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Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) Institutional Ownership

Nuveen NASDAQ 100 Dynamic Overwrite Fund logo
$29.46 +0.10 (+0.34%)
As of 12:03 PM Eastern
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Institutional Ownership Changes (13F Filings) for Nuveen NASDAQ 100 Dynamic Overwrite Fund (NASDAQ:QQQX)

Current
Institutional Ownership
Percentage
23.60%
Number of
Institutional Buyers
(last 12 months)
91
Total
Institutional Inflows
(last 12 months)
$51.84M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$31.88M
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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
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors6,685$202K0.0%N/A0.014%
7/9/2026 Hennion & Walsh Asset Management Inc.34,937$1.05M0.0%+136.8%0.072%
7/8/2026 Shulman DeMeo Asset Management LLC44,170$1.33M0.2%-3.6%0.090%
6/3/2026NewEdge Advisors LLC54,584$1.46M0.0%+14.4%0.112%
5/26/2026Axiom Investment Management LLC2,909$78K0.1%N/A0.006%
5/19/2026Western Wealth Management LLC4,050$108K0.0%N/A0.008%
5/19/2026Bank of America Corp DE375,648$10.02M0.0%+3.1%0.769%
5/18/2026Royal Bank of Canada745,857$19.89M0.0%+0.3%1.527%
5/13/2026Cetera Investment Advisers55,703$1.49M0.0%+23.9%0.114%
5/13/2026First Trust Advisors LP56,321$1.50M0.0%+9.7%0.115%
5/7/2026 WealthTrust Asset Management LLC11,696$312K0.2%+23.1%0.024%
5/6/2026 Main Street Group LTD7,158$191K0.1%N/A0.015%
5/6/2026Allspring Global Investments Holdings LLC598,826$15.97M0.0%+7.4%1.226%
5/5/2026 D.A. Davidson & CO.100,726$2.69M0.0%+10.0%0.206%
5/5/2026Sanctuary Advisors LLC15,069$402K0.0%+8.0%0.031%
5/2/2026Diversify Wealth Management LLC13,216$352K0.0%N/A0.027%
5/1/2026Fifth Third Bancorp11,529$307K0.0%N/A0.024%
5/1/2026WealthShield Partners LLC9,196$245K0.0%+26.3%0.019%
4/30/2026 Kestra Advisory Services LLC73,344$1.96M0.0%+590.2%0.150%
4/28/2026Ascentis Independent Advisors2,708$72K0.0%N/A0.006%
4/27/2026 PFG Investments LLC28,375$757K0.0%+9.5%0.058%
4/27/2026 Private Advisor Group LLC30,266$807K0.0%+1.3%0.062%
4/23/2026 Formidable Asset Management LLC7,100$202K0.0%-12.3%0.015%
4/22/2026Janney Montgomery Scott LLC235,769$6.29M0.0%+0.8%0.483%
4/17/2026 PMG Family Office LLC60,228$1.64M1.8%+0.7%0.123%
2/19/2026Invesco Ltd.812,997$23.19M0.0%-3.8%1.665%
2/19/2026 Axxcess Wealth Management LLC48,119$1.37M0.0%+1.5%0.099%
2/18/2026Mercer Global Advisors Inc. ADV17,177$490K0.0%+5.5%0.035%
2/18/2026Caitlin John LLC4,283$122K0.1%-26.6%0.009%
2/18/2026NewEdge Advisors LLC47,702$1.36M0.0%-3.0%0.098%
2/18/2026Readystate Asset Management LP30,295$864K0.0%N/A0.062%
2/18/2026Millennium Management LLC7,035$201K0.0%N/A0.014%
2/18/2026Ionic Capital Management LLC61,842$1.76M0.2%-10.6%0.127%
2/18/20261607 Capital Partners LLC513,820$14.65M1.0%-2.0%1.052%
2/17/2026Guggenheim Capital LLC526,256$15.01M0.1%+22.5%1.078%
2/17/2026Cetera Investment Advisers44,973$1.28M0.0%+6.6%0.092%
2/17/2026Equitable Holdings Inc.8,538$244K0.0%+5.6%0.017%
2/17/2026Osaic Holdings Inc.205,505$5.86M0.0%+4.2%0.421%
2/17/2026Captrust Financial Advisors14,080$402K0.0%-8.4%0.029%
2/17/2026&PARTNERS31,400$897K0.0%+6.3%0.064%
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2/17/2026Royal Bank of Canada743,680$21.21M0.0%+3.8%1.523%
2/16/2026MML Investors Services LLC9,349$267K0.0%N/A0.019%
2/13/2026Arete Wealth Advisors LLC128,349$3.66M0.2%+2.1%0.263%
2/13/2026 Kestra Advisory Services LLC10,626$303K0.0%N/A0.022%
