Nuveen Core Equity Alpha Fund - JCE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | Added to | 577,911 | 9,454 | 0.0% | 0.0% | 1 | +5,399 | 0.94% | Q2 2026 | Aug 14, 2026 |
| Shaker Financial Services, LLC | History | Reduced | 519,128 | 8,709 | 2.73% | 3.25% | 2 | -96,536 | -15.68% | Q2 2026 | Jul 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 531,973 | 8,703 | 0.01% | 0.01% | 3 | +50,034 | 10.38% | Q2 2026 | Aug 12, 2026 |
| 1607 Capital Partners, LLC | History | Added to | 503,250 | 8,233 | 0.72% | 0.31% | 4 | +215,039 | 74.61% | Q2 2026 | Sep 02, 2026 |
| MORGAN STANLEY | History | Added to | 389,113 | 6,365 | 0.0% | 0.0% | 5 | +14,874 | 3.97% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 318,259 | 5,206 | 0.03% | 0.04% | 6 | +691 | 0.22% | Q2 2026 | Aug 12, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Reduced | 250,109 | 4,183 | 2.28% | 2.48% | 7 | -4,969 | -1.95% | Q2 2026 | Aug 07, 2026 |
| Invesco Ltd. | History | Reduced | 236,535 | 3,869 | 0.0% | 0.0% | 8 | -25,064 | -9.58% | Q2 2026 | Aug 14, 2026 |
| Karpus Management, Inc. | History | Added to | 199,137 | 3,257 | 0.09% | 0.08% | 9 | +14,941 | 8.11% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 180,614 | 2,955 | 0.0% | 0.0% | 10 | +1,867 | 1.04% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 115,451 | 1,888 | 0.02% | 0.03% | 11 | -1,120 | -0.96% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 107,704 | 1,762 | 0.0% | 0.0% | 12 | -1,195 | -1.1% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 92,831 | 1,518 | 0.0% | 0.0% | 13 | +2,794 | 3.1% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 91,508 | 1,497 | 0.01% | 0.01% | 14 | +730 | 0.8% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 80,761 | 1,313 | 0.0% | 0.0% | 15 | -5,095 | -5.93% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 54,397 | 889 | 0.01% | 0.01% | 16 | +23,914 | 78.45% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 52,194 | 854 | 0.05% | 0.05% | 17 | +169 | 0.32% | Q2 2026 | Jul 22, 2026 |
| Spire Wealth Management | History | No change | 51,574 | 843 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 45,744 | 748 | 0.0% | 0.0% | 19 | -364 | -0.79% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 44,534 | 728 | 0.0% | 0.0% | 20 | +3,421 | 8.32% | Q2 2026 | Aug 13, 2026 |
| Z3 Capital Partners, LLC | History | Added to | 41,411 | 677 | 0.14% | 0.15% | 21 | +818 | 2.02% | Q2 2026 | Jul 28, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 33,347 | 546 | 0.0% | 0.0% | 22 | +561 | 1.71% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 33,348 | 545 | 0.0% | 0.0% | 23 | -2,444 | -6.83% | Q2 2026 | Aug 14, 2026 |
| PMG Family Office LLC | History | Added to | 30,675 | 512 | 0.47% | 0.49% | 24 | +1,306 | 4.45% | Q2 2026 | Jul 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 29,481 | 482 | 0.0% | 0.0% | 25 | -5,547 | -15.84% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | Reduced | 27,585 | 451 | 0.0% | 0.0% | 26 | -2,941 | -9.63% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 25,928 | 424 | 0.0% | 0.0% | 27 | -63 | -0.24% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 20,115 | 329 | 0.0% | 0.0% | 28 | -10,400 | -34.08% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 18,921 | 309 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Canal Capital Management, LLC | History | Added to | 18,116 | 296 | 0.04% | 0.02% | 30 | +6,944 | 62.16% | Q2 2026 | Jul 28, 2026 |
| XTX Topco Ltd | History | New | 16,926 | 276 | 0.0% | — | 31 | +16,926 | New | Q2 2026 | Aug 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 14,232 | 232 | 0.0% | 0.01% | 32 | -88,886 | -86.2% | Q2 2026 | Aug 10, 2026 |
| Centurion Wealth Management LLC | History | Added to | 12,771 | 208 | 0.05% | 0.04% | 33 | +291 | 2.33% | Q2 2026 | Jul 09, 2026 |
| NWF Advisory Services Inc. | History | Added to | 12,100 | 197 | 0.02% | 0.02% | 34 | +2,000 | 19.8% | Q2 2026 | Jul 29, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 10,790 | 176 | 0.0% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| David J Yvars Group | History | No change | 11,000 | 175 | 0.08% | 0.09% | 36 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 10,317 | 168 | 0.02% | 0.03% | 37 | +19 | 0.18% | Q2 2026 | Aug 04, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 9,363 | 153 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 5,816 | 85 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,969 | 64 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FNY Investment Advisers, LLC | History | No change | 3,000 | 49 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| EASTERN BANK | History | No change | 1,869 | 30 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Ameritas Advisory Services, LLC | History | New | 1,751 | 28 | 0.0% | — | 43 | +1,751 | New | Q2 2026 | Aug 14, 2026 |
| Centerpoint Advisors, LLC | History | No change | 1,000 | 16 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 978 | 15 | 0.0% | — | 46 | +978 | New | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 948 | 15 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Added to | 402 | 6 | 0.0% | 0.0% | 47 | +9 | 2.29% | Q2 2026 | Aug 10, 2026 |
| Colonial Trust Co / SC | History | No change | 371 | 5 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Institute for Wealth Management, LLC. | History | New | 300 | 4 | 0.0% | — | 49 | +300 | New | Q2 2026 | Jul 28, 2026 |
| ST GERMAIN D J CO INC | History | No change | 125 | 2 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 95 | 1 | 0.0% | 0.0% | 51 | +4 | 4.4% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,040 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,792 | -100.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -306 | -100.0% | Q2 2026 | Aug 12, 2026 |