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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
253+ 1.99% |
$2.13K - $2.29K
|
13K
$110K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
65New |
$547 - $588
|
65
$552
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
56+ 0.48% |
$471 - $507
|
11.7K
$99.7K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
46+ 0.08% |
$387 - $416
|
57.6K
$489K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
43+ 0.18% |
$362 - $389
|
23.4K
$198K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
23New |
$193 - $208
|
23
$195
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1+ 0.0% |
$8.41 - $9.05
|
27.2K
$231K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.01% |
$8.41 - $9.05
|
18K
$153K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-263- 1.88% |
$2.21K - $2.38K
|
13.7K
$116K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-567- 99.82% |
$4.77K - $5.13K
|
1
$8.49
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-680- 1.75% |
$5.72K - $6.15K
|
38.2K
$324K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-877- 1.32% |
$7.38K - $7.94K
|
65.3K
$555K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1K- 2.85% |
$8.43K - $9.07K
|
34.2K
$290K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.01K- 42.65% |
$8.52K - $9.17K
|
1.36K
$11.6K
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.73K- 1.72% |
$14.5K - $15.6K
|
98.7K
$838K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.76K- 7.1% |
$14.8K - $15.9K
|
23K
$195K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.78K- 0.83% |
$14.9K - $16.1K
|
213K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.79K- 1.14% |
$15.1K - $16.2K
|
155K
$1.32M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.2K- 4.31% |
$18.5K - $19.9K
|
48.8K
$415K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.22K- 7.37% |
$18.6K - $20K
|
27.8K
$236K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-4.02K- 8.65% |
$33.8K - $36.4K
|
42.5K
$361K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-4.09K- 3.68% |
$34.4K - $37K
|
107K
$910K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.25K- 83.01% |
$35.7K - $38.5K
|
870
$7.39K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5.45K- 97.64% |
$45.9K - $49.4K
|
132
$1.12K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.94K- 28.05% |
$50K - $53.8K
|
15.2K
$129K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-6.54K- 26.47% |
$55K - $59.2K
|
18.2K
$154K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-11.1K- 9.66% |
$93.6K - $101K
|
104K
$884K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.7K- 34.74% |
$98.5K - $106K
|
22K
$187K
|
|
|
May 13, 2025
Q1 2025
|
Collar Capital Management, LLC
Appleton, WI |
SELL
|
- |
-13.4K- 18.63% |
$113K - $121K
|
58.6K
$497K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-17.2K- 6.07% |
$145K - $156K
|
266K
$2.26M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-31.4K- 43.38% |
$264K - $285K
|
41K
$348K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-51.2K- 63.76% |
$431K - $464K
|
29.1K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-54.3K- 8.09% |
$456K - $491K
|
617K
$5.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-64.4K- 65.16% |
$541K - $583K
|
34.4K
$292K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-80.3K- 24.98% |
$675K - $726K
|
241K
$2.05M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-109K- 14.4% |
$920K - $990K
|
650K
$5.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-147K- 99.55% |
$1.23M - $1.33M
|
666
$5.65K
|