Grundlæggende statistik
| Institutionelle ejere | 114 total, 114 long only, 0 short only, 0 long/short - change of -7,32% MRQ |
| Gennemsnitlig porteføljeallokering | 0.1190 % - change of 32,56% MRQ |
| Institutionelle aktier (lange) | 12.077.214 (ex 13D/G) - change of -0,57MM shares -4,50% MRQ |
| Institutionel værdi (lang) | $ 182.429 USD ($1000) |
Institutionelt ejerskab og aktionærer
Nuveen Dow 30 Dynamic Overwrite Fund (US:DIAX) har 114 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 12,077,214 aktier. Største aktionærer omfatter Morgan Stanley, Saba Capital Management, L.P., Bank Of America Corp /de/, Raymond James Financial Inc, Wells Fargo & Company/mn, Allspring Global Investments Holdings, LLC, Invesco Ltd., Guggenheim Capital Llc, UBS Group AG, and Capital Investment Advisors, LLC .
Nuveen Dow 30 Dynamic Overwrite Fund (NYSE:DIAX) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of March 27, 2026 is 14,10 / share. Previously, on April 15, 2025, the share price was 13,89 / share. This represents an increase of 1,51% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13D/G-arkivering
Vi præsenterer 13D/G ansøgninger separat fra 13F ansøgninger på grund af den forskellige behandling af SEC. 13D/G-ansøgninger kan indgives af grupper af investorer (med én ledende), hvorimod 13F-ansøgninger ikke kan. Dette resulterer i situationer, hvor en investor kan indsende en 13D/G, der rapporterer én værdi for de samlede aktier (der repræsenterer alle de aktier, der ejes af investorgruppen), men derefter indsender en 13F, der rapporterer en anden værdi for de samlede aktier (der udelukkende repræsenterer deres egne) ejendomsret). Det betyder, at aktieejerskab af 13D/G-arkiver og 13F-arkiveringer ofte ikke er direkte sammenlignelige, så vi præsenterer dem separat.
Bemærk: Fra den 16. maj 2021 viser vi ikke længere ejere, der ikke har indsendt en 13D/G inden for det seneste år. Tidligere viste vi den fulde historie af 13D/G-arkiver. Generelt skal enheder, der er forpligtet til at indgive 13D/G-ansøgninger, indgive mindst årligt, før de indsender en afsluttende ansøgning. Dog forlader fonde nogle gange positioner uden at indsende en afsluttende ansøgning (dvs. de afvikler), så visning af den fulde historie resulterede nogle gange i forvirring om det nuværende ejerskab. For at undgå forvirring viser vi nu kun 'aktuelle' ejere - det vil sige - ejere, der har anmeldt inden for det seneste år.
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| Fil dato | Form | Investor | Forrige Aktier |
Seneste Aktier |
Δ Aktier (Procent) |
Ejendomsret (Procent) |
Δ Ejerskab (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2026-01-30 | FIRST TRUST PORTFOLIOS LP | 1,867,392 | 1,714,958 | -8.16 | 4.72 | -7.99 |
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-23 | 13F | Assetmark, Inc | 944 | 14 | ||||||
| 2025-11-14 | 13F | Elequin Capital Lp | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 6.000 | 0,00 | 92 | 2,25 | ||||
| 2026-01-16 | 13F | FNY Investment Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Summit Financial, LLC | 17.215 | -15,65 | 263 | -13,53 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 403 | 0,00 | 6 | 0,00 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 172 | 3 | ||||||
| 2025-11-07 | 13F | Readystate Asset Management Lp | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 7.000 | 107 | ||||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 60 | 1 | ||||||
| 2026-01-22 | 13F | Vista Investment Partners Ii, Llc | 10.800 | 0,00 | 165 | 2,50 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 2.000 | 0,00 | 31 | 3,45 | ||||
| 2026-02-17 | 13F | Cnh Partners Llc | 204.492 | -25,50 | 3.121 | -22,92 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Absolute Investment Advisers Llc | 98.482 | 1.536 | ||||||
| 2026-04-13 | 13F | Stolper Co | 14.709 | -59,69 | 10 | |||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Calamos Advisors LLC | 25.709 | 32,15 | 392 | 35,64 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 202.293 | -5,06 | 3.087 | -2,71 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 917 | 3,97 | 14 | 0,00 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 31.540 | -4,50 | 0 | |||||
