NUVEEN CORE PLUS IMPACT (NPCT) Institutional Ownership Changes & 13F Activity

NUVEEN CORE PLUS IMPACT (NPCT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Atlas Wealth Llc, Invesco Ltd., Hrt Financial Lp, Penserra Capital Management Llc, and Morgan Stanley.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Invesco Ltd.Buy+62,44162,441$632.53KQ2 2026Aug 14, 2026
Hrt Financial LpBuy+31,40431,404$318.00KQ2 2026Aug 14, 2026
Readystate Asset Management LpBuy+24,50924,509$248.28KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-21,765-6.3%324,495$3.29MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+19,550+27.7%90,163$913.45KQ2 2026Aug 14, 2026
Nomura Holdings IncBuy+16,00016,000$162.08KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-9,077-10.6%76,707$777.00KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+8,3158,315$84.23KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+5,704+3.3%176,408$1.79MQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+5,426+35.0%20,909$211.81KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+4,967+21.1%28,502$288.73KQ2 2026Aug 14, 2026
Penserra Capital Management LlcBuy+31,093+4.0%814,982$8.26MQ2 2026Aug 13, 2026
Morgan StanleySell-27,419-1.0%2,674,133$27.09MQ2 2026Aug 13, 2026
Captrust Financial AdvisorsSell-10,236-2.1%484,030$4.90MQ2 2026Aug 13, 2026
Ubs Group AgSell-8,777-28.1%22,415$227.06KQ2 2026Aug 13, 2026
Guggenheim Capital LlcSell-19,000-3.8%485,099$4.91MQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+5,387+2.1%259,972$2.63MQ2 2026Aug 12, 2026
Evolve Private Wealth, LlcSell-3,079-7.8%36,196$369.91KQ2 2026Aug 12, 2026
Sit Investment Associates IncSell-1,200-0.3%382,175$3.87MQ2 2026Aug 12, 2026
Savant Capital, LlcBuy+11,51211,512$116.96KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+17,022+20.4%100,542$1.02MQ2 2026Aug 07, 2026
Quent Capital, LlcBuy+1,5001,500$15.20KQ2 2026Aug 07, 2026
Blue Bell Private Wealth Management, LlcSell-500-10.9%4,082$41.35KQ2 2026Aug 06, 2026
Wpg Advisers, LlcSell-3-0.1%2,055$20.82KQ2 2026Aug 06, 2026
Fifth Third BancorpSell-69-1.1%6,404$64.87KQ2 2026Aug 05, 2026
Assetmark, IncSell-5,000-98.9%58$588.00Q2 2026Jul 30, 2026
Cambridge Investment Research Advisors, Inc.Sell-1,834-3.1%58,094$588.00Q2 2026Jul 30, 2026
Atlas Wealth LlcBuy+1,535,4281,535,428$15.55MQ2 2026Jul 28, 2026
Closed-End Fund Advisors, Inc.Sell-500-2.1%22,888$231.85KQ2 2026Jul 27, 2026
Uhlmann Price Securities, LlcBuy+449+2.9%15,879$160.85KQ2 2026Jul 24, 2026
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Frequently asked questions about NPCT activity

  • Which institutional owners are buying NPCT?

    Institutional owners buying NPCT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in NPCT activity?

    "Buy" means an investor increased their reported position in NPCT compared to the prior reporting period. This reflects growing exposure to NUVEEN CORE PLUS IMPACT (NPCT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in NPCT increasing?

    Institutional interest in NPCT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.