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. | 11/13/2025 | 541.87 K | $8.52 M | 4.88% | 3.19% |
| SHAKER FINANCIAL SERVICES, LLC | 10/22/2025 | 540.24 K | $8.67 M | 2.32% | 3.18% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 494.19 K | $7.77 M | -5.37% | 2.91% |
| MORGAN STANLEY | 11/14/2025 | 394.11 K | $6.20 M | -0.24% | 2.32% |
| RETIREMENT PLANNING GROUP, LLC / NY | 10/28/2025 | 270.70 K | $4.35 M | -3.26% | 1.59% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 254.61 K | $4.01 M | 9.52% | 1.50% |
| INVESCO LTD. | 11/13/2025 | 242.83 K | $3.82 M | -7.92% | 1.43% |
| CORNERSTONE ADVISORS, LLC | 11/07/2025 | 181.52 K | $2.86 M | 217.70% | 1.07% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 174.55 K | $2.74 M | 1.86% | 1.03% |
| CAPITAL INVESTMENT ADVISORS, LLC | 10/23/2025 | 125.07 K | $1.97 M | -1.84% | 0.74% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 103.73 K | $1.63 M | 0.03% | 0.61% |
| LPL FINANCIAL LLC | 11/12/2025 | 98.20 K | $1.54 M | -0.49% | 0.58% |
| WOLVERINE ASSET MANAGEMENT LLC | 10/28/2025 | 97.12 K | $1.53 M | 239.34% | 0.57% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 90.73 K | $1.43 M | 1.46% | 0.53% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11/04/2025 | 75.43 K | $1.19 M | 100.00% | 0.44% |
| UBS GROUP AG | 11/13/2025 | 54.97 K | $864.65 K | -7.37% | 0.32% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/31/2025 | 51.99 K | $806.39 K | 0.33% | 0.31% |
| SPIRE WEALTH MANAGEMENT | 10/23/2025 | 50.82 K | $799.40 K | -0.56% | 0.30% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 44.81 K | $704.82 K | 4.99% | 0.26% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 34.83 K | $548.00 K | 0.00% | 0.20% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 33.80 K | $531.64 K | 16.74% | 0.20% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 30.97 K | $487.19 K | 2.62% | 0.18% |
| ROYAL BANK OF CANADA | 11/14/2025 | 30.63 K | $482.00 K | -9.70% | 0.18% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 28.40 K | $446.67 K | 16.57% | 0.17% |
| 12/22/2025 | 27.42 K | $440.03 K | 100.00% | 0.16% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 26.61 K | $419.00 K | -6.98% | 0.16% |
| SOWELL FINANCIAL SERVICES LLC | 10/17/2025 | 14.66 K | $230.58 K | 22.55% | 0.09% |
| NWF ADVISORY SERVICES INC. | 10/31/2025 | 13.60 K | $213.93 K | 0.00% | 0.08% |
| JANE STREET GROUP, LLC | 11/14/2025 | 13.37 K | $210.28 K | 100.00% | 0.08% |
| CALAMOS ADVISORS LLC | 10/20/2025 | 13.06 K | $205.42 K | 21.72% | 0.08% |
| CENTURION WEALTH MANAGEMENT LLC | 10/09/2025 | 11.99 K | $188.61 K | 2.09% | 0.07% |
| J.W. COLE ADVISORS, INC. | 11/05/2025 | 11.23 K | $176.70 K | 0.43% | 0.07% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2025 | 11.12 K | $174.95 K | 100.00% | 0.07% |
| DAVID J YVARS GROUP | 10/27/2025 | 11.00 K | $170.72 K | 0.00% | 0.06% |
| DAYMARK WEALTH PARTNERS, LLC | 10/22/2025 | 10.79 K | $169.73 K | 0.00% | 0.06% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 8.60 K | $135.34 K | 100.00% | 0.05% |
| COMERICA BANK | 11/14/2025 | 6.81 K | $107.17 K | 1.60% | 0.04% |
| FNY INVESTMENT ADVISERS, LLC | 12/15/2025 | 3.00 K | $47.00 K | 0.00% | 0.02% |
| EASTERN BANK | 10/27/2025 | 1.87 K | $29.40 K | 0.00% | 0.01% |
| AMERITAS ADVISORY SERVICES, LLC | 11/06/2025 | 1.75 K | $27.54 K | 0.00% | 0.01% |
| ADVISORY SERVICES NETWORK, LLC | 11/18/2025 | 1.72 K | $27.08 K | 100.00% | 0.01% |
| CWM, LLC | 10/15/2025 | 1.32 K | $21.00 K | 0.00% | 0.01% |
| CENTERPOINT ADVISORS, LLC | 11/06/2025 | 1.00 K | $16.00 K | 0.00% | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 948 | $14.91 K | 0.00% | 0.01% |
| ALLWORTH FINANCIAL LP | 12/02/2025 | 400 | $6.29 K | 100.00% | 0.00% |
| THOMAS J. HERZFELD ADVISORS, INC. | 11/12/2025 | 378 | $5.95 K | 2.16% | 0.00% |
| COLONIAL TRUST CO / SC | 11/10/2025 | 371 | $5.76 K | 0.00% | 0.00% |
| TRANSAMERICA FINANCIAL ADVISORS, INC. | 11/14/2025 | 146 | $2.34 K | 100.00% | 0.00% |
| ST GERMAIN D J CO INC | 10/07/2025 | 125 | $1.97 K | 0.00% | 0.00% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 0 | $0 | -100.00% | 0.00% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Nuveen Core Equity Alpha Fund institutional Ownership - FAQ's
During the previous two years, 63 institutional investors and hedge funds held shares of Nuveen Core Equity Alpha Fund. The most heavily invested institutionals were:
RETIREMENT PLANNING GROUP, LLC / NY: 268,115
WOLVERINE ASSET MANAGEMENT LLC: 90,018
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 53,002
Sowell Financial Services LLC: 16,957
Centurion Wealth Management LLC: 12,480
Ronald Blue Trust, Inc.: 6,040
24.93% of Nuveen Core Equity Alpha Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.52 M shares in the last 24 months. This purchase volume represents approximately $72.07 M in transactions.