Nuveen Core Equity AlphaJCE
13F holders, Q4 2024 (December 31)42holders −6
0new positions
6sold out
$15.89avg. 13F price*
At the end of Q4 2024, 42 institutions reported holding Nuveen Core Equity Alpha (JCE) in their 13F filings, down 6 from Q3 2024. 0 opened new positions and 6 sold out. The largest holders were Baird Financial Group, Inc. ($8.4M), Raymond James Financial Inc. ($7.9M) and Morgan Stanley ($5.4M).
- Company
- Nuveen Core Equity Alpha
- CUSIP
- 67090X107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 6 | $1.2M |
All 13F filers, Q3 2024 → Q4 2024: 328,407 shares bought and 164,362 shares sold, net +164,045 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| Baird Financial Group, Inc. | 0.02% | Add +3.5% | 528,774 | $8.4M |
| Raymond James Financial Inc. | 0.00% | — | 494,738 | $7.9M |
| Morgan Stanley | 0.00% | Add +8.6% | 338,213 | $5.4M |
| Retirement Planning Group, LLC / NY | 5.11% | — | 291,892 | $4.6M |
| Invesco Ltd. | 0.00% | Add +0.7% | 243,548 | $3.9M |
| Guggenheim Capital LLC | 0.03% | Add +8.9% | 243,362 | $3.9M |
| Shaker Financial Services, LLC | 1.20% | Add +781.7% | 197,446 | $3.1M |
| Osaic Holdings, Inc. | 0.01% | Add +33.8% | 158,598 | $2.5M |
| Capital Investment Advisors, LLC | 0.05% | Reduce -4.4% | 144,644 | $2.3M |
| Wells Fargo & Company | 0.00% | Reduce -2.0% | 113,047 | $1.8M |
| LPL Financial LLC | 0.00% | Reduce -3.0% | 106,932 | $1.7M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -37.9% | 105,731 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.0% | 105,393 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +19.3% | 83,693 | $1.3M |
| UBS Group AG | 0.00% | Add +31.3% | 80,304 | $1.3M |
| Spire Wealth Management | 0.02% | Reduce -1.6% | 46,810 | $744K |
| International Assets Investment Management, LLC | 0.05% | Add +0.1% | 41,427 | $644K |
| Ameriprise Financial Inc. | 0.00% | Add +8.1% | 37,428 | $595K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +9.0% | 33,210 | $528K |
| Bank of America Corp. | 0.00% | Reduce -6.5% | 29,548 | $470K |
| Royal Bank of Canada | 0.00% | Reduce -13.4% | 27,790 | $442K |
| NewEdge Advisors, LLC | 0.00% | Add +6.2% | 27,161 | $432K |
| Cetera Investment Advisers | 0.00% | Add +35.1% | 25,876 | $411K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.4% | 24,839 | $395K |
| Centurion Wealth Management LLC | 0.06% | Add +4.2% | 11,490 | $183K |
| MGB Wealth Management, LLC | 0.06% | No change | 11,442 | $182K |
| David J Yvars Group | 0.11% | No change | 11,000 | $173K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 10,790 | $172K |
| Comerica Bank | 0.00% | Add +3.2% | 6,595 | $105K |
| Larson Financial Group LLC | 0.01% | No change | 6,553 | $104K |
| Hexagon Capital Partners LLC | 0.01% | No change | 1,921 | $31K |
| Cwm, LLC | 0.00% | Reduce -4.7% | 1,316 | $21K |
| Centerpoint Advisors, LLC | 0.01% | No change | 1,000 | $16K |
| Montag A & Associates Inc. | 0.00% | No change | 1,000 | $16K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,000 | $16K |
| 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 +4.0% | 362 | $6K |
| Transce3nd, LLC | 0.00% | — | 310 | $5K |
| Allworth Financial LP | 0.00% | No change | 265 | $4K |
| Financial Management Professionals, Inc. | 0.00% | No change | 222 | $4K |
| 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.