Nuveen Dow 30 Dynamic OverwrDIAX
13F holders, Q3 2024 (September 30)86holders
7new positions
7sold out
$14.85avg. 13F price*
At the end of Q3 2024, 86 institutions reported holding Nuveen Dow 30 Dynamic Overwr (DIAX) in their 13F filings, unchanged from Q2 2024. 7 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($24.3M), Bank of America Corp. ($17.2M) and Cornerstone Advisors, LLC ($12.1M).
- Company
- Nuveen Dow 30 Dynamic Overwr
- CUSIP
- 67075F105
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.2M |
| Exits | 7 | $1.1M |
All 13F filers, Q2 2024 → Q3 2024: 766,989 shares bought and 647,609 shares sold, net +119,380 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 86 holders
| Morgan Stanley | 0.00% | Add +16.7% | 1,634,430 | $24.3M |
| Bank of America Corp. | 0.00% | Add +2.7% | 1,155,788 | $17.2M |
| Cornerstone Advisors, LLC | 0.48% | Add +16.0% | 811,526 | $12.1M |
| UBS Group AG | 0.00% | Reduce -3.3% | 768,713 | $11.4M |
| Wells Fargo & Company | 0.00% | Reduce -21.7% | 720,551 | $10.7M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -0.8% | 659,188 | $9.8M |
| Guggenheim Capital LLC | 0.06% | Add +0.3% | 602,959 | $9.0M |
| Invesco Ltd. | 0.00% | Add +3.4% | 596,691 | $8.9M |
| AQR Arbitrage LLC | 0.29% | Add +3.9% | 482,669 | $7.1M |
| 1607 Capital Partners, LLC | 0.56% | Reduce -24.3% | 410,462 | $6.1M |
| Wolverine Asset Management LLC | 0.44% | Reduce -0.6% | 295,503 | $4.4M |
| Saba Capital Management, L.P. | 0.10% | Add +196.1% | 291,702 | $4.3M |
| Thomas J. Herzfeld Advisors, Inc. | 1.33% | Add +5.9% | 268,086 | $4.0M |
| Advisors Asset Management, Inc. | 0.07% | Reduce -26.0% | 240,718 | $3.6M |
| Shaker Financial Services, LLC | 1.21% | Reduce -2.9% | 212,033 | $3.2M |
| LPL Financial LLC | 0.00% | Reduce -8.3% | 126,013 | $1.9M |
| Royal Bank of Canada | 0.00% | Reduce -6.8% | 122,975 | $1.8M |
| MML Investors Services, LLC | 0.01% | Add +9.6% | 120,344 | $1.8M |
| Landscape Capital Management, L.L.C. | 0.16% | Add +5.3% | 107,441 | $1.6M |
| Ionic Capital Management LLC | 1.38% | Reduce -14.2% | 104,333 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.0% | 89,275 | $1.3M |
| Raymond James & Associates | 0.00% | Reduce -2.3% | 88,866 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -9.5% | 88,817 | $1.3M |
| Park Avenue Securities LLC | 0.01% | Reduce -2.8% | 87,284 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.8% | 76,396 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +1.2% | 66,239 | $984K |
| Shulman DeMeo Asset Management LLC | 0.22% | Reduce -0.3% | 60,613 | $900K |
| Cetera Investment Advisers | 0.00% | Reduce -3.4% | 58,265 | $865K |
| Ameriprise Financial Inc. | 0.00% | Reduce -17.4% | 56,959 | $845K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +21.8% | 53,066 | $788K |
| Quantedge Capital Pte Ltd | 0.23% | Add +59.8% | 51,300 | $762K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -2.9% | 46,839 | $697K |
| Formidable Asset Management, LLC | 0.11% | Reduce -23.4% | 45,618 | $677K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -8.4% | 45,305 | $673K |
| Osaic Holdings, Inc. | 0.00% | Add +2.5% | 43,882 | $652K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.5% | 43,832 | $651K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.9% | 43,480 | $646K |
