Security key
67090X107
- Security type / class
- Equity / COM
- Total 13F shares
- 3,985,992
- Total 13F value
- $62,036,256
- Share change
- +169,319
- SEC-reported price per share
- $15.50
- Number of holders
- 45
- Value change
- +$2,673,225
- Number of buys
- 23
- Number of sells
- 12
Report period
Q2 2025
Institutions
45
Top holders
10
JCE full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
Previous quarter: Q1 2025
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 Mar 2025
13F
Highest disclosed value: $7,653,491
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 $7.65M.
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.
$7.65M
RAYMOND JAMES FINANCIAL INC
$7.42M
MORGAN STANLEY
$5.41M
Shaker Financial Services, LLC
$5.16M
RETIREMENT PLANNING GROUP, LLC / NY
$4.18M
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
|
$7,653,491
524,571 shares
|
— | 31 Mar 2025 |
| RAYMOND JAMES FINANCIAL INC |
13F
Company
|
—
class O/S missing
|
$7,416,380
508,319 shares
|
— | 31 Mar 2025 |
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$5,412,321
370,960 shares
|
— | 31 Mar 2025 |
| Shaker Financial Services, LLC |
13F
Company
|
—
class O/S missing
|
$5,160,702
347,176 shares
|
— | 31 Mar 2025 |
| RETIREMENT PLANNING GROUP, LLC / NY |
13F
Company
|
—
class O/S missing
|
$4,182,915
286,697 shares
|
— | 31 Mar 2025 |
| Invesco Ltd. |
13F
Company
|
—
class O/S missing
|
$3,647,048
249,969 shares
|
— | 31 Mar 2025 |
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 Q2 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
45
Shares
3,985,992
Rows available
45
| 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 Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
44
Q2 2025 holders
45
Holder diff
1
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 value | Q2 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend