Mga Batayang Estadistika
| Pemilik Institusional | 114 total, 114 long only, 0 short only, 0 long/short - change of 2.70% MRQ |
| Alokasi Portofolio Rata-rata | 0.1073 % - change of 15.33% MRQ |
| Saham Institusional (Jangka Panjang) | 12,467,621 (ex 13D/G) - change of 0.59MM shares 4.94% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 172,105 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Nuveen Dow 30 Dynamic Overwrite Fund (US:DIAX) memiliki 114 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 12,467,621 saham. Pemegang saham terbesar meliputi Morgan Stanley, Bank Of America Corp /de/, Raymond James Financial Inc, Saba Capital Management, L.P., Guggenheim Capital Llc, Invesco Ltd., Wells Fargo & Company/mn, PCEF - Invesco CEF Income Composite ETF, Cornerstone Advisors, LLC, and Shaker Financial Services, LLC .
Struktur kepemilikan institusional Nuveen Dow 30 Dynamic Overwrite Fund (NYSE:DIAX) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 14.72 / share. Previously, on September 9, 2024, the share price was 14.57 / share. This represents an increase of 1.03% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13D/G
Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.
Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.
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| Tanggal File | Formulir | Investor | Sebelumnya Saham |
Terbaru Saham |
Δ Saham (Persen) |
Kepemilikan (Persen) |
Δ Pagmamay-ari (Persen) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-04-23 | FIRST TRUST PORTFOLIOS LP | 1,442,978 | 1,867,392 | 29.41 | 5.13 | 29.22 |
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Royal Bank Of Canada | 99,210 | -15.48 | 1,422 | -16.40 | ||||
| 2025-08-14 | 13F | Saba Capital Management, L.P. | 712,188 | 144.65 | 10,213 | 142.11 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 585,307 | -1.81 | 8,393 | -2.83 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 2,857 | 219.22 | 41 | 233.33 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 13,432 | 193 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 19,000 | 278 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 50,625 | 57.11 | 726 | 55.58 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 15,971 | 229 | ||||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 459,536 | 70.11 | 6,728 | 68.30 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 161,386 | -0.75 | 2,314 | -1.78 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 8,190 | 0.00 | 117 | -0.85 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 14,528 | 3.32 | 208 | 2.46 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 35 | 1 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 30,249 | -10.68 | 434 | -11.63 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 200 | 0.00 | 3 | 0.00 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 6,060 | 87 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 4,398 | -26.37 | 63 | -26.74 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 14,479 | -1.26 | 208 | -2.36 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2,648 | 0.00 | 38 | -2.63 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 37,514 | -39.13 | 538 | -39.80 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 550 | 0.00 | 8 | 0.00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 10,500 | -8.70 | 151 | -9.64 | ||||
| 2025-07-31 | 13F | United Community Bank | 2,550 | 0.00 | 37 | 0.00 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 39,275 | -12.75 | 563 | -13.65 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 1,104 | 2.03 | 16 | 0.00 | ||||
| 2025-08-08 | 13F | Calamos Advisors LLC | 15,979 | -8.00 | 229 | -8.76 | ||||
| 2025-08-14 | 13F | UBS Group AG | 445,173 | -10.31 | 6,384 | -11.25 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 249,718 | 11.79 | 3,581 | 10.63 | ||||
| 2025-07-10 | 13F | Stolper Co | 35,524 | 7.86 | 1 | |||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 1,008 | -35.09 | 14 | -36.36 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 13,327 | 4.82 | 191 | 3.80 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 16,676 | -4.46 | 239 | -5.16 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors, LLC | 472,330 | 1.64 | 6,773 | 0.59 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 6,000 | 0.00 | 86 | 0.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,800 | 0.00 | 26 | -3.85 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 59,958 | 106.74 | 860 | 107.49 | ||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 12,665 | 182 | ||||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ionic Capital Management LLC | 72,407 | 0.00 | 1,038 | -1.05 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 732,417 | -2.52 | 10,503 | -3.54 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2,000 | 0.00 | 30 | 7.14 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 277 | 0.00 | 4 | -25.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 46,879 | -3.95 | 1 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 2,000 | 0.00 | 29 | 0.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 88,666 | -3.19 | 1,271 | -4.22 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 14,341 | 12.40 | 206 | 11.41 | ||||
