Nuveen Core Equity Alpha Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 615.66 K | $9.31 M | 9.80% | 3.62% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 572.51 K | $8.46 M | 6.66% | 3.37% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 481.94 K | $7.12 M | -15.70% | 2.83% |
| MORGAN STANLEY | 05/15/2026 | 374.24 K | $5.53 M | -2.43% | 2.20% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 317.57 K | $4.69 M | 18.10% | 1.87% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 288.21 K | $4.26 M | 100.00% | 1.70% |
| INVESCO LTD. | 05/12/2026 | 261.60 K | $3.87 M | -3.15% | 1.54% |
| RETIREMENT PLANNING GROUP, LLC / NY | 04/21/2026 | 255.08 K | $3.86 M | -4.86% | 1.50% |
| KARPUS MANAGEMENT, INC. | 05/14/2026 | 184.20 K | $2.72 M | 275.32% | 1.08% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 178.75 K | $2.64 M | -1.72% | 1.05% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 116.57 K | $1.72 M | 0.00% | 0.69% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 108.90 K | $1.61 M | 6.47% | 0.64% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 103.12 K | $1.52 M | 14.55% | 0.61% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 90.78 K | $1.34 M | 0.11% | 0.53% |
| LPL FINANCIAL LLC | 05/06/2026 | 90.04 K | $1.33 M | -12.97% | 0.53% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/01/2026 | 85.86 K | $1.26 M | 17.20% | 0.51% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 52.03 K | $779.86 K | -1.84% | 0.31% |
| SPIRE WEALTH MANAGEMENT | 04/22/2026 | 51.57 K | $762.26 K | 0.00% | 0.30% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 46.11 K | $672.59 K | -4.40% | 0.27% |
| UBS GROUP AG | 05/05/2026 | 41.11 K | $607.65 K | -25.14% | 0.24% |
| 05/07/2026 | 40.59 K | $599.97 K | 11.85% | 0.24% | |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 35.79 K | $529.01 K | 6.82% | 0.21% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 35.03 K | $517.71 K | -0.47% | 0.21% |
| ROYAL BANK OF CANADA | 05/15/2026 | 32.79 K | $485.00 K | 1.20% | 0.19% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 30.53 K | $451.17 K | 0.02% | 0.18% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 30.52 K | $451.01 K | 2.91% | 0.18% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 30.48 K | $450.54 K | 100.00% | 0.18% |
| 04/17/2026 | 29.37 K | $443.73 K | 7.01% | 0.17% | |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 25.99 K | $384.00 K | -5.46% | 0.15% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 18.92 K | $279.65 K | 100.00% | 0.11% |
| CENTURION WEALTH MANAGEMENT LLC | 04/13/2026 | 12.48 K | $184.46 K | 0.00% | 0.07% |
| CANAL CAPITAL MANAGEMENT, LLC | 04/27/2026 | 11.17 K | $165.12 K | -0.37% | 0.07% |
| DAVID J YVARS GROUP | 04/08/2026 | 11.00 K | $155.21 K | 0.00% | 0.06% |
| DAYMARK WEALTH PARTNERS, LLC | 05/11/2026 | 10.79 K | $159.48 K | 0.00% | 0.06% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 05/11/2026 | 10.30 K | $152.21 K | 100.00% | 0.06% |
| NWF ADVISORY SERVICES INC. | 05/04/2026 | 10.10 K | $149.28 K | -16.53% | 0.06% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 9.36 K | $138.39 K | 0.00% | 0.06% |
| RONALD BLUE TRUST, INC. | 04/20/2026 | 6.04 K | $89.27 K | 0.00% | 0.04% |
| CWM, LLC | 05/14/2026 | 5.82 K | $85.96 K | 0.00% | 0.03% |
| FIFTH THIRD BANCORP | 05/01/2026 | 3.97 K | $58.66 K | 100.00% | 0.02% |
| FNY INVESTMENT ADVISERS, LLC | 04/15/2026 | 3.00 K | $44.00 K | 100.00% | 0.02% |
| WESTERN WEALTH MANAGEMENT, LLC | 05/19/2026 | 2.47 K | $36.49 K | 100.00% | 0.01% |
| EASTERN BANK | 04/07/2026 | 1.87 K | $27.62 K | 0.00% | 0.01% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 1.79 K | $26.48 K | 100.00% | 0.01% |
| CENTERPOINT ADVISORS, LLC | 05/07/2026 | 1.00 K | $15.00 K | 0.00% | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 948 | $14.01 K | 0.00% | 0.01% |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/12/2026 | 393 | $5.81 K | 0.00% | 0.00% |
| COLONIAL TRUST CO / SC | 05/12/2026 | 371 | $5.24 K | 0.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 306 | $4.52 K | 108.16% | 0.00% |
| ST GERMAIN D J CO INC | 04/13/2026 | 125 | $1.85 K | 0.00% | 0.00% |
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Nuveen Core Equity Alpha Fund institutional Ownership - FAQ's
During the previous two years, 79 institutional investors and hedge funds held shares of Nuveen Core Equity Alpha Fund. The most heavily invested institutionals were:
Shaker Financial Services, LLC: 615,664
RAYMOND JAMES FINANCIAL INC: 572,512
Baird Financial Group, Inc.: 481,939
MORGAN STANLEY: 374,239
GUGGENHEIM CAPITAL LLC: 317,568
1607 Capital Partners, LLC: 288,211
27.81% of Nuveen Core Equity Alpha Fund stock is owned by institutional investors.
Institutional investors have bought a total of 5.90 M shares in the last 24 months. This purchase volume represents approximately $91.28 M in transactions.