| 2026-02-13 | 13F | Mariner, LLC | 13.603 | -16,05 | 208 | -14,11 | ||||
| 2026-02-17 | 13F | Guggenheim Capital Llc | 472.794 | -10,82 | 7.215 | -8,60 | ||||
| 2026-02-17 | 13F | Rivernorth Capital Management, Llc | 112.137 | 5,85 | 1.711 | 8,50 | ||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 22.923 | 2,68 | 350 | 5,12 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 91.615 | 1,88 | 1.398 | 4,41 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 1.714.813 | -5,23 | 26.168 | -2,87 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 47.597 | -0,97 | 1 | |||||
| 2026-01-26 | 13F | Shaker Financial Services, LLC | 199.214 | -38,66 | 3.040 | -38,40 | ||||
| 2026-02-17 | 13F | Quantedge Capital Pte Ltd | 18.800 | 0,53 | 287 | 2,88 | ||||
| 2026-02-06 | 13F | Altium Capital Management LP | 60.998 | 931 | ||||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 277 | 0,00 | 4 | 0,00 | ||||
| 2026-02-05 | 13F | Pinnacle Associates Ltd | 15.516 | 3,33 | 237 | 5,83 | ||||
| 2026-02-17 | 13F | Ionic Capital Management LLC | 72.133 | -0,38 | 1.101 | 2,04 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 8.202 | 125 | ||||||
| 2026-04-07 | 13F | Eastern Bank | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Closed-End Fund Advisors, Inc. | 34.829 | 531 | ||||||
| 2026-01-15 | 13F | Allspring Global Investments Holdings, LLC | 603.228 | 14,36 | 9.205 | 17,20 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 89.655 | -11,32 | 1.368 | -9,34 | ||||
| 2025-10-24 | 13F | Wela Strategies, Inc. | 33.891 | 505 | ||||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 15.053 | -5,26 | 230 | -2,97 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 2.000 | 0,00 | 31 | 3,45 | ||||
| 2026-02-06 | 13F | Prevail Innovative Wealth Advisors, Llc | 57.026 | 52,91 | 870 | 56,76 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | IFC & Insurance Marketing, Inc. | 864 | 0 | ||||||
| 2026-02-17 | 13F | 1607 Capital Partners, LLC | 118.061 | -21,97 | 1.802 | -20,06 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Stifel Financial Corp | 35.361 | -24,93 | 540 | -23,11 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 1.123.777 | 1,57 | 17.149 | 4,08 | ||||
| 2026-01-29 | 13F | UBS Group AG | 403.874 | -5,84 | 6.163 | -3,49 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 4 | 0 | ||||||
| 2026-02-05 | 13F | Td Private Client Wealth Llc | 3.540 | 0,00 | 54 | 3,85 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 87.563 | 37,83 | 1.336 | 41,38 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Cornerstone Advisors, LLC | 185.466 | -50,40 | 2.830 | -49,16 | ||||
| 2026-02-12 | 13F | Wedbush Securities Inc | 25.255 | -1,32 | 0 | |||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 11.894 | 0,30 | 182 | 2,84 | ||||
| 2026-02-05 | 13F | Kapstone Financial Advisors LLC | 14.535 | 3,34 | 222 | 5,74 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Integrated Capital Management, Inc. | 18.177 | 9,69 | 277 | 12,60 | ||||
| 2026-02-17 | 13F | Almitas Capital LLC | 114.201 | 1.743 | ||||||
| 2026-02-02 | 13F | Wolverine Asset Management Llc | 249.306 | 1,04 | 3.804 | 3,57 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 80 | 2,56 | 1 | 0,00 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 636.472 | 3,23 | 9.713 | 5,80 | ||||
| 2026-01-28 | 13F | WPG Advisers, LLC | 993 | -2,36 | 15 | 0,00 | ||||
| 2026-01-28 | 13F | PMG Family Office LLC | 37.842 | -17,44 | 577 | -17,10 | ||||
| 2026-02-17 | 13F | Rpo Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 729.615 | -0,23 | 11.134 | 2,25 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 135.848 | 7,52 | 2.073 | 10,21 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 54.578 | 5,80 | 833 | 8,33 | ||||
| 2026-01-26 | 13F | Nations Financial Group Inc, /ia/ /adv | 30.249 | 0,00 | 462 | 2,44 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 36.354 | -3,54 | 565 | -1,22 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Us Bancorp \de\ | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 800 | -55,56 | 12 | -53,85 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 24.566 | -6,38 | 380 | -2,57 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 65.778 | -2,26 | 1.004 | 0,10 | ||||
