Nuveen Core Plus Impact Fund - NPCT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 2,674,133 | 27,088 | 0.0% | 0.0% | 1 | -27,419 | -1.01% | Q2 2026 | Aug 13, 2026 |
| Atlas Wealth LLC | History | New | 1,535,428 | 15,553 | 2.22% | — | 2 | +1,535,428 | New | Q2 2026 | Jul 28, 2026 |
| Penserra Capital Management LLC | History | Added to | 814,982 | 8,255 | 0.06% | 0.09% | 3 | +31,093 | 3.97% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 485,099 | 4,914 | 0.03% | 0.04% | 4 | -19,000 | -3.77% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 484,030 | 4,903 | 0.01% | 0.01% | 5 | -10,236 | -2.07% | Q2 2026 | Aug 13, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 382,175 | 3,871 | 0.07% | 0.08% | 6 | -1,200 | -0.31% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 324,495 | 3,287 | 0.0% | 0.0% | 7 | -21,765 | -6.29% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 259,972 | 2,633 | 0.0% | 0.0% | 8 | +5,387 | 2.12% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 176,408 | 1,787 | 0.0% | 0.0% | 9 | +5,704 | 3.34% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 124,411 | 1,260 | 0.05% | 0.06% | 10 | -676 | -0.54% | Q2 2026 | Jul 22, 2026 |
| LPL Financial LLC | History | Added to | 100,542 | 1,018 | 0.0% | 0.0% | 11 | +17,022 | 20.38% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 90,163 | 913 | 0.0% | 0.0% | 12 | +19,550 | 27.69% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 76,707 | 777 | 0.0% | 0.0% | 13 | -9,077 | -10.58% | Q2 2026 | Aug 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 68,731 | 696 | 0.08% | 0.09% | 14 | -535 | -0.77% | Q2 2026 | Jul 09, 2026 |
| Invesco Ltd. | History | Reduced | 62,441 | 632 | 0.0% | 0.0% | 15 | -34,203 | -35.39% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 58,094 | 588 | 0.0% | 0.0% | 16 | -1,834 | -3.06% | Q2 2026 | Jul 27, 2026 |
| PFG Investments, LLC | History | Added to | 37,461 | 379 | 0.01% | 0.02% | 17 | +60 | 0.16% | Q2 2026 | Jul 23, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 36,196 | 369 | 0.02% | 0.02% | 18 | -3,079 | -7.84% | Q2 2026 | Aug 12, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 32,997 | 334 | 0.04% | 0.04% | 19 | -7,355 | -18.23% | Q2 2026 | Jul 09, 2026 |
| HRT FINANCIAL LP | History | New | 31,404 | 318 | 0.0% | — | 20 | +31,404 | New | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 28,502 | 288 | 0.0% | 0.0% | 21 | +4,967 | 21.1% | Q2 2026 | Aug 14, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 24,509 | 248 | 0.01% | — | 22 | +24,509 | New | Q2 2026 | Aug 14, 2026 |
| Closed-End Fund Advisors, Inc. | History | Reduced | 22,888 | 231 | 0.23% | 0.24% | 23 | -500 | -2.14% | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | Reduced | 22,415 | 227 | 0.0% | 0.0% | 24 | -8,777 | -28.14% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | Added to | 20,909 | 211 | 0.0% | 0.0% | 25 | +5,426 | 35.04% | Q2 2026 | Aug 14, 2026 |
| NOMURA HOLDINGS INC | History | New | 16,000 | 162 | 0.0% | — | 26 | +16,000 | New | Q2 2026 | Aug 14, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 15,879 | 160 | 0.01% | 0.01% | 27 | +449 | 2.91% | Q2 2026 | Jul 24, 2026 |
| Savant Capital, LLC | History | New | 11,512 | 116 | 0.0% | — | 28 | +11,512 | New | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | New | 11,352 | 114 | 0.0% | — | 29 | +11,352 | New | Q2 2026 | Aug 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 10,759 | 108 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 10,267 | 104 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| &PARTNERS | History | No change | 10,068 | 101 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 9,132 | 92 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | New | 8,315 | 84 | 0.0% | — | 34 | +8,315 | New | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 6,404 | 64 | 0.0% | 0.0% | 35 | -69 | -1.07% | Q2 2026 | Aug 05, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 5,000 | 50 | 0.0% | 0.0% | 36 | -4,419 | -46.92% | Q2 2026 | Jul 06, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 4,082 | 41 | 0.01% | 0.01% | 37 | -500 | -10.91% | Q2 2026 | Aug 05, 2026 |
| Larson Financial Group LLC | History | No change | 3,720 | 37 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 3,291 | 33 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WPG Advisers, LLC | History | Reduced | 2,055 | 20 | 0.01% | 0.01% | 40 | -3 | -0.15% | Q2 2026 | Aug 05, 2026 |
| Quent Capital, LLC | History | New | 1,500 | 15 | 0.0% | — | 41 | +1,500 | New | Q2 2026 | Aug 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,388 | 13 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 1,000 | 10 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FNY Investment Advisers, LLC | History | No change | 600 | 6 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 500 | 5 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 521 | 5 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 423 | 4 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Shaker Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.72% | — | -200,442 | -100.0% | Q2 2026 | Jul 15, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -86,200 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Almitas Capital LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -85,383 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,231 | -100.0% | Q2 2026 | Jul 27, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,723 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.06% | — | -10,050 | -100.0% | Q2 2026 | Jul 24, 2026 |
| ASSETMARK, INC | History | Reduced | 58 | 0 | — | 0.0% | — | -5,000 | -98.85% | Q2 2026 | Jul 30, 2026 |