2/13/2026Stifel Financial Corp11,867$338K0.0%+8.8%0.024%
2/13/2026Morgan Stanley2,017,428$57.54M0.0%+2.4%4.132%
2/13/2026Arkadios Wealth Advisors31,517$899K0.0%+19.9%0.065%
2/13/2026First Trust Advisors LP51,336$1.46M0.0%+3.4%0.105%
2/13/2026Boston Family Office LLC7,152$204K0.0%N/A0.015%
2/13/2026Wells Fargo & Company MN1,240,373$35.38M0.0%+0.4%2.540%
2/13/2026Summit Financial LLC9,772$279K0.0%-7.4%0.020%
2/12/2026Advisors Asset Management Inc.195,036$5.56M0.1%+13.5%0.399%
2/12/2026Jane Street Group LLC18,089$516K0.0%N/A0.037%
2/12/2026 Commonwealth Equity Services LLC75,820$2.16M0.0%+5.3%0.155%
2/12/2026Great Valley Advisor Group Inc.9,545$272K0.0%-6.9%0.020%
2/11/2026GWN Securities Inc.7,887$225K0.0%-15.0%0.016%
2/11/2026Capital Analysts LLC2,702$77K0.0%-50.0%0.006%
2/11/2026 Alteri Wealth LLC20,759$592K0.2%+2.4%0.043%
2/11/2026LPL Financial LLC584,905$16.68M0.0%+7.2%1.198%
2/10/2026Goldman Sachs Group Inc.13,490$385K0.0%+21.7%0.028%
2/10/2026Moors & Cabot Inc.17,636$503K0.0%+2.2%0.036%
2/9/2026Cypress Capital Management LLC WY 162,599$4.64M4.5%+0.5%0.333%
2/9/2026Harbour Investments Inc.4,614$132K0.0%+153.5%0.009%
2/6/2026 Axxcess Wealth Management LLC48,119$1.37M0.0%+1.5%0.099%
2/6/2026Global Retirement Partners LLC3,366$96K0.0%+47.0%0.007%
2/6/2026HighTower Advisors LLC265,131$7.56M0.0%+1.5%0.543%
2/5/2026 Sapient Capital LLC16,978$486K0.0%-15.0%0.035%
2/5/2026Chancellor Financial Group WB LP10,208$291K0.2%N/A0.021%
2/4/2026Moneco Advisors LLC61,976$1.77M0.1%-3.5%0.127%
2/4/2026 WealthTrust Asset Management LLC9,503$271K0.2%-8.4%0.019%
2/2/2026Wolverine Asset Management LLC29,265$835K0.0%+630.3%0.060%
2/2/2026 Truist Financial Corp16,683$476K0.0%-3.0%0.034%
2/2/2026Wilkins Investment Counsel Inc.7,146$204K0.0%N/A0.015%
2/2/2026 Aurora Private Wealth Inc.7,369$210K0.1%N/A0.015%
1/29/2026 D.A. Davidson & CO.91,531$2.61M0.0%+5.5%0.187%
1/29/2026Huntleigh Advisors Inc.22,134$631K0.1%+8.9%0.045%
1/29/2026UBS Group AG726,889$20.73M0.0%-2.9%1.489%
1/29/2026 High Point Wealth Management LLC39,613$1.13M1.1%N/A0.081%
1/29/2026Sanctuary Advisors LLC13,957$398K0.0%-6.9%0.029%
1/29/2026 NBC Securities Inc.66,507$1.90M0.1%+3.6%0.136%
1/27/2026 TriaGen Wealth Management LLC8,060$230K0.1%-26.4%0.017%
1/26/2026 Shaker Financial Services LLC203,750$5.81M1.8%+69.1%0.417%
1/26/2026 PFG Investments LLC25,925$739K0.0%+230.4%0.053%
1/23/2026Diversify Advisory Services LLC13,165$372K0.0%+11.0%0.027%
1/20/2026Stratos Wealth Partners LTD.30,348$866K0.0%+12.3%0.062%
1/20/2026 Thurston Springer Miller Herd & Titak Inc.1,881$54K0.0%+527.0%0.004%
1/16/2026 Formidable Asset Management LLC8,100$222K0.0%-20.6%0.017%
1/15/2026Allspring Global Investments Holdings LLC557,308$15.89M0.0%+2.9%1.141%
1/14/2026 Hennion & Walsh Asset Management Inc.15,670$447K0.0%+104.5%0.032%
1/9/2026 Dynamic Advisor Solutions LLC12,876$367K0.0%N/A0.026%
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1/8/2026Maridea Wealth Management LLC9,351$267K0.0%N/A0.019%
12/22/2025 PMG Family Office LLC59,804$1.68M1.9%N/A0.122%
12/1/2025Polar Asset Management Partners Inc.193,309$5.31M0.1%+2.1%0.396%
11/18/2025Advisory Services Network LLC1,006$28K0.0%N/A0.002%
11/17/2025NewEdge Advisors LLC49,197$1.35M0.0%+3.4%0.101%
11/17/2025Northwestern Mutual Wealth Management Co.5,479$150K0.0%+15.0%0.011%
11/17/2025Mariner LLC11,006$302K0.0%-17.2%0.023%
11/17/2025Moors & Cabot Inc.17,256$474K0.0%+23.8%0.035%
11/17/2025Mercer Global Advisors Inc. ADV16,282$447K0.0%-18.4%0.033%
11/17/2025Focus Partners Wealth17,227$473K0.0%N/A0.035%


