 100 Dynamic Overwrite Fund?: Institutional investors have sold a total of 1,851,737 shares in the last 24 months. This volume of shares sold represents approximately $42.16M in transactions.