Purchases and Sales Made in Q1 2025 in Nuveen Core Equity Alpha Fund (JCE)
This table provides information about the institutional ownership of Nuveen Core Equity Alpha Fund (JCE) during Q1 2025. The information is specifically focused on institutions that hold shares of Nuveen Core Equity Alpha Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
150K+ 75.83% |
$2.14M - $2.42M
|
347K
$5.34M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
51K+ 43.44% |
$731K - $824K
|
168K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.7K+ 9.68% |
$469K - $529K
|
371K
$5.7M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.6K+ 2.75% |
$194K - $219K
|
508K
$7.81M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
11.4K+ 100.0% |
$164K - $185K
|
22.9K
$352K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.4K+ 10.08% |
$163K - $184K
|
124K
$1.91M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.1KNew |
$159K - $180K
|
11.1K
$171K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11KNew |
$158K - $178K
|
11K
$169K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.95K+ 19.19% |
$114K - $128K
|
49.4K
$759K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
6.42K+ 2.64% |
$91.9K - $104K
|
250K
$3.84M
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
6.1KNew |
$87.4K - $98.5K
|
6.1K
$93.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
5.05K+ 10.79% |
$72.3K - $81.5K
|
51.9K
$797K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3KNew |
$43K - $48.4K
|
3K
$46.1K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3K+ 12.08% |
$43K - $48.4K
|
27.8K
$428K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.44K+ 6.52% |
$34.9K - $39.4K
|
39.9K
$613K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
1.87KNew |
$26.8K - $30.2K
|
1.87K
$28.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.62K+ 4.88% |
$23.2K - $26.1K
|
34.8K
$535K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.44KNew |
$20.6K - $23.2K
|
1.44K
$22.1K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.07K+ 3.94% |
$15.3K - $17.3K
|
28.2K
$434K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
784+ 0.94% |
$11.2K - $12.7K
|
84.5K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
288+ 0.97% |
$4.12K - $4.65K
|
29.8K
$459K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
30+ 13.51% |
$430 - $484
|
252
$3.87K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-451- 1.74% |
$6.46K - $7.28K
|
25.4K
$391K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.08K- 3.87% |
$15.4K - $17.4K
|
26.7K
$411K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.64K- 1.55% |
$23.5K - $26.5K
|
104K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.2K- 0.79% |
$60.2K - $67.8K
|
525K
$8.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
SELL
|
- |
-5.2K- 1.78% |
$74.4K - $83.8K
|
287K
$4.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-11.8K- 8.14% |
$169K - $190K
|
133K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-15.3K- 6.28% |
$219K - $247K
|
228K
$3.51M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-17.4K- 16.24% |
$249K - $280K
|
89.6K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-19.9K- 24.77% |
$285K - $321K
|
60.4K
$929K
|