Security key
67090X107
- Security type / class
- Equity / COM
- Total 13F shares
- 3,816,673
- Total 13F value
- $55,912,607
- Share change
- +219,559
- SEC-reported price per share
- $14.59
- Number of holders
- 44
- Value change
- +$3,239,244
- Number of buys
- 23
- Number of sells
- 14
Report period
Q1 2025
Institutions
44
Top holders
10
JCE full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2025
Previous quarter: Q4 2024
Nuveen Core Equity Alpha Fund SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 67090X107
Recent filing periods:
Ownership snapshot
Top reported holders of JCE - Nuveen Core Equity Alpha Fund - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Baird Financial Group, Inc.
Disclosed value leader
Baird Financial Group, Inc.
Comparable rows
0/15
Latest evidence
31 Dec 2024
13F
Highest disclosed value: $8,407,507
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Baird Financial Group, Inc. has the largest disclosed position value at $8.41M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Baird Financial Group, Inc.'s linked filing trail.
Disclosed position value
Top 5
Baird Financial Group, Inc.
$8.41M
RAYMOND JAMES FINANCIAL INC
$7.87M
MORGAN STANLEY
$5.38M
RETIREMENT PLANNING GROUP, LLC / NY
$4.64M
Invesco Ltd.
$3.87M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. |
13F
Company
|
—
class O/S missing
|
$8,407,507
528,774 shares
|
— | 31 Dec 2024 |
| RAYMOND JAMES FINANCIAL INC |
13F
Company
|
—
class O/S missing
|
$7,866,348
494,738 shares
|
— | 31 Dec 2024 |
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$5,377,594
338,213 shares
|
— | 31 Dec 2024 |
| RETIREMENT PLANNING GROUP, LLC / NY |
13F
Company
|
—
class O/S missing
|
$4,641,085
291,892 shares
|
— | 31 Dec 2024 |
| Invesco Ltd. |
13F
Company
|
—
class O/S missing
|
$3,872,413
243,548 shares
|
— | 31 Dec 2024 |
| GUGGENHEIM CAPITAL LLC |
13F
Company
|
—
class O/S missing
|
$3,869,456
243,362 shares
|
— | 31 Dec 2024 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
44
Shares
3,816,673
Rows available
44
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2025 vs Q4 2024 Across Filers
Q4 2024 holders
42
Q1 2025 holders
44
Holder diff
2
| Investor | Q4 2024 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2024 value | Q1 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend