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Disclosery

JCE NUVEEN CORE EQUITY ALPHA FD

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COM (fund), issuer CIK 1385763

43 managers (43 13F filers) reported a position in JCE shares at 2024-12-31, 3,597,114 shares in all. 0 filers opened a position and 6 filers sold out during the quarter.

Managers
43
13F filers
43
New
0
Added
15
Reduced
11
Sold out
6
Shares held by filers
3,597,114

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Baird Financial Group, Inc.in group Baird Financial Group, Inc.528,774$8.41M0.02%+17,78513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC494,738$7.87M<0.01%13F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY338,213$5.38M<0.01%+26,74613F-HR/ATimelineGroup
RETIREMENT PLANNING GROUP, LLC / NY291,892$4.64M5.11%13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.243,548$3.87M<0.01%+1,67213F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC243,362$3.87M0.03%+19,80513F-HRTimelineGroup
Shaker Financial Services, LLC197,446$3.14M1.2%+175,05313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.158,598$2.52M0.01%+40,08813F-HR/ATimelineGroup
Capital Investment Advisors, LLC144,644$2.3M0.05%-6,63013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN113,047$1.8M<0.01%-2,33313F-HRTimelineGroup
LPL Financial LLC106,932$1.7M<0.01%-3,28513F-HRTimeline
Advisors Asset Management, Inc.105,731$1.68M0.03%-64,38813F-HR/ATimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…105,393$1.64M<0.01%-2,15213F-HRTimelineGroup
Steward Partners Investment Advisory, L…83,693$1.33M0.01%+13,55013F-HRTimeline
UBS Group AGin group UBS Group AG80,304$1.28M<0.01%+19,14713F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management46,810$744K0.02%-75013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…41,427$644K0.05%-594,95113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC37,428$595K<0.01%+2,79613F-HRTimelineGroup
Cambridge Investment Research Advisors,…33,210$528K<0.01%+2,74013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/29,548$470K<0.01%-2,05413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA27,790$442K<0.01%-4,31313F-HRTimelineGroup
NewEdge Advisors, LLC27,161$432K<0.01%+1,59613F-HRTimeline
Cetera Investment Advisers25,876$411K<0.01%+6,72913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC24,839$395K<0.01%-11013F-HRTimeline
Centurion Wealth Management LLC11,490$183K0.06%+46113F-HRTimeline
MGB Wealth Management, LLC11,442$182K0.06%013F-HRTimeline
David J Yvars Group11,000$173K0.11%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC10,790$172K0.01%013F-HR/ATimeline
COMERICA BANK6,595$105K<0.01%+20213F-HR/ATimeline
Larson Financial Group LLC6,553$104K0.01%013F-HRTimeline
Hexagon Capital Partners LLC1,921$30.5K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,316$21K<0.01%-6513F-HRTimelineGroup
Centerpoint Advisors, LLC1,000$16K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC1,000$15.9K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,000$15.9K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…948$15.1K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors371$5.84K<0.01%013F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.362$5.76K<0.01%+1413F-HRTimeline
Transce3nd, LLC310$4.93K<0.01%13F-HRTimeline
Allworth Financial LP265$4.22K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.222$3.53K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC125$1.99K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.