Nuveen Core Plus Impact Fund - Common Shares of Beneficial Interest (NPCT) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2021 to Q4 2025

Type / Class
Equity / Common Shares of Beneficial Interest
Symbol
NPCT on NYSE
Shares outstanding
28,770,033
Price per share
$10.18
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
6,924,456
Total reported value
$76,247,192
% of total 13F portfolios
0%
Share change
-74,858
Value change
-$819,146
Number of holders
42
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Nuveen Core Plus Impact Fund - Common Shares of Beneficial Interest (NPCT) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
MORGAN STANLEY 9% +24% $25,659,993 +$4,753,262 2,589,303 +23% Morgan Stanley 31 Mar 2025
Saba Capital Management, L.P. 4.9% -19% $14,058,603 -$3,278,852 1,418,628 -19% Saba Capital Management, L.P. 05 Mar 2025

As of 30 Sep 2025, 42 institutional investors reported holding 6,924,456 shares of Nuveen Core Plus Impact Fund - Common Shares of Beneficial Interest (NPCT). This represents 24% of the company’s total 28,770,033 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Nuveen Core Plus Impact Fund - Common Shares of Beneficial Interest (NPCT) together control 24% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MORGAN STANLEY 10% 2,878,577 -2.8% 0% $31,693,156
Penserra Capital Management LLC 2.7% 790,913 +0.28% 0.1% $8,707,000
GUGGENHEIM CAPITAL LLC 2% 573,051 -3.3% 0.05% $6,309,291
CAPTRUST FINANCIAL ADVISORS 1.7% 498,970 +1.2% 0.01% $5,493,655
WELLS FARGO & COMPANY/MN 1.4% 409,080 -1.6% 0% $4,503,972
STIFEL FINANCIAL CORP 0.74% 211,931 +11% 0% $2,333,348
BANK OF AMERICA CORP /DE/ 0.71% 203,214 -2.8% 0% $2,237,389
SIT INVESTMENT ASSOCIATES INC 0.63% 181,501 -38% 0.04% $1,998,000
Invesco Ltd. 0.61% 175,122 -8.8% 0% $1,928,093
Shaker Financial Services, LLC 0.5% 143,452 0.55% $1,595,022
FLAGSHIP HARBOR ADVISORS, LLC 0.4% 114,582 +4.8% 0.05% $1,261,548
ROYAL BANK OF CANADA 0.31% 90,514 +1.6% 0% $997,000
OSAIC HOLDINGS, INC. 0.27% 76,281 -0.23% 0% $835,526
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.25% 72,606 +444% 0.16% $799,392
LPL Financial LLC 0.22% 64,580 +33% 0% $711,030
Cambridge Investment Research Advisors, Inc. 0.18% 50,759 -9.5% 0% $559,000
AlphaCore Capital LLC 0.16% 44,753 -2.1% 0.02% $497,545
SeaCrest Wealth Management, LLC 0.15% 44,415 +6.1% 0.05% $482,791
UBS Group AG 0.14% 41,273 -57% 0% $454,416
JANE STREET GROUP, LLC 0.13% 38,497 0% $423,852
PFG Investments, LLC 0.11% 31,685 -27% 0.02% $348,852
RAYMOND JAMES FINANCIAL INC 0.08% 22,577 -20% 0% $248,568
Balyasny Asset Management L.P. 0.07% 20,656 0% $227,423
Private Advisor Group, LLC 0.06% 18,304 -50% 0% $201,525
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% 18,055 +32% 0.02% $198,780

Institutional Holders of Nuveen Core Plus Impact Fund - Common Shares of Beneficial Interest (NPCT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 193,541 $1,971,092 -$29,533 $10.18 5
2025 Q3 6,924,456 $76,247,192 -$819,146 $11.01 42
2025 Q2 7,015,889 $78,653,896 -$22,802,644 $11.21 40
2025 Q1 9,134,401 $97,684,030 -$12,162,830 $10.69 51
2024 Q4 10,206,075 $107,280,045 -$8,203,124 $10.51 41
2024 Q3 11,041,631 $130,855,249 -$28,379,957 $11.85 37
2024 Q2 13,524,605 $147,196,167 +$8,526,057 $10.88 38
2024 Q1 12,770,750 $132,173,517 -$1,118,428 $10.35 45
2023 Q4 10,883,146 $109,706,176 +$2,032,291 $10.08 47
2023 Q3 12,572,703 $115,166,309 +$4,036,344 $9.16 43
2023 Q2 12,113,968 $121,056,525 +$8,725,759 $9.97 44
2023 Q1 11,242,239 $114,903,502 +$8,312,891 $10.22 44
2022 Q4 10,374,189 $107,492,235 +$4,244,741 $10.36 45
2022 Q3 10,058,454 $102,992,280 +$5,200,379 $10.24 37
2022 Q2 9,389,744 $110,046,826 +$16,054,530 $11.72 33
2022 Q1 8,040,417 $120,802,631 +$19,242,329 $15.03 32
2021 Q4 6,775,225 $123,978,059 +$74,975,616 $18.30 30
2021 Q3 2,677,998 $52,321,560 +$31,322,959 $19.55 18
2021 Q2 1,074,828 $20,852,000 +$20,851,988 $19.40 11