Skip to main content

Nuveen Senior Income Fund

NSLDelisted Jul 31, 2023

Nuveen Senior Income Fund was delisted on Jul 31, 2023; its insiders filed their last Form 4 on Nov 22, 2022; 82 institutions reported holding it in 13F filings for Q2 2023, worth $51.7M in total; Oaktree Capital was the only superinvestor holding it.

13F holders, Q2 2023

Institutional positions in Nuveen Senior Income Fund as of Jun 30, 2023. 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
82
+6 vs. Q1 2023
Shares held
11.3M
+597.5K (+5.6%) vs. Q1 2023
Total value
$51.7M
+$2.27M (+4.6%) vs. Q1 2023
New holders
10
29 more added
Sold out
4
23 more reduced

Compare with Q1 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting NSL 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 holdersQ2 2023: 82 institutions
Q1 2021: 72 institutionsQ2 2021: 71 institutionsQ3 2021: 67 institutionsQ4 2021: 75 institutionsQ1 2022: 68 institutionsQ2 2022: 78 institutionsQ3 2022: 73 institutionsQ4 2022: 80 institutionsQ1 2023: 76 institutionsQ2 2023: 82 institutionsQ3 2023: 3 institutionsQ4 2023: 1 institutionQ1 2024: 1 institutionQ2 2024: 1 institutionQ3 2024: 1 institutionQ4 2024: 1 institutionQ1 2025: 1 institutionQ2 2025: 1 institutionQ3 2025: 1 institutionQ4 2025: 1 institutionQ1 2026: 1 institutionQ2 2026: 1 institution
Value heldQ2 2023: $51.7M
Q1 2021: $66.7MQ2 2021: $54.5MQ3 2021: $43.1MQ4 2021: $47.8MQ1 2022: $36.0MQ2 2022: $41.2MQ3 2022: $46.4MQ4 2022: $46.7MQ1 2023: $49.4MQ2 2023: $51.7MQ3 2023: $43.4KQ4 2023: $5Q1 2024: $5Q2 2024: $5Q3 2024: $5Q4 2024: $5Q1 2025: $5Q2 2025: $5Q3 2025: $5Q4 2025: $5Q1 2026: $5Q2 2026: $5
Institutions holding NSL and their total value by quarter
QuarterHoldersValue
Q2 20261$5
Q1 20261$5
Q4 20251$5
Q3 20251$5
Q2 20251$5
Q1 20251$5
Q4 20241$5
Q3 20241$5
Q2 20241$5
Q1 20241$5
Q4 20231$5
Q3 20233$43.4K
Q2 202382$51.7M
Q1 202376$49.4M
Q4 202280$46.7M
Q3 202273$46.4M
Q2 202278$41.2M
Q1 202268$36.0M
Q4 202175$47.8M
Q3 202167$43.1M
Q2 202171$54.5M
Q1 202172$66.7M

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Nuveen Senior Income Fund; share changes are against Q1 2023.

