Purchases and Sales Made in Q4 2024 in Nuveen Floating Rate Income Fund (JFR)
This table provides information about the institutional ownership of Nuveen Floating Rate Income Fund (JFR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
BUY
|
- |
50K+ 3.34% |
$437K - $461K
|
1.54M
$13.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
27.2KNew |
$238K - $251K
|
27.2K
$231K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
18.6K+ 21.61% |
$163K - $172K
|
105K
$893K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
17.6KNew |
$154K - $162K
|
17.6K
$150K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
11.3K+ 38.96% |
$98.9K - $104K
|
40.3K
$343K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.39K+ 6.2% |
$47.1K - $49.7K
|
92.2K
$785K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.74K+ 23.71% |
$41.4K - $43.7K
|
24.7K
$210K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.71K+ 4.16% |
$14.9K - $15.7K
|
42.7K
$363K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
1.2KNew |
$10.5K - $11.1K
|
1.2K
$10.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.16KNew |
$10.1K - $10.7K
|
1.16K
$9.88K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
749New |
$6.55K - $6.91K
|
749
$6.37K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
600+ 3.53% |
$5.24K - $5.53K
|
17.6K
$150K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
474+ 3.87% |
$4.14K - $4.37K
|
12.7K
$108K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
217+ 3.97% |
$1.9K - $2K
|
5.68K
$48.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
161+ 7.27% |
$1.41K - $1.48K
|
2.38K
$20.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
145+ 0.59% |
$1.27K - $1.34K
|
24.7K
$210K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
120+ 7.36% |
$1.05K - $1.11K
|
1.75K
$14.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
55New |
$481 - $507
|
55
$468
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-132- 0.61% |
$1.15K - $1.22K
|
21.7K
$185K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-925- 1.2% |
$8.08K - $8.53K
|
76.1K
$647K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.38K- 0.36% |
$12K - $12.7K
|
381K
$3.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-2.25K- 15.41% |
$19.7K - $20.7K
|
12.3K
$105K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-3.4K- 8.04% |
$29.7K - $31.3K
|
38.9K
$331K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.87K- 36.02% |
$33.8K - $35.7K
|
6.88K
$58.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.1K- 99.9% |
$35.9K - $37.8K
|
4
$34
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-6.27K- 5.33% |
$54.8K - $57.8K
|
111K
$947K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-7.28K- 2.51% |
$63.6K - $67.1K
|
283K
$2.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-7.68K- 3.54% |
$67.1K - $70.8K
|
209K
$1.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-11K- 20.28% |
$95.7K - $101K
|
43.1K
$366K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-54.9K- 27.15% |
$480K - $506K
|
147K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-135K- 24.13% |
$1.18M - $1.24M
|
423K
$3.6M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.87M- 88.75% |
$16.3M - $17.2M
|
237K
$2.01M
|