Nuveen Core Plus Impact Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 2.76 M | $28.11 M | -4.08% | 9.60% |
| PENSERRA CAPITAL MANAGEMENT LLC | 02/12/2026 | 849.07 K | $8.64 M | 7.35% | 2.95% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 514.47 K | $5.24 M | -10.22% | 1.79% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 496.80 K | $5.06 M | -0.43% | 1.73% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 353.90 K | $3.60 M | -13.49% | 1.23% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 284.86 K | $2.90 M | 98.58% | 0.99% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 236.17 K | $2.40 M | 11.44% | 0.82% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 206.50 K | $2.10 M | 13.77% | 0.72% |
| ALMITAS CAPITAL LLC | 02/17/2026 | 204.36 K | $2.08 M | 100.00% | 0.71% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 175.43 K | $1.79 M | -13.67% | 0.61% |
| READYSTATE ASSET MANAGEMENT LP | 02/17/2026 | 144.62 K | $1.47 M | 100.00% | 0.50% |
| FLAGSHIP HARBOR ADVISORS, LLC | 01/21/2026 | 125.79 K | $1.28 M | 9.78% | 0.44% |
| INVESCO LTD. | 02/19/2026 | 124.46 K | $1.27 M | -28.93% | 0.43% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 113.77 K | $1.16 M | 100.00% | 0.40% |
| ROYAL BANK OF CANADA | 02/17/2026 | 82.97 K | $845.00 K | -8.33% | 0.29% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 77.47 K | $788.73 K | 1.55% | 0.27% |
| LPL FINANCIAL LLC | 02/11/2026 | 75.80 K | $771.64 K | 17.37% | 0.26% |
| BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 02/13/2026 | 60.39 K | $614.80 K | 234.49% | 0.21% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 53.36 K | $543.00 K | 5.13% | 0.19% |
| SEACREST WEALTH MANAGEMENT, LLC | 01/12/2026 | 42.33 K | $431.75 K | -4.70% | 0.15% |
| 02/17/2026 | 39.75 K | $404.62 K | 100.00% | 0.14% | |
| JANE STREET GROUP, LLC | 02/12/2026 | 37.69 K | $383.71 K | -2.09% | 0.13% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 36.86 K | $375.26 K | 16.34% | 0.13% |
| XTX TOPCO LTD | 02/17/2026 | 29.69 K | $302.24 K | 100.00% | 0.10% |
| UBS GROUP AG | 01/29/2026 | 27.52 K | $280.13 K | -33.33% | 0.10% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 27.21 K | $277.01 K | 100.00% | 0.09% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 23.47 K | $238.96 K | 28.24% | 0.08% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 21.49 K | $218.78 K | -4.81% | 0.07% |
| 02/11/2026 | 20.64 K | $210.10 K | 100.00% | 0.07% | |
| ALPHACORE CAPITAL LLC | 02/05/2026 | 20.61 K | $209.76 K | -53.96% | 0.07% |
| VIRTU FINANCIAL LLC | 02/23/2026 | 16.40 K | $167.00 K | 100.00% | 0.06% |
| UHLMANN PRICE SECURITIES, LLC | 01/12/2026 | 15.14 K | $154.16 K | 4.01% | 0.05% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 13.44 K | $136.80 K | 0.00% | 0.05% |
| MAREX GROUP PLC | 02/12/2026 | 12.20 K | $124.20 K | 100.00% | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/18/2026 | 10.76 K | $109.53 K | 0.00% | 0.04% |
| ONYX BRIDGE WEALTH GROUP LLC | 02/18/2026 | 10.27 K | $104.52 K | 0.00% | 0.04% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 10.07 K | $102.49 K | 0.00% | 0.04% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 9.28 K | $94.49 K | 3.13% | 0.03% |
| US BANCORP \DE\ | 01/30/2026 | 9.13 K | $92.96 K | 0.00% | 0.03% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 9.09 K | $92.50 K | 100.00% | 0.03% |
| COMERICA BANK | 01/29/2026 | 6.62 K | $67.35 K | -19.47% | 0.02% |
| LARSON FINANCIAL GROUP LLC | 02/06/2026 | 3.72 K | $37.87 K | 7.24% | 0.01% |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 02/13/2026 | 3.56 K | $36.20 K | 100.00% | 0.01% |
| WPG ADVISERS, LLC | 01/28/2026 | 1.79 K | $18.25 K | -10.75% | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 01/15/2026 | 1.00 K | $10.18 K | 0.00% | 0.00% |
| CWM, LLC | 01/26/2026 | 448 | $5.00 K | 6.16% | 0.00% |
| ASSETMARK, INC | 01/23/2026 | 58 | $590 | 0.00% | 0.00% |
| FIFTH THIRD BANCORP | 02/02/2026 | 0 | $0 | -100.00% | 0.00% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| FNY INVESTMENT ADVISERS, LLC | 01/16/2026 | 0 | $0 | -100.00% | 0.00% |
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Nuveen Core Plus Impact Fund institutional Ownership - FAQ's
During the previous two years, 62 institutional investors and hedge funds held shares of Nuveen Core Plus Impact Fund. The most heavily invested institutionals were:
FLAGSHIP HARBOR ADVISORS, LLC: 125,087
WOLVERINE ASSET MANAGEMENT LLC: 86,200
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors: 69,266
Cambridge Investment Research Advisors, Inc.: 59,928
SeaCrest Wealth Management, LLC: 40,352
PFG Investments, LLC: 37,401
25.74% of Nuveen Core Plus Impact Fund stock is owned by institutional investors.
Institutional investors have bought a total of 7.68 M shares in the last 24 months. This purchase volume represents approximately $79.12 M in transactions.