NUVEEN CORE PLUS IMPACT FUND NPCT
COM BEN INT · Closed-End Fund · CUSIP 67080D103
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $10.13.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 40 |
| Q4 2022 | 47 |
| Q1 2023 | 46 |
| Q2 2023 | 45 |
| Q3 2023 | 44 |
| Q4 2023 | 50 |
| Q1 2024 | 46 |
| Q2 2024 | 40 |
| Q3 2024 | 39 |
| Q4 2024 | 43 |
| Q1 2025 | 52 |
| Q2 2025 | 41 |
| Q3 2025 | 42 |
| Q4 2025 | 47 |
| Q1 2026 | 46 |
| Q2 2026 | 48 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 24 | 18 |
| Q4 2024 | 25 | 17 |
| Q1 2025 | 36 | 15 |
| Q2 2025 | 21 | 31 |
| Q3 2025 | 16 | 22 |
| Q4 2025 | 24 | 20 |
| Q1 2026 | 21 | 24 |
| Q2 2026 | 18 | 24 |
Biggest buyers
| Atlas Wealth LLC | New | +1.5m |
| Cambridge Investment Research Advisors, Inc. | Added | +56.3k |
| HRT FINANCIAL LP | New | +31.4k |
| Penserra Capital Management LLC | Added | +31.1k |
| READYSTATE ASSET MANAGEMENT LP | New | +24.5k |
| OSAIC HOLDINGS, INC. | Added | +19.6k |
| LPL Financial LLC | Added | +17.0k |
| NOMURA HOLDINGS INC | New | +16.0k |
| Savant Capital, LLC | New | +11.5k |
| Ameritas Advisory Services, LLC | New | +8.3k |
Biggest sellers
| Shaker Financial Services, LLC | Sold out | -200.4k |
| WOLVERINE ASSET MANAGEMENT LLC | Sold out | -86.2k |
| Almitas Capital LLC | Sold out | -85.4k |
| Invesco Ltd. | Reduced | -34.2k |
| Private Advisor Group, LLC | Sold out | -28.2k |
| MORGAN STANLEY | Reduced | -27.4k |
| WELLS FARGO & COMPANY/MN | Reduced | -21.8k |
| GUGGENHEIM CAPITAL LLC | Reduced | -19.0k |
| JANE STREET GROUP, LLC | Sold out | -15.7k |
| CAPTRUST FINANCIAL ADVISORS | Reduced | -10.2k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| MORGAN STANLEY 13G · institution -1.0 pts · filed 2026-02-12 | 8.0% |
| FIRST TRUST PORTFOLIOS LP 13G · institution new · filed 2026-07-30 | 5.9% |
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 2.7m $27.1m | Reduced -27.4k |
| Atlas Wealth LLC 2.22% of their portfolio | 1.5m $15.6m | New |
| Penserra Capital Management LLC 0.06% of their portfolio | 815.0k $8.3m | Added +31.1k |
| GUGGENHEIM CAPITAL LLC 0.03% of their portfolio | 485.1k $4.9m | Reduced -19.0k |
| CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio | 484.0k $4.9m | Reduced -10.2k |
| SIT INVESTMENT ASSOCIATES INC 0.07% of their portfolio | 382.2k $3.9m | Reduced -1.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 324.5k $3.3m | Reduced -21.8k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 260.0k $2.6m | Added +5.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 176.4k $1.8m | Added +5.7k |
| FLAGSHIP HARBOR ADVISORS, LLC 0.05% of their portfolio | 124.4k $1.3m | Reduced -676 |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 116.2k $1.2m | Added +56.3k |
| LPL Financial LLC 0.00% of their portfolio | 100.5k $1.0m | Added +17.0k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 90.2k $913.5k | Added +19.6k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 76.7k $777.0k | Reduced -9.1k |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.08% of their portfolio | 68.7k $696.2k | Reduced -535 |
| Invesco Ltd. 0.00% of their portfolio | 62.4k $632.5k | Reduced -34.2k |
| PFG Investments, LLC 0.01% of their portfolio | 37.5k $379.5k | Added +60 |
| EVOLVE PRIVATE WEALTH, LLC 0.02% of their portfolio | 36.2k $369.9k | Reduced -3.1k |
| SeaCrest Wealth Management, LLC 0.04% of their portfolio | 33.0k $334.3k | Reduced -7.4k |
| HRT FINANCIAL LP 0.00% of their portfolio | 31.4k $318.0k | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 28.5k $288.7k | Added +5.0k |
| READYSTATE ASSET MANAGEMENT LP 0.01% of their portfolio | 24.5k $248.3k | New |
| Closed-End Fund Advisors, Inc. 0.23% of their portfolio | 22.9k $231.9k | Reduced -500 |
| UBS Group AG 0.00% of their portfolio | 22.4k $227.1k | Reduced -8.8k |
| XTX Topco Ltd 0.00% of their portfolio | 20.9k $211.8k | Added +5.4k |
| NOMURA HOLDINGS INC 0.00% of their portfolio | 16.0k $162.1k | New |
| UHLMANN PRICE SECURITIES, LLC 0.01% of their portfolio | 15.9k $160.9k | Added +449 |
| Savant Capital, LLC 0.00% of their portfolio | 11.5k $117.0k | New |
| Global Retirement Partners, LLC 0.00% of their portfolio | 11.4k $115.0k | First filing |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 10.8k $109.0k | Unchanged |
| Onyx Bridge Wealth Group LLC 0.01% of their portfolio | 10.3k $104.0k | Unchanged |
| &PARTNERS 0.00% of their portfolio | 10.1k $102.0k | Unchanged |
| US BANCORP \DE\ 0.00% of their portfolio | 9.1k $92.5k | Unchanged |
| Ameritas Advisory Services, LLC 0.00% of their portfolio | 8.3k $84.2k | New |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 6.4k $64.9k | Reduced -69 |
| CoreCap Advisors, LLC 0.00% of their portfolio | 5.0k $50.6k | Reduced -4.4k |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 4.7k $48.1k | New |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.01% of their portfolio | 4.1k $41.4k | Reduced -500 |
| Larson Financial Group LLC 0.00% of their portfolio | 3.7k $37.7k | Unchanged |
| Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio | 3.3k $33.3k | Unchanged |
| WPG Advisers, LLC 0.01% of their portfolio | 2.1k $20.8k | Reduced -3 |
| Quent Capital, LLC 0.00% of their portfolio | 1.5k $15.2k | New |
| WHITTIER TRUST CO OF NEVADA INC 0.00% of their portfolio | 1.4k $13.8k | Unchanged |
| HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio | 1.0k $10.1k | Unchanged |
| FNY Investment Advisers, LLC 0.00% of their portfolio | 600 $6.0k | Unchanged |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 521 $5.3k | Unchanged |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC 0.00% of their portfolio | 500 $5.1k | Unchanged |
| ASSETMARK, INC 0.00% of their portfolio | 58 $588 | Reduced -5.0k |