Purchases and Sales Made in Q1 2023 in Nuveen Floating Rate Income Opportunity Fund (JRO)

JRO Quotes by TradingView

This table provides information about the institutional ownership of Nuveen Floating Rate Income Opportunity Fund (JRO) during Q1 2023. The information is specifically focused on institutions that hold shares of Nuveen Floating Rate Income Opportunity Fund.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
317K
New
$2.41M - $2.73M
317K $0
Apr 07, 2023 Q1 2023
Mission Wealth Management, LP

BUY
 -
135K
New
$1.03M - $1.17M
135K $0
Apr 18, 2023 Q1 2023
Park Avenue Securities LLC

BUY
 -
128K
New
$976K - $1.11M
128K $0
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
110K
+ 383.94%
$839K - $953K
139K $0
May 12, 2023 Q1 2023
City Of London Investment Management CO LTD

London, X0
BUY
 -
90.6K
+ 26.05%
$688K - $782K
438K $0
May 15, 2023 Q1 2023
Almitas Capital LLC

Santa Monica, CA
BUY
 -
51.5K
New
$391K - $444K
51.5K $0
May 13, 2024 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
41.9K
New
$318K - $362K
41.9K $0
Apr 04, 2023 Q1 2023
Future Financial Wealth Managment LLC

BUY
 -
30.5K
New
$232K - $263K
30.5K $0
May 10, 2023 Q1 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
27.8K
+ 4.11%
$212K - $240K
706K $0
May 08, 2023 Q1 2023
Shaker Financial Services, LLC

BUY
 -
25.9K
+ 47.42%
$197K - $224K
80.6K $0
May 15, 2023 Q1 2023
Aqr Arbitrage LLC

Greenwich, CT
BUY
 -
21.4K
+ 60.53%
$163K - $185K
56.7K $0
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
21.1K
New
$160K - $182K
21.1K $0
Apr 26, 2023 Q1 2023
Integrated Capital Management, Inc.

BUY
 -
20.3K
New
$154K - $175K
20.3K $0
May 12, 2023 Q1 2023
Jones Road Capital Management, L.P.

New York, NY
BUY
 -
20K
New
$152K - $173K
20K $0
May 12, 2023 Q1 2023
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
19.4K
+ 4.21%
$147K - $167K
480K $0
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
18.4K
New
$140K - $159K
18.4K $0
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
18.1K
+ 1.49%
$137K - $156K
1.23M $0
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
16.6K
+ 4.53%
$126K - $143K
383K $0
May 26, 2023 Q1 2023
Sheets Smith Wealth Management

BUY
 -
14.4K
New
$109K - $124K
14.4K $0
Aug 26, 2024 Q1 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
14.1K
New
$107K - $122K
14.1K $0
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
13.8K
+ 48.84%
$105K - $119K
41.9K $0
May 05, 2023 Q1 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
13K
New
$98.8K - $112K
13K $0
Apr 26, 2023 Q1 2023
Ifg Advisory, LLC

BUY
 -
12.5K
New
$95K - $108K
12.5K $0
Apr 19, 2023 Q1 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
10.4K
+ 6.11%
$78.7K - $89.3K
180K $0
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
10K
+ 1139.14%
$76.1K - $86.4K
10.9K $0
Apr 19, 2023 Q1 2023
Congress Park Capital LLC

BUY
 -
10K
+ 13.33%
$76K - $86.3K
85K $0
May 15, 2023 Q1 2023
Cohen & Steers, Inc.

New York, NY
BUY
 -
10K
+ 8.49%
$76K - $86.3K
128K $0
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
7.29K
+ 36.6%
$55.4K - $62.9K
27.2K $0
May 05, 2023 Q1 2023
Cullen/Frost Bankers, Inc.

BUY
 -
7K
+ 140.0%
$53.2K - $60.4K
12K $0
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
6.78K
+ 0.45%
$51.6K - $58.5K
1.52M $0
May 10, 2023 Q1 2023
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
5.8K
+ 3.18%
$44K - $50K
188K $0
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
5K
+ 50.0%
$38K - $43.2K
15K $0
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
4.82K
+ 7.99%
$36.7K - $41.6K
65.2K $0
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
4.4K
New
$33.4K - $38K
4.4K $0
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
3.71K
+ 2.98%
$28.2K - $32K
128K $0
May 12, 2023 Q1 2023
Invesco Ltd.

Atlanta, GA
BUY
 -
3.35K
+ 0.83%
$25.5K - $28.9K
408K $0
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
3.01K
+ 5.61%
$22.8K - $25.9K
56.6K $0
May 12, 2023 Q1 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
3K
New
$22.8K - $25.9K
3K $0
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
2.97K
+ 4.6%
$22.6K - $25.6K
67.6K $0
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
2.81K
+ 11.72%
$21.4K - $24.3K
26.8K $0
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
1.33K
+ 130.18%
$10.1K - $11.5K
2.36K $0
May 15, 2023 Q1 2023
Virtus ETF Advisers LLC

New York, NY
BUY
 -
1.06K
+ 2.65%
$8.06K - $9.16K
41.1K $0
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
956
+ 2.86%
$7.27K - $8.25K
34.4K $0
May 09, 2023 Q1 2023
Wedbush Securities Inc

BUY
 -
600
+ 1.41%
$4.56K - $5.18K
43.2K $0
Apr 12, 2023 Q1 2023
Fny Investment Advisers, LLC

BUY
 -
600
New
$4.56K - $5.18K
600 $0
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
500
+ 2.06%
$3.8K - $4.32K
24.8K $0
May 03, 2023 Q1 2023
Klingman & Associates, LLC

BUY
 -
386
+ 1.77%
$2.93K - $3.33K
22.2K $0
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

BUY
 -
333
+ 1.84%
$2.53K - $2.87K
18.4K $0
May 15, 2023 Q1 2023
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
250
New
$1.9K - $2.16K
250 $0

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