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.
Q3 2024 vs. Q2 2024
How the institutions holding Nuveen Floating Rate Income Fund changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Of which not filed for Q3 2024 | Q3 2024 | Change |
|---|---|---|---|---|
| Holders | 172 | 1 | 161 | −10 |
| Shares | 36.1M | 4.50K | 37.7M | +1.59M (+4.4%) |
| Value | $312.6M | $39.0K | $314.0M | +$1.45M (+0.5%) |
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (13)
Institutions that held Nuveen Floating Rate Income Fund at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Shaker Financial Services, LLC | 177,054 | $1.56M | 0.59% |
| Walleye Capital LLC | 110,833 | $977.5K | 0.01% |
| Western Wealth Management, LLC | 36,928 | $325.7K | 0.02% |
| Calton & Associates, Inc. | 33,750 | $297.7K | 0.11% |
| World Equity Group, Inc. | 33,046 | $291.5K | 0.11% |
| Centurion Wealth Management LLC | 23,924 | $211.0K | 0.07% |
| CI Private Wealth, LLC | 12,687 | $111.9K | 0.00% |
| Stratos Wealth Partners, LTD. | 11,702 | $103.2K | 0.00% |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7,317 | $64.5K | 0.02% |
| Ashton Thomas Securities, LLC | 1,972 | $17.4K | 0.00% |
| FNY Investment Advisers, LLC | 1,200 | $10.0K | 0.00% |
| Tower Research Capital LLC (TRC) | 11 | $97 | 0.00% |
| FMR LLC | 1 | $9 | 0.00% |
Sold out (23)
Institutions that held Nuveen Floating Rate Income Fund at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Alpine Global Management, LLC | 350,000 | $3.03M |
| Rivernorth Capital Management, LLC | 229,185 | $1.98M |
| Vivaldi Capital Management, LLC | 128,428 | $1.11M |
| Sit Investment Associates Inc | 76,730 | $664.0K |
| Investment Management Associates Inc | 48,590 | $420.3K |
| Private Trust Co NA | 40,389 | $349.4K |
| National Asset Management, Inc. | 38,502 | $336.3K |
| DCF Advisers, LLC | 29,500 | $255.2K |
| Citadel Advisors LLC | 26,112 | $225.9K |
| M Holdings Securities, Inc. | 25,757 | $223.0K |
| Charles Schwab Investment Management Inc | 24,303 | $210.2K |
| Drive Wealth Management, LLC | 15,900 | $138.9K |
| Mercer Global Advisors Inc | 15,446 | $133.6K |
| Marex Group plc | 15,043 | $130.1K |
| First Financial Bankshares Inc | 13,481 | $116.6K |
| True North Advisors, LLC | 10,473 | $90.6K |
| Transcend Wealth Collective, LLC | 10,348 | $89.5K |
| Caldwell Sutter Capital, Inc. | 2,808 | $24.3K |
| Gradient Investments LLC | 2,691 | $23.3K |
| Redwood Wealth Management Group, LLC | 1,100 | $9.52K |
| Beacon Capital Management, LLC | 470 | $4.07K |
| Voisard Asset Management Group, Inc. | 98 | $848 |
| Fifth Third Bancorp | 24 | $208 |
Not filed for Q3 2024 yet (1)
Institutions that held Nuveen Floating Rate Income Fund at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 4,500 | $39.0K |