Nuveen Dow 30 Dynamic OverwrDIAX
13F holders, Q4 2024 (December 31)90holders +4
7new positions
8sold out
$15.06avg. 13F price*
At the end of Q4 2024, 90 institutions reported holding Nuveen Dow 30 Dynamic Overwr (DIAX) in their 13F filings, up 4 from Q3 2024. 7 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($28.4M), Bank of America Corp. ($18.5M) and Wells Fargo & Company ($11.4M).
- Company
- Nuveen Dow 30 Dynamic Overwr
- CUSIP
- 67075F105
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.5M |
| Exits | 8 | $609K |
All 13F filers, Q3 2024 → Q4 2024: 1,028,270 shares bought and 902,497 shares sold, net +125,773 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 90 holders
| Morgan Stanley | 0.00% | Add +15.2% | 1,883,369 | $28.4M |
| Bank of America Corp. | 0.00% | Add +6.3% | 1,229,212 | $18.5M |
| Wells Fargo & Company | 0.00% | Add +4.8% | 755,362 | $11.4M |
| Raymond James Financial Inc. | 0.00% | — | 745,243 | $11.2M |
| UBS Group AG | 0.00% | Reduce -4.2% | 736,685 | $11.1M |
| Guggenheim Capital LLC | 0.08% | Add +5.1% | 633,763 | $9.5M |
| Cornerstone Advisors, LLC | 0.36% | Reduce -27.0% | 592,100 | $8.9M |
| Invesco Ltd. | 0.00% | Reduce -2.9% | 579,421 | $8.7M |
| AQR Arbitrage LLC | 0.28% | Reduce -9.9% | 434,950 | $6.6M |
| Capital Investment Advisors, LLC | 0.12% | Add +1604.3% | 382,739 | $5.8M |
| Saba Capital Management, L.P. | 0.11% | Reduce -0.2% | 291,102 | $4.4M |
| 1607 Capital Partners, LLC | 0.35% | Reduce -29.4% | 289,771 | $4.4M |
| Thomas J. Herzfeld Advisors, Inc. | 1.35% | Add +4.2% | 279,234 | $4.2M |
| Advisors Asset Management, Inc. | 0.06% | Reduce -4.0% | 230,968 | $3.5M |
| Wolverine Asset Management LLC | 0.18% | Reduce -47.4% | 155,325 | $2.3M |
| Independent Advisor Alliance | 0.03% | New | 136,817 | $2.1M |
| LPL Financial LLC | 0.00% | Reduce -0.4% | 125,559 | $1.9M |
| MML Investors Services, LLC | 0.01% | Reduce -1.2% | 118,872 | $1.8M |
| Royal Bank of Canada | 0.00% | Reduce -4.2% | 117,807 | $1.8M |
| Shaker Financial Services, LLC | 0.56% | Reduce -54.5% | 96,529 | $1.5M |
| Park Avenue Securities LLC | 0.01% | Add +5.2% | 91,777 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.3% | 88,125 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -3.8% | 85,412 | $1.3M |
| Ameriprise Financial Inc. | 0.00% | Add +36.1% | 77,496 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +74.6% | 76,635 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -4.9% | 72,671 | $1.1M |
| Ionic Capital Management LLC | 1.57% | Reduce -30.6% | 72,407 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -0.8% | 65,705 | $990K |
| Cetera Investment Advisers | 0.00% | Add +11.4% | 64,882 | $977K |
| Shulman DeMeo Asset Management LLC | 0.25% | Reduce -0.2% | 60,484 | $911K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -4.8% | 50,498 | $760K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +11.3% | 48,382 | $729K |
| Formidable Asset Management, LLC | 0.11% | Add +0.0% | 45,631 | $687K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.4% | 44,875 | $676K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.3% | 44,243 | $666K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -5.8% | 44,097 | $664K |
| D.A. Davidson & Co. | 0.01% | Reduce -1.1% | 42,922 | $646K |
| Choreo, LLC | 0.01% | Add +15.9% | 40,512 | $612K |
| Rpo LLC | 0.84% | Add +25.6% | 39,270 | $591K |
