Nuveen Dow 30 Dynamic OverwrDIAX
13F holders, Q2 2024 (June 30)86holders +4
8new positions
6sold out
$14.02avg. 13F price*
At the end of Q2 2024, 86 institutions reported holding Nuveen Dow 30 Dynamic Overwr (DIAX) in their 13F filings, up 4 from Q1 2024. 8 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($19.6M), Bank of America Corp. ($15.8M) and Wells Fargo & Company ($12.9M).
- Company
- Nuveen Dow 30 Dynamic Overwr
- CUSIP
- 67075F105
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.2M |
| Exits | 6 | $692K |
All 13F filers, Q1 2024 → Q2 2024: 612,837 shares bought and 537,516 shares sold, net +75,321 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 86 holders
| Morgan Stanley | 0.00% | Add +2.0% | 1,400,368 | $19.6M |
| Bank of America Corp. | 0.00% | Add +6.8% | 1,124,930 | $15.8M |
| Wells Fargo & Company | 0.00% | Add +1.1% | 920,159 | $12.9M |
| UBS Group AG | 0.00% | Add +1.2% | 794,506 | $11.1M |
| Cornerstone Advisors, LLC | 0.40% | No change | 699,426 | $9.8M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -6.3% | 664,582 | $9.3M |
| Guggenheim Capital LLC | 0.06% | Add +9.5% | 601,217 | $8.4M |
| Invesco Ltd. | 0.00% | Add +2.4% | 577,166 | $8.1M |
| 1607 Capital Partners, LLC | 0.68% | Reduce -11.6% | 542,253 | $7.6M |
| AQR Arbitrage LLC | 0.30% | Add +15.1% | 464,760 | $6.5M |
| Advisors Asset Management, Inc. | 0.09% | Reduce -1.9% | 325,185 | $4.6M |
| Wolverine Asset Management LLC | 0.40% | Add +30.3% | 297,307 | $4.2M |
| Thomas J. Herzfeld Advisors, Inc. | 1.24% | Add +7.2% | 253,231 | $3.5M |
| Shaker Financial Services, LLC | 1.26% | Add +14.2% | 218,389 | $3.1M |
| LPL Financial LLC | 0.00% | Add +26.4% | 137,410 | $1.9M |
| Royal Bank of Canada | 0.00% | Reduce -7.1% | 131,872 | $1.8M |
| Ionic Capital Management LLC | 1.36% | No change | 121,561 | $1.7M |
| MML Investors Services, LLC | 0.01% | Add +4.2% | 109,810 | $1.5M |
| Landscape Capital Management, L.L.C. | 0.12% | Reduce -14.9% | 102,082 | $1.4M |
| Saba Capital Management, L.P. | 0.03% | New | 98,516 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -5.1% | 98,184 | $1.4M |
| Raymond James & Associates | 0.00% | Reduce -4.5% | 90,956 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.6% | 90,168 | $1.3M |
| Park Avenue Securities LLC | 0.02% | Add +0.6% | 89,818 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -7.1% | 75,036 | $1.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -29.9% | 68,926 | $966K |
| Stifel Financial Corp. | 0.00% | Reduce -63.5% | 65,429 | $917K |
| Shulman DeMeo Asset Management LLC | 0.22% | Reduce -0.1% | 60,797 | $852K |
| Cetera Investment Advisers | 0.00% | Reduce -2.2% | 60,298 | $845K |
| Formidable Asset Management, LLC | 0.14% | Add +0.3% | 59,583 | $835K |
| Janney Montgomery Scott LLC | 0.00% | Add +28.4% | 49,468 | $693K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +7.3% | 48,222 | $689K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.8% | 46,879 | $657K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.8% | 43,867 | $615K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +4.6% | 43,563 | $610K |
| D.A. Davidson & Co. | 0.01% | Reduce -7.5% | 43,541 | $610K |
| Osaic Holdings, Inc. | 0.00% | Reduce -59.6% | 42,799 | $600K |
