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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2KNew |
$17.5K - $18.4K
|
2K
$17K
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.33K+ 4.36% |
$11.6K - $12.2K
|
31.7K
$269K
|
|
|
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
$9.87K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1K+ 2.0% |
$8.74K - $9.22K
|
51K
$434K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
749New |
$6.55K - $6.91K
|
749
$6.37K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
602+ 0.79% |
$5.26K - $5.55K
|
76.4K
$649K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
600+ 3.53% |
$5.24K - $5.53K
|
17.6K
$149K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
531+ 1.95% |
$4.64K - $4.9K
|
27.7K
$235K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
527+ 3.87% |
$4.61K - $4.86K
|
14.2K
$120K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
474+ 3.87% |
$4.14K - $4.37K
|
12.7K
$108K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
250New |
$2.19K - $2.31K
|
250
$2.13K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
217+ 3.97% |
$1.9K - $2K
|
5.68K
$48.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
182+ 3.85% |
$1.59K - $1.68K
|
4.92K
$41.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
161+ 7.27% |
$1.41K - $1.48K
|
2.38K
$20.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
158+ 2.91% |
$1.38K - $1.46K
|
5.59K
$47.5K
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
96+ 0.25% |
$839 - $885
|
37.8K
$322K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
70+ 3.85% |
$612 - $645
|
1.89K
$16K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
55New |
$481 - $507
|
55
$468
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-56Closed |
$489 - $516
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-71- 0.3% |
$621 - $655
|
23.3K
$198K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-102- 0.97% |
$891 - $940
|
10.4K
$88.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-132- 0.61% |
$1.15K - $1.22K
|
21.7K
$184K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-180- 0.7% |
$1.57K - $1.66K
|
25.7K
$218K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-300- 0.21% |
$2.62K - $2.77K
|
144K
$1.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-551- 0.71% |
$4.82K - $5.08K
|
77.3K
$657K
|
|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-871- 0.93% |
$7.61K - $8.03K
|
92.5K
$786K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-925- 1.2% |
$8.08K - $8.53K
|
76.1K
$647K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1K- 1.71% |
$8.77K - $9.25K
|
57.5K
$489K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.38K- 0.36% |
$12K - $12.7K
|
381K
$3.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.74K- 11.21% |
$15.2K - $16.1K
|
13.8K
$117K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.77K- 2.05% |
$15.4K - $16.3K
|
84.4K
$717K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.8K- 10.59% |
$15.7K - $16.6K
|
15.2K
$129K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-2.25K- 15.41% |
$19.7K - $20.7K
|
12.3K
$105K
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-2.45K- 3.8% |
$21.4K - $22.6K
|
62.1K
$528K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.48K- 32.6% |
$21.6K - $22.8K
|
5.12K
$43.5K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-3.4K- 8.04% |
$29.7K - $31.3K
|
38.9K
$331K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.64K- 10.95% |
$31.8K - $33.5K
|
29.6K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.71K- 0.4% |
$32.4K - $34.2K
|
914K
$7.77M
|
|
|
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
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.01K- 22.33% |
$35.1K - $37K
|
14K
$119K
|
|
|
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
$946K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.18K- 4.38% |
$62.8K - $66.2K
|
157K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-7.28K- 2.51% |
$63.6K - $67.1K
|
283K
$2.41M
|