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 |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
1.82KNew |
$15.4K - $16.1K
|
1.82K
$15.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.81K+ 13.24% |
$15.3K - $15.9K
|
15.4K
$129K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.24K+ 8.07% |
$10.5K - $11K
|
16.6K
$139K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.2K+ 36.36% |
$10.1K - $10.6K
|
4.5K
$37.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.15KNew |
$9.71K - $10.1K
|
1.15K
$9.63K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.1KNew |
$9.3K - $9.71K
|
1.1K
$9.22K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
920+ 2.33% |
$7.77K - $8.12K
|
40.4K
$339K
|
|
|
Aug 13, 2024
Q2 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
900+ 1.46% |
$7.6K - $7.95K
|
62.8K
$526K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
640+ 5.84% |
$5.41K - $5.65K
|
11.6K
$97.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
592New |
$5K - $5.23K
|
592
$4.96K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
550+ 15.46% |
$4.65K - $4.86K
|
4.11K
$34.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
454+ 2.94% |
$3.84K - $4.01K
|
15.9K
$133K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
435+ 0.59% |
$3.68K - $3.84K
|
73.7K
$618K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
353+ 2.97% |
$2.98K - $3.12K
|
12.3K
$103K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
353+ 0.68% |
$2.98K - $3.12K
|
52.1K
$436K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
342+ 2.96% |
$2.89K - $3.02K
|
11.9K
$99.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
291+ 1.69% |
$2.46K - $2.57K
|
17.5K
$147K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
273+ 0.22% |
$2.31K - $2.41K
|
126K
$1.06M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
270+ 5.4% |
$2.28K - $2.38K
|
5.27K
$44.2K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
261+ 2.59% |
$2.21K - $2.3K
|
10.3K
$86.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
250+ 9.77% |
$2.11K - $2.21K
|
2.81K
$23.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
200+ 1.01% |
$1.69K - $1.77K
|
20.1K
$168K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
132+ 2.96% |
$1.12K - $1.17K
|
4.6K
$38.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
130+ 8.67% |
$1.1K - $1.15K
|
1.63K
$13.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
114+ 98.28% |
$963 - $1.01K
|
230
$1.93K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
98New |
$828 - $865
|
98
$821
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
63+ 0.11% |
$532 - $556
|
58.3K
$489K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
51+ 2.98% |
$431 - $450
|
1.77K
$14.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
24New |
$203 - $212
|
24
$201
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1- -0.0% |
$8.45 - $8.83
|
50.3K
$422K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-65- 0.17% |
$549 - $574
|
38.7K
$325K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-130- 1.23% |
$1.1K - $1.15K
|
10.5K
$87.8K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-200- 0.46% |
$1.69K - $1.77K
|
43K
$361K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-250- 0.94% |
$2.11K - $2.21K
|
26.4K
$221K
|
|
|
Aug 14, 2024
Q2 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-307- 0.25% |
$2.59K - $2.71K
|
121K
$1.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-789- 4.44% |
$6.67K - $6.97K
|
17K
$142K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.73K- 7.83% |
$14.6K - $15.3K
|
20.4K
$171K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-2.03K- 45.17% |
$17.2K - $17.9K
|
2.47K
$20.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-2.37K- 2.22% |
$20K - $20.9K
|
104K
$874K
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-2.39K- 2.32% |
$20.2K - $21.1K
|
100K
$841K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.63K- 2.03% |
$22.2K - $23.2K
|
127K
$1.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.99K- 4.85% |
$25.2K - $26.4K
|
58.6K
$491K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.99K- 87.34% |
$25.2K - $26.4K
|
433
$3.63K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.1K- 2.75% |
$26.2K - $27.4K
|
110K
$919K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.21K- 1.54% |
$27.1K - $28.4K
|
206K
$1.72M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.23K- 3.03% |
$27.3K - $28.5K
|
103K
$864K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.43K- 37.22% |
$29K - $30.3K
|
5.79K
$48.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.48K- 6.87% |
$54.7K - $57.2K
|
87.8K
$736K
|