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Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) Institutional Ownership

Nuveen NASDAQ 100 Dynamic Overwrite Fund logo
$30.17 -0.83 (-2.68%)
Closing price 06/5/2026 04:00 PM Eastern
Extended Trading
$30.00 -0.17 (-0.56%)
As of 06/5/2026 07:52 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 Massive. Learn more.

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)
95
Total
Institutional Inflows
(last 12 months)
$54.35M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$34.12M
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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
6/3/2026 NewEdge Advisors LLC54,584$1.46M0.0%+14.4%0.112%
5/26/2026 Axiom Investment Management LLC2,909$78K0.1%N/A0.006%
5/19/2026 Western Wealth Management LLC4,050$108K0.0%N/A0.008%
5/19/2026 Bank of America Corp DE375,648$10.02M0.0%+3.1%0.769%
5/18/2026 Royal Bank of Canada745,857$19.89M0.0%+0.3%1.527%
5/13/2026 Cetera Investment Advisers55,703$1.49M0.0%+23.9%0.114%
5/13/2026 First 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%
5/6/2026 Allspring 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%
5/5/2026 Sanctuary Advisors LLC15,069$402K0.0%+8.0%0.031%
5/2/2026 Diversify Wealth Management LLC13,216$352K0.0%N/A0.027%
5/1/2026 Fifth Third Bancorp11,529$307K0.0%N/A0.024%
5/1/2026 WealthShield Partners LLC9,196$245K0.0%+26.3%0.019%
4/30/2026 Kestra Advisory Services LLC73,344$1.96M0.0%+590.2%0.150%
4/28/2026 Ascentis 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%
4/22/2026 Janney 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%
2/19/2026 Invesco 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%
2/18/2026 Mercer Global Advisors Inc. ADV17,177$490K0.0%+5.5%0.035%
2/18/2026 Caitlin John LLC4,283$122K0.1%-26.6%0.009%
2/18/2026 NewEdge Advisors LLC47,702$1.36M0.0%-3.0%0.098%
2/18/2026 Readystate Asset Management LP30,295$864K0.0%N/A0.062%
2/18/2026 Millennium Management LLC7,035$201K0.0%N/A0.014%
2/18/2026 Ionic Capital Management LLC61,842$1.76M0.2%-10.6%0.127%
2/18/2026 1607 Capital Partners LLC513,820$14.65M1.0%-2.0%1.052%
2/17/2026 Guggenheim Capital LLC526,256$15.01M0.1%+22.5%1.078%
2/17/2026 Cetera Investment Advisers44,973$1.28M0.0%+6.6%0.092%
2/17/2026 Equitable Holdings Inc.8,538$244K0.0%+5.6%0.017%
2/17/2026 Osaic Holdings Inc.205,505$5.86M0.0%+4.2%0.421%
2/17/2026 Captrust Financial Advisors14,080$402K0.0%-8.4%0.029%
2/17/2026 &PARTNERS31,400$897K0.0%+6.3%0.064%
2/17/2026 Royal Bank of Canada743,680$21.21M0.0%+3.8%1.523%
2/16/2026 MML Investors Services LLC9,349$267K0.0%N/A0.019%
2/13/2026 Arete Wealth Advisors LLC128,349$3.66M0.2%+2.1%0.263%
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2/13/2026 Kestra Advisory Services LLC10,626$303K0.0%N/A0.022%
2/13/2026 Stifel Financial Corp11,867$338K0.0%+8.8%0.024%
2/13/2026 Morgan Stanley2,017,428$57.54M0.0%+2.4%4.132%
2/13/2026 Arkadios Wealth Advisors31,517$899K0.0%+19.9%0.065%
2/13/2026 First Trust Advisors LP51,336$1.46M0.0%+3.4%0.105%
2/13/2026 Boston Family Office LLC7,152$204K0.0%N/A0.015%
2/13/2026 Wells Fargo & Company MN1,240,373$35.38M0.0%+0.4%2.540%
2/13/2026 Summit Financial LLC9,772$279K0.0%-7.4%0.020%
2/12/2026 Advisors Asset Management Inc.195,036$5.56M0.1%+13.5%0.399%