| Schnieders Capital Management LLC | 0.11% | Reduce -62.0% | 38,050 | $533K |
| Nations Financial Group Inc, /Ia/ | 0.04% | No change | 35,267 | $494K |
| Logan Stone Capital, LLC | 0.12% | Reduce -13.6% | 32,911 | $461K |
| Stolper Co | 0.16% | Add +4.0% | 32,707 | $458K |
| Quantedge Capital Pte Ltd | 0.16% | Add +194.5% | 32,100 | $450K |
| Choreo, LLC | 0.01% | New | 30,469 | $427K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -46.4% | 28,950 | $420K |
| Institute for Wealth Management, LLC. | 0.05% | Reduce -0.5% | 28,660 | $402K |
| Diversify Advisory Services, LLC | 0.02% | No change | 26,891 | $375K |
| NewEdge Advisors, LLC | 0.00% | Add +25.4% | 26,629 | $373K |
| Lanark Financial, Inc. | 0.03% | Add +5.3% | 26,097 | $365K |
| Wedbush Securities Inc. | 0.01% | Add +41.4% | 25,474 | $357K |
| Two Sigma Investments, LP | 0.00% | New | 25,139 | $352K |
| Leo Wealth, LLC | 0.03% | No change | 23,000 | $322K |
| Raymond James Trust N.A. | 0.01% | No change | 22,264 | $312K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.1% | 19,914 | $279K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -0.5% | 18,816 | $264K |
| Blue Bell Private Wealth Management, LLC | 0.05% | Add +21.5% | 18,630 | $261K |
| AlphaStar Capital Management, LLC | 0.02% | No change | 17,942 | $251K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -3.0% | 15,828 | $222K |
| Mariner, LLC | 0.00% | Add +7.7% | 14,997 | $210K |
| Integrated Capital Management, Inc. | 0.17% | Add +13.3% | 14,901 | $209K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | No change | 13,415 | $188K |
| 9258 Wealth Management, LLC | 0.03% | Reduce -3.0% | 11,735 | $164K |
| Kestra Advisory Services, LLC | 0.00% | Add +2.2% | 11,661 | $163K |
| Sanctuary Advisors, LLC | 0.00% | — | 11,673 | $162K |
| Truist Financial Corp. | 0.00% | Reduce -1.3% | 10,969 | $154K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -22.0% | 10,640 | $149K |
| Susquehanna International Group, LLP | 0.00% | Reduce -4.3% | 10,601 | $149K |
| NWF Advisory Services Inc. | 0.02% | No change | 10,396 | $146K |
| PFS Partners, LLC | 0.06% | Add +2.0% | 6,832 | $96K |
| Comerica Bank | 0.00% | Reduce -19.1% | 5,596 | $78K |
| Private Trust Co. NA | 0.01% | No change | 5,200 | $73K |
| Liberty One Investment Management, LLC | 0.01% | Reduce -19.7% | 4,947 | $69K |
| Avior Wealth Management, LLC | 0.00% | Add +1.8% | 3,703 | $52K |
| US Bancorp \de | 0.00% | Reduce -68.2% | 2,648 | $37K |
| United Community Bank | 0.01% | New | 2,550 | $36K |
| Sunbelt Securities, Inc. | 0.00% | No change | 2,000 | $28K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -20.1% | 1,856 | $26K |
| Larson Financial Group LLC | 0.00% | New | 1,800 | $25K |
| Register Financial Advisors LLC | 0.01% | No change | 1,380 | $19K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +2.0% | 1,116 | $16K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -88.9% | 750 | $11K |
| Coppell Advisory Solutions LLC | 0.00% | — | 335 | $5K |
| Cwm, LLC | 0.00% | No change | 250 | $4K |
| Farther Finance Advisors, LLC | 0.00% | New | 111 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 88 | $1K |
| International Assets Investment Management, LLC | 0.00% | New | 46 | $644 |
| FMR LLC | 0.00% | New | 1 | $14 |
"% 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.