Nuveen Core Equity AlphaJCE
13F holders, Q3 2024 (September 30)48holders +2
4new positions
2sold out
$15.38avg. 13F price*
At the end of Q3 2024, 48 institutions reported holding Nuveen Core Equity Alpha (JCE) in their 13F filings, up 2 from Q2 2024. 4 opened new positions and 2 sold out. The largest holders were Baird Financial Group, Inc. ($7.9M), Raymond James & Associates ($6.4M) and Morgan Stanley ($4.8M).
- Company
- Nuveen Core Equity Alpha
- CUSIP
- 67090X107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $8.1M |
| Exits | 2 | $165K |
All 13F filers, Q2 2024 → Q3 2024: 667,848 shares bought and 417,118 shares sold, net +250,730 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Baird Financial Group, Inc. | 0.02% | New | 510,989 | $7.9M |
| Raymond James & Associates | 0.00% | Reduce -6.2% | 415,191 | $6.4M |
| Morgan Stanley | 0.00% | Reduce -0.3% | 311,467 | $4.8M |
| Invesco Ltd. | 0.00% | Add +11.5% | 241,876 | $3.7M |
| Guggenheim Capital LLC | 0.02% | Add +5.1% | 223,557 | $3.4M |
| Advisors Asset Management, Inc. | 0.05% | Reduce -11.3% | 170,119 | $2.6M |
| Capital Investment Advisors, LLC | 0.05% | Add +0.9% | 151,274 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Add +40.5% | 118,510 | $1.8M |
| Wells Fargo & Company | 0.00% | Add +8.8% | 115,380 | $1.8M |
| LPL Financial LLC | 0.00% | Add +2.2% | 110,217 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Add +34.8% | 107,545 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +12.3% | 70,143 | $1.1M |
| UBS Group AG | 0.00% | Reduce -11.4% | 61,157 | $940K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +9.2% | 48,136 | $740K |
| Spire Wealth Management | 0.02% | Reduce -11.5% | 47,560 | $731K |
| International Assets Investment Management, LLC | 0.05% | Add +3.3% | 41,404 | $636K |
| Cohen & Steers, Inc. | 0.00% | Reduce -79.3% | 39,846 | $612K |
| Ameriprise Financial Inc. | 0.00% | Add +3.3% | 34,632 | $532K |
| Royal Bank of Canada | 0.00% | Reduce -21.8% | 32,103 | $493K |
| Bank of America Corp. | 0.00% | Add +12.4% | 31,602 | $486K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.1% | 30,470 | $468K |
| NewEdge Advisors, LLC | 0.00% | Add +18.7% | 25,565 | $393K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.6% | 24,949 | $383K |
| Raymond James Trust N.A. | 0.01% | No change | 23,290 | $358K |
| Shaker Financial Services, LLC | 0.13% | Reduce -89.0% | 22,393 | $344K |
| Cetera Investment Advisers | 0.00% | Add +0.0% | 19,147 | $294K |
| NWF Advisory Services Inc. | 0.03% | No change | 13,600 | $209K |
| MGB Wealth Management, LLC | 0.06% | No change | 11,442 | $176K |
| Centurion Wealth Management LLC | 0.05% | — | 11,029 | $170K |
| David J Yvars Group | 0.10% | No change | 11,000 | $167K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 10,790 | $166K |
| Susquehanna International Group, LLP | 0.00% | New | 10,592 | $163K |
| Gilliland Jeter Wealth Management LLC | 0.04% | Add +0.4% | 7,244 | $111K |
| Larson Financial Group LLC | 0.01% | Add +227.7% | 6,553 | $101K |
| Comerica Bank | 0.00% | Add +1.6% | 6,393 | $98K |
| Ashton Thomas Securities, LLC | 0.01% | New | 4,000 | $61K |
| FNY Investment Advisers, LLC | 0.02% | New | 3,000 | $46K |
| Hexagon Capital Partners LLC | 0.01% | No change | 1,921 | $30K |
| Cwm, LLC | 0.00% | No change | 1,381 | $21K |
| Montag A & Associates Inc. | 0.00% | No change | 1,000 | $16K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,000 | $15K |
| Centerpoint Advisors, LLC | 0.01% | No change | 1,000 | $15K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 948 | $15K |
| Colonial Trust Co / SC | 0.00% | No change | 371 | $6K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | Add +2.4% | 348 | $5K |
| Allworth Financial LP | 0.00% | No change | 265 | $4K |
| Financial Management Professionals, Inc. | 0.00% | Add +18.1% | 222 | $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.