Nuveen Floating Rate IncomeJFR
13F holders, Q1 2024 (March 31)173holders
$8.73avg. 13F price*
At the end of Q1 2024, 173 institutions reported holding Nuveen Floating Rate Income (JFR) in their 13F filings. The largest holders were Morgan Stanley ($44.7M), LPL Financial LLC ($23.7M) and Bank of America Corp. ($21.9M).
- Company
- Nuveen Floating Rate Income
- CUSIP
- 67072T108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $5.7M |
| Exits | 25 | $14.0M |
Ownership 173 holders
| Morgan Stanley | 0.00% | Reduce -7.3% | 5,125,067 | $44.7M |
| LPL Financial LLC | 0.01% | Add +10.9% | 2,710,142 | $23.7M |
| Bank of America Corp. | 0.00% | Add +22.6% | 2,503,526 | $21.9M |
| Invesco Ltd. | 0.00% | Reduce -10.2% | 2,170,478 | $18.9M |
| Penserra Capital Management LLC | 0.17% | Add +5.7% | 1,554,132 | $13.6M |
| Guggenheim Capital LLC | 0.09% | Reduce -20.6% | 1,421,817 | $12.4M |
| Wells Fargo & Company | 0.00% | Reduce -8.1% | 1,214,889 | $10.6M |
| Royal Bank of Canada | 0.00% | Add +7.8% | 1,091,494 | $9.5M |
| Congress Park Capital LLC | 4.03% | Add +12.3% | 1,043,427 | $9.1M |
| Advisors Asset Management, Inc. | 0.17% | Add +34.4% | 986,774 | $8.6M |
| UBS Group AG | 0.00% | Add +5.0% | 912,663 | $8.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +14.3% | 859,470 | $7.5M |
| Thomas J. Herzfeld Advisors, Inc. | 2.65% | Add +27.9% | 857,315 | $7.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +19.1% | 844,044 | $7.4M |
| Sit Investment Associates Inc. | 0.17% | Reduce -45.3% | 823,503 | $7.2M |
| Rockefeller Capital Management L.P. | 0.02% | Add +15.8% | 696,528 | $6.1M |
| Cohen & Steers, Inc. | 0.01% | No change | 646,052 | $5.6M |
| Next Capital Management LLC | 2.04% | Reduce -3.1% | 574,509 | $5.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.4% | 535,331 | $4.7M |
| Baird Financial Group, Inc. | 0.01% | Reduce -6.0% | 517,564 | $4.5M |
| Raymond James & Associates | 0.00% | Reduce -0.2% | 468,119 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -6.3% | 456,221 | $4.0M |
| Shaker Financial Services, LLC | 1.49% | Reduce -6.0% | 437,190 | $3.9M |
| Cyndeo Wealth Partners, LLC | 0.30% | Add +7.7% | 417,450 | $3.6M |
| City of London Investment Management Co. Ltd. | 0.29% | Reduce -28.7% | 399,493 | $3.5M |
| RFG Advisory, LLC | 0.12% | Add +8.5% | 388,475 | $3.4M |
| Alpine Global Management, LLC | 0.78% | No change | 385,000 | $3.4M |
| Coastal Bridge Advisors, LLC | 0.68% | Add +58.2% | 338,735 | $3.0M |
| AQR Arbitrage LLC | 0.14% | Reduce -62.6% | 311,490 | $2.7M |
| 1607 Capital Partners, LLC | 0.22% | Reduce -51.1% | 308,997 | $2.7M |
| Capital Investment Advisors, LLC | 0.06% | Reduce -2.9% | 303,650 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.9% | 294,778 | $2.6M |
| International Assets Investment Management, LLC | 0.24% | Add +9.3% | 259,474 | $2.3M |
| Park Avenue Securities LLC | 0.03% | Add +1.7% | 248,629 | $2.2M |
| Landscape Capital Management, L.L.C. | 0.18% | Reduce -63.5% | 240,304 | $2.1M |
| Rivernorth Capital Management, LLC | 0.10% | Reduce -0.4% | 229,185 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -6.9% | 218,667 | $1.9M |
| Kades & Cheifetz LLC | 1.22% | Add +3.4% | 217,805 | $1.9M |
| Byrne Asset Management LLC | 1.49% | Reduce -0.5% | 211,150 | $1.8M |
| NewEdge Advisors, LLC | 0.02% | Reduce -7.1% | 208,963 | $1.8M |
| GraniteShares Advisors LLC | 0.96% | Add +14.6% | 207,714 | $1.8M |
| Prevail Innovative Wealth Advisors, LLC | 0.56% | Add +29.6% | 171,284 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | New | 165,440 | $1.4M |
| Investment Management Associates Inc. | 0.49% | No change | 163,466 | $1.4M |
| Aviance Capital Partners, LLC | 0.21% | Add +1.1% | 161,763 | $1.4M |
| Bank of Montreal | 0.00% | No change | 139,032 | $1.3M |
| Debussy Capital Management LP | 0.38% | Reduce -12.2% | 148,066 | $1.3M |
| Natixis | 0.01% | Reduce -1.1% | 134,034 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Add +0.3% | 131,433 | $1.1M |
| Independent Financial Group, LLC | 0.05% | Add +0.8% | 129,345 | $1.1M |
| Mission Wealth Management, LP | 0.03% | Add +1.5% | 129,340 | $1.1M |
| Melfa Wealth Management, Inc. | 0.79% | Add +0.4% | 125,826 | $1.1M |
| Horizon Kinetics Asset Management LLC | 0.02% | No change | 120,831 | $1.1M |
| Choreo, LLC | 0.03% | New | 112,760 | $984K |
| Bramshill Investments, LLC | 0.11% | New | 106,640 | $931K |
| Cetera Investment Advisers | 0.00% | Add +584.1% | 106,380 | $929K |
| Gill Capital Partners, LLC | 0.36% | Reduce -5.5% | 102,767 | $884K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.0% | 94,306 | $823K |
| Sigma Planning Corp | 0.02% | Add +82.1% | 80,756 | $705K |
| First Trust Advisors LP | 0.00% | Add +6.2% | 78,908 | $689K |
| Virtus Advisers, LLC | 0.35% | Add +29.8% | 76,227 | $665K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -3.5% | 73,310 | $640K |
| Advisory Services Network, LLC | 0.01% | Add +6.0% | 68,642 | $599K |
| Stifel Financial Corp. | 0.00% | Add +44.2% | 68,401 | $597K |
| Harbour Investments, Inc. | 0.02% | Add +4.8% | 66,941 | $584K |
| Edgemoor Investment Advisors, Inc. | 0.06% | Reduce -4.6% | 66,447 | $580K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -0.5% | 63,865 | $558K |
| Seelaus Asset Management LLC | 0.55% | Reduce -14.8% | 61,850 | $540K |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -42.8% | 61,623 | $538K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -13.3% | 59,764 | $522K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -3.8% | 58,272 | $509K |
| CoreCap Advisors, LLC | 0.03% | Add +11.7% | 57,331 | $501K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -9.2% | 56,221 | $491K |
| Conning Inc. | 0.02% | No change | 54,000 | $471K |
| Wedbush Securities Inc. | 0.02% | Reduce -16.5% | 51,714 | $451K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +12.9% | 53,432 | $443K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -2.8% | 50,304 | $439K |
| Kovack Advisors, Inc. | 0.05% | Add +2.7% | 50,042 | $437K |
| E&G Advisors, LLC | 0.12% | Reduce -1.1% | 43,220 | $377K |
| Fortitude Advisory Group L.L.C. | 0.19% | No change | 39,494 | $345K |
| Spire Wealth Management | 0.01% | No change | 38,874 | $339K |
| Comerica Bank | 0.00% | Add +43.7% | 38,814 | $339K |
