Mgb Wealth Management, LLC Nuveen Core Equity Alpha Fund Transaction History

Mgb Wealth Management, LLC

$354 Billion
Q3 2025

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	SELL	$12.84 - $15.5 $146,915 - $177,351	-11,442 Reduced 50.0%	11,442 $177 Million
Q1 2025 May 09, 2025	BUY	$14.32 - $16.14 $163,849 - $184,673	11,442 Added 100.0%	22,884 $349 Million
Q4 2023 Apr 22, 2024	BUY	$11.65 - $14.02 $133,299 - $160,416	11,442 New	11,442 $155 Million

Others Institutions Holding JCE

# of Institutions

56

Shares Held

4.73M

Call Options Held

0

Put Options Held

0

Baird Financial Group, Inc. Milwaukee, WI

542K
Shares

$8.52 Million
0.01% of portfolio
Shaker Financial Services, LLC

540K
Shares

$8.49 Million
2.98% of portfolio
Raymond James Financial Inc St. Petersburg, FL

494K
Shares

$7.77 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

415K
Shares

$6.53 Million
0.0% of portfolio
Morgan Stanley New York, NY

394K
Shares

$6.2 Million
0.0% of portfolio

About Nuveen Core Equity Alpha Fund

Ticker JCE
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Core Equity Alpha Fund is a closed-ended equity mutual fund launched by Nuveen Investments Inc. The fund is co-managed by Nuveen Fund Advisors LLC, Nuveen Asset Management, LLC, and INTECH Investment Management. It invests in the public equity markets of the United States. The fund also invests some portion of its portfolio in derivatives...

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