Latest Institutional Purchases of Nuveen Floating Rate Income Opportunity Fund (JRO)
This list provides information on the latest institutional transactions involving Nuveen Floating Rate Income Opportunity Fund (JRO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18.4KNew |
$140K - $159K
|
18.4K
$0
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
14.4KNew |
$109K - $124K
|
14.4K
$0
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
12.5KNew |
$95K - $108K
|
12.5K
$0
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10K+ 1139.14% |
$76.1K - $86.4K
|
10.9K
$0
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
10K+ 8.49% |
$76K - $86.3K
|
128K
$0
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7K+ 140.0% |
$53.2K - $60.4K
|
12K
$0
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.4KNew |
$33.4K - $38K
|
4.4K
$0
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3KNew |
$22.8K - $25.9K
|
3K
$0
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
600New |
$4.56K - $5.18K
|
600
$0
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
250New |
$1.9K - $2.16K
|
250
$0
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
250+ 3.13% |
$1.9K - $2.16K
|
8.25K
$0
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
20+ 1.74% |
$152 - $173
|
1.17K
$0
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2022 | |||||||
Jan 12, 2023
Q4 2022
|
Next Capital Management LLC
|
BUY
|
- |
59.8KNew |
$464K - $502K
|
59.8K
$0
|
|
Feb 14, 2023
Q4 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
28.8KNew |
$223K - $242K
|
28.8K
$0
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
18.5KNew |
$144K - $156K
|
18.5K
$0
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
12.7KNew |
$98.3K - $106K
|
12.7K
$0
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
12.4KNew |
$96.3K - $104K
|
12.4K
$0
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
11.1KNew |
$86K - $93.1K
|
11.1K
$0
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.29KNew |
$72.1K - $78K
|
9.29K
$0
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8.75KNew |
$67.9K - $73.5K
|
8.75K
$0
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
1.58K+ 11.3% |
$12.2K - $13.2K
|
15.5K
$0
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.15K+ 73.5% |
$8.96K - $9.69K
|
2.72K
$0
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
312+ 2.48% |
$2.42K - $2.62K
|
12.9K
$0
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12New |
$93.1 - $101
|
12
$0
|
|
Q3 2022 | |||||||
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
11.1KNew |
$88.3K - $98.8K
|
11.1K
$0
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
8.75K+ 8.01% |
$69.8K - $78.1K
|
118K
$0
|
|
Q2 2022 | |||||||
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
433KNew |
$3.5M - $4.48M
|
433K
$0
|
|
Aug 09, 2022
Q2 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
52KNew |
$420K - $539K
|
52K
$0
|
|
Aug 12, 2022
Q2 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
13.5KNew |
$109K - $140K
|
13.5K
$0
|
|
Aug 15, 2022
Q2 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
12.1KNew |
$98K - $126K
|
12.1K
$0
|
|
Aug 05, 2022
Q2 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
10.7KNew |
$86.7K - $111K
|
10.7K
$0
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
2KNew |
$16.2K - $20.7K
|
2K
$0
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
597+ 56.86% |
$4.82K - $6.18K
|
1.65K
$0
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
14+ 1.81% |
$113 - $145
|
788
$0
|
|
Q1 2022 | |||||||
May 02, 2022
Q1 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
21.4KNew |
$201K - $224K
|
21.4K
$0
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
477New |
$4.47K - $4.99K
|
477
$0
|
|
Q4 2021 | |||||||
Feb 10, 2022
Q4 2021
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
2.36K+ 283.65% |
$23.3K - $23.9K
|
3.19K
$0
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
600New |
$5.93K - $6.08K
|
600
$0
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
20KNew |
$189K - $200K
|
20K
$0
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
10.1KNew |
$95.4K - $101K
|
10.1K
$0
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.03K+ 10300.0% |
$9.74K - $10.3K
|
1.04K
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.3KNew |
$184K - $205K
|
21.3K
$0
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
10.1KNew |
$87.8K - $97.5K
|
10.1K
$0
|
|
Q3 2020 | |||||||
Nov 10, 2020
Q3 2020
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.96KNew |
$22.9K - $24.8K
|
2.96K
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
500New |
$4.65K - $5K
|
500
$0
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
745New |
$7.52K - $7.76K
|
745
$0
|
|
Q4 2016 | |||||||
Jan 03, 2024
Q4 2016
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1KNew |
N/A
|
1K
$0
|