Institutional Ownership Nuveen Floating Rate Income Fund (JFR)
This table provides information about the institutional ownership of Nuveen Floating Rate Income Fund (JFR). We have compiled data on the 170 institutions that hold shares in the stock, with a total of 38.4 Million shares, which have been reported (via 13F filing form) to have a value of $336 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
40,981
shares
|
$361,862
0.23% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
38,394
shares
|
$339,019
0.0% of portfolio
|
Q3 2024
Added 70.37%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
37,743
shares
|
$333,270
0.0% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
36,928
shares
|
$326,074
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
35,199
shares
|
$310,807
0.01% of portfolio
|
Q1 2024
Added 17.02%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
34,420
shares
|
$303,928
0.05% of portfolio
|
Q3 2024
Added 80.31%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
33,750
shares
|
$298,012
0.12% of portfolio
|
Q3 2024
Added 149.3%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
33,205
shares
|
$293,200
0.03% of portfolio
|
Q3 2024
Reduced 23.59%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
33,122
shares
|
$292,467
0.01% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
33,046
shares
|
$291,796
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
33,000
shares
|
$291,390
0.16% of portfolio
|
Q2 2022
Added 61.4%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
30,364
shares
|
$268,114
0.0% of portfolio
|
Q3 2024
Reduced 38.78%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
30,007
shares
|
$264,961
0.03% of portfolio
|
Q3 2023
Added 89.92%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
29,037
shares
|
$256,396
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
28,140
shares
|
$248,476
0.0% of portfolio
|
Q3 2024
Added 44.74%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
27,932
shares
|
$246,639
0.0% of portfolio
|
Q3 2024
Reduced 12.72%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
27,165
shares
|
$239,866
0.01% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
26,625
shares
|
$235,098
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
25,843
shares
|
$228,193
0.04% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
25,619
shares
|
$226,215
0.0% of portfolio
|
Q3 2024
Reduced 67.77%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
24,570
shares
|
$216,953
0.02% of portfolio
|
Q3 2024
Added 20.58%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
23,924
shares
|
$211,248
0.07% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
23,600
shares
|
$208,388
0.0% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
23,395
shares
|
$206,577
0.0% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
21,817
shares
|
$192,644
0.05% of portfolio
|
Q3 2024
Reduced 3.33%
|