- Type / Class
- Equity / COM
- Total 13F shares
- 3,816,673
- Share change
- +219,559
- Total reported value
- $55,912,607
- Price per share
- $14.59
- Number of holders
- 44
- Value change
- +$3,239,244
- Number of buys
- 23
- Number of sells
- 14
Quarterly Holders Quick Answers
What is CUSIP 67090X107?
CUSIP 67090X107 identifies JCE - Nuveen Core Equity Alpha Fund - COM in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 67090X107:
Top shareholders of JCE - Nuveen Core Equity Alpha Fund - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Baird Financial Group, Inc. |
13F
|
Company |
—
class O/S missing
|
528,774
|
$8,407,507 | — | 31 Dec 2024 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
494,738
|
$7,866,348 | — | 31 Dec 2024 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
338,213
|
$5,377,594 | — | 31 Dec 2024 | |
| RETIREMENT PLANNING GROUP, LLC / NY |
13F
|
Company |
—
class O/S missing
|
291,892
|
$4,641,085 | — | 31 Dec 2024 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
243,548
|
$3,872,413 | — | 31 Dec 2024 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
—
class O/S missing
|
243,362
|
$3,869,456 | — | 31 Dec 2024 | |
| Shaker Financial Services, LLC |
13F
|
Company |
—
class O/S missing
|
197,446
|
$3,139,392 | — | 31 Dec 2024 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
158,598
|
$2,521,888 | — | 31 Dec 2024 | |
| Capital Investment Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
144,644
|
$2,299,840 | — | 31 Dec 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
113,047
|
$1,797,445 | — | 31 Dec 2024 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
106,932
|
$1,700,224 | — | 31 Dec 2024 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
—
class O/S missing
|
105,731
|
$1,681,123 | — | 31 Dec 2024 | |
| THRIVENT FINANCIAL FOR LUTHERANS |
13F
|
Company |
—
class O/S missing
|
105,393
|
$1,642,000 | — | 31 Dec 2024 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
—
class O/S missing
|
83,693
|
$1,330,719 | — | 31 Dec 2024 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
80,304
|
$1,276,834 | — | 31 Dec 2024 | |
| Spire Wealth Management |
13F
|
Company |
—
class O/S missing
|
46,810
|
$744,279 | — | 31 Dec 2024 | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
41,427
|
$644,394 | — | 31 Dec 2024 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
37,428
|
$595,102 | — | 31 Dec 2024 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
33,210
|
$528,000 | — | 31 Dec 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
29,548
|
$469,820 | — | 31 Dec 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
27,790
|
$442,000 | — | 31 Dec 2024 | |
| NewEdge Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
27,161
|
$431,861 | — | 31 Dec 2024 | |
| Cetera Investment Advisers |
13F
|
Company |
—
class O/S missing
|
25,876
|
$411,428 | — | 31 Dec 2024 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
24,839
|
$395,000 | — | 31 Dec 2024 | |
| Centurion Wealth Management LLC |
13F
|
Company |
—
class O/S missing
|
11,490
|
$182,688 | — | 31 Dec 2024 | |
| MGB Wealth Management, LLC |
13F
|
Company |
—
class O/S missing
|
11,442
|
$181,935 | — | 31 Dec 2024 | |
| David J Yvars Group |
13F
|
Company |
—
class O/S missing
|
11,000
|
$173,030 | — | 31 Dec 2024 | |
| DAYMARK WEALTH PARTNERS, LLC |
13F
|
Company |
—
class O/S missing
|
10,790
|
$171,561 | — | 31 Dec 2024 | |
| COMERICA BANK |
13F
|
Company |
—
class O/S missing
|
6,595
|
$104,861 | — | 31 Dec 2024 | |
| Larson Financial Group LLC |
13F
|
Company |
—
class O/S missing
|
6,553
|
$104,193 | — | 31 Dec 2024 | |
| Hexagon Capital Partners LLC |
13F
|
Company |
—
class O/S missing
|
1,921
|
$30,544 | — | 31 Dec 2024 | |
| CWM, LLC |
13F
|
Company |
—
class O/S missing
|
1,316
|
$21,000 | — | 31 Dec 2024 | |
| Centerpoint Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
1,000
|
$16,000 | — | 31 Dec 2024 | |
| CoreCap Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
1,000
|
$15,900 | — | 31 Dec 2024 | |
| MONTAG A & ASSOCIATES INC |
13F
|
Company |
—
class O/S missing
|
1,000
|
$15,900 | — | 31 Dec 2024 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
—
class O/S missing
|
948
|
$15,073 | — | 31 Dec 2024 | |
| Colonial Trust Co / SC |
13F
|
Company |
—
class O/S missing
|
371
|
$5,836 | — | 31 Dec 2024 | |
| Thomas J. Herzfeld Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
362
|
$5,762 | — | 31 Dec 2024 | |
| Transce3nd, LLC |
13F
|
Company |
—
class O/S missing
|
310
|
$4,929 | — | 31 Dec 2024 | |
| Allworth Financial LP |
13F
|
Company |
—
class O/S missing
|
265
|
$4,225 | — | 31 Dec 2024 | |
| Financial Management Professionals, Inc. |
13F
|
Company |
—
class O/S missing
|
222
|
$3,530 | — | 31 Dec 2024 | |
| ST GERMAIN D J CO INC |
13F
|
Company |
—
class O/S missing
|
125
|
$1,988 | — | 31 Dec 2024 |
Institutional Holders of Nuveen Core Equity Alpha Fund - COM (JCE) as of Q1 2025
As of 31 Mar 2025,
Nuveen Core Equity Alpha Fund - COM (JCE) was held by
44 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,816,673 shares.
The largest 10 holders included
Baird Financial Group, Inc., RAYMOND JAMES FINANCIAL INC, MORGAN STANLEY, Shaker Financial Services, LLC, RETIREMENT PLANNING GROUP, LLC / NY, Invesco Ltd., GUGGENHEIM CAPITAL LLC, OSAIC HOLDINGS, INC., Capital Investment Advisors, LLC, and WELLS FARGO & COMPANY/MN.
This page lists
44
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
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 Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.