Nuveen Core Equity Alpha Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 577.91 K | $9.45 M | 0.94% | 3.40% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 531.97 K | $8.70 M | 10.38% | 3.13% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 519.13 K | $8.71 M | -15.68% | 3.05% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 503.25 K | $8.23 M | 74.61% | 2.96% |
| MORGAN STANLEY | 08/13/2026 | 389.11 K | $6.37 M | 3.97% | 2.29% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 318.26 K | $5.21 M | 0.22% | 1.87% |
| RETIREMENT PLANNING GROUP, LLC / NY | 08/07/2026 | 250.11 K | $4.18 M | -1.95% | 1.47% |
| INVESCO LTD. | 08/14/2026 | 236.54 K | $3.87 M | -9.58% | 1.39% |
| KARPUS MANAGEMENT, INC. | 08/14/2026 | 199.14 K | $3.26 M | 8.11% | 1.17% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 180.61 K | $2.96 M | 1.04% | 1.06% |
| CAPITAL INVESTMENT ADVISORS, LLC | 08/06/2026 | 115.45 K | $1.89 M | -0.96% | 0.68% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 107.70 K | $1.76 M | -1.10% | 0.63% |
| LPL FINANCIAL LLC | 08/07/2026 | 92.83 K | $1.52 M | 3.10% | 0.55% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 91.51 K | $1.50 M | 0.80% | 0.54% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/14/2026 | 80.76 K | $1.31 M | -5.93% | 0.48% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 54.40 K | $889.94 K | 78.45% | 0.32% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 52.19 K | $854.41 K | 0.32% | 0.31% |
| SPIRE WEALTH MANAGEMENT | 07/15/2026 | 51.57 K | $843.75 K | 0.00% | 0.30% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 45.74 K | $748.37 K | -0.79% | 0.27% |
| UBS GROUP AG | 08/13/2026 | 44.53 K | $728.58 K | 8.32% | 0.26% |
| Z3 CAPITAL PARTNERS, LLC | 07/28/2026 | 41.41 K | $677.48 K | 2.02% | 0.24% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 33.35 K | $545.58 K | -6.83% | 0.20% |
| ROYAL BANK OF CANADA | 08/14/2026 | 33.35 K | $546.00 K | 1.71% | 0.20% |
| PMG FAMILY OFFICE LLC | 07/16/2026 | 30.68 K | $512.93 K | 4.45% | 0.18% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 29.48 K | $482.31 K | -15.84% | 0.17% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 27.59 K | $451.28 K | -9.63% | 0.16% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 25.93 K | $424.00 K | -0.24% | 0.15% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 20.12 K | $329.08 K | -34.08% | 0.12% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 18.92 K | $309.55 K | 0.00% | 0.11% |
| CANAL CAPITAL MANAGEMENT, LLC | 07/28/2026 | 18.12 K | $296.37 K | 62.16% | 0.11% |
| XTX TOPCO LTD | 08/14/2026 | 16.93 K | $276.91 K | 100.00% | 0.10% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 14.23 K | $232.84 K | -86.20% | 0.08% |
| CENTURION WEALTH MANAGEMENT LLC | 07/09/2026 | 12.77 K | $208.94 K | 2.33% | 0.08% |
| NWF ADVISORY SERVICES INC. | 07/29/2026 | 12.10 K | $197.96 K | 19.80% | 0.07% |
| DAVID J YVARS GROUP | 07/07/2026 | 11.00 K | $175.01 K | 0.00% | 0.06% |
| DAYMARK WEALTH PARTNERS, LLC | 07/31/2026 | 10.79 K | $176.52 K | 0.00% | 0.06% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 08/04/2026 | 10.32 K | $168.78 K | 0.18% | 0.06% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 9.36 K | $153.18 K | 0.00% | 0.06% |
| FIFTH THIRD BANCORP | 08/05/2026 | 3.97 K | $64.93 K | 0.00% | 0.02% |
| FNY INVESTMENT ADVISERS, LLC | 07/08/2026 | 3.00 K | $49.00 K | 0.00% | 0.02% |
| EASTERN BANK | 07/01/2026 | 1.87 K | $30.58 K | 0.00% | 0.01% |
| AMERITAS ADVISORY SERVICES, LLC | 08/14/2026 | 1.75 K | $28.65 K | 100.00% | 0.01% |
| CENTERPOINT ADVISORS, LLC | 08/05/2026 | 1.00 K | $16.00 K | 0.00% | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 978 | $15.41 K | 100.00% | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 948 | $15.51 K | 0.00% | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 431 | $7.06 K | 100.00% | 0.00% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 402 | $6.58 K | 2.29% | 0.00% |
| COLONIAL TRUST CO / SC | 08/11/2026 | 371 | $5.90 K | 0.00% | 0.00% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 07/28/2026 | 300 | $4.91 K | 100.00% | 0.00% |
| ST GERMAIN D J CO INC | 07/21/2026 | 125 | $2.05 K | 0.00% | 0.00% |
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Nuveen Core Equity Alpha Fund institutional Ownership - FAQ's
During the previous two years, 80 institutional investors and hedge funds held shares of Nuveen Core Equity Alpha Fund. The most heavily invested institutionals were:
RAYMOND JAMES FINANCIAL INC: 577,911
Baird Financial Group, Inc.: 531,973
Shaker Financial Services, LLC: 519,128
1607 Capital Partners, LLC: 503,250
MORGAN STANLEY: 389,113
GUGGENHEIM CAPITAL LLC: 318,259
28.43% of Nuveen Core Equity Alpha Fund stock is owned by institutional investors.
Institutional investors have bought a total of 6.08 M shares in the last 24 months. This purchase volume represents approximately $94.08 M in transactions.