| Northern Trust Corp. | 0.00% | New | 38,616 | $337K |
| Private Advisor Group, LLC | 0.00% | Reduce -8.3% | 37,645 | $329K |
| Integrated Capital Management, Inc. | 0.27% | Add +19.5% | 37,344 | $326K |
| HBK Sorce Advisory LLC | 0.01% | Add +17.0% | 35,199 | $307K |
| D.A. Davidson & Co. | 0.00% | Reduce -23.4% | 32,003 | $279K |
| Avantax Advisory Services, Inc. | 0.00% | Add +37.4% | 31,754 | $277K |
| Future Financial Wealth Managment LLC | 0.21% | Add +3.8% | 31,732 | $277K |
| MML Investors Services, LLC | 0.00% | Add +58.9% | 31,357 | $274K |
| Sheets Smith Wealth Management | 0.03% | No change | 30,007 | $262K |
| RVW Wealth, LLC | 0.03% | No change | 29,037 | $253K |
| Riverbridge Partners LLC | 0.00% | Reduce -61.3% | 28,636 | $250K |
| Diversify Advisory Services, LLC | 0.01% | — | 26,625 | $233K |
| Quadcap Wealth Management, LLC | 0.05% | No change | 26,663 | $233K |
| Centurion Wealth Management LLC | 0.09% | No change | 25,374 | $222K |
| Captrust Financial Advisors | 0.00% | Add +18.0% | 24,551 | $214K |
| Charles Schwab Investment Advisory, Inc. | 0.00% | No change | 24,303 | $212K |
| Farther Finance Advisors, LLC | 0.01% | Add +82.2% | 23,578 | $206K |
| Jane Street Group, LLC | 0.00% | New | 23,494 | $205K |
| Shulman DeMeo Asset Management LLC | 0.05% | No change | 22,568 | $197K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -10.7% | 22,108 | $193K |
| Jones Road Capital Management, L.P. | 0.19% | Add +0.1% | 21,340 | $186K |
| Prudential Financial Inc. | 0.00% | New | 21,210 | $185K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.4% | 20,905 | $182K |
| Klingman & Associates, LLC | 0.01% | No change | 20,143 | $176K |
| Glass Jacobson Investment Advisors llc | 0.07% | Reduce -22.8% | 19,850 | $173K |
| InterOcean Capital Group, LLC | 0.00% | New | 19,520 | $170K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | New | 19,382 | $169K |
| Investment Advisory Group, LLC | 0.07% | No change | 17,999 | $157K |
| ProVise Management Group, LLC | 0.01% | Reduce -4.3% | 17,783 | $155K |
| Snowden Capital Advisors LLC | 0.00% | Add +20.9% | 17,342 | $153K |
| Ameritas Advisory Services, LLC | 0.01% | New | 17,526 | $153K |
| QSV Equity Investors LLC | 0.14% | No change | 16,576 | $145K |
| Level Four Advisory Services, LLC | 0.01% | No change | 17,237 | $142K |
| Redhawk Wealth Advisors, Inc. | 0.02% | New | 15,920 | $139K |
| Drive Wealth Management, LLC | 0.04% | Reduce -0.4% | 15,446 | $136K |
| Transform Wealth, LLC | 0.01% | Add +0.4% | 15,447 | $136K |
| Camelot Portfolios, LLC | 0.13% | No change | 15,531 | $136K |
| Wintrust Investments LLC | 0.01% | Add +3.0% | 15,399 | $134K |
| Bank of New York Mellon Corp | 0.00% | New | 14,646 | $128K |
| MGB Wealth Management, LLC | 0.05% | No change | 14,599 | $127K |
| NWF Advisory Services Inc. | 0.02% | Reduce -5.0% | 14,352 | $125K |
| Mercer Global Advisors Inc. | 0.00% | New | 13,640 | $119K |
| First Financial Bankshares Inc | 0.00% | No change | 13,481 | $118K |
| Burford Brothers, Inc. | 0.07% | Reduce -10.3% | 13,070 | $114K |
