Kingsview Wealth Management, LLC Nuveen Core Equity Alpha Fund Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 24, 2021	SELL	$13.81 - $15.21 $256,092 - $282,054	-18,544 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$12.16 - $14.07 $225,495 - $260,914	18,544 New	18,544 $261,000
Q3 2020 Nov 19, 2020	SELL	$12.22 - $13.56 $286,913 - $318,375	-23,479 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$10.13 - $13.38 $103,336 - $136,489	10,201 Added 76.83%	23,479 $286,000
Q1 2020 May 11, 2020	BUY	$8.49 - $15.36 $112,730 - $203,950	13,278 New	13,278 $142,000

Others Institutions Holding JCE

# of Institutions

51

Shares Held

3.12M

Call Options Held

0

Put Options Held

0

Baird Financial Group, Inc. Milwaukee, WI

511K
Shares

$8.04 Million
0.02% of portfolio
Raymond James & Associates St Petersburg, FL

415K
Shares

$6.53 Million
0.0% of portfolio
Morgan Stanley New York, NY

311K
Shares

$4.9 Million
0.0% of portfolio
Invesco Ltd. Atlanta, GA

242K
Shares

$3.8 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

224K
Shares

$3.52 Million
0.02% of portfolio

About Nuveen Core Equity Alpha Fund

Ticker JCE
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Core Equity Alpha Fund is a closed-ended equity mutual fund launched by Nuveen Investments Inc. The fund is co-managed by Nuveen Fund Advisors LLC, Nuveen Asset Management, LLC, and INTECH Investment Management. It invests in the public equity markets of the United States. The fund also invests some portion of its portfolio in derivatives...

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