Nuveen Core Equity Alpha Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 571.69 K | $9.11 M | 5.50% | 3.36% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 560.72 K | $8.94 M | 3.79% | 3.30% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 536.75 K | $8.56 M | 8.61% | 3.16% |
| MORGAN STANLEY | 02/13/2026 | 383.57 K | $6.11 M | -2.67% | 2.26% |
| INVESCO LTD. | 02/19/2026 | 270.12 K | $4.31 M | 11.24% | 1.59% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 268.89 K | $4.29 M | 5.61% | 1.58% |
| RETIREMENT PLANNING GROUP, LLC / NY | 02/02/2026 | 268.12 K | $4.27 M | -0.95% | 1.58% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 181.87 K | $2.90 M | 4.19% | 1.07% |
| CORNERSTONE ADVISORS, LLC | 02/13/2026 | 141.47 K | $2.26 M | -22.06% | 0.83% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2026 | 116.57 K | $1.86 M | -6.80% | 0.69% |
| LPL FINANCIAL LLC | 02/11/2026 | 103.45 K | $1.65 M | 5.35% | 0.61% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 102.28 K | $1.63 M | -1.39% | 0.60% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 90.68 K | $1.45 M | -0.05% | 0.53% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 90.02 K | $1.43 M | -7.31% | 0.53% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/05/2026 | 73.26 K | $1.18 M | -2.89% | 0.43% |
| UBS GROUP AG | 01/29/2026 | 54.92 K | $875.44 K | -0.09% | 0.32% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 53.00 K | $844.85 K | 1.94% | 0.31% |
| SPIRE WEALTH MANAGEMENT | 01/14/2026 | 51.57 K | $822.09 K | 1.48% | 0.30% |
| KARPUS MANAGEMENT, INC. | 02/17/2026 | 49.08 K | $782.29 K | 100.00% | 0.29% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 48.23 K | $768.80 K | 7.64% | 0.28% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 35.19 K | $560.97 K | 32.24% | 0.21% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 33.51 K | $534.10 K | -0.86% | 0.20% |
| ROYAL BANK OF CANADA | 02/17/2026 | 32.40 K | $516.00 K | 5.75% | 0.19% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 30.52 K | $486.50 K | 7.49% | 0.18% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 29.65 K | $472.67 K | -4.26% | 0.17% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 27.49 K | $438.00 K | -21.07% | 0.16% |
| 01/28/2026 | 27.45 K | $437.47 K | 0.09% | 0.16% | |
| CALAMOS ADVISORS LLC | 01/29/2026 | 17.25 K | $275.01 K | 32.12% | 0.10% |
| SOWELL FINANCIAL SERVICES LLC | 01/21/2026 | 16.96 K | $270.30 K | 15.68% | 0.10% |
| CENTURION WEALTH MANAGEMENT LLC | 01/14/2026 | 12.48 K | $198.93 K | 4.09% | 0.07% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 11.33 K | $180.60 K | 0.86% | 0.07% |
| CANAL CAPITAL MANAGEMENT, LLC | 01/06/2026 | 11.21 K | $178.73 K | 100.00% | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 11.13 K | $177.44 K | 100.00% | 0.07% |
| DAVID J YVARS GROUP | 01/12/2026 | 11.00 K | $176.99 K | 0.00% | 0.06% |
| DAYMARK WEALTH PARTNERS, LLC | 01/12/2026 | 10.79 K | $171.99 K | 0.00% | 0.06% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/17/2026 | 9.36 K | $149.25 K | 8.82% | 0.06% |
| RONALD BLUE TRUST, INC. | 01/16/2026 | 6.04 K | $96.28 K | 100.00% | 0.04% |
| CWM, LLC | 01/26/2026 | 5.82 K | $93.00 K | 341.95% | 0.03% |
| COMERICA BANK | 01/29/2026 | 3.97 K | $63.27 K | -41.74% | 0.02% |
| EASTERN BANK | 01/14/2026 | 1.87 K | $29.79 K | 0.00% | 0.01% |
| CENTERPOINT ADVISORS, LLC | 02/13/2026 | 1.00 K | $16.00 K | 0.00% | 0.01% |
| INDIANA TRUST & INVESTMENT MANAGEMENT CO | 01/21/2026 | 995 | $15.86 K | 100.00% | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 948 | $15.11 K | 0.00% | 0.01% |
| THOMAS J. HERZFELD ADVISORS, INC. | 02/13/2026 | 393 | $6.27 K | 3.97% | 0.00% |
| COLONIAL TRUST CO / SC | 02/12/2026 | 371 | $5.97 K | 0.00% | 0.00% |
| TRANSAMERICA FINANCIAL ADVISORS, INC. | 02/13/2026 | 152 | $2.42 K | 4.11% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 147 | $2.34 K | 100.00% | 0.00% |
| ST GERMAIN D J CO INC | 01/29/2026 | 125 | $1.99 K | 0.00% | 0.00% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 0 | $0 | -100.00% | 0.00% |
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Nuveen Core Equity Alpha Fund institutional Ownership - FAQ's
During the previous two years, 77 institutional investors and hedge funds held shares of Nuveen Core Equity Alpha Fund. The most heavily invested institutionals were:
Baird Financial Group, Inc.: 571,685
Shaker Financial Services, LLC: 560,717
RAYMOND JAMES FINANCIAL INC: 536,748
MORGAN STANLEY: 383,571
Invesco Ltd.: 270,120
GUGGENHEIM CAPITAL LLC: 268,892
25.68% of Nuveen Core Equity Alpha Fund stock is owned by institutional investors.
Institutional investors have bought a total of 5.59 M shares in the last 24 months. This purchase volume represents approximately $88.53 M in transactions.