Purchases and Sales Made in Q1 2025 in Nuveen Floating Rate Income Fund (JFR)
This table provides information about the institutional ownership of Nuveen Floating Rate Income Fund (JFR) during Q1 2025. 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 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
6.55MNew |
$55.1M - $59.3M
|
6.55M
$54.9M
|
|
|
May 05, 2025
Q1 2025
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
4.79MNew |
$40.3M - $43.3M
|
4.79M
$40.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.43M+ 47.19% |
$20.4M - $22M
|
7.58M
$63.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.02M+ 241.41% |
$8.59M - $9.24M
|
1.44M
$12.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
BUY
|
- |
877K+ 56.82% |
$7.38M - $7.94M
|
2.42M
$20.3M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
733KNew |
$6.16M - $6.63M
|
733K
$6.14M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
676K+ 33.99% |
$5.68M - $6.11M
|
2.66M
$22.3M
|
|
|
May 05, 2025
Q1 2025
|
Tabor Asset Management, LP
New York, NY |
BUY
|
- |
626KNew |
$5.26M - $5.66M
|
626K
$5.24M
|
|
|
May 14, 2025
Q1 2025
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
626KNew |
$5.26M - $5.66M
|
626K
$5.24M
|
|
|
May 14, 2025
Q1 2025
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
608KNew |
$5.11M - $5.5M
|
608K
$5.1M
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
504K+ 75.43% |
$4.24M - $4.56M
|
1.17M
$9.83M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
325KNew |
$2.73M - $2.94M
|
325K
$2.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
298K+ 76.23% |
$2.5M - $2.69M
|
688K
$5.77M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
194K+ 10.81% |
$1.64M - $1.76M
|
1.99M
$16.7M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
142K+ 20.0% |
$1.2M - $1.29M
|
853K
$7.15M
|
|
|
May 14, 2025
Q1 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
131KNew |
$1.1M - $1.18M
|
131K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
115K+ 10.96% |
$968K - $1.04M
|
1.17M
$9.77M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
104K+ 11.84% |
$877K - $944K
|
985K
$8.25M
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
96.3K+ 20.77% |
$810K - $871K
|
560K
$4.69M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
91.7K+ 17.59% |
$771K - $830K
|
613K
$5.14M
|
|
|
May 14, 2025
Q1 2025
|
Cf Capital LLC
Cohasset, MA |
BUY
|
- |
84.3KNew |
$709K - $763K
|
84.3K
$707K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
83.4KNew |
$702K - $755K
|
83.4K
$699K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
73.5K+ 70.1% |
$618K - $666K
|
178K
$1.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
67.7K+ 485.4% |
$570K - $613K
|
81.7K
$685K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
62.9KNew |
$529K - $569K
|
62.9K
$527K
|
|
|
May 13, 2025
Q1 2025
|
Robinson Capital Management, LLC
|
BUY
|
- |
60.5KNew |
$509K - $547K
|
60.5K
$507K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
52.6K+ 2.67% |
$443K - $476K
|
2.02M
$17M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
50KNew |
$421K - $453K
|
50K
$419K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
48K+ 3.52% |
$404K - $434K
|
1.41M
$11.8M
|
|
|
May 14, 2025
Q1 2025
|
Jones Road Capital Management, L.P.
New York, NY |
BUY
|
- |
43.4K+ 199.15% |
$365K - $393K
|
65.2K
$547K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
41.5KNew |
$349K - $376K
|
41.5K
$348K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
38.6KNew |
$325K - $349K
|
38.6K
$324K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
37.8K+ 35.78% |
$318K - $342K
|
144K
$1.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
36.7KNew |
$308K - $332K
|
36.7K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
33.7K+ 3.18% |
$283K - $305K
|
1.09M
$9.16M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
32.6K+ 373.54% |
$274K - $295K
|
41.3K
$346K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.4KNew |
$272K - $293K
|
32.4K
$271K
|
|
|
May 09, 2025
Q1 2025
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
30.4KNew |
$255K - $275K
|
30.4K
$254K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
29.9K+ 101.15% |
$252K - $271K
|
59.5K
$498K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
28.1K+ 1.16% |
$236K - $254K
|
2.44M
$20.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
26.5K+ 36.38% |
$223K - $240K
|
99.3K
$832K
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
26.5KNew |
$223K - $239K
|
26.5K
$222K
|
|
|
Apr 08, 2025
Q1 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
25.4K+ 21.25% |
$214K - $230K
|
145K
$1.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.8K+ 10.44% |
$192K - $206K
|
241K
$2.02M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
20.2K+ 1481.94% |
$170K - $183K
|
21.5K
$181K
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
18.6K+ 20.15% |
$157K - $169K
|
111K
$931K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.9K+ 9.68% |
$151K - $162K
|
203K
$1.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
17.8KNew |
$149K - $161K
|
17.8K
$149K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
17.7KNew |
$148K - $160K
|
17.7K
$148K
|
|
|
Apr 16, 2025
Q1 2025
|
Granite Shares Advisors LLC
|
BUY
|
- |
17.6K+ 6.45% |
$148K - $160K
|
291K
$2.44M
|