Nuveen Core Equity Alpha (JCE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Shaker Financial Services, LLC

DECREASED

Shares464,820 from 519,128

Change-54,308 (-10%)

Value$8.1M (-$657.9K)

Filed 2026-10-14

Capital Investment Advisors, LLC

UNCHANGED

Shares115,451 from 115,451

Change0 (0%)

Value$2.0M (+$67.0K)

Filed 2026-10-22

Thrivent Financial for Lutherans

INCREASED

Shares93,800 from 80,761

Change+13,039 (+16%)

Value$1.6K (-$1.3M)

Filed 2026-11-05

International Assets Investment Management, LLC

INCREASED

Shares55,967 from 52,194

Change+3,773 (+7%)

Value$943.0K (+$88.6K)

Filed 2026-11-02

Spire Wealth Management

UNCHANGED

Shares51,574 from 51,574

Change0 (0%)

Value$873.7K (+$29.9K)

Filed 2026-10-30

PMG Family Office LLC

INCREASED

Shares30,805 from 30,675

Change+130 (+0%)

Value$533.0K (+$20.1K)

Filed 2026-10-19

Commonwealth Equity Services, LLC

INCREASED

Shares30,680 from 29,481

Change+1,199 (+4%)

Value$519.7K (+$37.4K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares26,128 from 25,928

Change+200 (+1%)

Value$443 (-$423.6K)

Filed 2026-11-02

Blue Trust, Inc.

NEW

Shares19,481

Change+19,481

Value$330.0K

Filed 2026-10-15

Concurrent Investment Advisors, LLC

NEW

Shares14,767

Change+14,767

Value$250.2K

Filed 2026-10-16

Centurion Wealth Management LLC

INCREASED

Shares13,059 from 12,771

Change+288 (+2%)

Value$221.2K (+$12.3K)

Filed 2026-10-13

First Bank & Trust

NEW

Shares12,700

Change+12,700

Value$215.1K

Filed 2026-10-19

NWF Advisory Services Inc.

UNCHANGED

Shares12,100 from 12,100

Change0 (0%)

Value$205.0K (+$7.0K)

Filed 2026-10-19

David J Yvars Group

UNCHANGED

Shares11,000 from 11,000

Change0 (0%)

Value$184.1K (+$9.1K)

Filed 2026-10-09

Daymark Wealth Partners, LLC

UNCHANGED

Shares10,790 from 10,790

Change0 (0%)

Value$182.8K (+$6.3K)

Filed 2026-11-04

Eastern Bank

INCREASED

Shares4,537 from 1,869

Change+2,668 (+143%)

Value$76.9K (+$46.3K)

Filed 2026-10-05

Fifth Third Bancorp

UNCHANGED

Shares3,969 from 3,969

Change0 (0%)

Value$67.2K (+$2.3K)

Filed 2026-11-05

FNY Investment Advisers, LLC

INCREASED

Shares3,500 from 3,000

Change+500 (+17%)

Value$59 (+$10)

Filed 2026-10-16

Centerpoint Advisors, LLC

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$17 (+$1)

Filed 2026-11-05

Highline Wealth Partners LLC

NEW

Shares127

Change+127

Value$2.2K

Filed 2026-10-19

Wolverine Asset Management LLC

CLOSED

Shares0 from 14,232

Change-14,232 (-100%)

Value$0 (-$232.8K)

Filed 2026-11-02

1607 Capital Partners, LLC

N/A

Shares— from 1,006,500

Change-1,006,500 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 577,911

Change-577,911 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 531,973

Change-531,973 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 389,113

Change-389,113 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 318,259

Change-318,259 (-100%)

Value—

Retirement Planning Group, LLC / NY

N/A

Shares— from 250,109

Change-250,109 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 236,535

Change-236,535 (-100%)

Value—

Karpus Management, Inc.

N/A

Shares— from 199,137

Change-199,137 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 180,614

Change-180,614 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 107,704

Change-107,704 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 92,831

Change-92,831 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 91,508

Change-91,508 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 54,397

Change-54,397 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 45,744

Change-45,744 (-100%)

Value—

UBS Group AG

N/A

Shares— from 44,534

Change-44,534 (-100%)

Value—

Z3 Capital Partners, LLC

N/A

Shares— from 41,411

Change-41,411 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 33,348

Change-33,348 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 33,347

Change-33,347 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 27,585

Change-27,585 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 20,115

Change-20,115 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 18,921

Change-18,921 (-100%)

Value—

Canal Capital Management, LLC

N/A

Shares— from 18,116

Change-18,116 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 16,926

Change-16,926 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 10,317

Change-10,317 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 10,300

Change-10,300 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 9,800

Change-9,800 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 9,363

Change-9,363 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 1,751

Change-1,751 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 978

Change-978 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 948

Change-948 (-100%)

Value—

Thomas J. Herzfeld Advisors, Inc.

N/A

Shares— from 402

Change-402 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 371

Change-371 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 300

Change-300 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 125

Change-125 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 95

Change-95 (-100%)