2/12/2026 Jane Street Group LLC18,089$516K0.0%N/A0.037%
2/12/2026 Commonwealth Equity Services LLC75,820$2.16M0.0%+5.3%0.155%
2/12/2026 Great Valley Advisor Group Inc.9,545$272K0.0%-6.9%0.020%
2/11/2026 GWN Securities Inc.7,887$225K0.0%-15.0%0.016%
2/11/2026 Capital Analysts LLC2,702$77K0.0%-50.0%0.006%
2/11/2026 Alteri Wealth LLC20,759$592K0.2%+2.4%0.043%
2/11/2026 LPL Financial LLC584,905$16.68M0.0%+7.2%1.198%
2/10/2026 Goldman Sachs Group Inc.13,490$385K0.0%+21.7%0.028%
2/10/2026 Moors & Cabot Inc.17,636$503K0.0%+2.2%0.036%
2/9/2026 Cypress Capital Management LLC WY 162,599$4.64M4.5%+0.5%0.333%
2/9/2026 Harbour 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%
2/6/2026 HighTower Advisors LLC265,131$7.56M0.0%+1.5%0.543%
2/5/2026 Sapient Capital LLC16,978$486K0.0%-15.0%0.035%
2/5/2026 Chancellor Financial Group WB LP10,208$291K0.2%N/A0.021%
2/4/2026 Moneco Advisors LLC61,976$1.77M0.1%-3.5%0.127%
2/4/2026 WealthTrust Asset Management LLC9,503$271K0.2%-8.4%0.019%
2/2/2026 Wolverine Asset Management LLC29,265$835K0.0%+630.3%0.060%
2/2/2026 Truist Financial Corp16,683$476K0.0%-3.0%0.034%
2/2/2026 Wilkins 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%
1/29/2026 Huntleigh Advisors Inc.22,134$631K0.1%+8.9%0.045%
1/29/2026 UBS 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%
1/29/2026 Sanctuary 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%
1/23/2026 Diversify Advisory Services LLC13,165$372K0.0%+11.0%0.027%
1/20/2026 Stratos 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%
1/15/2026 Allspring 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%
1/8/2026 Maridea Wealth Management LLC9,351$267K0.0%N/A0.019%
12/22/2025 PMG Family Office LLC59,804$1.68M1.9%N/A0.122%
12/1/2025 Polar Asset Management Partners Inc.193,309$5.31M0.1%+2.1%0.396%
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11/18/2025 Advisory Services Network LLC1,006$28K0.0%N/A0.002%
11/17/2025 NewEdge Advisors LLC49,197$1.35M0.0%+3.4%0.101%
11/17/2025 Northwestern Mutual Wealth Management Co.5,479$150K0.0%+15.0%0.011%
11/17/2025 Mariner LLC11,006$302K0.0%-17.2%0.023%
11/17/2025 Moors & Cabot Inc.17,256$474K0.0%+23.8%0.035%
11/17/2025 Mercer Global Advisors Inc. ADV16,282$447K0.0%-18.4%0.033%
11/17/2025 Focus Partners Wealth17,227$473K0.0%N/A0.035%
11/17/2025 Bank of America Corp DE361,053$9.92M0.0%-3.8%0.739%
11/17/2025 1607 Capital Partners LLC524,120$14.39M1.1%+0.3%1.073%
11/17/2025 Ameriprise Financial Inc.208,756$5.73M0.0%+3.2%0.428%


QQQX Institutional Ownership - Frequently Asked Questions

During the previous two years, 149 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 130 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 1,976,159 shares in the last 24 months. This purchase volume represents approximately $54.35M in transactions.

Of the 41 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), Janney Montgomery Scott LLC ($37.32K), Invesco Ltd. ($32.23K), and Kingswood Wealth Advisors LLC ($25.58K).

Institutional investors have sold a total of 1,266,456 shares in the last 24 months. This volume of shares sold represents approximately $34.12M in transactions.



This page (NASDAQ:QQQX) was last updated on 6/6/2026 by MarketBeat.com Staff.
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