Gerber Kawasaki Wealth & Investment Management Nuveen Floating Rate Income Fund Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.16 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$9.96 - $10.45 $9 - $10	-1 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$9.61 - $10.15 $9 - $10	1 New	1 $1,000

Others Institutions Holding JFR

# of Institutions

170

Shares Held

38.4M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

5.16M
Shares

$45.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

2.78M
Shares

$24.5 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.43M
Shares

$21.4 Million
0.0% of portfolio
Invesco Ltd. Atlanta, GA

2.17M
Shares

$19.2 Million
0.0% of portfolio
International Assets Investment Management, LLC Orlando, FL

2.1M
Shares

$18.6 Million
0.65% of portfolio

View Full List

About NUVEEN FLOATING RATE INCOME FUND

Ticker JFR
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Floating Rate Income Fund is a close ended fixed income mutual fund launched by Nuveen Investments, Inc. It is co-managed by Nuveen Fund Advisors LLC and Symphony Asset Management LLC. The fund invests in fixed income markets of the United States. It primarily invests in adjustable rate secured and unsecured senior loans. Nuveen Floating ...

More about JFR

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