Latest Institutional Purchases of Nuveen Floating Rate Income Fund (JFR)
This list provides information on the latest institutional transactions involving Nuveen Floating Rate Income Fund (JFR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
37.6KNew |
$295K - $310K
|
37.6K
$315K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
24.3KNew |
$191K - $201K
|
24.3K
$204K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
20.1KNew |
$158K - $166K
|
20.1K
$169K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
17.8KNew |
$139K - $147K
|
17.8K
$149K
|
|
|
Nov 13, 2023
Q3 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
12.3KNew |
$96.3K - $101K
|
12.3K
$103K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.2KNew |
$95.4K - $101K
|
12.2K
$102K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
11.7KNew |
$92K - $97K
|
11.7K
$98.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
11.6KNew |
$90.9K - $95.7K
|
11.6K
$97.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.59KNew |
$51.6K - $54.4K
|
6.59K
$55.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
3.4KNew |
$26.7K - $28.1K
|
3.4K
$28.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.93KNew |
$22.9K - $24.2K
|
2.93K
$24.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
2.69KNew |
$21.1K - $22.2K
|
2.69K
$22.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.63KNew |
$12.7K - $13.4K
|
1.63K
$13.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.03KNew |
$8.04K - $8.47K
|
1.03K
$8.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
958New |
$7.51K - $7.91K
|
958
$8.03K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
635New |
$4.98K - $5.25K
|
635
$5.32K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
592New |
$4.64K - $4.89K
|
592
$4.96K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
340New |
$2.67K - $2.81K
|
340
$2.85K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
66+ 122.22% |
$517 - $545
|
120
$1.01K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
32+ 2.97% |
$251 - $264
|
1.11K
$9.29K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
10.9KNew |
$84.7K - $93.1K
|
10.9K
$91.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4.27KNew |
$33.1K - $36.4K
|
4.27K
$35.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3New |
$23.2 - $25.5
|
3
$25.1
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
104KNew |
$816K - $891K
|
104K
$872K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
48.5KNew |
$380K - $416K
|
48.5K
$406K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
29.9K+ 40.41% |
$235K - $257K
|
104K
$872K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
14.8KNew |
$116K - $127K
|
14.8K
$124K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.85KNew |
$30.2K - $33K
|
3.85K
$32.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1KNew |
$7.84K - $8.57K
|
1K
$8.38K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
33New |
$259 - $283
|
33
$277
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
455+ 0.98% |
$3.62K - $4.18K
|
46.7K
$391K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
110New |
$876 - $1.01K
|
110
$922
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
13.5KNew |
$111K - $139K
|
13.5K
$114K
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
12.6K+ 61.4% |
$103K - $128K
|
33K
$277K
|
|
|
Aug 05, 2022
Q2 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
10.7KNew |
$87.7K - $109K
|
10.7K
$89.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.93KNew |
$15.8K - $19.7K
|
1.93K
$16.1K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
24.5KNew |
$230K - $257K
|
24.5K
$205K
|
|
| Q4 2021 | |||||||
|
May 10, 2023
Q4 2021
|
Invesco Senior Secured Management Inc
New York, NY |
BUY
|
- |
142KNew |
$1.42M - $1.49M
|
142K
$1.19M
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
22.7KNew |
$216K - $227K
|
22.7K
$190K
|
|
| Q1 2021 | |||||||
|
May 11, 2021
Q1 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
12.6KNew |
$111K - $122K
|
12.6K
$106K
|
|
|
May 11, 2021
Q1 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
11.1KNew |
$97K - $107K
|
11.1K
$92.7K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.3KNew |
$40.4K - $44.1K
|
4.3K
$36.1K
|
|
|
Feb 06, 2020
Q4 2019
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.28KNew |
$12K - $13.1K
|
1.28K
$10.7K
|
|
| Q3 2019 | |||||||
|
Oct 04, 2019
Q3 2019
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13.7KNew |
$130K - $135K
|
13.7K
$115K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
478KNew |
$4.86M - $5M
|
478K
$4M
|
|
| Q1 2018 | |||||||
|
May 07, 2018
Q1 2018
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
12.2KNew |
$131K - $137K
|
12.2K
$102K
|
|