| 2026-01-14 | 13F | TrueMark Investments, LLC | 12.137 | 185 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 34.894 | -11,09 | 532 | |||||
| 2026-02-13 | 13F | MAI Capital Management | 200 | 0,00 | 3 | 50,00 | ||||
| 2026-02-17 | 13F | Saba Capital Management, L.P. | 1.599.746 | 54,65 | 24.412 | 58,50 | ||||
| 2026-02-19 | 13F | Invesco Ltd. | 554.865 | -4,63 | 8.467 | -2,25 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 561 | 2,00 | 9 | 0,00 | ||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 23.000 | 0,00 | 351 | 2,34 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 65.298 | -5,43 | 996 | -3,11 | ||||
| 2026-02-12 | 13F | Advisors Asset Management, Inc. | 58.383 | -10,79 | 891 | -8,62 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 180 | 3 | ||||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 18.825 | 0,00 | 286 | 0,00 | ||||
| 2026-02-10 | 13F | KERR FINANCIAL PLANNING Corp | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 96.637 | 3,35 | 1.475 | 6,73 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 1.283 | 4,06 | 20 | 5,56 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 69.614 | 24,43 | 1.062 | 27,49 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | National Asset Management, Inc. | 15.961 | -0,20 | 244 | 2,10 | ||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 70.871 | 19,54 | 1.081 | 22,56 | ||||
| 2026-01-12 | 13F | Uhlmann Price Securities, Llc | 14.336 | 4,03 | 219 | 6,34 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 13.734 | -3,17 | 210 | -0,95 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 92.820 | -0,85 | 1.416 | 1,58 | ||||
| 2026-02-13 | 13F | Quarry LP | 15.894 | 243 | ||||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 10.500 | 0,00 | 160 | 2,56 | ||||
| 2026-04-09 | 13F | Shulman DeMeo Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Formidable Asset Management, LLC | 37.371 | -9,52 | 556 | -6,08 | ||||
| 2026-02-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 183.190 | 1,23 | 2.795 | 3,75 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 3.200 | -38,46 | 49 | -37,66 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 8.310 | 127 | ||||||
| 2025-10-28 | 13F | BRYN MAWR TRUST Co | 2.500 | 0,00 | 37 | 5,71 | ||||
| 2026-01-27 | 13F | Institute for Wealth Management, LLC. | 28.143 | -0,61 | 429 | 1,90 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 13.432 | 0,00 | 205 | 2,00 | ||||
| 2026-01-27 | 13F | Morey & Quinn Wealth Partners, LLC | 16.676 | 0,00 | 254 | 2,42 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 15.080 | 5,42 | 230 | 7,98 | ||||
| 2026-01-30 | 13F | United Community Bank | 2.550 | 0,00 | 39 | 2,70 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Capital Investment Advisors, LLC | 353.064 | -2,40 | 5.388 | 0,02 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 11.582 | -1,65 | 177 | 0,57 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 3.584 | 55 | ||||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 39.943 | -3,66 | 610 | -1,30 | ||||
| 2025-10-17 | 13F | Fortitude Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 11.613 | -13,84 | 177 | -11,50 | ||||
| 2026-02-09 | 13F | Accredited Investor Services, Llc | 13.132 | -8,51 | 200 | -6,10 | ||||
| 2026-01-29 | 13F | Schnieders Capital Management, Llc. | 31.850 | -0,31 | 486 | 2,32 | ||||
| 2026-02-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2.837 | 0,00 | 43 | 2,38 | ||||
| 2025-10-22 | 13F | Geneos Wealth Management Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 15.556 | 0,43 | 237 | 3,04 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 600 | 9 | ||||||
| 2026-02-03 | 13F | Costello Asset Management, INC | 1.169 | 3,82 | 18 | 6,25 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 750 | 0,00 | 11 | 0,00 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 10.930 | 167 | ||||||
| 2025-12-08 | 13F | NWF Advisory Services Inc. | 10.396 | 0,00 | 146 | 2,11 | ||||
| 2026-02-23 | 13F | Wealth Preservation Advisors, LLC | 8.190 | 0,00 | 125 | 2,48 | ||||
| 2026-01-23 | 13F | Smallwood Wealth Investment Management, LLC | 693 | 3,12 | 11 | 0,00 | ||||
| 2026-01-29 | 13F | Comerica Bank | 4.387 | -0,09 | 67 | 1,54 | ||||
| 2026-02-13 | 13F | Yakira Capital Management, Inc. | 22.654 | 346 |