| Schnieders Capital Management LLC | 0.11% | Reduce -2.0% | 37,300 | $562K |
| Landscape Capital Management, L.L.C. | 0.06% | Reduce -67.0% | 35,470 | $534K |
| Nations Financial Group Inc, /Ia/ | 0.04% | No change | 33,867 | $510K |
| Stolper Co | 0.16% | Reduce -0.9% | 32,541 | $490K |
| Quantedge Capital Pte Ltd | 0.18% | Reduce -36.6% | 32,500 | $489K |
| Institute for Wealth Management, LLC. | 0.05% | Reduce -1.2% | 28,315 | $426K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.1% | 27,787 | $418K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -2.4% | 26,241 | $390K |
| Wedbush Securities Inc. | 0.01% | Reduce -1.0% | 25,150 | $379K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 25,061 | $377K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -9.3% | 24,027 | $362K |
| Leo Wealth, LLC | 0.03% | No change | 23,000 | $346K |
| Blue Bell Private Wealth Management, LLC | 0.06% | Add +16.8% | 21,752 | $328K |
| Kestra Advisory Services, LLC | 0.00% | Add +89.2% | 20,329 | $306K |
| Mariner, LLC | 0.00% | Add +27.9% | 19,916 | $300K |
| Calamos Advisors LLC | 0.00% | Reduce -9.4% | 18,064 | $272K |
| Morey & Quinn Wealth Partners, LLC | 0.23% | — | 17,723 | $267K |
| Integrated Capital Management, Inc. | 0.18% | Add +2.1% | 15,059 | $227K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -22.7% | 15,016 | $226K |
| Kingsview Wealth Management, LLC | 0.00% | No change | 14,810 | $223K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.1% | 14,476 | $218K |
| Waverly Advisors, LLC | 0.00% | New | 14,192 | $214K |
| Great Valley Advisor Group, Inc. | 0.00% | Add +14.7% | 13,640 | $205K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Add +0.0% | 13,423 | $202K |
| PKS Advisory Services, LLC | 0.05% | — | 12,712 | $191K |
| World Investment Advisors | 0.00% | New | 11,500 | $173K |
| Vista Investment Partners Ii, LLC | 0.10% | — | 10,800 | $163K |
| PFS Partners, LLC | 0.06% | Add +4.0% | 7,249 | $109K |
| Larson Financial Group LLC | 0.00% | No change | 6,000 | $90K |
| Private Trust Co. NA | 0.01% | No change | 5,200 | $78K |
| Comerica Bank | 0.00% | Add +18.2% | 4,845 | $73K |
| Avior Wealth Management, LLC | 0.00% | No change | 3,570 | $54K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | — | 2,837 | $43K |
| US Bancorp \de | 0.00% | No change | 2,648 | $40K |
| WPG Advisers, LLC | 0.04% | — | 2,609 | $39K |
| United Community Bank | 0.01% | No change | 2,550 | $38K |
| Geneos Wealth Management Inc. | 0.00% | Add +25.5% | 2,529 | $38K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,500 | $38K |
| Sunbelt Securities, Inc. | 0.00% | No change | 2,000 | $30K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +4.0% | 1,183 | $18K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 1,000 | $15K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 750 | $11K |
| Coppell Advisory Solutions LLC | 0.00% | Add +64.2% | 550 | $8K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -70.4% | 550 | $8K |
| Transce3nd, LLC | 0.00% | — | 339 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 312 | $5K |
| Fourth Dimension Wealth, LLC | 0.00% | — | 277 | $4K |
| MAI Capital Management | 0.00% | New | 200 | $3K |
| Farther Finance Advisors, LLC | 0.00% | No change | 111 | $2K |
| Lanark Financial, Inc. | 0.04% | — | 25 | $385 |
| RE Dickinson Investment Advisors, LLC | 0.00% | New | 6 | $1 |
"% 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.