Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX) Institutional Ownership

$22.69
-0.17 (-0.74%)
(As of 04/25/2024 ET)

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)
62
Total
Institutional Inflows
(last 12 months)
$72.57M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$27.44M
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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
4/23/2024 Raymond James Financial Services Advisors Inc.258,632$6.24M0.0%+6.8%0.534%
4/22/2024 PFG Investments LLC17,933$433K0.0%N/A0.037%
4/17/2024 Cornerstone Wealth Group LLC8,453$204K0.0%N/A0.017%
4/16/2024 Register Financial Advisors LLC8,431$204K0.1%N/A0.017%
4/15/2024 Kingswood Wealth Advisors LLC14,609$353K0.0%-2.9%0.030%
4/11/2024 International Assets Investment Management LLC14,475$349K0.0%+8.5%0.030%
4/9/2024 Mather Group LLC.1,262$29K0.0%N/A0.003%
3/22/2024PNC Financial Services Group Inc.6,975$161K0.0%+153.6%0.014%
3/15/2024B. Riley Wealth Advisors Inc.19,130$443K0.0%-7.7%0.039%
3/13/2024MONECO Advisors LLC78,726$1.82M0.3%+2.3%0.162%
2/13/2024Karpus Management Inc.233,280$5.40M0.2%N/A0.481%
2/13/20241607 Capital Partners LLC119,105$2.76M0.2%+387.5%0.246%
2/12/2024Weiss Asset Management LP12,949$300K0.0%N/A0.027%
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%
2/8/2024Financial Advocates Investment Management11,929$276K0.0%+4.2%0.025%
2/8/2024Janney Montgomery Scott LLC346,137$8.01M0.0%+9.0%0.714%
2/7/2024 NBC Securities Inc.25,518$590K0.1%+2.3%0.053%
2/7/2024Shaker Financial Services LLC120,804$2.80M1.1%+254.5%0.249%
2/6/2024 Aviance Capital Partners LLC12,923$299K0.1%-76.0%0.027%
2/6/2024Private Advisor Group LLC11,254$261K0.0%+5.4%0.023%
2/6/2024 Sapient Capital LLC23,400$542K0.0%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$685K0.0%-33.0%0.061%
2/5/2024MONECO Advisors LLC78,726$1.82M0.3%+2.3%0.162%
2/2/2024Truist Financial Corp25,419$588K0.0%-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$693K0.1%+11.1%0.062%
1/31/2024J.W. Cole Advisors Inc.11,822$274K0.0%+4.2%0.024%
1/29/2024 Sapient Capital LLC23,400$542K0.0%N/A0.048%
1/24/2024 Stratos Wealth Partners LTD.8,900$206K0.0%N/A0.018%
1/24/2024 International Assets Investment Management LLC308,818$7.15M0.0%+2,461.3%0.637%
1/23/2024DAVENPORT & Co LLC17,500$405K0.0%+45.8%0.036%
1/17/2024 Bridge Advisory LLC12,221$283K0.1%-92.3%0.025%
1/16/2024 Kingswood Wealth Advisors LLC15,043$348K0.0%N/A0.031%
1/16/2024 Raymond James Financial Services Advisors Inc.242,165$5.61M0.0%-3.0%0.500%
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1/16/2024 Raymond James & Associates121,466$2.81M0.0%+7.2%0.251%
1/11/2024 Cypress Wealth Services LLC10,454$242K0.1%N/A0.022%
1/10/2024Dfpg Investments LLC12,770$287K0.0%-3.8%0.026%
1/9/2024 Capital CS Group LLC9,256$214K0.2%N/A0.019%
11/16/2023GTS Securities LLC65,210$1.47M0.0%+17.3%0.135%
11/15/20231607 Capital Partners LLC24,430$549K0.0%N/A0.050%
11/15/2023Axxcess Wealth Management LLC38,076$856K0.0%N/A0.079%
11/14/2023Mutual Advisors LLC20,642$464K0.0%-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%
11/9/2023Formidable Asset Management LLC9,075$204K0.0%-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$226K0.0%-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$384K0.0%+14.5%0.035%
11/7/2023Great Valley Advisor Group Inc.44,143$992K0.0%+9.8%0.091%
11/7/2023 Aviance Capital Partners LLC53,781$1.21M0.3%-13.0%0.111%
11/6/2023Sigma Planning Corp27,424$616K0.0%-3.8%0.057%
11/6/2023MONECO Advisors LLC76,970$1.73M0.5%-5.2%0.159%
11/4/2023 NBC Securities Inc.24,940$560K0.1%N/A0.051%
