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 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.1K+ 12.88% |
$49.7K - $53.3K
|
53.4K
$448K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.12K+ 17.02% |
$41.8K - $44.8K
|
35.2K
$295K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.6K+ 6.19% |
$37.5K - $40.2K
|
78.9K
$661K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.11K+ 1.68% |
$33.5K - $36K
|
249K
$2.08M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.89K+ 6.01% |
$31.8K - $34.1K
|
68.6K
$575K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.75K+ 18.02% |
$30.6K - $32.8K
|
24.6K
$206K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.06K+ 4.79% |
$24.9K - $26.7K
|
66.9K
$561K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3K+ 20.92% |
$24.5K - $26.3K
|
17.3K
$145K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.87K+ 1.47% |
$15.3K - $16.4K
|
129K
$1.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.87KNew |
$15.2K - $16.3K
|
1.87K
$15.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.78K+ 1.11% |
$14.5K - $15.6K
|
162K
$1.36M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.3K+ 2.66% |
$10.6K - $11.3K
|
50K
$419K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.2KNew |
$9.79K - $10.5K
|
1.2K
$10.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.16K+ 3.79% |
$9.45K - $10.1K
|
31.7K
$266K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
860+ 23.84% |
$7.02K - $7.53K
|
4.47K
$37.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
700New |
$5.71K - $6.13K
|
700
$5.87K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
552+ 0.44% |
$4.5K - $4.83K
|
126K
$1.05M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
443+ 2.96% |
$3.61K - $3.88K
|
15.4K
$129K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
389+ 0.3% |
$3.17K - $3.4K
|
131K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
384+ 3.04% |
$3.13K - $3.36K
|
13K
$109K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
228+ 2.02% |
$1.86K - $2K
|
11.5K
$96.7K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
125+ 9.09% |
$1.02K - $1.09K
|
1.5K
$12.6K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
116New |
$947 - $1.02K
|
116
$972
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
110+ 1.21% |
$898 - $963
|
9.22K
$77.3K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
98+ 2.0% |
$800 - $858
|
5K
$41.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
67+ 0.44% |
$547 - $586
|
15.4K
$129K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
34+ 2.02% |
$277 - $298
|
1.71K
$14.4K
|
|
|
May 14, 2024
Q1 2024
|
Jones Road Capital Management, L.P.
New York, NY |
BUY
|
- |
15+ 0.07% |
$122 - $131
|
21.3K
$179K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$8.16 - $8.75
|
10.6K
$88.9K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-65- 0.42% |
$530 - $569
|
15.4K
$129K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-125- 48.64% |
$1.02K - $1.09K
|
132
$1.11K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-307- 1.45% |
$2.51K - $2.69K
|
20.9K
$175K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-315- 0.49% |
$2.57K - $2.76K
|
63.9K
$535K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
SELL
|
- |
-470- 1.08% |
$3.84K - $4.11K
|
43.2K
$362K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-789- 4.25% |
$6.44K - $6.9K
|
17.8K
$149K
|
|
|
May 15, 2024
Q1 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-900- 0.39% |
$7.34K - $7.88K
|
229K
$1.92M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-961- 0.2% |
$7.84K - $8.41K
|
468K
$3.92M
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-975- 0.46% |
$7.96K - $8.53K
|
211K
$1.77M
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-1.46K- 1.08% |
$11.9K - $12.7K
|
134K
$1.12M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.47K- 2.83% |
$12K - $12.8K
|
50.3K
$422K
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-1.5K- 10.3% |
$12.2K - $13.1K
|
13.1K
$110K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.68K- 13.8% |
$13.7K - $14.7K
|
10.5K
$88.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.8K- 75.0% |
$14.7K - $15.8K
|
600
$5.03K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.03K- 0.38% |
$16.5K - $17.7K
|
535K
$4.49M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.31K- 3.81% |
$18.8K - $20.2K
|
58.3K
$488K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-2.42K- 60.91% |
$19.7K - $21.1K
|
1.55K
$13K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.64K- 10.67% |
$21.6K - $23.1K
|
22.1K
$185K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.66K- 3.5% |
$21.7K - $23.3K
|
73.3K
$614K
|