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Nuveen Core Equity Alpha Fund
JCE

Overview Fund Activity

44 hedge funds and large institutions have $55.9M invested in Nuveen Core Equity Alpha Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
16
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$5.16M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.41M
3
NAS
3
NWF Advisory Services
California
$198K
4
Raymond James Financial
4
Raymond James Financial
Florida
$7.42M
5
MWM
5
MGB Wealth Management
Texas
$349K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$881K
2
LPL Financial
2
LPL Financial
California
$1.31M
3
GC
3
Guggenheim Capital
Illinois
$3.33M
4
CIA
4
Capital Investment Advisors
Georgia
$1.94M
5
LFG
5
Larson Financial Group
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
1
Baird Financial Group
Wisconsin
$7.65M 524,571 -4,203 -0.8%
Raymond James Financial
2
Raymond James Financial
Florida
$7.42M 508,319 +13,581 +3%
Morgan Stanley
3
Morgan Stanley
New York
$5.41M 370,960 +32,747 +10%
SFS
4
Shaker Financial Services
Virginia
$5.16M 347,176 +149,730 +76%
RPGNY
5
Retirement Planning Group (New York)
New York
$4.18M 286,697 -5,195 -2%
Invesco
6
Invesco
Georgia
$3.65M 249,969 +6,421 +3%
GC
7
Guggenheim Capital
Illinois
$3.33M 228,075 -15,287 -6%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.46M 168,473 +9,875 +6%
CIA
9
Capital Investment Advisors
Georgia
$1.94M 132,871 -11,773 -8%
Wells Fargo
10
Wells Fargo
California
$1.82M 124,440 +11,393 +10%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$1.64M 105,393 – –
AAM
12
Advisors Asset Management
Colorado
$1.52M 104,088 -1,643 -2%
LPL Financial
13
LPL Financial
California
$1.31M 89,568 -17,364 -16%
SPIA
14
Steward Partners Investment Advisory
New York
$1.23M 84,477 +784 +0.9%
UBS Group
15
UBS Group
Switzerland
$881K 60,415 -19,889 -25%
SWM
16
Spire Wealth Management
Virginia
$757K 51,860 +5,050 +11%
IAIM
17
International Assets Investment Management
Florida
$720K 49,377 +7,950 +19%
Ameriprise
18
Ameriprise
Minnesota
$582K 39,867 +2,439 +7%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$508K 34,830 +1,620 +5%
Bank of America
20
Bank of America
North Carolina
$435K 29,836 +288 +1%
NA
21
NewEdge Advisors
Louisiana
$412K 28,230 +1,069 +4%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$406K 27,839 +3,000 +12%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$390K 26,715 -1,075 -4%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$371K 25,425 -451 -2%
MWM
25
MGB Wealth Management
Texas
$349K 22,884 +11,442 +100%
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