QQQX Institutional Ownership - Frequently Asked Questions

During the previous two years, 146 institutional investors and hedge funds held shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund. The most heavily invested institutionals were Morgan Stanley ($57.54M), Karpus Management Inc. ($47.73M), Wells Fargo & Company MN ($35.38M), Invesco Ltd. ($23.19M), UBS Group AG ($20.73M), Royal Bank of Canada ($19.89M), and LPL Financial LLC ($16.68M).Learn more on Nuveen NASDAQ 100 Dynamic Overwrite Fund's institutional investors.

23.60% of Nuveen NASDAQ 100 Dynamic Overwrite Fund's stock is owned by institutional investors. Learn more on QQQX's institutional investor holdings.

Of the 126 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: Allspring Global Investments Holdings LLC ($598.83K), Raymond James Financial Inc. ($408.46K), International Assets Investment Management LLC ($356.32K), Shaker Financial Services LLC ($299.35K), Penserra Capital Management LLC ($242.85K), Guggenheim Capital LLC ($197.50K), and Advisors Asset Management Inc. ($175.94K).

Institutional investors have bought a total of 1,877,335 shares in the last 24 months. This purchase volume represents approximately $51.84M in transactions.

Of the 37 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 ($721.62K), Bank of America Corp DE ($105.30K), AQR Arbitrage LLC ($95.95K), Ameriprise Financial Inc. ($66.20K), Invesco Ltd. ($32.23K), PNC Financial Services Group Inc. ($22.56K), and UBS Group AG ($21.70K).

Institutional investors have sold a total of 1,181,376 shares in the last 24 months. This volume of shares sold represents approximately $31.88M in transactions.


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This page (NASDAQ:QQQX) was last updated on 7/31/2026 by MarketBeat.com Staff.
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