Purchases and Sales Made in Q4 2023 in Nuveen Core Equity Alpha Fund (JCE)
This table provides information about the institutional ownership of Nuveen Core Equity Alpha Fund (JCE) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
421K+ 1282.46% |
$4.91M - $5.9M
|
454K
$7.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
214KNew |
$2.49M - $3M
|
214K
$3.31M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
26.7K+ 27.15% |
$311K - $375K
|
125K
$1.94M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
25K+ 11.74% |
$291K - $350K
|
238K
$3.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
16.3K+ 8.22% |
$189K - $228K
|
214K
$3.32M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.1K+ 3.83% |
$188K - $226K
|
438K
$6.78M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
11.4KNew |
$133K - $160K
|
11.4K
$177K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
11K+ 4.18% |
$129K - $155K
|
275K
$4.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.03K+ 13.01% |
$105K - $127K
|
78.4K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.37K+ 60.92% |
$97.5K - $117K
|
22.1K
$342K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.98K+ 6.45% |
$81.3K - $97.8K
|
115K
$1.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.17K+ 11.34% |
$60.2K - $72.5K
|
50.8K
$786K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.75K+ 4.99% |
$55.4K - $66.7K
|
100K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.73K+ 2.62% |
$31.8K - $38.3K
|
107K
$1.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1.75K+ 2.17% |
$20.4K - $24.5K
|
82.4K
$1.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
511New |
$5.95K - $7.16K
|
511
$7.92K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
423New |
$4.93K - $5.93K
|
423
$6.55K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
292+ 1.35% |
$3.4K - $4.09K
|
22K
$340K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
268+ 24.08% |
$3.12K - $3.76K
|
1.38K
$21.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
221+ 3.7% |
$2.57K - $3.1K
|
6.19K
$95.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-550- 5.01% |
$6.41K - $7.71K
|
10.4K
$161K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.1K- 4.01% |
$12.9K - $15.5K
|
26.4K
$409K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.25K- 10.38% |
$14.6K - $17.5K
|
10.8K
$167K
|
|
|
Feb 14, 2024
Q4 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-3.68K- 91.89% |
$42.9K - $51.6K
|
325
$5.03K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.44K- 16.14% |
$63.4K - $76.3K
|
28.3K
$438K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-9.16K- 4.69% |
$107K - $128K
|
186K
$2.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-9.63K- 13.02% |
$112K - $135K
|
64.3K
$996K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.1K- 96.29% |
$118K - $142K
|
389
$6.03K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.3K- 14.1% |
$248K - $298K
|
130K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-33.1K- 12.36% |
$386K - $464K
|
235K
$3.64M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37K- 11.85% |
$431K - $519K
|
275K
$4.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-40K- 11.69% |
$466K - $561K
|
302K
$4.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-183K- 91.28% |
$2.14M - $2.57M
|
17.5K
$271K
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-420K- 92.62% |
$4.9M - $5.89M
|
33.5K
$519K
|