Vault-13

NUVEEN DOW 30 DYNMC OVERWRT

SHS · CUSIP 67075F105

3 institutional holders -119 vs Q4 2025
55,28055.3k shares reported held*
$10.7mreported value*
0 new 0 added 1 reduced 116 sold out net sold ≈ $188.4m (-12.4m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $192.66.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 74Q4 22: 80Q1 23: 83Q2 23: 83Q3 23: 82Q4 23: 83Q1 24: 83Q2 24: 87Q3 24: 87Q4 24: 91Q1 25: 102Q2 25: 105Q3 25: 109Q4 25: 122Q1 26: 33Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202274
Q4 202280
Q1 202383
Q2 202383
Q3 202382
Q4 202383
Q1 202483
Q2 202487
Q3 202487
Q4 202491
Q1 2025102
Q2 2025105
Q3 2025109
Q4 2025122
Q1 20263

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q2 24: 38 bought or addedQ2 24: 38 cut or sold outQ3 24: 33 bought or addedQ3 24: 42 cut or sold outQ3 24Q4 24: 33 bought or addedQ4 24: 44 cut or sold outQ1 25: 45 bought or addedQ1 25: 38 cut or sold outQ1 25Q2 25: 37 bought or addedQ2 25: 45 cut or sold outQ3 25: 35 bought or addedQ3 25: 46 cut or sold outQ3 25Q4 25: 54 bought or addedQ4 25: 51 cut or sold outQ1 26: 0 bought or addedQ1 26: 117 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20243838
Q3 20243342
Q4 20243344
Q1 20254538
Q2 20253745
Q3 20253546
Q4 20255451
Q1 20260117

Biggest buyers

None

Biggest sellers

MORGAN STANLEY Sold out -1,714,813-1.7m
Saba Capital Management, L.P. Sold out -1,599,746-1.6m
BANK OF AMERICA CORP /DE/ Sold out -1,123,777-1.1m
RAYMOND JAMES FINANCIAL INC Sold out -729,615-729.6k
WELLS FARGO & COMPANY/MN Sold out -636,472-636.5k
Allspring Global Investments Holdings, LLC Sold out -603,228-603.2k
Invesco Ltd. Sold out -554,865-554.9k
GUGGENHEIM CAPITAL LLC Sold out -472,794-472.8k
UBS Group AG Sold out -403,874-403.9k
Capital Investment Advisors, LLC Sold out -353,064-353.1k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: FIRST TRUST PORTFOLIOS LP (4.7%, 2026-01-30)

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Formidable Asset Management, LLC 0.09% of their portfolio CINCINNATI, OH 37,37137.4k $570.3k $570.3k 0.09% Unchanged
2 Stolper Co 2.85% of their portfolio TULSA, OK 14,70914.7k $10.0m $10.0m 2.85% Reduced -21.8k -21,781
3 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 3,2003.2k $45.1k $45.1k 0.00% Unchanged