NPCT
Nuveen Core Plus Impact Fund
1W: -2.2%
1M: -4.4%
3M: -8.0%
YTD: -8.3%
1Y: -13.9%
3Y: +31.0%
5Y: -25.8%
$9.15
-0.03 (-0.27%)
Weekly Expected Move ±1.6%
$9
$9
$9
$9
$9
Institutional Ownership — NPCT
54
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
82M
Total Invested
9
New Positions
9
Increased
25
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (59 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,674,133 | 24M | -27,419 | -1.0% | 21Q | SEC ↗ |
| 2 | Atlas Wealth LLC NEW | 1,535,428 | 14M | — | +0.0% | 1Q | SEC ↗ |
| 3 | Penserra Capital Management LLC | 814,982 | 7M | +31,093 | +4.0% | 8Q | SEC ↗ |
| 4 | GUGGENHEIM CAPITAL LLC | 485,099 | 4M | -19,000 | -3.8% | 19Q | SEC ↗ |
| 5 | CAPTRUST FINANCIAL ADVISORS | 484,030 | 4M | -10,236 | -2.1% | 11Q | SEC ↗ |
| 6 | SIT INVESTMENT ASSOCIATES INC | 382,175 | 3M | -1,200 | -0.3% | 15Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 324,495 | 3M | -21,765 | -6.3% | 21Q | SEC ↗ |
| 8 | STIFEL FINANCIAL CORP | 259,972 | 2M | +5,387 | +2.1% | 21Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 176,408 | 2M | +5,704 | +3.3% | 15Q | SEC ↗ |
| 10 | FLAGSHIP HARBOR ADVISORS, LLC | 124,411 | 1M | -676 | -0.5% | 13Q | SEC ↗ |
| 11 | LPL Financial LLC | 100,542 | 920K | +17,022 | +20.4% | 15Q | SEC ↗ |
| 12 | OSAIC HOLDINGS, INC. | 90,163 | 825K | +19,550 | +27.7% | 21Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 76,707 | 702K | -9,077 | -10.6% | 21Q | SEC ↗ |
| 14 | Bay Colony Advisory Group, Inc d/b/a B | 68,731 | 629K | -535 | -0.8% | 7Q | SEC ↗ |
| 15 | Invesco Ltd. | 62,441 | 571K | -34,203 | -35.4% | 9Q | SEC ↗ |
| 16 | Cambridge Investment Research Advisors | 58,094 | 532K | -1,834 | -3.1% | 12Q | SEC ↗ |
| 17 | PFG Investments, LLC | 37,461 | 343K | +60 | +0.2% | 10Q | SEC ↗ |
| 18 | EVOLVE PRIVATE WEALTH, LLC | 36,196 | 331K | -3,079 | -7.8% | 3Q | SEC ↗ |
| 19 | SeaCrest Wealth Management, LLC | 32,997 | 302K | -7,355 | -18.2% | 14Q | SEC ↗ |
| 20 | HRT FINANCIAL LP NEW | 31,404 | 287K | — | +0.0% | 1Q | SEC ↗ |
| 21 | RAYMOND JAMES FINANCIAL INC | 28,502 | 261K | +4,967 | +21.1% | 7Q | SEC ↗ |
| 22 | READYSTATE ASSET MANAGEMENT LP NEW | 24,509 | 224K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Closed-End Fund Advisors, Inc. | 22,888 | 209K | -500 | -2.1% | 3Q | SEC ↗ |
| 24 | UBS Group AG | 22,415 | 205K | -8,777 | -28.1% | 21Q | SEC ↗ |
| 25 | XTX Topco Ltd | 20,909 | 191K | +5,426 | +35.0% | 3Q | SEC ↗ |
| 26 | NOMURA HOLDINGS INC NEW | 16,000 | 146K | — | +0.0% | 1Q | SEC ↗ |
| 27 | UHLMANN PRICE SECURITIES, LLC | 15,879 | 145K | +449 | +2.9% | 8Q | SEC ↗ |
| 28 | Savant Capital, LLC NEW | 11,512 | 105K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Global Retirement Partners, LLC NEW | 11,352 | 104K | — | +0.0% | 1Q | SEC ↗ |
| 30 | MERCER GLOBAL ADVISORS INC /ADV | 10,759 | 98K | — | +0.0% | 4Q | SEC ↗ |
| 31 | Onyx Bridge Wealth Group LLC | 10,267 | 94K | — | +0.0% | 20Q | SEC ↗ |
| 32 | &PARTNERS | 10,068 | 92K | — | +0.0% | 11Q | SEC ↗ |
| 33 | US BANCORP \DE | 9,132 | 84K | — | +0.0% | 4Q | SEC ↗ |
| 34 | Ameritas Advisory Services, LLC NEW | 8,315 | 76K | — | +0.0% | 1Q | SEC ↗ |
| 35 | FIFTH THIRD BANCORP | 6,404 | 59K | -69 | -1.1% | 2Q | SEC ↗ |
| 36 | CoreCap Advisors, LLC | 5,000 | 46K | -4,419 | -46.9% | 6Q | SEC ↗ |
| 37 | Integrated Wealth Concepts LLC NEW | 4,749 | 43K | — | +0.0% | 1Q | SEC ↗ |
| 38 | BLUE BELL PRIVATE WEALTH MANAGEMENT, L | 4,082 | 37K | -500 | -10.9% | 11Q | SEC ↗ |