| CWA Asset Management Group, LLC | 0.01% | Add +3.0% | 13,029 | $114K |
| IFG Advisory, LLC | 0.01% | No change | 12,333 | $108K |
| Integrated Advisors Network LLC | 0.01% | No change | 12,225 | $107K |
| GM Advisory Group, LLC | 0.01% | New | 11,950 | $104K |
| Samalin Investment Counsel, LLC | 0.05% | New | 11,905 | $104K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 11,840 | $103K |
| Wealth Alliance Advisory Group, LLC | 0.02% | No change | 11,741 | $102K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +2.0% | 11,542 | $101K |
| Susquehanna International Group, LLP | 0.00% | New | 10,954 | $96K |
| Csenge Advisory Group | 0.01% | New | 10,902 | $95K |
| Westchester Capital Management, LLC | 0.00% | New | 10,765 | $94K |
| Ieq Capital, LLC | 0.00% | Add +0.0% | 10,610 | $93K |
| Mariner, LLC | 0.00% | Reduce -13.8% | 10,517 | $92K |
| True North Advisors, LLC | 0.03% | New | 10,473 | $91K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 10,432 | $91K |
| CoreFirst Bank & Trust | 0.06% | No change | 10,196 | $89K |
| Transcend Capital Advisors, LLC | 0.01% | New | 10,087 | $88K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 10,024 | $88K |
| Principal Securities, Inc. | 0.00% | Add +1.2% | 9,223 | $81K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -41.6% | 5,120 | $45K |
| Signaturefd, LLC | 0.00% | Add +2.0% | 5,004 | $44K |
| Barrett & Company, Inc. | 0.02% | No change | 4,499 | $39K |
| Hollencrest Capital Management | 0.00% | Add +23.8% | 4,467 | $39K |
| Zazove Associates LLC | 0.06% | No change | 4,387 | $38K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 4,341 | $38K |
| Lanark Financial, Inc. | 0.00% | No change | 3,557 | $31K |
| Highlander Capital Management, LLC | 0.01% | No change | 3,400 | $30K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -63.3% | 3,300 | $29K |
| ICA Group Wealth Management, LLC | 0.01% | No change | 3,000 | $26K |
| Gradient Investments LLC | 0.00% | No change | 2,691 | $23K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 2,558 | $22K |
| Avior Wealth Management, LLC | 0.00% | New | 1,865 | $16K |
| Global Retirement Partners, LLC | 0.00% | Add +2.0% | 1,714 | $15K |
| Cwm, LLC | 0.00% | Reduce -60.9% | 1,550 | $14K |
| Bogart Wealth, LLC | 0.00% | No change | 1,578 | $14K |
| Raleigh Capital Management Inc. | 0.01% | Add +9.1% | 1,500 | $13K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,220 | $11K |
| FNY Investment Advisers, LLC | 0.01% | New | 1,200 | $10K |
| Macroview Investment Management LLC | 0.01% | New | 700 | $6K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -75.0% | 600 | $5K |
| Beacon Capital Management, LLC | 0.00% | No change | 470 | $4K |
| Robinson Capital Management, LLC | 0.00% | Reduce -99.2% | 188 | $2K |
| Assetmark, Inc. | 0.00% | Reduce -48.6% | 132 | $1K |
| Lindbrook Capital, LLC | 0.00% | No change | 120 | $1K |
| WR Wealth Planners, LLC | 0.00% | New | 116 | $1K |
| IFP Advisors, Inc | 0.00% | No change | 56 | $489 |
| FMR LLC | 0.00% | No change | 1 | $9 |
"% of holder's portfolio" is JFR's weight in each manager's 13F, not the share of Nuveen Floating Rate Income the manager owns.