Nuveen Dow 30sm Dynamic Overwrite Fund
DIAXDelisted Mar 30, 2026- SEC CIK
- 0001608742
Nuveen Dow 30sm Dynamic Overwrite Fund was delisted on Mar 30, 2026; its insiders filed their last Form 4 on Nov 30, 2021; 122 institutions reported holding it in 13F filings for Q4 2025, worth $189.9M in total; no superinvestor held it.
Q2 2021 vs. Q1 2021
How the institutions holding Nuveen Dow 30sm Dynamic Overwrite Fund changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Q2 2021 | Change |
|---|---|---|---|
| Holders | 94 | 89 | −5 |
| Shares | 8.85M | 8.79M | −59.8K (−0.7%) |
| Value | $143.9M | $149.7M | +$5.87M (+4.1%) |
New holders (8)
Institutions that held Nuveen Dow 30sm Dynamic Overwrite Fund at the end of Q2 2021 but not at the end of Q1 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Bank of Montreal | 39,810 | $715.0K | 0.00% |
| Stolper Co | 26,482 | $451.0K | 0.21% |
| Dynamic Advisor Solutions LLC | 15,650 | $266.0K | 0.02% |
| Baird Financial Group, Inc. | 14,104 | $240.0K | 0.00% |
| Integrated Capital Management, Inc. | 10,516 | $178.0K | 0.14% |
| Parisi Gray Wealth Management | 6,000 | $102.0K | 0.04% |
| Advisory Services Network, LLC | 4,296 | $73.0K | 0.00% |
| Eaton Vance Management | 864 | $15.0K | 0.00% |
Sold out (13)
Institutions that held Nuveen Dow 30sm Dynamic Overwrite Fund at the end of Q1 2021 and filed for Q2 2021 without it.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Cornerstone Advisors, LLC | 89,757 | $1.46M |
| Landscape Capital Management, L.L.C. | 46,935 | $763.0K |
| Hochman Cole Investment Advisors, Inc. | 42,812 | $696.0K |
| Wolverine Asset Management LLC | 16,188 | $263.0K |
| Harbor Financial Services, LLC | 11,647 | $189.0K |
| Quantedge Capital Pte Ltd | 10,400 | $169.0K |
| International Assets Investment Management, LLC | 6,702 | $102.0K |
| Enterprise Financial Services Corp | 4,000 | $65.0K |
| Heritage Wealth Management, LLC | 1,866 | $30.0K |
| Sowell Financial Services LLC | 1,350 | $23.0K |
| Steward Partners Investment Advisory, LLC | 850 | $13.8K |
| Wealthcare Advisory Partners LLC | 661 | $11.0K |
| WealthShield Partners, LLC | 577 | $9.00K |