| D.A. Davidson & Co. | 0.01% | Reduce -0.3% | 43,420 | $645K |
| Schnieders Capital Management LLC | 0.11% | No change | 38,050 | $565K |
| Choreo, LLC | 0.01% | Add +14.7% | 34,951 | $518K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -4.0% | 33,867 | $503K |
| Stolper Co | 0.16% | Add +0.4% | 32,841 | $488K |
| Rpo LLC | 0.72% | New | 31,270 | $464K |
| Institute for Wealth Management, LLC. | 0.05% | No change | 28,660 | $426K |
| NewEdge Advisors, LLC | 0.00% | Add +4.4% | 27,803 | $413K |
| Diversify Advisory Services, LLC | 0.02% | No change | 26,891 | $403K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -8.5% | 26,493 | $401K |
| Lanark Financial, Inc. | 0.03% | Reduce -2.3% | 25,497 | $378K |
| Wedbush Securities Inc. | 0.01% | Reduce -0.2% | 25,413 | $377K |
| Leo Wealth, LLC | 0.03% | No change | 23,000 | $342K |
| Capital Investment Advisors, LLC | 0.01% | New | 22,457 | $333K |
| Logan Stone Capital, LLC | 0.08% | Reduce -32.2% | 22,308 | $331K |
| Raymond James Trust N.A. | 0.01% | No change | 22,264 | $331K |
| Calamos Advisors LLC | 0.00% | New | 19,933 | $296K |
| Blue Bell Private Wealth Management, LLC | 0.05% | No change | 18,630 | $277K |
| Pinnacle Associates Ltd. | 0.00% | Add +3.2% | 19,417 | $272K |
| Mariner, LLC | 0.00% | Add +3.8% | 15,565 | $231K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -6.4% | 14,810 | $220K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -25.7% | 14,790 | $220K |
| Integrated Capital Management, Inc. | 0.17% | Reduce -1.0% | 14,748 | $219K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Add +0.0% | 13,420 | $199K |
| Great Valley Advisor Group, Inc. | 0.00% | Add +11.8% | 11,890 | $177K |
| 9258 Wealth Management, LLC | 0.03% | Add +0.6% | 11,800 | $175K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -7.8% | 10,746 | $160K |
| NWF Advisory Services Inc. | 0.02% | No change | 10,396 | $154K |
| PFS Partners, LLC | 0.06% | Add +2.0% | 6,972 | $104K |
| Larson Financial Group LLC | 0.01% | Add +233.3% | 6,000 | $89K |
| Private Trust Co. NA | 0.01% | No change | 5,200 | $77K |
| Comerica Bank | 0.00% | Reduce -26.7% | 4,100 | $61K |
| Liberty One Investment Management, LLC | 0.01% | Reduce -21.7% | 3,872 | $57K |
| Avior Wealth Management, LLC | 0.00% | Reduce -3.6% | 3,570 | $53K |
| FNY Investment Advisers, LLC | 0.02% | New | 2,800 | $41K |
| US Bancorp \de | 0.00% | No change | 2,648 | $39K |
| United Community Bank | 0.01% | No change | 2,550 | $38K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 2,500 | $37K |
| Geneos Wealth Management Inc. | 0.00% | New | 2,015 | $30K |
| Sunbelt Securities, Inc. | 0.00% | No change | 2,000 | $30K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 1,856 | $28K |
| Princeton Global Asset Management LLC | 0.00% | New | 1,287 | $19K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +2.0% | 1,138 | $17K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 750 | $11K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 335 | $5K |
| Cwm, LLC | 0.00% | No change | 250 | $4K |
| Farther Finance Advisors, LLC | 0.00% | No change | 111 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 88 | $1K |
| International Assets Investment Management, LLC | 0.00% | No change | 46 | $683 |
"% 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.