Nuveen Core Equity AlphaJCE
13F holders, Q2 2024 (June 30)46holders −2
3new positions
5sold out
$15.02avg. 13F price*
At the end of Q2 2024, 46 institutions reported holding Nuveen Core Equity Alpha (JCE) in their 13F filings, down 2 from Q1 2024. 3 opened new positions and 5 sold out. The largest holders were Raymond James & Associates ($6.6M), Morgan Stanley ($4.7M) and Invesco Ltd. ($3.3M).
- Company
- Nuveen Core Equity Alpha
- CUSIP
- 67090X107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $195K |
| Exits | 5 | $913K |
All 13F filers, Q1 2024 → Q2 2024: 108,120 shares bought and 429,428 shares sold, net −321,308 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| Raymond James & Associates | 0.00% | Add +1.8% | 442,559 | $6.6M |
| Morgan Stanley | 0.00% | Add +2.2% | 312,366 | $4.7M |
| Invesco Ltd. | 0.00% | Add +25.8% | 216,935 | $3.3M |
| Guggenheim Capital LLC | 0.02% | Reduce -13.8% | 212,656 | $3.2M |
| Shaker Financial Services, LLC | 1.26% | Reduce -13.4% | 202,739 | $3.1M |
| Cohen & Steers, Inc. | 0.01% | Reduce -34.0% | 192,633 | $2.9M |
| Advisors Asset Management, Inc. | 0.06% | Reduce -0.7% | 191,824 | $2.9M |
| Capital Investment Advisors, LLC | 0.05% | Add +4.5% | 149,950 | $2.2M |
| LPL Financial LLC | 0.00% | Reduce -4.5% | 107,845 | $1.6M |
| Wells Fargo & Company | 0.00% | Reduce -1.4% | 106,041 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -39.6% | 84,371 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.6% | 79,765 | $1.2M |
| UBS Group AG | 0.00% | Add +10.0% | 69,054 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +6.1% | 62,468 | $937K |
| Spire Wealth Management | 0.03% | Reduce -30.5% | 53,760 | $806K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -59.2% | 44,083 | $661K |
| Royal Bank of Canada | 0.00% | Reduce -47.5% | 41,043 | $616K |
| International Assets Investment Management, LLC | 0.06% | Reduce -0.0% | 40,092 | $601K |
| Ameriprise Financial Inc. | 0.00% | Add +1.2% | 33,515 | $503K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.8% | 29,260 | $439K |
| Bank of America Corp. | 0.00% | Add +1.9% | 28,109 | $422K |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.6% | 24,088 | $361K |
| Raymond James Trust N.A. | 0.01% | No change | 23,290 | $349K |
| NewEdge Advisors, LLC | 0.00% | Add +288.6% | 21,543 | $323K |
| Cetera Investment Advisers | 0.00% | Add +0.0% | 19,143 | $287K |
| NWF Advisory Services Inc. | 0.03% | Reduce -4.9% | 13,600 | $204K |
| MGB Wealth Management, LLC | 0.06% | No change | 11,442 | $173K |
| David J Yvars Group | 0.10% | No change | 11,000 | $163K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 10,790 | $162K |
| Widmann Financial Services, Inc. | 0.09% | New | 7,300 | $110K |
| Gilliland Jeter Wealth Management LLC | 0.04% | Add +7.5% | 7,217 | $108K |
| Comerica Bank | 0.00% | Add +1.7% | 6,291 | $94K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 3,676 | $55K |
| Larson Financial Group LLC | 0.00% | New | 2,000 | $30K |
| Hexagon Capital Partners LLC | 0.01% | No change | 1,921 | $29K |
| Cwm, LLC | 0.00% | No change | 1,381 | $21K |
| Montag A & Associates Inc. | 0.00% | No change | 1,000 | $15K |
| Centerpoint Advisors, LLC | 0.01% | No change | 1,000 | $15K |
| CoreCap Advisors, LLC | 0.00% | Reduce -50.0% | 1,000 | $15K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -89.0% | 948 | $14K |
| Colonial Trust Co / SC | 0.00% | No change | 371 | $6K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | Add +4.6% | 340 | $5K |
| Allworth Financial LP | 0.00% | No change | 265 | $4K |
| Financial Management Professionals, Inc. | 0.00% | Add +16.8% | 188 | $3K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 173 | $3K |
| 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.