| 2025-08-11 | 13F | Rpo Llc | 39,270 | 0.00 | 563 | -1.05 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 67,692 | -0.78 | 971 | -1.82 | ||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 159,611 | -10.48 | 2,289 | -11.42 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 100,592 | 15.60 | 1,443 | 14.52 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 196,371 | 40.71 | 2,816 | 39.22 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 37,497 | -38.99 | 1 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 78,086 | -2.29 | 1,120 | -3.28 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 78,244 | 7.81 | 1 | 0.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 61,078 | 9.68 | 876 | 8.56 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 651 | 9 | ||||||
| 2025-07-16 | 13F | PFS Partners, LLC | 7,401 | 2.10 | 106 | 0.95 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 78 | 0.00 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 18,436 | 270 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 26,241 | 0.00 | 377 | 4.14 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 2,494 | -19.42 | 36 | -20.45 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 2,500 | 0.00 | 36 | -2.78 | ||||
| 2025-07-30 | 13F | Schnieders Capital Management Llc | 32,300 | -1.52 | 463 | -2.53 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 15,016 | -6.24 | 215 | -7.33 | ||||
| 2025-08-22 | NP | Cornerstone Strategic Value Fund Inc | 337,825 | 5.43 | 4,844 | 4.35 | ||||
| 2025-07-24 | 13F | Eastern Bank | 5,038 | 0.00 | 72 | -1.37 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 13,867 | -2.33 | 199 | -3.41 | ||||
| 2025-08-20 | NP | ADANX - AQR Diversified Arbitrage Fund Class N | 66,999 | -11.51 | 961 | -12.49 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 94,562 | 22.62 | 1,356 | 21.40 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,832,235 | -3.09 | 26,274 | -4.09 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 41,676 | -0.24 | 1 | |||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 42,422 | 0.00 | 615 | 0.00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 390,082 | -3.62 | 5,594 | -4.62 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 13,427 | 0.03 | 195 | -3.96 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 48,459 | 28.98 | 695 | 27.57 | ||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 244,209 | -14.47 | 3,502 | -15.37 | ||||
| 2025-06-27 | NP | Calamos ETF Trust - Calamos CEF Income & Arbitrage ETF | 15,979 | -11.54 | 222 | -21.07 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 20,963 | -7.19 | 301 | -8.26 | ||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 59,944 | -0.13 | 860 | -1.15 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1,208 | 2.11 | 17 | 0.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 805 | 12 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 116,475 | -5.58 | 2 | 0.00 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 500 | 7 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 111 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 38,862 | -3.17 | 569 | -4.22 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 311 | 0.00 | 4 | 0.00 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 23,000 | 0.00 | 330 | -1.20 | ||||
| 2025-08-14 | 13F | Quantedge Capital Pte Ltd | 36,100 | 5.87 | 518 | 4.66 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 5,200 | 0.00 | 75 | -1.33 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 21,078 | -45.36 | 302 | -45.88 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,098,923 | -13.43 | 15,759 | -14.33 | ||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 563,350 | 0.62 | 7,983 | -6.20 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 42,414 | -0.86 | 608 | -1.78 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 14,473 | 0.00 | 208 | -0.96 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 595,485 | 3.63 | 8,539 | 2.56 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 47,949 | -26.02 | 688 | -26.84 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 3,540 | 0.00 | 51 | -1.96 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2,837 | 0.00 | 41 | -2.44 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 85,442 | 1 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 28,414 | -35.56 | 407 | -38.70 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 1,486 | -37.56 | 21 | -38.24 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 353,986 | 2,754.96 | 5,076 | 2,735.75 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 25,681 | 0.51 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 12,109 | -2.15 | 174 | -3.35 | ||||
| 2025-08-22 | NP | Cornerstone Total Return Fund Inc | 134,505 | -6.77 | 1,929 | -7.75 | ||||
| 2025-07-30 | 13F | FNY Investment Advisers, LLC | 2,800 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 12,387 | -0.20 | 178 | -1.12 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11,900 | 11.83 | 171 | 10.39 | ||||
| 2025-07-24 | NP | CEFS - Saba Closed-End Funds ETF | 61,569 | 2,952.50 | 872 | 2,806.67 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 750 | 0.00 | 11 | 0.00 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 28,315 | 0.00 | 406 | -0.98 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 10,800 | 0.00 | 155 | -1.28 | ||||
| 2025-08-14 | 13F | Cnh Partners Llc | 350,287 | -12.18 | 4,985 | -11.68 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 565,737 | -20.22 | 8,113 | -21.05 |
