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 |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.49K+ 2.97% |
$12.5K - $13.5K
|
51.7K
$433K
|
|
Apr 29, 2025
Q1 2025
|
Absolute Investment Advisers LLC
|
BUY
|
- |
14.4KNew |
$121K - $130K
|
14.4K
$120K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.22K- 7.37% |
$18.6K - $20K
|
27.8K
$233K
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
895+ 0.51% |
$7.53K - $8.1K
|
178K
$1.49M
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
41.5KNew |
$349K - $376K
|
41.5K
$348K
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
6K+ 20.01% |
$50.5K - $54.3K
|
36K
$302K
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1K- 2.85% |
$8.43K - $9.07K
|
34.2K
$287K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
4K+ 61.54% |
$33.6K - $36.2K
|
10.5K
$88K
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-680- 1.75% |
$5.72K - $6.15K
|
38.2K
$320K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
16.3K+ 6.9% |
$137K - $148K
|
253K
$2.12M
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-31.4K- 43.38% |
$264K - $285K
|
41K
$344K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.8K+ 10.44% |
$192K - $206K
|
241K
$2.02M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
26.5K+ 36.38% |
$223K - $240K
|
99.3K
$832K
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
BUY
|
- |
877K+ 56.82% |
$7.38M - $7.94M
|
2.42M
$20.3M
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
36.7KNew |
$308K - $332K
|
36.7K
$307K
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.02M+ 241.41% |
$8.59M - $9.24M
|
1.44M
$12.1M
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-64.4K- 65.16% |
$541K - $583K
|
34.4K
$289K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
688+ 0.75% |
$5.79K - $6.23K
|
92.9K
$779K
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
50KNew |
$421K - $453K
|
50K
$419K
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.2KNew |
$10.1K - $10.9K
|
1.2K
$10.1K
|
|
Apr 16, 2025
Q1 2025
|
Granite Shares Advisors LLC
|
BUY
|
- |
17.6K+ 6.45% |
$148K - $160K
|
291K
$2.44M
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-147K- 99.55% |
$1.23M - $1.33M
|
666
$5.58K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
67.7K+ 485.4% |
$570K - $613K
|
81.7K
$685K
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
900New |
$7.57K - $8.15K
|
900
$7.54K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.94K- 28.05% |
$50K - $53.8K
|
15.2K
$128K
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.01% |
$8.41 - $9.05
|
18K
$151K
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
17.8KNew |
$149K - $161K
|
17.8K
$149K
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-17.2K- 6.07% |
$145K - $156K
|
266K
$2.23M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
546+ 13650.0% |
$4.59K - $4.94K
|
550
$4.61K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
17.7KNew |
$148K - $160K
|
17.7K
$148K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.94K+ 0.77% |
$24.7K - $26.6K
|
384K
$3.22M
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 08, 2025
Q1 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
25.4K+ 21.25% |
$214K - $230K
|
145K
$1.21M
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
205K+ 84.93% |
$1.79M - $1.89M
|
446K
$3.74M
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
17.9KNew |
$157K - $165K
|
17.9K
$150K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
4.51KNew |
$39.4K - $41.6K
|
4.51K
$37.8K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3.37KNew |
$29.5K - $31.1K
|
3.37K
$28.2K
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.77K+ 7.51% |
$24.2K - $25.6K
|
39.7K
$333K
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
34KNew |
$297K - $313K
|
34K
$285K
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
531+ 1.95% |
$4.64K - $4.9K
|
27.7K
$232K
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
12.2K+ 14.92% |
$107K - $112K
|
93.9K
$787K
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-180- 0.7% |
$1.57K - $1.66K
|
25.7K
$215K
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
10.4KNew |
$91.2K - $96.2K
|
10.4K
$87.4K
|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
24.9KNew |
$217K - $229K
|
24.9K
$208K
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-362K- 39.69% |
$3.16M - $3.34M
|
550K
$4.61M
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
11.8KNew |
$103K - $109K
|
11.8K
$99.1K
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
50.8KNew |
$444K - $469K
|
50.8K
$426K
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
52.8KNew |
$462K - $487K
|
52.8K
$443K
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2KNew |
$17.5K - $18.4K
|
2K
$16.8K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
7.54K+ 39.94% |
$65.9K - $69.5K
|
26.4K
$221K
|