11/2/2023Diversified LLC13,167$296K0.1%-5.8%0.027%
11/2/2023Shaker Financial Services LLC34,074$814K0.4%N/A0.070%
10/30/2023Arete Wealth Advisors LLC117,835$2.65M0.5%N/A0.243%
10/25/2023WealthShield Partners LLC9,602$220K0.0%-33.4%0.020%
10/24/2023J.W. Cole Advisors Inc.11,345$255K0.0%N/A0.023%
10/24/2023 Raymond James Financial Services Advisors Inc.249,615$5.61M0.0%-0.7%0.515%
10/24/2023 Cambridge Investment Research Advisors Inc.18,349$412K0.0%+13.9%0.038%
10/23/2023 TriaGen Wealth Management LLC10,951$246K0.1%+13.2%0.023%
10/23/2023Commonwealth Equity Services LLC89,189$2.00M0.0%-5.5%0.184%
10/20/2023 Bridge Advisory LLC158,379$3.56M1.2%+2.0%0.327%
10/18/2023 Private Trust Co. NA1,500$34K0.0%+50.0%0.003%
10/17/2023DAVENPORT & Co LLC12,000$270K0.0%+9.1%0.025%
10/17/2023 Flagship Harbor Advisors LLC192,334$4.32M0.4%+840.5%0.397%
10/13/2023 Register Financial Advisors LLC7,906$178K0.1%-7.5%0.016%
10/11/2023AE Wealth Management LLC11,998$270K0.0%N/A0.025%
10/10/2023 International Assets Investment Management LLC12,057$263K0.0%+14.4%0.025%
10/4/2023 International Assets Investment Management LLC12,057$263K0.0%+14.4%0.025%
8/30/2023Western Wealth Management LLC44,483$1.11M0.1%+257.8%0.092%
8/14/2023Vivaldi Capital Management LP8,103$202K0.1%N/A0.017%
8/11/2023Guggenheim Capital LLC353,128$8.80M0.1%+15.5%0.729%
8/11/2023D.A. Davidson & CO.100,433$2.50M0.0%+9.6%0.207%
8/10/2023Osaic Holdings Inc.201,054$5.01M0.0%-7.0%0.415%
8/10/2023Commonwealth Equity Services LLC94,330$2.35M0.0%-0.8%0.195%
8/10/2023Moors & Cabot Inc.14,948$373K0.0%+50.1%0.031%
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8/10/2023Cetera Advisor Networks LLC24,191$603K0.0%-40.8%0.050%
8/10/2023Cetera Investment Advisers108,927$2.72M0.0%+99.0%0.225%
8/9/2023 Kingswood Wealth Advisors LLC13,768$343K0.1%N/A0.028%
8/7/2023Wolverine Asset Management LLC2,700$67K0.0%N/A0.006%
8/4/2023 Aviance Capital Partners LLC61,804$1.54M0.3%-8.1%0.127%
8/4/2023 Register Financial Advisors LLC8,546$213K0.2%-25.3%0.018%
8/3/2023Atomi Financial Group Inc.9,748$243K0.1%+5.6%0.020%
8/3/2023Atria Wealth Solutions Inc.93,106$2.36M0.0%+14.4%0.192%
8/3/2023WealthShield Partners LLC14,410$365K0.1%+4.9%0.030%
8/3/2023 RFG Advisory LLC8,084$202K0.0%N/A0.017%
(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, 104 institutional investors and hedge funds held shares of Nuveen Nasdaq 100 Dynamic Overwrite Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($21.62M), UBS Group AG ($19.44M), Cornerstone Advisors LLC ($17.60M), Royal Bank of Canada ($16.12M), Invesco Ltd. ($10.29M), LPL Financial LLC ($10.07M), and Guggenheim Capital LLC ($8.80M).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 90 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 ($760.14K), International Assets Investment Management LLC ($328.64K), Karpus Management Inc. ($233.28K), Wolverine Asset Management LLC ($200.65K), Flagship Harbor Advisors LLC ($173.88K), 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 4,176,170 shares in the last 24 months. This purchase volume represents approximately $96.41M in transactions.

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

Of the 50 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 ($159.43K), Janney Montgomery Scott LLC ($153.35K), 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 1,812,076 shares in the last 24 months. This volume of shares sold represents approximately $41.37M in transactions.


This page (NASDAQ:QQQX) was last updated on 4/25/2024 by MarketBeat.com Staff

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