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 | 02/13/2026 | 2.02 M | $57.54 M | 2.44% | 4.13% |
| KARPUS MANAGEMENT, INC. | 02/17/2026 | 1.67 M | $47.65 M | -2.99% | 3.42% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1.24 M | $35.38 M | 0.40% | 2.54% |
| INVESCO LTD. | 02/19/2026 | 813.00 K | $23.19 M | -3.81% | 1.67% |
| ROYAL BANK OF CANADA | 02/17/2026 | 743.68 K | $21.21 M | 3.79% | 1.52% |
| UBS GROUP AG | 01/29/2026 | 726.89 K | $20.73 M | -2.90% | 1.49% |
| LPL FINANCIAL LLC | 02/11/2026 | 584.91 K | $16.68 M | 7.25% | 1.20% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 557.31 K | $15.89 M | 2.94% | 1.14% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 526.26 K | $15.01 M | 22.50% | 1.08% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 513.82 K | $14.65 M | -1.97% | 1.05% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 402.10 K | $11.47 M | -1.08% | 0.82% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 364.43 K | $10.39 M | 0.94% | 0.75% |
| PENSERRA CAPITAL MANAGEMENT LLC | 02/12/2026 | 267.68 K | $7.63 M | 10.23% | 0.55% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 265.13 K | $7.56 M | 1.47% | 0.54% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 233.89 K | $6.67 M | -0.08% | 0.48% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 205.51 K | $5.86 M | 4.24% | 0.42% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 204.99 K | $5.85 M | -1.80% | 0.42% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 203.75 K | $5.81 M | 69.09% | 0.42% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 195.04 K | $5.56 M | 13.46% | 0.40% |
| CYPRESS CAPITAL MANAGEMENT LLC (WY) | 02/09/2026 | 162.60 K | $4.64 M | 0.53% | 0.33% |
| ARETE WEALTH ADVISORS, LLC | 02/13/2026 | 128.35 K | $3.66 M | 2.12% | 0.26% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 93.25 K | $2.66 M | -15.99% | 0.19% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 91.53 K | $2.61 M | 5.46% | 0.19% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 75.82 K | $2.16 M | 5.27% | 0.16% |
| NBC SECURITIES, INC. | 01/29/2026 | 66.51 K | $1.90 M | 3.64% | 0.14% |
| MONECO ADVISORS, LLC | 02/04/2026 | 61.98 K | $1.77 M | -3.50% | 0.13% |
| IONIC CAPITAL MANAGEMENT LLC | 02/17/2026 | 61.84 K | $1.76 M | -10.56% | 0.13% |
| 01/28/2026 | 59.81 K | $1.71 M | 0.01% | 0.12% | |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 51.34 K | $1.46 M | 3.43% | 0.11% |
| AXXCESS WEALTH MANAGEMENT, LLC | 02/19/2026 | 48.12 K | $1.37 M | 1.49% | 0.10% |
| 01/29/2026 | 47.72 K | $1.36 M | -1.22% | 0.10% | |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 47.70 K | $1.36 M | -3.04% | 0.10% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 44.97 K | $1.28 M | 6.62% | 0.09% |
| 01/29/2026 | 39.61 K | $1.13 M | 100.00% | 0.08% | |
| DAKOTA WEALTH MANAGEMENT | 01/13/2026 | 36.44 K | $1.04 M | -0.88% | 0.07% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 31.67 K | $903.30 K | 0.40% | 0.06% |
| ARKADIOS WEALTH ADVISORS | 02/13/2026 | 31.52 K | $898.88 K | 19.89% | 0.06% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 31.40 K | $897.21 K | 6.30% | 0.06% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 30.35 K | $865.53 K | 12.33% | 0.06% |
| READYSTATE ASSET MANAGEMENT LP | 02/17/2026 | 30.30 K | $864.01 K | 100.00% | 0.06% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 29.86 K | $851.72 K | 2.24% | 0.06% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 29.27 K | $834.64 K | 630.35% | 0.06% |
| TCG ADVISORY SERVICES, LLC | 02/17/2026 | 28.15 K | $802.92 K | 100.00% | 0.06% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 26.91 K | $767.56 K | -0.19% | 0.06% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 25.93 K | $739.39 K | 230.42% | 0.05% |
| HUNTLEIGH ADVISORS, INC. | 01/29/2026 | 22.13 K | $631.25 K | 8.90% | 0.05% |
| ALTERI WEALTH LLC | 02/11/2026 | 20.76 K | $592.05 K | 2.36% | 0.04% |
| MUTUAL ADVISORS, LLC | 02/02/2026 | 18.62 K | $530.93 K | 1.35% | 0.04% |
| JANE STREET GROUP, LLC | 02/12/2026 | 18.09 K | $515.90 K | 100.00% | 0.04% |
| 05/05/2026 | 17.90 K | $510.57 K | 100.00% | 0.04% |
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Nuveen NASDAQ 100 Dynamic Overwrite Fund institutional Ownership - FAQ's
During the previous two years, 203 institutional investors and hedge funds held shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund. The most heavily invested institutionals were:
UBS Group AG: 727,794
Allspring Global Investments Holdings, LLC: 598,826
HighTower Advisors, LLC: 263,418
Janney Montgomery Scott LLC: 235,769
D.A. DAVIDSON & CO.: 100,726
Kestra Advisory Services, LLC: 73,344
28.47% of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock is owned by institutional investors.
Institutional investors have bought a total of 15.96 M shares in the last 24 months. This purchase volume represents approximately $440.78 M in transactions.