Nuveen Core Plus Impact Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 2.67 M | $27.09 M | -1.01% | 9.30% |
| ATLAS WEALTH LLC | 07/28/2026 | 1.54 M | $15.55 M | 100.00% | 5.34% |
| PENSERRA CAPITAL MANAGEMENT LLC | 08/13/2026 | 814.98 K | $8.26 M | 3.97% | 2.83% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 485.10 K | $4.91 M | -3.77% | 1.69% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 484.03 K | $4.90 M | -2.07% | 1.68% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 382.18 K | $3.87 M | -0.31% | 1.33% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 324.50 K | $3.29 M | -6.29% | 1.13% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 259.97 K | $2.63 M | 2.12% | 0.90% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 176.41 K | $1.79 M | 3.34% | 0.61% |
| FLAGSHIP HARBOR ADVISORS, LLC | 07/22/2026 | 124.41 K | $1.26 M | -0.54% | 0.43% |
| LPL FINANCIAL LLC | 08/07/2026 | 100.54 K | $1.02 M | 20.38% | 0.35% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 90.16 K | $913.45 K | 27.69% | 0.31% |
| ROYAL BANK OF CANADA | 08/14/2026 | 76.71 K | $777.00 K | -10.58% | 0.27% |
| BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 07/09/2026 | 68.73 K | $696.25 K | -0.77% | 0.24% |
| INVESCO LTD. | 08/14/2026 | 62.44 K | $632.53 K | -35.39% | 0.22% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 58.09 K | $588.00 K | -3.06% | 0.20% |
| PFG INVESTMENTS, LLC | 07/23/2026 | 37.46 K | $379.48 K | 0.16% | 0.13% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 36.20 K | $369.91 K | -7.84% | 0.13% |
| SEACREST WEALTH MANAGEMENT, LLC | 07/09/2026 | 33.00 K | $334.26 K | -18.23% | 0.11% |
| HRT FINANCIAL LP | 08/14/2026 | 31.40 K | $318.00 K | 100.00% | 0.11% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 28.50 K | $288.73 K | 21.10% | 0.10% |
| READYSTATE ASSET MANAGEMENT LP | 08/14/2026 | 24.51 K | $248.28 K | 100.00% | 0.09% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 22.89 K | $231.86 K | -2.14% | 0.08% |
| UBS GROUP AG | 08/13/2026 | 22.42 K | $227.06 K | -28.14% | 0.08% |
| XTX TOPCO LTD | 08/14/2026 | 20.91 K | $211.81 K | 35.04% | 0.07% |
| NOMURA HOLDINGS INC | 08/14/2026 | 16.00 K | $162.08 K | 100.00% | 0.06% |
| UHLMANN PRICE SECURITIES, LLC | 07/24/2026 | 15.88 K | $160.86 K | 2.91% | 0.06% |
| SAVANT CAPITAL, LLC | 08/10/2026 | 11.51 K | $116.96 K | 100.00% | 0.04% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 11.35 K | $115.00 K | 100.00% | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 10.76 K | $108.99 K | 0.00% | 0.04% |
| ONYX BRIDGE WEALTH GROUP LLC | 07/23/2026 | 10.27 K | $104.01 K | 0.00% | 0.04% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 10.07 K | $101.99 K | 0.00% | 0.04% |
| US BANCORP \DE\ | 08/12/2026 | 9.13 K | $92.51 K | 0.00% | 0.03% |
| AMERITAS ADVISORY SERVICES, LLC | 08/14/2026 | 8.32 K | $84.23 K | 100.00% | 0.03% |
| FIFTH THIRD BANCORP | 08/05/2026 | 6.40 K | $64.87 K | -1.07% | 0.02% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 5.00 K | $50.65 K | -46.92% | 0.02% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 4.75 K | $48.11 K | 100.00% | 0.02% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 4.08 K | $41.35 K | -10.91% | 0.01% |
| LARSON FINANCIAL GROUP LLC | 08/14/2026 | 3.72 K | $37.68 K | 0.00% | 0.01% |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 08/07/2026 | 3.29 K | $33.34 K | 0.00% | 0.01% |
| WPG ADVISERS, LLC | 08/06/2026 | 2.06 K | $20.82 K | -0.15% | 0.01% |
| QUENT CAPITAL, LLC | 08/07/2026 | 1.50 K | $15.20 K | 100.00% | 0.01% |
| WHITTIER TRUST CO OF NEVADA INC | 07/28/2026 | 1.39 K | $13.84 K | 0.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 07/15/2026 | 1.00 K | $10.13 K | 0.00% | 0.00% |
| FNY INVESTMENT ADVISERS, LLC | 07/08/2026 | 600 | $6.00 K | 0.00% | 0.00% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 521 | $5.28 K | 0.00% | 0.00% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 08/13/2026 | 500 | $5.07 K | 0.00% | 0.00% |
| ASSETMARK, INC | 07/30/2026 | 58 | $588 | -98.85% | 0.00% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 0 | $0 | -100.00% | 0.00% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 0 | $0 | -100.00% | 0.00% |
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Nuveen Core Plus Impact Fund institutional Ownership - FAQ's
During the previous two years, 66 institutional investors and hedge funds held shares of Nuveen Core Plus Impact Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 2.67 M
Atlas Wealth LLC: 1.54 M
Penserra Capital Management LLC: 814,982
GUGGENHEIM CAPITAL LLC: 485,099
CAPTRUST FINANCIAL ADVISORS: 484,030
SIT INVESTMENT ASSOCIATES INC: 382,175
28.21% of Nuveen Core Plus Impact Fund stock is owned by institutional investors.
Institutional investors have bought a total of 8.40 M shares in the last 24 months. This purchase volume represents approximately $86.48 M in transactions.