Nuveen Core Plus Impact Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 2.70 M | $27.53 M | -2.16% | 9.39% |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 783.89 K | $7.99 M | -7.68% | 2.73% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 504.10 K | $5.14 M | -2.02% | 1.75% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 494.27 K | $5.04 M | -0.51% | 1.72% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 383.38 K | $3.91 M | 85.65% | 1.33% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 346.26 K | $3.53 M | -2.16% | 1.20% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 254.59 K | $2.59 M | 7.80% | 0.89% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 200.44 K | $2.07 M | -29.64% | 0.70% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 170.70 K | $1.74 M | -2.70% | 0.59% |
| FLAGSHIP HARBOR ADVISORS, LLC | 04/28/2026 | 125.09 K | $1.27 M | -0.56% | 0.44% |
| INVESCO LTD. | 05/12/2026 | 96.64 K | $984.80 K | -22.35% | 0.34% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 86.20 K | $878.38 K | -24.23% | 0.30% |
| ROYAL BANK OF CANADA | 05/15/2026 | 85.78 K | $874.00 K | 3.39% | 0.30% |
| ALMITAS CAPITAL LLC | 05/15/2026 | 85.38 K | $870.05 K | -58.22% | 0.30% |
| LPL FINANCIAL LLC | 05/06/2026 | 83.52 K | $851.07 K | 10.18% | 0.29% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 70.61 K | $719.61 K | -8.85% | 0.25% |
| BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 05/05/2026 | 69.27 K | $705.82 K | 14.69% | 0.24% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 59.93 K | $611.00 K | 12.31% | 0.21% |
| SEACREST WEALTH MANAGEMENT, LLC | 04/15/2026 | 40.35 K | $411.19 K | -4.67% | 0.14% |
| 04/16/2026 | 39.28 K | $400.21 K | -1.19% | 0.14% | |
| PFG INVESTMENTS, LLC | 04/27/2026 | 37.40 K | $381.12 K | 1.46% | 0.13% |
| UBS GROUP AG | 05/05/2026 | 31.19 K | $317.85 K | 13.35% | 0.11% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 28.23 K | $287.68 K | 20.27% | 0.10% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 23.54 K | $239.83 K | 9.51% | 0.08% |
| 05/11/2026 | 23.39 K | $238.32 K | 13.32% | 0.08% | |
| JANE STREET GROUP, LLC | 05/12/2026 | 15.72 K | $160.22 K | -58.29% | 0.05% |
| XTX TOPCO LTD | 05/15/2026 | 15.48 K | $157.77 K | -47.85% | 0.05% |
| UHLMANN PRICE SECURITIES, LLC | 04/16/2026 | 15.43 K | $157.23 K | 1.89% | 0.05% |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2026 | 10.76 K | $109.64 K | 0.00% | 0.04% |
| ONYX BRIDGE WEALTH GROUP LLC | 04/22/2026 | 10.27 K | $104.62 K | 0.00% | 0.04% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 10.07 K | $102.59 K | 0.00% | 0.04% |
| PETRA FINANCIAL ADVISORS INC | 05/13/2026 | 10.05 K | $102.41 K | 100.00% | 0.03% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 9.42 K | $95.99 K | 1.48% | 0.03% |
| US BANCORP \DE\ | 05/15/2026 | 9.13 K | $93.06 K | 0.00% | 0.03% |
| FIFTH THIRD BANCORP | 05/01/2026 | 6.47 K | $65.96 K | 100.00% | 0.02% |
| ASSETMARK, INC | 05/06/2026 | 5.06 K | $51.54 K | 8,620.69% | 0.02% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 4.58 K | $46.69 K | -65.90% | 0.02% |
| LARSON FINANCIAL GROUP LLC | 05/15/2026 | 3.72 K | $37.91 K | 0.00% | 0.01% |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 05/11/2026 | 3.29 K | $33.54 K | -7.45% | 0.01% |
| WPG ADVISERS, LLC | 04/30/2026 | 2.06 K | $20.97 K | 14.78% | 0.01% |
| WHITTIER TRUST CO OF NEVADA INC | 04/28/2026 | 1.39 K | $14.24 K | 100.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 04/06/2026 | 1.00 K | $10.19 K | 0.00% | 0.00% |
| FNY INVESTMENT ADVISERS, LLC | 04/15/2026 | 600 | $6.00 K | 100.00% | 0.00% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 521 | $5.31 K | 100.00% | 0.00% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 05/11/2026 | 500 | $5.26 K | 100.00% | 0.00% |
| CWM, LLC | 05/14/2026 | 423 | $4.31 K | -5.58% | 0.00% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 05/12/2026 | 0 | $0 | -100.00% | 0.00% |
| ALPHACORE CAPITAL LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| READYSTATE ASSET MANAGEMENT LP | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
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Nuveen Core Plus Impact Fund institutional Ownership - FAQ's
During the previous two years, 61 institutional investors and hedge funds held shares of Nuveen Core Plus Impact Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 2.7 M
Penserra Capital Management LLC: 783,889
GUGGENHEIM CAPITAL LLC: 504,099
CAPTRUST FINANCIAL ADVISORS: 494,266
SIT INVESTMENT ASSOCIATES INC: 383,375
WELLS FARGO & COMPANY/MN: 346,260
24.21% of Nuveen Core Plus Impact Fund stock is owned by institutional investors.
Institutional investors have bought a total of 7.19 M shares in the last 24 months. This purchase volume represents approximately $74.06 M in transactions.