Institutions holding NSL in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Oaktree Capital Management LPSuperinvestorOaktree Capital1,669,270$7.65M0.10%00.0%Unchanged
Sit Investment Associates Inc1,097,884$5.03M0.13%+663,176+152.6%Added
Morgan Stanley896,315$4.11M0.00%+100,532+12.6%Added
Invesco Ltd.667,273$3.06M0.00%−75,187−10.1%Reduced
UBS Group AG612,633$2.81M0.00%+37,684+6.6%Added
Shaker Financial Services, LLC569,336$2.63M1.15%−23,018−3.9%Reduced
Guggenheim Capital LLC558,164$2.56M0.02%−312,041−35.9%Reduced
1607 Capital Partners, LLC386,400$1.77M0.13%+73,000+23.3%Added
Next Capital Management LLC371,379$1.70M0.79%00.0%Unchanged
Wolverine Asset Management LLC357,015$1.64M0.03%+111,440+45.4%Added
Rivernorth Capital Management, LLC305,422$1.40M0.07%−374,303−55.1%Reduced
Advisors Asset Management, Inc.303,239$1.39M0.03%−3,020−1.0%Reduced
Almitas Capital LLC229,436$1.06M0.45%+12,723+5.9%Added
Envestnet Asset Management Inc205,090$939.3K0.00%+1,938+1.0%Added
Park Avenue Securities LLC194,094$889.0K0.01%−1,786−0.9%Reduced
Coastal Bridge Advisors, LLC193,166$884.7K0.22%+48,470+33.5%Added
LPL Financial LLC188,776$864.6K0.00%+69,726+58.6%Added
Logan Stone Capital, LLC183,685$841.3K0.29%−1,731−0.9%Reduced
Gill Capital Partners, LLC156,420$716.4K0.30%−5,040−3.1%Reduced
Saba Capital Management, L.P.125,045$572.7K0.02%+125,045New
Bank of America Corp119,479$547.2K0.00%+3,028+2.6%Added
Alpine Global Management, LLC113,132$518.1K0.14%+113,132New
Riverbridge Partners LLC108,228$495.7K0.01%−8,158−7.0%Reduced
Horizon Kinetics Asset Management LLC105,209$481.9K0.01%00.0%Unchanged
GWM Advisors LLC102,815$470.9K0.01%00.0%Unchanged
Janney Montgomery Scott LLC88,150$404.0K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.85,072$389.6K0.00%+2,390+2.9%Added
E&G Advisors, LP80,300$367.8K0.13%00.0%Unchanged
Royal Bank of Canada74,807$343.0K0.00%−3,910−5.0%Reduced
Wells Fargo & Company72,490$332.0K0.00%−8,148−10.1%Reduced
Virtus ETF Advisers LLC69,073$316.4K0.19%−5,485−7.4%Reduced
Harbour Investments, Inc.68,743$314.8K0.02%+1,883+2.8%Added
Advisor Group Holdings, Inc.61,946$283.7K0.00%−17,129−21.7%Reduced
Private Advisor Group, LLC61,360$281.0K0.00%+122+0.2%Added
Integrated Wealth Concepts LLC60,808$278.5K0.00%+120+0.2%Added
Commonwealth Equity Services, LLC45,860$210.0K0.00%−3,710−7.5%Reduced
Landscape Capital Management, L.L.C.43,271$198.2K0.03%+12,197+39.3%Added
Capital Investment Advisors, LLC42,978$196.8K0.01%−6,173−12.6%Reduced
Captrust Financial Advisors33,764$154.6K0.00%+33,764New
Integrated Capital Management, Inc.33,753$154.6K0.14%+13,134+63.7%Added
Cambridge Investment Research Advisors, Inc.33,437$153.0K0.00%+5,198+18.4%Added
Fortitude Advisory Group L.L.C.31,859$145.9K0.11%+1,077+3.5%Added
Nations Financial Group Inc,29,439$134.8K0.01%−2,550−8.0%Reduced
Raymond James & Associates29,420$134.7K0.00%+342+1.2%Added
Stifel Financial Corp29,006$132.8K0.00%−1,956−6.3%Reduced
Susquehanna International Group, LLP28,385$130.0K0.00%−2,439−7.9%Reduced
Drive Wealth Management, LLC26,668$123.3K0.05%+590+2.3%Added
MML Investors Services, LLC25,979$119.0K0.00%+2,346+9.9%Added
International Assets Investment Management, LLC25,502$116.8K0.02%−903−3.4%Reduced
Change Path, LLC24,999$114.0K0.01%+557+2.3%Added
National Asset Management, Inc.20,232$93.5K0.00%+1,717+9.3%Added
D.A. Davidson & Co.19,864$91.0K0.00%+215+1.1%Added
Ameriprise Financial Inc16,418$75.2K0.00%−684−4.0%Reduced
Advisory Services Network, LLC15,521$71.1K0.00%00.0%Unchanged
Independent Wealth Network Inc.15,172$69.5K0.04%−1,930−11.3%Reduced
Charles Schwab Investment Advisory, Inc.15,071$69.0K0.00%+419+2.9%Added
Lido Advisors, LLC15,000$68.7K0.00%+15,000New
Cetera Investment Advisers13,307$60.9K0.00%−1,552−10.4%Reduced
Avantax Advisory Services, Inc.13,232$60.6K0.00%+13,232New
PFG Investments, LLC10,900$49.9K0.01%00.0%Unchanged
CI Private Wealth, LLC10,415$47.7K0.00%00.0%Unchanged
Sigma Planning Corp10,365$47.5K0.00%00.0%Unchanged
XTX Topco Ltd10,096$46.2K0.01%+10,096New
Kovack Advisors, Inc.10,000$45.8K0.01%−3,000−23.1%Reduced
Visionary Wealth Advisors10,000$45.8K0.00%00.0%Unchanged
Signaturefd, LLC7,928$36.3K0.00%+222+2.9%Added
Barrett & Company, Inc.7,750$35.5K0.02%00.0%Unchanged
Citigroup Inc7,143$32.7K0.00%+7,143New
Hollencrest Capital Management5,902$27.0K0.00%+164+2.9%Added
Northwestern Mutual Wealth Management Co3,854$17.7K0.00%00.0%Unchanged
Global Retirement Partners, LLC2,694$12.3K0.00%+26+1.0%Added
Ronald Blue Trust, Inc.2,500$12.0K0.00%+2,500New
CNB Bank1,094$5.01K0.00%00.0%Unchanged
Hantz Financial Services, Inc.1,085$5.00K0.00%00.0%Unchanged
Creative Financial Designs Inc569$2.60K0.00%+16+2.9%Added
Robinson Capital Management, LLC325$1.49K0.00%00.0%Unchanged
Assetmark, Inc71$3250.00%00.0%Unchanged
Lindbrook Capital, LLC68$3110.00%00.0%Unchanged
EverSource Wealth Advisors, LLC61$2790.00%00.0%Unchanged
Huntington National Bank–$50.00%––
FMR LLC1$50.00%+1New
CWM, LLC56$00.00%+56New
Raymond James Financial Services Advisors, Inc.0$00.00%−10,570−100.0%Sold out
Davenport & Co LLC0$00.00%−10,300−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−2,000−100.0%Sold out
BDO Wealth Advisors, LLC0$00.00%−155−100.0%Sold out