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Nuveen Core Equity Alpha Fund
JCE

Overview Fund Activity

45 hedge funds and large institutions have $42.9M invested in Nuveen Core Equity Alpha Fund in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
45
Holders Change
-3
Holders Change %
-6.25%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
15
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$3.25M
2
NA
2
NewEdge Advisors
Louisiana
$323K
3
RJA
3
Raymond James & Associates
Florida
$6.64M
4
WFS
4
Widmann Financial Services
Maryland
$110K
5
Morgan Stanley
5
Morgan Stanley
New York
$4.69M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.89M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$661K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.27M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$616K
5
GC
5
Guggenheim Capital
Illinois
$3.19M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
26
MGB Wealth Management
Texas
$173K 11,442 – –
DJYG
27
David J. Yvars Group
Florida
$163K 11,000 – –
DWP
28
Daymark Wealth Partners
Ohio
$162K 10,790 – –
WFS
29
Widmann Financial Services
Maryland
$110K 7,300 +7,300 New
GJWM
30
Gilliland Jeter Wealth Management
Arkansas
$108K 7,217 +503 +7%
Comerica Bank
31
Comerica Bank
Texas
$94.4K 6,291 +105 +2%
ATPW
32
Ashton Thomas Private Wealth
Arizona
$55.1K 3,676 +3,676 New
LFG
33
Larson Financial Group
Missouri
$30K 2,000 +2,000 New
HCP
34
Hexagon Capital Partners
Arkansas
$28.8K 1,921 – –
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$21K 1,381 – –
MA
36
Montag & Associates
Georgia
$15.3K 1,000 – –
CA
37
CoreCap Advisors
Michigan
$15K 1,000 -1,000 -50%
CA
38
Centerpoint Advisors
Massachusetts
$15K 1,000 – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$14.2K 948 -7,659 -89%
CT
40
Colonial Trust
South Carolina
$5.51K 371 – –
TJHA
41
Thomas J. Herzfeld Advisors
Florida
$5.1K 340 +15 +5%
AF
42
Allworth Financial
California
$3.9K 265 – –
FMP
43
Financial Management Professionals
Texas
$3K 188 +27 +17%
IGWM
44
ICA Group Wealth Management
Colorado
$2.6K 173 – –
DJSG
45
D.J. St. Germain
Massachusetts
$1.88K 125 – –
CWA
46
Continuum Wealth Advisors
New York
– – -19,545 Closed
LCM
47
Landscape Capital Management
New Jersey
– – -15,970 Closed
Fisher Asset Management
48
Fisher Asset Management
Washington
– – -14,280 Closed
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
– – -12,072 Closed
FIA
50
FNY Investment Advisers
New York
– – -3,000 Closed
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2
3