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Livermore
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Nuveen Floating Rate Income Fund

JFR
Exchange
NYSE
SEC CIK
0001276533

In the last 90 days, Nuveen Floating Rate Income Fund insiders filed 0 open-market purchases and 1 sale; 174 institutions reported holding it in 13F filings for Q2 2026, worth $458.0M in total; no superinvestor holds it.

13F holders, Q1 2024

Institutional positions in Nuveen Floating Rate Income Fund as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
175
−1 vs. Q4 2023
Shares held
38.6M
−2.34M (−5.7%) vs. Q4 2023
Total value
$336.7M
+$327.0K (+0.1%) vs. Q4 2023
New holders
25
55 more added
Sold out
26
52 more reduced

2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting JFR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2024: 175 institutions
Q1 2021: 95 institutionsQ2 2021: 105 institutionsQ3 2021: 102 institutionsQ4 2021: 104 institutionsQ1 2022: 100 institutionsQ2 2022: 94 institutionsQ3 2022: 91 institutionsQ4 2022: 102 institutionsQ1 2023: 100 institutionsQ2 2023: 101 institutionsQ3 2023: 171 institutionsQ4 2023: 178 institutionsQ1 2024: 175 institutionsQ2 2024: 172 institutionsQ3 2024: 161 institutionsQ4 2024: 164 institutionsQ1 2025: 173 institutionsQ2 2025: 170 institutionsQ3 2025: 177 institutionsQ4 2025: 190 institutionsQ1 2026: 187 institutionsQ2 2026: 174 institutions
Value heldQ1 2024: $336.7M
Q1 2021: $235.4MQ2 2021: $215.3MQ3 2021: $187.8MQ4 2021: $179.6MQ1 2022: $169.9MQ2 2022: $159.3MQ3 2022: $149.7MQ4 2022: $148.0MQ1 2023: $151.0MQ2 2023: $144.0MQ3 2023: $335.0MQ4 2023: $336.4MQ1 2024: $336.7MQ2 2024: $312.6MQ3 2024: $314.0MQ4 2024: $319.8MQ1 2025: $470.0MQ2 2025: $467.3MQ3 2025: $440.8MQ4 2025: $455.8MQ1 2026: $450.4MQ2 2026: $458.0M
Institutions holding JFR and their total value by quarter
QuarterHoldersValue
Q2 2026174$458.0M
Q1 2026187$450.4M
Q4 2025190$455.8M
Q3 2025177$440.8M
Q2 2025170$467.3M
Q1 2025173$470.0M
Q4 2024164$319.8M
Q3 2024161$314.0M
Q2 2024172$312.6M
Q1 2024175$336.7M
Q4 2023178$336.4M
Q3 2023171$335.0M
Q2 2023101$144.0M
Q1 2023100$151.0M
Q4 2022102$148.0M
Q3 202291$149.7M
Q2 202294$159.3M
Q1 2022100$169.9M
Q4 2021104$179.6M
Q3 2021102$187.8M
Q2 2021105$215.3M
Q1 202195$235.4M

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Nuveen Floating Rate Income Fund; share changes are against Q4 2023.

