Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Nuveen Nasdaq 100 Dynamic Overwrite Fund meliputi Summit Financial, LLC, Trust Co Of Vermont, Bell Investment Advisors, Inc, dan Motco .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 161,035 | 150.43 | 4,353 | 178.44 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 11,865 | 0.59 | 322 | 15.00 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 8,055 | 213 | ||||||
| 2025-05-14 | 13F | Huntington National Bank | 17 | -11.11 | ||||||
| 2025-08-14 | 13F | Polar Asset Management Partners Inc. | 189,421 | 481.96 | 5,014 | 548.51 | ||||
| 2025-07-30 | 13F | Schnieders Capital Management Llc | 48,895 | 6.54 | 1,294 | 18.72 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,223,017 | 6.32 | 32,373 | 18.50 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 2,818 | 66.94 | 74 | 85.00 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 3,349 | 89 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 47,559 | 21.91 | 1,259 | 35.85 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2,047,158 | 15.18 | 54,188 | 28.38 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 34,481 | 2.74 | 913 | 14.43 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 82,701 | 2.29 | 2 | 100.00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 9 | 12.50 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 9,905 | 267 | ||||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 15,390 | 20.64 | 366 | 5.80 | ||||
| 2025-07-25 | 13F | Griffin Asset Management, Inc. | 7,587 | 201 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3,862 | 102 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 186,894 | 5.87 | 4,948 | 18.01 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 7,738 | 205 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 7,836 | 207 | ||||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 13,414 | 0.04 | 355 | 11.64 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 21,869 | 3.26 | 579 | 15.14 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 18,130 | 0.42 | 480 | 11.92 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 413 | 339.36 | 11 | 400.00 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 9,433 | 1.97 | 250 | 13.70 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 492 | 28.46 | 13 | 44.44 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 2,219 | 59 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 81 | 2 | ||||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 19,643 | 0.15 | 520 | 11.61 | ||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 410 | 2.50 | 11 | 11.11 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 12,434 | 0.78 | 329 | 12.29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 4,545 | 120 | ||||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp 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 | 17,810 | 10.70 | 450 | 7.93 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 59,620 | 8.11 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 412,622 | 17.22 | 10,922 | 30.65 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 13,298 | 19.34 | 352 | 32.95 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 7,935 | 210 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 125,155 | 2.68 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 27,889 | 197.93 | 738 | 233.94 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 87,851 | 3.46 | 2,325 | 15.33 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 20,128 | 19.92 | 533 | 33.67 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 13,934 | 0.87 | 369 | 12.20 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 78,927 | 2,089 | ||||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 101,016 | 27.09 | 2,674 | 41.65 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 19,951 | 2.60 | 528 | 14.53 | ||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 522,323 | 1.04 | 13,826 | 12.61 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 18,922 | 501 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 35,381 | 3.95 | 937 | 15.84 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 524,643 | 11.49 | 13,887 | 24.26 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 394,570 | 3.97 | 10,444 | 15.88 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 823,010 | 1.02 | 21,785 | 12.60 | ||||
| 2025-08-01 | 13F | Motco | 700 | 19 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4,766 | 58.08 | 126 | 77.46 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1,820 | 68.52 | 48 | 92.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 26,144 | 44.57 | 692 | 61.31 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 658 | 17 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2,521 | 223.21 | 67 | 266.67 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11,135 | 4.93 | 295 | 16.67 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 503,646 | 20.40 | 13,332 | 34.18 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 10,003 | 0.53 | 265 | 11.86 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 7,783 | 206 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 23,566 | 624 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 12,344 | 1.45 | 327 | 13.19 |
