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Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX) Institutional Ownership

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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)
57
Total
Institutional Inflows
(last 12 months)
$87.97M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$25.53M
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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
5/14/2024Axxcess Wealth Management LLC124,146$3.00M0.1%-0.9%0.256%
5/14/2024 Karpus Management Inc.558,603$13.49M0.4%+139.5%1.152%
5/10/2024 Cornerstone Advisors LLC1,144,884$27.64M1.1%+50.6%2.362%
5/8/2024 Avantax Advisory Services Inc.9,616$232K0.0%N/A0.020%
5/6/2024 ORG Partners LLC3,001$72K0.1%N/A0.006%
5/1/2024 Janney Montgomery Scott LLC339,819$8.20M0.0%-1.8%0.701%
5/1/2024 Diversify Advisory Services LLC13,020$314K0.0%N/A0.027%
5/1/2024 Private Advisor Group LLC18,480$446K0.0%+64.2%0.038%
4/29/2024Commonwealth Equity Services LLC87,869$2.12M0.0%-5.3%0.181%
4/26/2024 MONECO Advisors LLC72,861$1.76M0.3%-7.4%0.150%
4/25/2024 Schnieders Capital Management LLC68,171$1.65M0.3%-6.5%0.141%
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%
3/22/2024 PNC 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%
3/13/2024 MONECO Advisors LLC78,726$1.82M0.3%+2.3%0.162%
2/13/2024 Karpus Management Inc.233,280$5.40M0.2%N/A0.481%
2/13/2024 1607 Capital Partners LLC119,105$2.76M0.2%+387.5%0.246%
2/12/2024 Weiss Asset Management LP12,949$300K0.0%N/A0.027%
2/9/2024 D.A. Davidson & CO.91,392$2.12M0.0%-5.7%0.189%
2/9/2024 Wells Fargo & Company MN933,761$21.62M0.0%-35.9%1.926%
2/9/2024 Cornerstone Advisors LLC760,141$17.60M0.8%+239.9%1.568%
2/9/2024 UBS Group AG839,695$19.44M0.0%-1.2%1.732%
2/8/2024 Financial Advocates Investment Management11,929$276K0.0%+4.2%0.025%
2/8/2024 Janney 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%
2/7/2024 Shaker 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%
2/6/2024 Private 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%
2/6/2024 Great Valley Advisor Group Inc.29,583$685K0.0%-33.0%0.061%
2/5/2024 MONECO Advisors LLC78,726$1.82M0.3%+2.3%0.162%
2/2/2024 Truist Financial Corp25,419$588K0.0%-23.1%0.052%
2/2/2024 Atria Wealth Solutions Inc.70,337$1.63M0.0%-30.4%0.145%
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2/2/2024 Schnieders Capital Management LLC72,921$1.69M0.4%+13.2%0.150%
2/1/2024 Wolverine Asset Management LLC156,010$3.61M0.0%-22.2%0.322%
2/1/2024 Lindbrook Capital LLC29,932$693K0.1%+11.1%0.062%
1/31/2024 J.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%
1/23/2024 DAVENPORT & 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%
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%
11/15/2023 1607 Capital Partners LLC24,430$549K0.0%N/A0.050%
11/15/2023Axxcess Wealth Management LLC38,076$856K0.0%N/A0.079%
11/14/2023 Mutual Advisors LLC20,642$464K0.0%-12.1%0.043%
11/13/2023 LPL Financial LLC448,086$10.07M0.0%+0.8%0.924%
11/13/2023Invesco Ltd.457,947$10.29M0.0%+48.7%0.945%
11/13/2023 Wolverine 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%
11/9/2023 Cornerstone Advisors LLC223,651$5.03M0.2%N/A0.461%
11/9/2023 UBS Group AG849,836$19.10M0.0%-1.6%1.753%
11/8/2023Pathstone Family Office LLC10,000$226K0.0%-10.8%0.021%
11/8/2023 D.A. Davidson & CO.96,901$2.18M0.0%-3.5%0.200%
11/8/2023 Janney Montgomery Scott LLC317,668$7.14M0.0%-3.3%0.655%
11/8/2023 Atria Wealth Solutions Inc.101,084$2.31M0.0%+8.6%0.209%
11/8/2023 Landscape Capital Management L.L.C.64,717$1.45M0.2%N/A0.134%
11/8/2023 Schnieders Capital Management LLC64,396$1.45M0.3%-16.6%0.133%
11/8/2023 Moors & Cabot Inc.17,110$384K0.0%+14.5%0.035%
11/7/2023 Great 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%
11/6/2023 Sigma Planning Corp27,424$616K0.0%-3.8%0.057%
11/6/2023 MONECO Advisors LLC76,970$1.73M0.5%-5.2%0.159%
11/4/2023 NBC Securities Inc.24,940$560K0.1%N/A0.051%
11/2/2023 Diversified LLC13,167$296K0.1%-5.8%0.027%
11/2/2023 Shaker Financial Services LLC34,074$814K0.4%N/A0.070%
10/30/2023Arete Wealth Advisors LLC117,835$2.65M0.5%N/A0.243%
10/25/2023 WealthShield Partners LLC9,602$220K0.0%-33.4%0.020%
10/24/2023 J.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%
10/17/2023 DAVENPORT & Co LLC12,000$270K0.0%+9.1%0.025%
10/17/2023 Flagship Harbor Advisors LLC192,334$4.32M0.4%+840.5%0.397%
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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%
8/30/2023 Western 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%
8/11/2023 D.A. Davidson & CO.100,433$2.50M0.0%+9.6%0.207%
8/10/2023 Osaic 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%
(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, 105 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 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 ($1.14M), Karpus Management Inc. ($558.60K), International Assets Investment Management LLC ($328.64K), 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 4,673,866 shares in the last 24 months. This purchase volume represents approximately $107.37M in transactions.

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

Of the 49 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), Janney Montgomery Scott LLC ($159.67K), Raymond James & Associates ($159.43K), 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 1,783,196 shares in the last 24 months. This volume of shares sold represents approximately $40.47M in transactions.


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This page (NASDAQ:QQQX) was last updated on 5/15/2024 by MarketBeat.com Staff

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