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 190 institutions that hold shares in the stock, with a total of 58.1 Million shares, which have been reported (via 13F filing form) to have a value of $494 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
City Of London Investment Management CO LTD
London, X0 |
May 09, 2025 Q1 2025 |
30,350
shares
|
$257,975
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
29,115
shares
|
$247,477
0.0% of portfolio
|
Q1 2025
Reduced 63.76%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
27,848
shares
|
$236,708
0.0% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
27,696
shares
|
$235,416
0.01% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
27,201
shares
|
$231,208
0.02% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
May 02, 2025 Q1 2025 |
26,460
shares
|
$224,910
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
26,414
shares
|
$224,519
0.08% of portfolio
|
Q4 2024
Added 39.94%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
25,663
shares
|
$218,135
0.03% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
24,392
shares
|
$207,332
0.01% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
23,924
shares
|
$203,354
0.06% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
23,698
shares
|
$201,433
0.07% of portfolio
|
Q1 2025
Added 91.9%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
23,600
shares
|
$200,600
0.0% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
23,367
shares
|
$198,619
0.0% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
22,960
shares
|
$195,160
0.02% of portfolio
|
Q1 2025
Reduced 7.1%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
22,005
shares
|
$187,042
0.0% of portfolio
|
Q1 2025
Reduced 34.74%
|
|
|
Shulman De Meo Asset Management LLC
|
Apr 09, 2025 Q1 2025 |
21,685
shares
|
$184,322
0.05% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
21,546
shares
|
$183,141
0.01% of portfolio
|
Q1 2025
Added 1481.94%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
21,046
shares
|
$178,891
0.08% of portfolio
|
Q1 2025
Added 48.68%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
20,000
shares
|
$170,000
0.02% of portfolio
|
Q2 2025
Reduced 60.0%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
19,520
shares
|
$165,920
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
18,757
shares
|
$159,434
0.04% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
18,176
shares
|
$154,496
0.01% of portfolio
|
Q1 2025
Reduced 26.47%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
18,001
shares
|
$153,008
0.05% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
17,943
shares
|
$152,515
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
17,758
shares
|
$150,943
0.0% of portfolio
|
Q1 2025
New holding
|