Value—

	Status
Shaker Financial Services, LLC	DECREASED	464,820	519,128	-54,308	-10%	$8.7M	$8.1M	-$657.9K	2026-10-14
Capital Investment Advisors, LLC	UNCHANGED	115,451	115,451	0	0%	$1.9M	$2.0M	+$67.0K	2026-10-22
Thrivent Financial for Lutherans	INCREASED	93,800	80,761	+13,039	+16%	$1.3M	$1.6K	-$1.3M	2026-11-05
International Assets Investment Management, LLC	INCREASED	55,967	52,194	+3,773	+7%	$854.4K	$943.0K	+$88.6K	2026-11-02
Spire Wealth Management	UNCHANGED	51,574	51,574	0	0%	$843.8K	$873.7K	+$29.9K	2026-10-30
PMG Family Office LLC	INCREASED	30,805	30,675	+130	+0%	$512.9K	$533.0K	+$20.1K	2026-10-19
Commonwealth Equity Services, LLC	INCREASED	30,680	29,481	+1,199	+4%	$482.3K	$519.7K	+$37.4K	2026-11-02
Cambridge Investment Research Advisors, Inc.	INCREASED	26,128	25,928	+200	+1%	$424.0K	$443	-$423.6K	2026-11-02
Blue Trust, Inc.	NEW	19,481	—	+19,481	—	—	$330.0K	—	2026-10-15
Concurrent Investment Advisors, LLC	NEW	14,767	—	+14,767	—	—	$250.2K	—	2026-10-16
Centurion Wealth Management LLC	INCREASED	13,059	12,771	+288	+2%	$208.9K	$221.2K	+$12.3K	2026-10-13
First Bank & Trust	NEW	12,700	—	+12,700	—	—	$215.1K	—	2026-10-19
NWF Advisory Services Inc.	UNCHANGED	12,100	12,100	0	0%	$198.0K	$205.0K	+$7.0K	2026-10-19
David J Yvars Group	UNCHANGED	11,000	11,000	0	0%	$175.0K	$184.1K	+$9.1K	2026-10-09
Daymark Wealth Partners, LLC	UNCHANGED	10,790	10,790	0	0%	$176.5K	$182.8K	+$6.3K	2026-11-04
Eastern Bank	INCREASED	4,537	1,869	+2,668	+143%	$30.6K	$76.9K	+$46.3K	2026-10-05
Fifth Third Bancorp	UNCHANGED	3,969	3,969	0	0%	$64.9K	$67.2K	+$2.3K	2026-11-05
FNY Investment Advisers, LLC	INCREASED	3,500	3,000	+500	+17%	$49	$59	+$10	2026-10-16
Centerpoint Advisors, LLC	UNCHANGED	1,000	1,000	0	0%	$16	$17	+$1	2026-11-05
Highline Wealth Partners LLC	NEW	127	—	+127	—	—	$2.2K	—	2026-10-19
Wolverine Asset Management LLC	CLOSED	0	14,232	-14,232	-100%	$232.8K	$0	-$232.8K	2026-11-02
1607 Capital Partners, LLC	N/A	—	1,006,500	-1,006,500	-100%	$16.5M	—	—	—
Raymond James Financial Inc	N/A	—	577,911	-577,911	-100%	$9.5M	—	—	—
Baird Financial Group, Inc.	N/A	—	531,973	-531,973	-100%	$8.7M	—	—	—
Morgan Stanley	N/A	—	389,113	-389,113	-100%	$6.4M	—	—	—
Guggenheim Capital LLC	N/A	—	318,259	-318,259	-100%	$5.2M	—	—	—
Retirement Planning Group, LLC / NY	N/A	—	250,109	-250,109	-100%	$4.2M	—	—	—
Invesco Ltd.	N/A	—	236,535	-236,535	-100%	$3.9M	—	—	—
Karpus Management, Inc.	N/A	—	199,137	-199,137	-100%	$3.3M	—	—	—
Osaic Holdings, Inc.	N/A	—	180,614	-180,614	-100%	$3.0M	—	—	—
Wells Fargo & Company	N/A	—	107,704	-107,704	-100%	$1.8M	—	—	—
LPL Financial LLC	N/A	—	92,831	-92,831	-100%	$1.5M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	91,508	-91,508	-100%	$1.5M	—	—	—
Advisors Asset Management, Inc.	N/A	—	54,397	-54,397	-100%	$889.9K	—	—	—
Ameriprise Financial Inc	N/A	—	45,744	-45,744	-100%	$748.4K	—	—	—
UBS Group AG	N/A	—	44,534	-44,534	-100%	$728.6K	—	—	—
Z3 Capital Partners, LLC	N/A	—	41,411	-41,411	-100%	$677.5K	—	—	—
Bank of America Corp	N/A	—	33,348	-33,348	-100%	$545.6K	—	—	—
Royal Bank of Canada	N/A	—	33,347	-33,347	-100%	$546.0K	—	—	—
Cetera Investment Advisers	N/A	—	27,585	-27,585	-100%	$451.3K	—	—	—
NewEdge Advisors, LLC	N/A	—	20,115	-20,115	-100%	$329.1K	—	—	—
Two Sigma Investments, LP	N/A	—	18,921	-18,921	-100%	$309.5K	—	—	—
Canal Capital Management, LLC	N/A	—	18,116	-18,116	-100%	$296.4K	—	—	—
XTX Topco Ltd	N/A	—	16,926	-16,926	-100%	$276.9K	—	—	—
Founders Financial Alliance, LLC	N/A	—	10,317	-10,317	-100%	$168.8K	—	—	—
BFC Planning, Inc.	N/A	—	10,300	-10,300	-100%	$168.5K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	9,800	-9,800	-100%	$160.3K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	9,363	-9,363	-100%	$153.2K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	1,751	-1,751	-100%	$28.6K	—	—	—
Jones Financial Companies Lllp	N/A	—	978	-978	-100%	$15.4K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	948	-948	-100%	$15.5K	—	—	—
Thomas J. Herzfeld Advisors, Inc.	N/A	—	402	-402	-100%	$6.6K	—	—	—
Colonial Trust Co / SC	N/A	—	371	-371	-100%	$5.9K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	300	-300	-100%	$4.9K	—	—	—
ST Germain D J Co Inc	N/A	—	125	-125	-100%	$2.0K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	95	-95	-100%	$1.6K	—	—	—

Showing 56 of 56 institutions