JCE
Nuveen Core Equity Alpha Fund
1W: +0.1%
1M: +0.7%
3M: +2.6%
YTD: +6.8%
1Y: +9.0%
3Y: +68.4%
5Y: +60.6%
$16.83
-0.02 (-0.12%)
Weekly Expected Move ±1.7%
$16
$17
$17
$17
$17
Institutional Ownership — JCE
55
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
78M
Total Invested
5
New Positions
21
Increased
17
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (62 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 577,911 | $10M | +5,399 | +0.9% | 7Q | SEC ↗ |
| 2 | Baird Financial Group, Inc. | 531,973 | $9M | +50,034 | +10.4% | 8Q | SEC ↗ |
| 3 | Shaker Financial Services, LLC | 519,128 | $9M | -96,536 | -15.7% | 14Q | SEC ↗ |
| 4 | 1607 Capital Partners, LLC | 503,250 | $8M | +215,039 | +74.6% | 2Q | SEC ↗ |
| 5 | MORGAN STANLEY | 389,113 | $7M | +14,874 | +4.0% | 60Q | SEC ↗ |
| 6 | GUGGENHEIM CAPITAL LLC | 318,259 | $5M | +691 | +0.2% | 64Q | SEC ↗ |
| 7 | RETIREMENT PLANNING GROUP, LLC / NY | 250,109 | $4M | -4,969 | -1.9% | 7Q | SEC ↗ |
| 8 | Invesco Ltd. | 236,535 | $4M | -25,064 | -9.6% | 50Q | SEC ↗ |
| 9 | Karpus Management, Inc. | 199,137 | $3M | +14,941 | +8.1% | 3Q | SEC ↗ |
| 10 | OSAIC HOLDINGS, INC. | 180,614 | $3M | +1,867 | +1.0% | 26Q | SEC ↗ |
| 11 | Capital Investment Advisors, LLC | 115,451 | $2M | -1,120 | -1.0% | 14Q | SEC ↗ |
| 12 | WELLS FARGO & COMPANY/MN | 107,704 | $2M | -1,195 | -1.1% | 72Q | SEC ↗ |
| 13 | LPL Financial LLC | 92,831 | $2M | +2,794 | +3.1% | 61Q | SEC ↗ |
| 14 | Steward Partners Investment Advisory, | 91,508 | $2M | +730 | +0.8% | 29Q | SEC ↗ |
| 15 | Thrivent Financial for Lutherans | 80,761 | $1M | -5,095 | -5.9% | 4Q | SEC ↗ |
| 16 | Advisors Asset Management, Inc. | 54,397 | $916K | +23,914 | +78.5% | 2Q | SEC ↗ |
| 17 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 52,194 | $878K | +169 | +0.3% | 26Q | SEC ↗ |
| 18 | Spire Wealth Management | 51,574 | $868K | — | +0.0% | 22Q | SEC ↗ |
| 19 | AMERIPRISE FINANCIAL INC | 45,744 | $770K | -364 | -0.8% | 16Q | SEC ↗ |
| 20 | UBS Group AG | 44,534 | $750K | +3,421 | +8.3% | 47Q | SEC ↗ |
| 21 | Z3 Capital Partners, LLC | 41,411 | $697K | +818 | +2.0% | 3Q | SEC ↗ |
| 22 | BANK OF AMERICA CORP /DE | 33,348 | $561K | -2,444 | -6.8% | 15Q | SEC ↗ |
| 23 | ROYAL BANK OF CANADA | 33,347 | $561K | +561 | +1.7% | 67Q | SEC ↗ |
| 24 | PMG Family Office LLC | 30,675 | $516K | +1,306 | +4.4% | 4Q | SEC ↗ |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 29,481 | $496K | -5,547 | -15.8% | 35Q | SEC ↗ |
| 26 | Cetera Investment Advisers | 27,585 | $464K | -2,941 | -9.6% | 10Q | SEC ↗ |
| 27 | Cambridge Investment Research Advisors | 25,928 | $436K | -63 | -0.2% | 24Q | SEC ↗ |
| 28 | NewEdge Advisors, LLC | 20,115 | $339K | -10,400 | -34.1% | 15Q | SEC ↗ |
| 29 | TWO SIGMA INVESTMENTS, LP | 18,921 | $318K | — | +0.0% | 2Q | SEC ↗ |
| 30 | Canal Capital Management, LLC | 18,116 | $305K | +6,944 | +62.2% | 3Q | SEC ↗ |
| 31 | XTX Topco Ltd NEW | 16,926 | $285K | — | +0.0% | 1Q | SEC ↗ |
| 32 | WOLVERINE ASSET MANAGEMENT LLC | 14,232 | $240K | -88,886 | -86.2% | 5Q | SEC ↗ |
| 33 | Centurion Wealth Management LLC | 12,771 | $215K | +291 | +2.3% | 8Q | SEC ↗ |
| 34 | NWF Advisory Services Inc. | 12,100 | $204K | +2,000 | +19.8% | 6Q | SEC ↗ |
| 35 | David J Yvars Group | 11,000 | $185K | — | +0.0% | 17Q | SEC ↗ |
| 36 | DAYMARK WEALTH PARTNERS, LLC | 10,790 | $182K | — | +0.0% | 12Q | SEC ↗ |
| 37 | Founders Financial Alliance, LLC | 10,317 | $174K | +19 | +0.2% | 2Q | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 9,363 | $158K | — | +0.0% | 4Q | SEC ↗ |
| 39 | CWM, LLC | 5,816 | $98K | — | +0.0% | 18Q | SEC ↗ |
| 40 | FIFTH THIRD BANCORP | 3,969 | $67K | — | +0.0% | 2Q | SEC ↗ |