Institutions holding JFR in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
St Germain D J Co Inc0$10.00%0New
Huntington National Bank–$90.00%––
FMR LLC1$90.00%00.0%Unchanged
IFP Advisors, Inc56$4890.00%00.0%Unchanged
WR Wealth Planners, LLC116$1.01K0.00%+116New
Lindbrook Capital, LLC120$1.05K0.00%00.0%Unchanged
Assetmark, Inc132$1.15K0.00%−125−48.6%Reduced
Robinson Capital Management, LLC188$1.64K0.00%−23,154−99.2%Reduced
Beacon Capital Management, LLC470$4.10K0.00%00.0%Unchanged
Venturi Wealth Management, LLC600$5.24K0.00%−1,800−75.0%Reduced
Macroview Investment Management LLC700$6.11K0.01%+700New
FNY Investment Advisers, LLC1,200$10.0K0.01%+1,200New
Geneos Wealth Management Inc.1,220$10.7K0.00%00.0%Unchanged
Raleigh Capital Management Inc.1,500$13.1K0.01%+125+9.1%Added
Bogart Wealth, LLC1,578$13.8K0.00%00.0%Unchanged
CWM, LLC1,550$14.0K0.00%−2,415−60.9%Reduced
Global Retirement Partners, LLC1,714$15.0K0.00%+34+2.0%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,865$16.3K0.00%+1,865New
Caldwell Sutter Capital, Inc.2,558$22.3K0.01%00.0%Unchanged
Gradient Investments LLC2,691$23.5K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC3,000$26.2K0.01%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.3,300$29.0K0.00%−5,700−63.3%Reduced
Highlander Capital Management, LLC3,400$29.7K0.01%00.0%Unchanged
NBC Securities, Inc.3,557$31.0K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC4,341$37.9K0.01%00.0%Unchanged
Zazove Associates LLC4,387$38.0K0.01%00.0%Unchanged
Hollencrest Capital Management4,467$39.0K0.00%+860+23.8%Added
Barrett & Company, Inc.4,499$39.3K0.02%00.0%Unchanged
Signaturefd, LLC5,004$43.7K0.00%+98+2.0%Added
Northwestern Mutual Wealth Management Co5,120$44.7K0.00%−3,650−41.6%Reduced
Principal Securities, Inc.9,223$80.5K0.00%+110+1.2%Added
The PNC Financial Services Group, Inc.10,024$87.5K0.00%00.0%Unchanged
Transcend Wealth Collective, LLC10,087$88.1K0.01%+10,087New
CoreFirst Bank & Trust10,196$89.0K0.06%00.0%Unchanged
Cary Street Partner Investment Advisory LLC10,432$91.1K0.00%00.0%Unchanged
True North Advisors, LLC10,473$91.4K0.03%+10,473New
Mariner, LLC10,517$91.8K0.00%−1,684−13.8%Reduced
Ieq Capital, LLC10,610$92.6K0.00%+10.0%Added
Westchester Capital Management, LLC10,765$94.0K0.00%+10,765New
Csenge Advisory Group10,902$95.2K0.01%+10,902New
Susquehanna International Group, LLP10,954$95.6K0.00%+10,954New
Stratos Wealth Advisors, LLC11,542$100.8K0.01%+228+2.0%Added
Wealth Alliance Advisory Group, LLC11,741$102.5K0.02%00.0%Unchanged
Cullen/Frost Bankers, Inc.11,840$103.4K0.00%00.0%Unchanged
Samalin Investment Counsel, LLC11,905$103.9K0.05%+11,905New
GM Advisory Group, Inc.11,950$104.3K0.01%+11,950New
Integrated Advisors Network LLC12,225$106.7K0.01%00.0%Unchanged
IFG Advisory, LLC12,333$107.7K0.01%00.0%Unchanged
CWA Asset Management Group, LLC13,029$113.7K0.01%+384+3.0%Added
Burford Brothers, Inc.13,070$114.1K0.07%−1,500−10.3%Reduced
First Financial Bankshares Inc13,481$117.7K0.00%00.0%Unchanged
Mercer Global Advisors Inc13,640$119.0K0.00%+13,640New
NWF Advisory Services Inc.14,352$125.3K0.02%−749−5.0%Reduced
MGB Wealth Management, LLC14,599$127.4K0.05%00.0%Unchanged
Bank of New York Mellon Corp14,646$127.9K0.00%+14,646New
Wintrust Investments LLC15,399$134.0K0.01%+443+3.0%Added
Camelot Portfolios, LLC15,531$135.6K0.13%00.0%Unchanged
Transform Wealth, LLC15,447$136.2K0.01%+67+0.4%Added
Drive Wealth Management, LLC15,446$136.2K0.04%−65−0.4%Reduced
Redhawk Wealth Advisors, Inc.15,920$139.0K0.02%+15,920New
Level Four Advisory Services, LLC17,237$141.7K0.01%00.0%Unchanged
QSV Equity Investors LLC16,576$144.7K0.14%00.0%Unchanged
Ameritas Advisory Services, LLC17,526$152.7K0.01%+17,526New
Snowden Capital Advisors LLC17,342$152.9K0.00%+3,000+20.9%Added
ProVise Management Group, LLC17,783$155.2K0.01%−789−4.2%Reduced
Investment Advisory Group, LLC17,999$157.1K0.06%00.0%Unchanged
Wetherby Asset Management Inc19,382$169.2K0.01%+19,382New
InterOcean Capital Group, LLC19,520$170.4K0.00%+19,520New
Glass Jacobson Investment Advisors llc19,850$173.3K0.07%−5,875−22.8%Reduced
Klingman & Associates, LLC20,143$175.9K0.01%00.0%Unchanged
HighTower Advisors, LLC20,905$182.0K0.00%−307−1.4%Reduced
Prudential Financial Inc21,210$185.2K0.00%+21,210New
Jones Road Capital Management, L.P.21,340$186.3K0.17%+15+0.1%Added
Nations Financial Group Inc,22,108$193.0K0.02%−2,641−10.7%Reduced
Shulman DeMeo Asset Management LLC22,568$197.0K0.05%00.0%Unchanged
Jane Street Group, LLC23,494$205.1K0.00%+23,494New
Farther Finance Advisors, LLC23,578$206.3K0.01%+10,638+82.2%Added
Charles Schwab Investment Advisory, Inc.24,303$212.2K0.00%00.0%Unchanged
Captrust Financial Advisors24,551$214.3K0.00%+3,748+18.0%Added
Centurion Wealth Management LLC25,374$221.5K0.09%00.0%Unchanged
Quadcap Wealth Management, LLC26,663$232.8K0.05%00.0%Unchanged
Diversify Advisory Services, LLC26,625$233.0K0.01%+26,625New
Riverbridge Partners LLC28,636$250.0K0.00%−45,302−61.3%Reduced
RVW Wealth, LLC29,037$253.5K0.03%00.0%Unchanged
Sheets Smith Wealth Management30,007$262.0K0.03%00.0%Unchanged
MML Investors Services, LLC31,357$274.0K0.00%+11,624+58.9%Added
Future Financial Wealth Managment LLC31,732$277.0K0.21%+1,158+3.8%Added
Avantax Advisory Services, Inc.31,754$277.2K0.00%+8,647+37.4%Added
D.A. Davidson & Co.32,003$279.4K0.00%−9,752−23.4%Reduced
HBK Sorce Advisory LLC35,199$307.3K0.01%+5,119+17.0%Added
Integrated Capital Management, Inc.37,344$326.0K0.27%+6,096+19.5%Added
Private Advisor Group, LLC37,645$328.6K0.00%−3,409−8.3%Reduced
Northern Trust Corp38,616$337.1K0.00%+38,616New
Comerica Bank38,814$338.8K0.00%+11,799+43.7%Added
Spire Wealth Management38,874$339.4K0.01%00.0%Unchanged
Fortitude Advisory Group L.L.C.39,494$344.8K0.19%00.0%Unchanged
E&G Advisors, LP43,220$377.3K0.12%−470−1.1%Reduced
Kovack Advisors, Inc.50,042$436.9K0.05%+1,297+2.7%Added
Concurrent Investment Advisors, LLC50,304$439.1K0.02%−1,465−2.8%Reduced
National Asset Management, Inc.53,432$443.2K0.01%+6,095+12.9%Added