Nuveen Core Equity AlphaJCE
13F holders, Q1 2024 (March 31)48holders
1famous investor
$14.09avg. 13F price*
At the end of Q1 2024, 48 institutions reported holding Nuveen Core Equity Alpha (JCE) in their 13F filings. The largest holders were Raymond James & Associates ($6.1M), Morgan Stanley ($4.3M) and Cohen & Steers, Inc. ($4.1M). One famous investor held it Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Nuveen Core Equity Alpha
- CUSIP
- 67090X107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.1M |
| Exits | 4 | $3.4M |
Ownership 48 holders
| Raymond James & Associates | 0.00% | Reduce -0.7% | 434,574 | $6.1M |
| Morgan Stanley | 0.00% | Add +11.0% | 305,665 | $4.3M |
| Cohen & Steers, Inc. | 0.01% | Reduce -3.5% | 291,633 | $4.1M |
| Guggenheim Capital LLC | 0.02% | Add +5.1% | 246,778 | $3.5M |
| Shaker Financial Services, LLC | 1.30% | Add +1238.0% | 234,193 | $3.4M |
| Advisors Asset Management, Inc. | 0.05% | Reduce -10.1% | 193,183 | $2.7M |
| Invesco Ltd. | 0.00% | Reduce -7.4% | 172,413 | $2.4M |
| Capital Investment Advisors, LLC | 0.05% | Add +14.7% | 143,543 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +7.9% | 139,765 | $2.0M |
| LPL Financial LLC | 0.00% | Add +5.5% | 112,921 | $1.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -54.5% | 108,157 | $1.5M |
| Wells Fargo & Company | 0.00% | Reduce -6.6% | 107,605 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -18.2% | 81,926 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -0.3% | 78,159 | $1.1M |
| Spire Wealth Management | 0.02% | Reduce -6.1% | 77,380 | $1.1M |
| UBS Group AG | 0.00% | Reduce -2.4% | 62,776 | $883K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +16.0% | 58,901 | $829K |
| International Assets Investment Management, LLC | 0.06% | Add +19.7% | 40,104 | $561K |
| Ameriprise Financial Inc. | 0.00% | Add +49.9% | 33,121 | $466K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.3% | 29,510 | $415K |
| Bank of America Corp. | 0.00% | Reduce -2.4% | 27,589 | $388K |
| Raymond James Trust N.A. | 0.01% | Reduce -14.7% | 23,290 | $328K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 21,973 | $309K |
| Continuum Wealth Advisors, LLC | 0.16% | New | 19,545 | $275K |
| Cetera Investment Advisers | 0.00% | New | 19,138 | $269K |
| Landscape Capital Management, L.L.C. | 0.02% | New | 15,970 | $225K |
| NWF Advisory Services Inc. | 0.03% | No change | 14,300 | $201K |
| Fisher Asset Management | 0.00% | New | 14,280 | $201K |
| Mercer Global Advisors Inc. | 0.00% | No change | 12,072 | $170K |
| MGB Wealth Management, LLC | 0.07% | No change | 11,442 | $161K |
| David J Yvars Group | 0.10% | No change | 11,000 | $153K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 10,790 | $152K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 8,607 | $121K |
| Gilliland Jeter Wealth Management LLC | 0.03% | New | 6,714 | $94K |
| Comerica Bank | 0.00% | No change | 6,186 | $87K |
| NewEdge Advisors, LLC | 0.00% | No change | 5,543 | $78K |
| FNY Investment Advisers, LLC | 0.03% | New | 3,000 | $42K |
| CoreCap Advisors, LLC | 0.00% | New | 2,000 | $28K |
| Hexagon Capital Partners LLC | 0.01% | No change | 1,921 | $27K |
| Cwm, LLC | 0.00% | No change | 1,381 | $19K |
| Montag A & Associates Inc. | 0.00% | No change | 1,000 | $14K |
| Centerpoint Advisors, LLC | 0.01% | No change | 1,000 | $14K |
| Colonial Trust Co / SC | 0.00% | No change | 371 | $5K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | No change | 325 | $5K |
| Allworth Financial LP | 0.00% | New | 265 | $4K |
| ICA Group Wealth Management, LLC | 0.00% | Reduce -59.1% | 173 | $2K |
| Financial Management Professionals, Inc. | 0.00% | Add +28.8% | 161 | $2K |
| St Germain D J Co. Inc. | 0.00% | No change | 125 | $2K |
"% of holder's portfolio" is JCE's weight in each manager's 13F, not the share of Nuveen Core Equity Alpha the manager owns.