| 39 | Larson Financial Group LLC | 3,720 | 34K | — | +0.0% | 11Q | SEC ↗ |
| 40 | Pinnacle Wealth Planning Services, Inc | 3,291 | 30K | — | +0.0% | 3Q | SEC ↗ |
| 41 | WPG Advisers, LLC | 2,055 | 19K | -3 | -0.1% | 7Q | SEC ↗ |
| 42 | Quent Capital, LLC NEW | 1,500 | 14K | — | +0.0% | 1Q | SEC ↗ |
| 43 | WHITTIER TRUST CO OF NEVADA INC | 1,388 | 13K | — | +0.0% | 2Q | SEC ↗ |
| 44 | HIGHLINE WEALTH PARTNERS LLC | 1,000 | 9K | — | +0.0% | 4Q | SEC ↗ |
| 45 | FNY Investment Advisers, LLC | 600 | 5K | — | +0.0% | 2Q | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 521 | 5K | — | +0.0% | 2Q | SEC ↗ |
| 47 | MARK SHEPTOFF FINANCIAL PLANNING, LLC | 500 | 5K | — | +0.0% | 2Q | SEC ↗ |
| 48 | CWM, LLC | 423 | 4K | -25 | -5.6% | 7Q | SEC ↗ |
| 49 | ASSETMARK, INC | 58 | 1K | -5,000 | -98.9% | 10Q | SEC ↗ |
| 50 | Virtu Financial LLC | 0 | 0K | -16,397 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| Atlas Wealth LLC | 1,535,428 | 14M |
| HRT FINANCIAL LP | 31,404 | 287K |
| READYSTATE ASSET MANAGEMENT LP | 24,509 | 224K |
| NOMURA HOLDINGS INC | 16,000 | 146K |
| Savant Capital, LLC | 11,512 | 105K |
| Global Retirement Partners, LLC | 11,352 | 104K |
| Ameritas Advisory Services, LLC | 8,315 | 76K |
| Integrated Wealth Concepts LLC | 4,749 | 43K |
| Quent Capital, LLC | 1,500 | 14K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Shaker Financial Services, LLC | 200,442 | 2M |
| WOLVERINE ASSET MANAGEMENT LLC | 86,200 | 789K |
| Almitas Capital LLC | 85,383 | 781K |
| Private Advisor Group, LLC | 28,231 | 258K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 27,211 | 249K |
| AlphaCore Capital LLC | 20,605 | 189K |
| Virtu Financial LLC | 16,397 | 150K |
| JANE STREET GROUP, LLC | 15,723 | 144K |
| Marex Group plc | 12,200 | 112K |
| PETRA FINANCIAL ADVISORS INC | 10,050 | 92K |
Biggest Increases (9)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Penserra Capital Management LLC | +31,093 | +4.0% | 814,982 |
| OSAIC HOLDINGS, INC. | +19,550 | +27.7% | 90,163 |
| LPL Financial LLC | +17,022 | +20.4% | 100,542 |
| BANK OF AMERICA CORP /DE | +5,704 | +3.3% | 176,408 |
| XTX Topco Ltd | +5,426 | +35.0% | 20,909 |
| STIFEL FINANCIAL CORP | +5,387 | +2.1% | 259,972 |
| RAYMOND JAMES FINANCIAL INC | +4,967 | +21.1% | 28,502 |
| UHLMANN PRICE SECURITIES, LLC | +449 | +2.9% | 15,879 |
| PFG Investments, LLC | +60 | +0.2% | 37,461 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Invesco Ltd. | -34,203 | -35.4% | 62,441 |
| MORGAN STANLEY | -27,419 | -1.0% | 2,674,133 |
| WELLS FARGO & COMPANY/MN | -21,765 | -6.3% | 324,495 |
| GUGGENHEIM CAPITAL LLC | -19,000 | -3.8% | 485,099 |
| CAPTRUST FINANCIAL ADVISORS | -10,236 | -2.1% | 484,030 |
| ROYAL BANK OF CANADA | -9,077 | -10.6% | 76,707 |
| UBS Group AG | -8,777 | -28.1% | 22,415 |
| SeaCrest Wealth Management, LLC | -7,355 | -18.2% | 32,997 |
| ASSETMARK, INC | -5,000 | -98.9% | 58 |
| CoreCap Advisors, LLC | -4,419 | -46.9% | 5,000 |
| EVOLVE PRIVATE WEALTH, LLC | -3,079 | -7.8% | 36,196 |
| Cambridge Investment Research Advis | -1,834 | -3.1% | 58,094 |
| SIT INVESTMENT ASSOCIATES INC | -1,200 | -0.3% | 382,175 |
| FLAGSHIP HARBOR ADVISORS, LLC | -676 | -0.5% | 124,411 |
| Bay Colony Advisory Group, Inc d/b/ | -535 | -0.8% | 68,731 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT | -500 | -10.9% | 4,082 |
| Closed-End Fund Advisors, Inc. | -500 | -2.1% | 22,888 |
| FIFTH THIRD BANCORP | -69 | -1.1% | 6,404 |
| CWM, LLC | -25 | -5.6% | 423 |
| WPG Advisers, LLC | -3 | -0.1% | 2,055 |