Nuveen Core Plus Impact Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2025 | 2.88 M | $31.69 M | -2.85% | 10.01% |
| PENSERRA CAPITAL MANAGEMENT LLC | 11/04/2025 | 790.91 K | $8.71 M | 0.28% | 2.75% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 573.05 K | $6.31 M | -3.35% | 1.99% |
| CAPTRUST FINANCIAL ADVISORS | 11/19/2025 | 498.97 K | $5.49 M | 1.20% | 1.74% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 409.08 K | $4.50 M | -1.62% | 1.42% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 211.93 K | $2.33 M | 11.05% | 0.74% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 203.21 K | $2.24 M | -2.83% | 0.71% |
| SIT INVESTMENT ASSOCIATES INC | 11/13/2025 | 181.50 K | $2.00 M | -37.73% | 0.63% |
| INVESCO LTD. | 11/13/2025 | 175.12 K | $1.93 M | -8.84% | 0.61% |
| SHAKER FINANCIAL SERVICES, LLC | 10/22/2025 | 143.45 K | $1.60 M | 100.00% | 0.50% |
| FLAGSHIP HARBOR ADVISORS, LLC | 11/05/2025 | 114.58 K | $1.26 M | 4.81% | 0.40% |
| ROYAL BANK OF CANADA | 11/14/2025 | 90.51 K | $997.00 K | 1.56% | 0.31% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 76.28 K | $835.53 K | -0.23% | 0.27% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 11/13/2025 | 72.61 K | $799.39 K | 443.99% | 0.25% |
| LPL FINANCIAL LLC | 11/12/2025 | 64.58 K | $711.03 K | 32.74% | 0.22% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 50.76 K | $559.00 K | -9.47% | 0.18% |
| ALPHACORE CAPITAL LLC | 11/12/2025 | 44.75 K | $497.55 K | -2.12% | 0.16% |
| SEACREST WEALTH MANAGEMENT, LLC | 11/13/2025 | 44.42 K | $482.79 K | 6.14% | 0.15% |
| UBS GROUP AG | 11/13/2025 | 41.27 K | $454.42 K | -57.26% | 0.14% |
| JANE STREET GROUP, LLC | 11/14/2025 | 38.50 K | $423.85 K | 100.00% | 0.13% |
| PFG INVESTMENTS, LLC | 10/31/2025 | 31.69 K | $348.85 K | -27.38% | 0.11% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 22.58 K | $248.57 K | -20.21% | 0.08% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2025 | 20.66 K | $227.42 K | 100.00% | 0.07% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 18.30 K | $201.53 K | -49.52% | 0.06% |
| BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 10/24/2025 | 18.06 K | $198.78 K | 31.84% | 0.06% |
| UHLMANN PRICE SECURITIES, LLC | 11/07/2025 | 14.56 K | $160.30 K | 2.95% | 0.05% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10/22/2025 | 13.44 K | $147.95 K | -31.57% | 0.05% |
| MERCER GLOBAL ADVISORS INC /ADV | 11/14/2025 | 10.76 K | $118.46 K | 100.00% | 0.04% |
| PETRA FINANCIAL ADVISORS INC | 11/07/2025 | 10.37 K | $114.12 K | 0.00% | 0.04% |
| ONYX BRIDGE WEALTH GROUP LLC | 11/06/2025 | 10.27 K | $113.04 K | 0.00% | 0.04% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 11/14/2025 | 10.07 K | $110.85 K | -0.07% | 0.04% |
| US BANCORP \DE\ | 11/12/2025 | 9.13 K | $100.54 K | 100.00% | 0.03% |
| CORECAP ADVISORS, LLC | 10/22/2025 | 9.00 K | $99.09 K | -44.10% | 0.03% |
| COMERICA BANK | 11/14/2025 | 8.22 K | $90.46 K | -2.53% | 0.03% |
| FIFTH THIRD BANCORP | 11/07/2025 | 4.75 K | $52.24 K | 0.00% | 0.02% |
| LARSON FINANCIAL GROUP LLC | 11/14/2025 | 3.47 K | $38.19 K | 0.38% | 0.01% |
| WPG ADVISERS, LLC | 10/29/2025 | 2.01 K | $22.12 K | -4.29% | 0.01% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 11/13/2025 | 1.00 K | $11.01 K | 0.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 10/14/2025 | 1.00 K | $11.01 K | 100.00% | 0.00% |
| FNY INVESTMENT ADVISERS, LLC | 12/15/2025 | 600 | $6.00 K | 0.00% | 0.00% |
| CWM, LLC | 10/15/2025 | 422 | $5.00 K | 0.00% | 0.00% |
| ASSETMARK, INC | 11/06/2025 | 58 | $639 | 0.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| VIRTU FINANCIAL LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| GENEOS WEALTH MANAGEMENT INC. | 10/22/2025 | 0 | $0 | -100.00% | 0.00% |
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Nuveen Core Plus Impact Fund institutional Ownership - FAQ's
During the previous two years, 43 institutional investors and hedge funds held shares of Nuveen Core Plus Impact Fund. The most heavily invested institutionals were:
FLAGSHIP HARBOR ADVISORS, LLC: 125,787
WOLVERINE ASSET MANAGEMENT LLC: 113,768
US BANCORP \DE\: 9,132
WPG Advisers, LLC: 1,793
HIGHLINE WEALTH PARTNERS LLC: 1,000
FIFTH THIRD BANCORP: 0
24.08% of Nuveen Core Plus Impact Fund stock is owned by institutional investors.
Institutional investors have bought a total of 6.84 M shares in the last 24 months. This purchase volume represents approximately $71.66 M in transactions.