| 41 | FNY Investment Advisers, LLC | 3,000 | $50K | — | +0.0% | 2Q | SEC ↗ |
| 42 | EASTERN BANK | 1,869 | $31K | — | +0.0% | 6Q | SEC ↗ |
| 43 | Ameritas Advisory Services, LLC NEW | 1,751 | $29K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Centerpoint Advisors, LLC | 1,000 | $17K | — | +0.0% | 30Q | SEC ↗ |
| 45 | JONES FINANCIAL COMPANIES LLLP NEW | 978 | $16K | — | +0.0% | 1Q | SEC ↗ |
| 46 | PNC Financial Services Group, Inc. | 948 | $16K | — | +0.0% | 15Q | SEC ↗ |
| 47 | MERCER GLOBAL ADVISORS INC /ADV NEW | 431 | $7K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Thomas J. Herzfeld Advisors, Inc. | 402 | $7K | +9 | +2.3% | 63Q | SEC ↗ |
| 49 | Colonial Trust Co / SC | 371 | $6K | — | +0.0% | 15Q | SEC ↗ |
| 50 | Institute for Wealth Management, LLC. NEW | 300 | $5K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| XTX Topco Ltd | 16,926 | $285K |
| Ameritas Advisory Services, LLC | 1,751 | $29K |
| JONES FINANCIAL COMPANIES LLLP | 978 | $16K |
| MERCER GLOBAL ADVISORS INC /ADV | 431 | $7K |
| Institute for Wealth Management, LL | 300 | $5K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Cornerstone Advisors, LLC | 141,473 | $2M |
| Calamos Advisors LLC | 17,253 | $290K |
| Sowell Financial Services LLC | 16,957 | $285K |
| J.W. COLE ADVISORS, INC. | 11,330 | $191K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 11,132 | $187K |
| Blue Trust, Inc. | 6,040 | $102K |
| Western Wealth Management, LLC | 2,469 | $42K |
| Advisory Services Network, LLC | 1,792 | $30K |
| Indiana Trust & Investment Manageme | 995 | $17K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 306 | $5K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| 1607 Capital Partners, LLC | +215,039 | +74.6% | 503,250 |
| Baird Financial Group, Inc. | +50,034 | +10.4% | 531,973 |
| Advisors Asset Management, Inc. | +23,914 | +78.5% | 54,397 |
| Karpus Management, Inc. | +14,941 | +8.1% | 199,137 |
| MORGAN STANLEY | +14,874 | +4.0% | 389,113 |
| Canal Capital Management, LLC | +6,944 | +62.2% | 18,116 |
| RAYMOND JAMES FINANCIAL INC | +5,399 | +0.9% | 577,911 |
| UBS Group AG | +3,421 | +8.3% | 44,534 |
| LPL Financial LLC | +2,794 | +3.1% | 92,831 |
| NWF Advisory Services Inc. | +2,000 | +19.8% | 12,100 |
| OSAIC HOLDINGS, INC. | +1,867 | +1.0% | 180,614 |
| PMG Family Office LLC | +1,306 | +4.4% | 30,675 |
| Z3 Capital Partners, LLC | +818 | +2.0% | 41,411 |
| Steward Partners Investment Advisor | +730 | +0.8% | 91,508 |
| GUGGENHEIM CAPITAL LLC | +691 | +0.2% | 318,259 |
| ROYAL BANK OF CANADA | +561 | +1.7% | 33,347 |
| Centurion Wealth Management LLC | +291 | +2.3% | 12,771 |
| INTERNATIONAL ASSETS INVESTMENT MAN | +169 | +0.3% | 52,194 |
| Founders Financial Alliance, LLC | +19 | +0.2% | 10,317 |
| Thomas J. Herzfeld Advisors, Inc. | +9 | +2.3% | 402 |
Biggest Decreases (13)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Shaker Financial Services, LLC | -96,536 | -15.7% | 519,128 |
| WOLVERINE ASSET MANAGEMENT LLC | -88,886 | -86.2% | 14,232 |
| Invesco Ltd. | -25,064 | -9.6% | 236,535 |
| NewEdge Advisors, LLC | -10,400 | -34.1% | 20,115 |
| COMMONWEALTH EQUITY SERVICES, LLC | -5,547 | -15.8% | 29,481 |
| Thrivent Financial for Lutherans | -5,095 | -5.9% | 80,761 |
| RETIREMENT PLANNING GROUP, LLC / NY | -4,969 | -1.9% | 250,109 |
| Cetera Investment Advisers | -2,941 | -9.6% | 27,585 |
| BANK OF AMERICA CORP /DE | -2,444 | -6.8% | 33,348 |
| WELLS FARGO & COMPANY/MN | -1,195 | -1.1% | 107,704 |
| Capital Investment Advisors, LLC | -1,120 | -1.0% | 115,451 |
| AMERIPRISE FINANCIAL INC | -364 | -0.8% | 45,744 |
| Cambridge Investment Research Advis | -63 | -0.2% | 25,928 |