Nuveen Dow 30 Dynamic OverwrDIAX
13F holders, Q1 2024 (March 31)82holders
1famous investor
$14.68avg. 13F price*
At the end of Q1 2024, 82 institutions reported holding Nuveen Dow 30 Dynamic Overwr (DIAX) in their 13F filings. The largest holders were Morgan Stanley ($20.1M), Bank of America Corp. ($15.4M) and Wells Fargo & Company ($13.3M). One famous investor held it Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Nuveen Dow 30 Dynamic Overwr
- CUSIP
- 67075F105
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.9M |
| Exits | 6 | $1.5M |
Ownership 82 holders
| Morgan Stanley | 0.00% | Add +23.9% | 1,373,394 | $20.1M |
| Bank of America Corp. | 0.00% | Add +1.1% | 1,053,325 | $15.4M |
| Wells Fargo & Company | 0.00% | Add +39.3% | 909,893 | $13.3M |
| UBS Group AG | 0.00% | Add +1.6% | 785,181 | $11.5M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +0.5% | 709,288 | $10.4M |
| Cornerstone Advisors, LLC | 0.42% | Add +18.9% | 699,426 | $10.3M |
| 1607 Capital Partners, LLC | 0.73% | Add +13.6% | 613,363 | $9.0M |
| Invesco Ltd. | 0.00% | Add +2.9% | 563,903 | $8.3M |
| Guggenheim Capital LLC | 0.06% | Add +2.1% | 549,262 | $8.1M |
| AQR Arbitrage LLC | 0.32% | Add +28.6% | 403,765 | $5.9M |
| Advisors Asset Management, Inc. | 0.09% | Reduce -6.5% | 331,449 | $4.9M |
| Thomas J. Herzfeld Advisors, Inc. | 1.23% | Add +6.6% | 236,290 | $3.5M |
| Wolverine Asset Management LLC | 0.29% | Reduce -14.0% | 228,215 | $3.3M |
| Shaker Financial Services, LLC | 1.11% | Reduce -19.4% | 191,249 | $2.9M |
| Stifel Financial Corp. | 0.00% | Reduce -0.3% | 179,243 | $2.6M |
| Royal Bank of Canada | 0.00% | Reduce -8.1% | 141,932 | $2.1M |
| Ionic Capital Management LLC | 1.50% | Reduce -37.6% | 121,561 | $1.8M |
| Landscape Capital Management, L.L.C. | 0.15% | Reduce -5.2% | 119,975 | $1.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -22.2% | 98,402 | $1.7M |
| LPL Financial LLC | 0.00% | Reduce -16.5% | 108,664 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.3% | 105,963 | $1.6M |
| MML Investors Services, LLC | 0.01% | Add +21.0% | 105,361 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +0.3% | 103,442 | $1.5M |
| Schnieders Capital Management LLC | 0.31% | Reduce -8.1% | 100,085 | $1.5M |
| Raymond James & Associates | 0.00% | Reduce -10.7% | 95,220 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.9% | 89,620 | $1.3M |
| Park Avenue Securities LLC | 0.02% | Add +4.2% | 89,257 | $1.3M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -4.6% | 80,761 | $1.2M |
| Cetera Investment Advisers | 0.00% | New | 61,665 | $904K |
| Shulman DeMeo Asset Management LLC | 0.24% | Reduce -0.2% | 60,844 | $892K |
| Formidable Asset Management, LLC | 0.14% | Reduce -13.7% | 59,409 | $871K |
| Atria Wealth Solutions, Inc. | 0.01% | No change | 53,998 | $807K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.8% | 48,222 | $707K |
| D.A. Davidson & Co. | 0.01% | Reduce -36.0% | 47,058 | $690K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -12.5% | 44,924 | $628K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +5.3% | 41,664 | $611K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.0% | 41,059 | $602K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.3% | 38,515 | $565K |
| Logan Stone Capital, LLC | 0.12% | Reduce -46.4% | 38,080 | $558K |
| Nations Financial Group Inc, /Ia/ | 0.04% | No change | 35,267 | $517K |
| Stolper Co | 0.17% | Add +0.9% | 31,461 | $461K |
| Institute for Wealth Management, LLC. | 0.05% | No change | 28,806 | $422K |
| Diversify Advisory Services, LLC | 0.02% | — | 26,891 | $392K |
| Fisher Asset Management | 0.00% | New | 26,182 | $384K |
| Lanark Financial, Inc. | 0.03% | Reduce -0.2% | 24,789 | $363K |
| Leo Wealth, LLC | 0.03% | No change | 23,000 | $337K |
| Raymond James Trust N.A. | 0.01% | Add +21.9% | 22,264 | $326K |
| NewEdge Advisors, LLC | 0.00% | Add +18.8% | 21,226 | $311K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -34.7% | 20,542 | $301K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -2.6% | 18,916 | $277K |
| Wedbush Securities Inc. | 0.01% | Reduce -33.4% | 18,017 | $264K |
| AlphaStar Capital Management, LLC | 0.03% | No change | 17,942 | $263K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -45.6% | 16,316 | $239K |
| Blue Bell Private Wealth Management, LLC | 0.05% | Reduce -11.7% | 15,330 | $225K |
| Mariner, LLC | 0.00% | New | 13,929 | $204K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 13,640 | $200K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Add +0.0% | 13,415 | $197K |
| Integrated Capital Management, Inc. | 0.16% | Add +5.2% | 13,146 | $193K |
| 9258 Wealth Management, LLC | 0.03% | New | 12,092 | $177K |
| Kestra Advisory Services, LLC | 0.00% | No change | 11,405 | $167K |
| Truist Financial Corp. | 0.00% | Reduce -5.1% | 11,114 | $163K |
| Susquehanna International Group, LLP | 0.00% | New | 11,072 | $162K |
| Quantedge Capital Pte Ltd | 0.07% | Reduce -13.5% | 10,900 | $160K |
| NWF Advisory Services Inc. | 0.03% | No change | 10,396 | $152K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -11.3% | 10,311 | $151K |
| US Bancorp \de | 0.00% | Add +52.1% | 8,324 | $122K |
| Comerica Bank | 0.00% | Reduce -15.0% | 6,921 | $101K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 6,750 | $99K |
| PFS Partners, LLC | 0.07% | No change | 6,700 | $98K |
| Liberty One Investment Management, LLC | 0.01% | Reduce -15.5% | 6,162 | $90K |
| Private Trust Co. NA | 0.01% | No change | 5,200 | $76K |
| Allworth Financial LP | 0.00% | No change | 4,320 | $63K |
| Avior Wealth Management, LLC | 0.00% | No change | 3,637 | $53K |
| TD Private Client Wealth LLC | 0.00% | No change | 3,540 | $52K |
| FNY Investment Advisers, LLC | 0.03% | New | 2,800 | $41K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -20.6% | 2,323 | $34K |
| Sunbelt Securities, Inc. | 0.00% | No change | 2,000 | $29K |
| Register Financial Advisors LLC | 0.01% | New | 1,380 | $20K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +2.0% | 1,094 | $16K |
| Cwm, LLC | 0.00% | New | 250 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 88 | $1K |
| Barrett & Company, Inc. | 0.00% | No change | 85 | $1K |
"% of holder's portfolio" is DIAX's weight in each manager's 13F, not the share of Nuveen Dow 30 Dynamic Overwr the manager owns.