Purchases and Sales Made in Q1 2024 in Nuveen Floating Rate Income Fund (JFR)
This table provides information about the institutional ownership of Nuveen Floating Rate Income Fund (JFR) during Q1 2024. The information is specifically focused on institutions that hold shares of NUVEEN FLOATING RATE INCOME FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
461K+ 22.59% |
$3.76M - $4.04M
|
2.5M
$22.4M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
265K+ 10.86% |
$2.17M - $2.32M
|
2.71M
$24.3M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
251K+ 34.25% |
$2.05M - $2.2M
|
985K
$8.83M
|
|
|
May 13, 2024
Q1 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
187K+ 27.87% |
$1.52M - $1.64M
|
857K
$7.68M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
165KNew |
$1.35M - $1.45M
|
165K
$1.48M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
135K+ 19.11% |
$1.1M - $1.18M
|
844K
$7.56M
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
125K+ 58.22% |
$1.02M - $1.09M
|
339K
$3.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Congress Park Capital LLC
|
BUY
|
- |
114K+ 12.31% |
$933K - $1M
|
1.04M
$9.35M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
113KNew |
$920K - $987K
|
113K
$1.01M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
108K+ 14.35% |
$880K - $943K
|
859K
$7.7M
|
|
|
May 15, 2024
Q1 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
107KNew |
$870K - $933K
|
107K
$955K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
95K+ 833.81% |
$775K - $831K
|
106K
$953K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
94.9K+ 15.77% |
$774K - $830K
|
697K
$6.24M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
83.1K+ 5.65% |
$678K - $727K
|
1.55M
$13.9M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
78.9K+ 7.8% |
$644K - $691K
|
1.09M
$9.78M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
65.9K+ 6.43% |
$538K - $577K
|
1.09M
$9.78M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
43.2K+ 4.97% |
$353K - $378K
|
913K
$8.18M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
39.1K+ 29.62% |
$319K - $342K
|
171K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
38.6KNew |
$315K - $338K
|
38.6K
$346K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
36.4K+ 82.08% |
$297K - $319K
|
80.8K
$724K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
30.3K+ 8.46% |
$247K - $265K
|
388K
$3.48M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
30K+ 7.74% |
$245K - $263K
|
417K
$3.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
26.6KNew |
$217K - $233K
|
26.6K
$239K
|
|
|
Apr 22, 2024
Q1 2024
|
Granite Shares Advisors LLC
|
BUY
|
- |
26.4K+ 14.58% |
$216K - $231K
|
208K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.5KNew |
$192K - $206K
|
23.5K
$211K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
22.1K+ 9.32% |
$180K - $193K
|
259K
$2.32M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
21.2KNew |
$173K - $186K
|
21.2K
$190K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21K+ 44.24% |
$171K - $184K
|
68.4K
$613K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
19.5KNew |
$159K - $171K
|
19.5K
$175K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
19.4KNew |
$158K - $170K
|
19.4K
$174K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
17.5KNew |
$143K - $153K
|
17.5K
$157K
|
|
|
May 15, 2024
Q1 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
17.5K+ 29.77% |
$143K - $153K
|
76.2K
$683K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
15.9KNew |
$130K - $139K
|
15.9K
$143K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
13.6KNew |
$111K - $119K
|
13.6K
$122K
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
12KNew |
$97.5K - $105K
|
12K
$107K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
11.9KNew |
$97.1K - $104K
|
11.9K
$107K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
11.8K+ 43.68% |
$96.3K - $103K
|
38.8K
$348K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.6K+ 58.91% |
$94.9K - $102K
|
31.4K
$281K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.1K+ 23.7% |
$90.5K - $97.1K
|
57.9K
$519K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11KNew |
$89.4K - $95.8K
|
11K
$98.1K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
10.9KNew |
$89K - $95.4K
|
10.9K
$97.7K
|
|
|
May 15, 2024
Q1 2024
|
Westchester Capital Management, LLC
Valhalla, NY |
BUY
|
- |
10.8KNew |
$87.8K - $94.2K
|
10.8K
$96.5K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.6K+ 82.21% |
$86.8K - $93.1K
|
23.6K
$211K
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
BUY
|
- |
10.5KNew |
$85.5K - $91.6K
|
10.5K
$93.8K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
10.1KNew |
$82.3K - $88.3K
|
10.1K
$90.4K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.65K+ 37.42% |
$70.6K - $75.7K
|
31.8K
$285K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.36K+ 2.92% |
$68.2K - $73.1K
|
295K
$2.64M
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
7.14K+ 3.39% |
$58.3K - $62.5K
|
218K
$1.95M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.04K+ 23.42% |
$57.4K - $61.6K
|
37.1K
$332K
|
|
|
Apr 11, 2024
Q1 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
6.1K+ 19.51% |
$49.7K - $53.3K
|
37.3K
$335K
|