Nuveen NASDAQ 100 Dynamic Overwrite Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 1.95 M | $51.91 M | -3.52% | 3.99% |
| KARPUS MANAGEMENT, INC. | 05/14/2026 | 1.64 M | $43.66 M | -2.02% | 3.35% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1.25 M | $33.29 M | 0.62% | 2.56% |
| INVESCO LTD. | 05/12/2026 | 779.44 K | $20.79 M | -4.13% | 1.60% |
| ROYAL BANK OF CANADA | 05/15/2026 | 745.86 K | $19.89 M | 0.29% | 1.53% |
| UBS GROUP AG | 05/05/2026 | 727.79 K | $19.41 M | 0.12% | 1.49% |
| LPL FINANCIAL LLC | 05/06/2026 | 636.89 K | $16.99 M | 8.89% | 1.30% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 598.83 K | $15.97 M | 7.45% | 1.23% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 568.70 K | $15.17 M | 8.06% | 1.16% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 419.17 K | $11.18 M | 4.25% | 0.86% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 375.65 K | $10.02 M | 3.08% | 0.77% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 335.97 K | $8.96 M | -34.61% | 0.69% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 263.42 K | $7.03 M | -0.65% | 0.54% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 243.84 K | $6.50 M | 25.02% | 0.50% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 235.77 K | $6.29 M | 0.80% | 0.48% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 212.83 K | $5.68 M | 3.56% | 0.44% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 189.57 K | $5.06 M | -7.52% | 0.39% |
| CYPRESS CAPITAL MANAGEMENT LLC (WY) | 05/08/2026 | 177.93 K | $4.85 M | 9.43% | 0.36% |
| ADVISOR OS, LLC | 05/08/2026 | 127.39 K | $3.40 M | 100.00% | 0.26% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 100.73 K | $2.69 M | 10.05% | 0.21% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 73.34 K | $1.96 M | 590.23% | 0.15% |
| IONIC CAPITAL MANAGEMENT LLC | 05/15/2026 | 66.11 K | $1.76 M | 6.91% | 0.14% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 65.53 K | $1.75 M | -13.57% | 0.13% |
| MONECO ADVISORS, LLC | 05/08/2026 | 60.75 K | $1.62 M | -1.98% | 0.12% |
| 04/17/2026 | 60.23 K | $1.64 M | 0.70% | 0.12% | |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 56.32 K | $1.50 M | 9.71% | 0.12% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 55.70 K | $1.49 M | 23.86% | 0.11% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 54.58 K | $1.46 M | 14.43% | 0.11% |
| 05/04/2026 | 46.52 K | $1.24 M | -2.51% | 0.10% | |
| SHULMAN DEMEO ASSET MANAGEMENT LLC | 04/09/2026 | 45.83 K | $1.22 M | 100.00% | 0.09% |
| 04/08/2026 | 44.55 K | $1.19 M | 12.47% | 0.09% | |
| DAKOTA WEALTH MANAGEMENT | 05/07/2026 | 36.00 K | $959.99 K | -1.21% | 0.07% |
| ARKADIOS WEALTH ADVISORS | 05/18/2026 | 31.57 K | $841.90 K | 0.16% | 0.06% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 31.52 K | $840.71 K | -0.47% | 0.06% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 30.70 K | $816.76 K | -2.22% | 0.06% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 30.27 K | $807.20 K | 1.35% | 0.06% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 29.85 K | $796.09 K | -1.64% | 0.06% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 28.38 K | $756.77 K | 9.45% | 0.06% |
| TCG ADVISORY SERVICES, LLC | 05/15/2026 | 28.15 K | $750.84 K | 0.00% | 0.06% |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2026 | 27.90 K | $743.96 K | 62.40% | 0.06% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 26.91 K | $717.77 K | 0.00% | 0.06% |
| 05/05/2026 | 25.54 K | $681.21 K | 42.68% | 0.05% | |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 24.69 K | $658.43 K | 250.93% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 23.17 K | $617.92 K | 100.00% | 0.05% |
| HUNTLEIGH ADVISORS, INC. | 04/21/2026 | 23.05 K | $614.83 K | 4.15% | 0.05% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 21.84 K | $582.55 K | 100.01% | 0.04% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 21.26 K | $567.03 K | 100.00% | 0.04% |
| ALTERI WEALTH LLC | 05/06/2026 | 20.76 K | $553.64 K | 0.00% | 0.04% |
| NBC SECURITIES, INC. | 04/14/2026 | 18.59 K | $495.77 K | -72.05% | 0.04% |
| MOORS & CABOT, INC. | 05/08/2026 | 18.23 K | $486.07 K | 3.35% | 0.04% |
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Nuveen NASDAQ 100 Dynamic Overwrite Fund institutional Ownership - FAQ's
During the previous two years, 199 institutional investors and hedge funds held shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 1.95 M
Karpus Management, Inc.: 1.64 M
WELLS FARGO & COMPANY/MN: 1.25 M
Invesco Ltd.: 779,442
ROYAL BANK OF CANADA: 745,857
UBS Group AG: 727,794
27.25% of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock is owned by institutional investors.
Institutional investors have bought a total of 14.40 M shares in the last 24 months. This purchase volume represents approximately $397.67 M in transactions.