Purchases and Sales Made in Q2 2025 in Nuveen Floating Rate Income Fund (JFR)
This table provides information about the institutional ownership of Nuveen Floating Rate Income Fund (JFR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-12.3K- 52.11% |
$92.7K - $105K
|
11.3K
$96.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13K- 24.61% |
$97.6K - $110K
|
39.8K
$338K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-15K- 38.81% |
$113K - $127K
|
23.6K
$201K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-15.4K- 36.19% |
$116K - $131K
|
27.1K
$230K
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-17.3K- 16.61% |
$130K - $147K
|
86.9K
$737K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-18.4K- 10.3% |
$138K - $156K
|
160K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-21.6K- 56.61% |
$162K - $183K
|
16.5K
$140K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22.3K- 3.42% |
$167K - $189K
|
628K
$5.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Cf Capital LLC
Cohasset, MA |
SELL
|
- |
-23.9K- 28.32% |
$179K - $203K
|
60.5K
$513K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-24.5K- 18.76% |
$184K - $208K
|
106K
$901K
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-24.8K- 4.44% |
$187K - $211K
|
535K
$4.54M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-30K- 60.0% |
$225K - $255K
|
20K
$170K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-32.5K- 4.43% |
$244K - $276K
|
700K
$5.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-36.8K- 25.37% |
$276K - $312K
|
108K
$918K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-42.2K- 9.69% |
$317K - $358K
|
393K
$3.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-55.6K- 3.94% |
$418K - $472K
|
1.36M
$11.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-119K- 55.72% |
$891K - $1.01M
|
94.3K
$800K
|
|
|
Aug 13, 2025
Q2 2025
|
Yakira Capital Management, Inc.
Westport, CT |
SELL
|
- |
-193K- 30.92% |
$1.45M - $1.64M
|
432K
$3.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-223K- 36.65% |
$1.67M - $1.89M
|
385K
$3.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-266KClosed |
$2M - $2.26M
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-561K- 8.56% |
$4.21M - $4.76M
|
5.99M
$50.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-830K- 17.34% |
$6.24M - $7.05M
|
3.96M
$33.6M
|