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 | 08/13/2026 | 1.88 M | $56.59 M | -3.53% | 3.85% |
| KARPUS MANAGEMENT, INC. | 08/14/2026 | 1.39 M | $42.01 M | -14.85% | 2.85% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1.22 M | $36.78 M | -2.22% | 2.50% |
| UBS GROUP AG | 08/13/2026 | 742.28 K | $22.37 M | 1.99% | 1.52% |
| LPL FINANCIAL LLC | 08/07/2026 | 740.52 K | $22.32 M | 16.27% | 1.52% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 738.83 K | $22.27 M | 23.38% | 1.51% |
| ROYAL BANK OF CANADA | 08/14/2026 | 735.30 K | $22.16 M | -1.41% | 1.51% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 647.56 K | $19.52 M | 13.87% | 1.33% |
| INVESCO LTD. | 08/14/2026 | 613.26 K | $18.48 M | -21.32% | 1.26% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 425.45 K | $12.82 M | 1.50% | 0.87% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 343.34 K | $10.35 M | -8.60% | 0.70% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 261.64 K | $7.89 M | -0.68% | 0.54% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 261.14 K | $7.87 M | 7.09% | 0.53% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 245.13 K | $7.39 M | -27.04% | 0.50% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 236.91 K | $7.14 M | 0.49% | 0.49% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 214.36 K | $6.46 M | 0.72% | 0.44% |
| CYPRESS CAPITAL MANAGEMENT LLC (WY) | 08/06/2026 | 192.68 K | $5.95 M | 8.29% | 0.39% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 173.38 K | $5.23 M | -8.54% | 0.36% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 107.36 K | $3.24 M | 6.59% | 0.22% |
| ADVISOR OS, LLC | 08/05/2026 | 72.48 K | $2.18 M | -43.11% | 0.15% |
| HUNTLEIGH ADVISORS, INC. | 08/04/2026 | 62.72 K | $1.89 M | 172.05% | 0.13% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 61.18 K | $1.84 M | -6.64% | 0.13% |
| PMG FAMILY OFFICE LLC | 07/16/2026 | 60.84 K | $1.88 M | 1.01% | 0.12% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 59.97 K | $1.81 M | 7.66% | 0.12% |
| MONECO ADVISORS, LLC | 08/11/2026 | 59.74 K | $1.80 M | -1.65% | 0.12% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 57.58 K | $1.74 M | 5.50% | 0.12% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 56.02 K | $1.69 M | -0.53% | 0.11% |
| HIGH POINT WEALTH MANAGEMENT, LLC | 07/20/2026 | 53.80 K | $1.62 M | 20.76% | 0.11% |
| IHT WEALTH MANAGEMENT, LLC | 08/14/2026 | 52.73 K | $1.59 M | 100.00% | 0.11% |
| AXXCESS WEALTH MANAGEMENT, LLC | 07/28/2026 | 46.42 K | $1.40 M | 100.00% | 0.10% |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 07/24/2026 | 46.02 K | $1.39 M | -1.07% | 0.09% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 45.07 K | $1.36 M | 100.00% | 0.09% |
| SHULMAN DEMEO ASSET MANAGEMENT LLC | 07/08/2026 | 44.17 K | $1.33 M | -3.62% | 0.09% |
| IONIC CAPITAL MANAGEMENT LLC | 08/14/2026 | 43.45 K | $1.31 M | -34.28% | 0.09% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 34.94 K | $1.05 M | 136.80% | 0.07% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 34.70 K | $1.05 M | 10.09% | 0.07% |
| ARKADIOS WEALTH ADVISORS | 08/10/2026 | 31.69 K | $955.14 K | 0.39% | 0.06% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 31.68 K | $954.94 K | 3.18% | 0.06% |
| TCG ADVISORY SERVICES, LLC | 07/31/2026 | 28.64 K | $863.31 K | 1.74% | 0.06% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 28.40 K | $855.84 K | -4.87% | 0.06% |
| DAKOTA WEALTH MANAGEMENT | 08/07/2026 | 28.04 K | $845.13 K | -22.10% | 0.06% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 26.77 K | $806.96 K | 22.57% | 0.05% |
| ADVISORY ADVOCATES, LLC | 08/10/2026 | 25.65 K | $773.03 K | 0.42% | 0.05% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 24.74 K | $745.61 K | -66.27% | 0.05% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 23.84 K | $718.39 K | 12.11% | 0.05% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 23.54 K | $709.59 K | -12.52% | 0.05% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 22.73 K | $685.00 K | -18.53% | 0.05% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 22.16 K | $668.02 K | -26.77% | 0.05% |
| ALTERI WEALTH LLC | 07/29/2026 | 20.79 K | $626.60 K | 0.15% | 0.04% |
| PFG INVESTMENTS, LLC | 07/23/2026 | 19.74 K | $594.85 K | -30.45% | 0.04% |
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Nuveen NASDAQ 100 Dynamic Overwrite Fund institutional Ownership - FAQ's
During the previous two years, 208 institutional investors and hedge funds held shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 1.88 M
Karpus Management, Inc.: 1.39 M
WELLS FARGO & COMPANY/MN: 1.22 M
UBS Group AG: 742,278
LPL Financial LLC: 740,519
Allspring Global Investments Holdings, LLC: 738,826
26.91% of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock is owned by institutional investors.
Institutional investors have bought a total of 14.44 M shares in the last 24 months. This purchase volume represents approximately $398.82 M in transactions.