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Disclosery

JCE NUVEEN CORE EQUITY ALPHA FD

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COM (fund), issuer CIK 1385763

45 managers (45 13F filers) reported a position in JCE shares at 2025-03-31, 3,816,674 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
45
13F filers
45
New
7
Added
16
Reduced
9
Sold out
5
Shares held by filers
3,816,674

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.524,571$7.65M0.01%-4,20313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC508,319$7.42M<0.01%+13,58113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY370,960$5.41M<0.01%+32,74713F-HRTimelineGroup
Shaker Financial Services, LLC347,176$5.16M2.01%+149,73013F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY286,697$4.18M4.26%-5,19513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.249,969$3.65M<0.01%+6,42113F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC228,075$3.33M0.03%-15,28713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.168,473$2.46M0.01%+9,87513F-HRTimelineGroup
Capital Investment Advisors, LLC132,871$1.94M0.04%-11,77313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN124,440$1.82M<0.01%+11,39313F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…105,393$1.64M<0.01%013F-HR/ATimelineGroup
Advisors Asset Management, Inc.104,088$1.52M0.03%-1,64313F-HR/ATimeline
LPL Financial LLC89,568$1.31M<0.01%-17,36413F-HRTimeline
Steward Partners Investment Advisory, L…84,477$1.23M0.01%+78413F-HRTimeline
UBS Group AGin group UBS Group AG60,415$881K<0.01%-19,88913F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management51,860$757K0.02%+5,05013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…49,377$720K0.06%+7,95013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC39,867$582K<0.01%+2,43913F-HRTimelineGroup
Cambridge Investment Research Advisors,…34,830$508K<0.01%+1,62013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/29,836$435K<0.01%+28813F-HRTimelineGroup
NewEdge Advisors, LLC28,230$412K<0.01%+1,06913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC27,839$406K<0.01%+3,00013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA26,715$390K<0.01%-1,07513F-HR/ATimelineGroup
Cetera Investment Advisers25,425$371K<0.01%-45113F-HRTimeline
MGB Wealth Management, LLC22,884$349K0.13%+11,44213F-HRTimeline
NWF Advisory Services Inc.13,600$198K0.03%new13F-HRTimeline
Centurion Wealth Management LLC11,490$183K0.06%013F-HRTimeline
J.W. COLE ADVISORS, INC.11,135$162K0.01%new13F-HRTimeline
Sowell Financial Services LLC11,007$161K0.01%new13F-HRTimeline
David J Yvars Group11,000$159K0.12%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC10,790$157K0.01%013F-HR/ATimeline
COMERICA BANK6,595$96.2K<0.01%013F-HRTimeline
Cornerstone Advisors, LLC6,100$89K<0.01%new13F-HRTimeline
FNY Investment Advisers, LLC3,000$43K0.03%new13F-HRTimeline
Hexagon Capital Partners LLC1,921$28K0.01%013F-HRTimeline
EASTERN BANK1,869$27.3K<0.01%new13F-HRTimeline
Elequin Capital, LP1,438$21K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,316$19K<0.01%013F-HRTimelineGroup
Centerpoint Advisors, LLC1,000$15K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…948$13.8K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors371$5.35K<0.01%013F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.362$5.29K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.252$3.68K<0.01%+3013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC125$1.82K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.