Purchases and Sales Made in Q2 2024 in Nuveen Floating Rate Income Fund (JFR)
This table provides information about the institutional ownership of Nuveen Floating Rate Income Fund (JFR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Congress Park Capital LLC
|
BUY
|
- |
218K+ 20.91% |
$1.84M - $1.93M
|
1.26M
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
217K+ 130.99% |
$1.83M - $1.91M
|
382K
$3.49M
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
104K+ 30.62% |
$876K - $916K
|
442K
$4.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
79.3K+ 2.93% |
$670K - $701K
|
2.79M
$25.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
68.4K+ 12.78% |
$578K - $604K
|
604K
$5.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
68.3K+ 1.33% |
$577K - $603K
|
5.19M
$47.5M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
68.3K+ 1.33% |
$577K - $603K
|
5.19M
$47.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
65.8K+ 7.65% |
$556K - $581K
|
925K
$8.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
59K+ 14.14% |
$499K - $521K
|
476K
$4.35M
|
|
|
Jul 15, 2024
Q2 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
58.1KNew |
$491K - $513K
|
58.1K
$531K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
55.3K+ 18.76% |
$467K - $488K
|
350K
$3.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
53.6K+ 31.27% |
$453K - $473K
|
225K
$2.06M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
40.4KNew |
$341K - $357K
|
40.4K
$369K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
39.8K+ 125.33% |
$336K - $351K
|
71.6K
$654K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
35.3K+ 2.27% |
$298K - $312K
|
1.59M
$14.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
34.2K+ 24.62% |
$289K - $302K
|
173K
$1.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
32.9K+ 3.61% |
$278K - $291K
|
946K
$8.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.2K+ 132.88% |
$264K - $276K
|
54.7K
$500K
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
30K+ 4.64% |
$253K - $265K
|
676K
$6.18M
|
|
|
Aug 01, 2024
Q2 2024
|
Granite Shares Advisors LLC
|
BUY
|
- |
29.6K+ 14.25% |
$250K - $261K
|
237K
$2.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Dcf Advisers, LLC
Greenwich, CT |
BUY
|
- |
29.5KNew |
$249K - $260K
|
29.5K
$270K
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
27.9K+ 36.57% |
$236K - $246K
|
104K
$952K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26.6K+ 3.82% |
$225K - $235K
|
723K
$6.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.1KNew |
$221K - $231K
|
26.1K
$239K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
25.8KNew |
$218K - $227K
|
25.8K
$235K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
22.5KNew |
$190K - $199K
|
22.5K
$206K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20.5K+ 0.82% |
$173K - $181K
|
2.52M
$23.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.7K+ 33.02% |
$167K - $174K
|
79.5K
$727K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
19.1KNew |
$161K - $169K
|
19.1K
$174K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18K+ 8.24% |
$152K - $159K
|
237K
$2.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17KNew |
$144K - $150K
|
17K
$156K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15K+ 11.43% |
$127K - $133K
|
146K
$1.34M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
15KNew |
$126K - $132K
|
15K
$137K
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
14.1KNew |
$119K - $124K
|
14.1K
$128K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.7K+ 45.22% |
$90.1K - $94.1K
|
34.2K
$313K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.4K+ 20.26% |
$87.9K - $91.8K
|
61.7K
$564K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
6.46K+ 3.99% |
$54.6K - $57K
|
168K
$1.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.38K+ 60.64% |
$53.9K - $56.3K
|
16.9K
$154K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.02K+ 31.03% |
$50.8K - $53.1K
|
25.4K
$232K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.96K+ 8.9% |
$50.3K - $52.6K
|
72.9K
$666K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.94K+ 8.65% |
$50.2K - $52.4K
|
74.6K
$682K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.81K+ 6.1% |
$40.7K - $42.5K
|
83.7K
$765K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.5K+ 7.05% |
$38K - $39.7K
|
68.4K
$625K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.22K+ 6.17% |
$35.7K - $37.3K
|
72.6K
$664K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.96K+ 158.61% |
$25K - $26.1K
|
4.82K
$44.1K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.39K+ 11.45% |
$20.2K - $21.1K
|
23.3K
$213K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.1K+ 2.6% |
$17.7K - $18.5K
|
82.9K
$757K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2K+ 11.53% |
$16.9K - $17.7K
|
19.3K
$177K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
1.82KNew |
$15.4K - $16.1K
|
1.82K
$16.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.81K+ 13.24% |
$15.3K - $15.9K
|
15.4K
$141K
|