Latest Institutional Transactions on Nuveen Floating Rate Income Fund (JFR)
This table provides information on the latest institutional transactions involving Nuveen Floating Rate Income Fund (JFR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.13K+ 7.63% |
$18.6K - $19.6K
|
30.1K
$259K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
11.7KNew |
$102K - $108K
|
11.7K
$101K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-70.1K- 68.79% |
$613K - $647K
|
31.8K
$274K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
70+ 3.85% |
$612 - $645
|
1.89K
$16.2K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
217+ 3.97% |
$1.9K - $2K
|
5.68K
$48.8K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
749New |
$6.55K - $6.91K
|
749
$6.44K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
145+ 0.59% |
$1.27K - $1.34K
|
24.7K
$213K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-925- 1.2% |
$8.08K - $8.53K
|
76.1K
$654K
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-2.25K- 15.41% |
$19.7K - $20.7K
|
12.3K
$106K
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-11K- 20.28% |
$95.7K - $101K
|
43.1K
$370K
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
18.6K+ 21.61% |
$163K - $172K
|
105K
$902K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
474+ 3.87% |
$4.14K - $4.37K
|
12.7K
$109K
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-3.4K- 8.04% |
$29.7K - $31.3K
|
38.9K
$335K
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.16KNew |
$10.1K - $10.7K
|
1.16K
$9.98K
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
11.3K+ 38.96% |
$98.9K - $104K
|
40.3K
$347K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.74K+ 23.71% |
$41.4K - $43.7K
|
24.7K
$213K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
55New |
$481 - $507
|
55
$473
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.71K+ 4.16% |
$14.9K - $15.7K
|
42.7K
$367K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.1K- 99.9% |
$35.9K - $37.8K
|
4
$34.4
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.38K- 0.36% |
$12K - $12.7K
|
381K
$3.28M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
161+ 7.27% |
$1.41K - $1.48K
|
2.38K
$20.4K
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-135K- 24.13% |
$1.18M - $1.24M
|
423K
$3.64M
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
1.2KNew |
$10.5K - $11.1K
|
1.2K
$10.3K
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-6.27K- 5.33% |
$54.8K - $57.8K
|
111K
$957K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.39K+ 6.2% |
$47.1K - $49.7K
|
92.2K
$793K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.87K- 36.02% |
$33.8K - $35.7K
|
6.88K
$59.2K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
120+ 7.36% |
$1.05K - $1.11K
|
1.75K
$15.1K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
27.2KNew |
$238K - $251K
|
27.2K
$234K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
600+ 3.53% |
$5.24K - $5.53K
|
17.6K
$151K
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
17.6KNew |
$154K - $162K
|
17.6K
$151K
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-132- 0.61% |
$1.15K - $1.22K
|
21.7K
$186K
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
BUY
|
- |
50K+ 3.34% |
$437K - $461K
|
1.54M
$13.3M
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-7.68K- 3.54% |
$67.1K - $70.8K
|
209K
$1.8M
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-7.28K- 2.51% |
$63.6K - $67.1K
|
283K
$2.44M
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.87M- 88.75% |
$16.3M - $17.2M
|
237K
$2.04M
|
|
Q3 2024 | |||||||
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
27.8K+ 18.87% |
$232K - $250K
|
175K
$1.51M
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.18K- 5.86% |
$9.82K - $10.6K
|
18.9K
$162K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.7K+ 44.74% |
$72.7K - $78.3K
|
28.1K
$242K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.51K- 13.1% |
$79.5K - $85.6K
|
63.1K
$543K
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.77K+ 6.96% |
$14.8K - $15.9K
|
27.2K
$234K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
178+ 0.31% |
$1.49K - $1.6K
|
58.5K
$503K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-19.2K- 38.78% |
$161K - $173K
|
30.4K
$261K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25.2K+ 108.15% |
$211K - $227K
|
48.5K
$417K
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
35K+ 5.18% |
$293K - $315K
|
711K
$6.12M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
30.5K+ 4.22% |
$255K - $275K
|
754K
$6.48M
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
111KNew |
$927K - $997K
|
111K
$953K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-28.1K- 2.98% |
$235K - $253K
|
917K
$7.89M
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
35.6K+ 8.04% |
$297K - $320K
|
478K
$4.11M
|
|
Nov 14, 2024
Q3 2024
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-22.4K- 21.53% |
$187K - $202K
|
81.7K
$703K
|