Nuveen Floating Rate IncomeJFR
13F holders, Q2 2024 (June 30)170holders −3
17new positions
19sold out
1famous investor
$8.65avg. 13F price*
At the end of Q2 2024, 170 institutions reported holding Nuveen Floating Rate Income (JFR) in their 13F filings, down 3 from Q1 2024. 17 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($44.9M), LPL Financial LLC ($24.1M) and Bank of America Corp. ($21.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Nuveen Floating Rate Income
- CUSIP
- 67072T108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $2.7M |
| Exits | 19 | $16.1M |
All 13F filers, Q1 2024 → Q2 2024: 1,756,013 shares bought and 4,242,712 shares sold, net −2,486,699 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 170 holders
| Morgan Stanley | 0.00% | Add +1.3% | 5,193,404 | $44.9M |
| LPL Financial LLC | 0.01% | Add +2.9% | 2,789,482 | $24.1M |
| Bank of America Corp. | 0.00% | Add +0.8% | 2,524,037 | $21.8M |
| Invesco Ltd. | 0.00% | Reduce -17.2% | 1,796,913 | $15.5M |
| Penserra Capital Management LLC | 0.17% | Add +2.3% | 1,589,454 | $13.7M |
| Guggenheim Capital LLC | 0.09% | Reduce -0.8% | 1,411,158 | $12.2M |
| Congress Park Capital LLC | 4.38% | Add +20.9% | 1,261,648 | $10.9M |
| Wells Fargo & Company | 0.00% | Reduce -4.0% | 1,165,733 | $10.1M |
| Royal Bank of Canada | 0.00% | Reduce -6.0% | 1,025,588 | $8.9M |
| UBS Group AG | 0.00% | Add +3.6% | 945,601 | $8.2M |
| Advisors Asset Management, Inc. | 0.16% | Reduce -5.7% | 930,767 | $8.1M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +7.7% | 925,255 | $8.0M |
| Thomas J. Herzfeld Advisors, Inc. | 2.30% | Reduce -11.4% | 759,380 | $6.6M |
| Rockefeller Capital Management L.P. | 0.02% | Add +3.8% | 723,132 | $6.3M |
| Cohen & Steers, Inc. | 0.01% | Add +4.6% | 676,052 | $5.8M |
| Ameriprise Financial Inc. | 0.00% | Add +12.8% | 603,771 | $5.2M |
| Next Capital Management LLC | 1.99% | Reduce -5.2% | 544,590 | $4.7M |
| Baird Financial Group, Inc. | 0.01% | Reduce -1.4% | 510,334 | $4.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -43.0% | 480,753 | $4.2M |
| Cyndeo Wealth Partners, LLC | 0.32% | Add +14.1% | 476,469 | $4.1M |
| Raymond James & Associates | 0.00% | Reduce -3.0% | 454,111 | $3.9M |
| Coastal Bridge Advisors, LLC | 0.95% | Add +30.6% | 442,454 | $3.8M |
| Pathstone Holdings, LLC | 0.01% | Add +131.0% | 382,144 | $3.3M |
| RFG Advisory, LLC | 0.11% | Reduce -2.2% | 379,975 | $3.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -22.8% | 352,199 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +18.8% | 350,091 | $3.0M |
| Alpine Global Management, LLC | 0.58% | Reduce -9.1% | 350,000 | $3.0M |
| Capital Investment Advisors, LLC | 0.06% | Reduce -5.0% | 288,516 | $2.5M |
| International Assets Investment Management, LLC | 0.20% | Reduce -3.7% | 249,888 | $2.2M |
| GraniteShares Advisors LLC | 0.68% | Add +14.3% | 237,310 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +8.2% | 236,695 | $2.0M |
| Rivernorth Capital Management, LLC | 0.09% | No change | 229,185 | $2.0M |
| Prevail Innovative Wealth Advisors, LLC | 0.69% | Add +31.3% | 224,853 | $1.9M |
| Kades & Cheifetz LLC | 1.14% | Reduce -3.9% | 209,296 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.5% | 205,750 | $1.8M |
| Byrne Asset Management LLC | 1.45% | Reduce -4.3% | 202,100 | $1.7M |
| 1607 Capital Partners, LLC | 0.15% | Reduce -35.9% | 198,197 | $1.7M |
| Bank of Montreal | 0.00% | Add +24.6% | 173,267 | $1.6M |
| Aviance Capital Partners, LLC | 0.21% | Add +4.0% | 168,219 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Add +11.4% | 146,451 | $1.3M |
| Independent Financial Group, LLC | 0.05% | Add +8.8% | 140,762 | $1.2M |
| Debussy Capital Management LP | 0.32% | Reduce -13.3% | 128,428 | $1.1M |
| Mission Wealth Management, LP | 0.03% | Reduce -2.0% | 126,709 | $1.1M |
| Melfa Wealth Management, Inc. | 0.76% | Add +0.2% | 126,099 | $1.1M |
| Horizon Kinetics Asset Management LLC | 0.02% | Reduce -0.3% | 120,524 | $1.0M |
| Sanctuary Advisors, LLC | 0.01% | — | 118,648 | $1.0M |
| Natixis | 0.01% | Reduce -16.1% | 112,434 | $970K |
| Choreo, LLC | 0.02% | Reduce -2.8% | 109,658 | $959K |
| Bramshill Investments, LLC | 0.10% | Reduce -2.2% | 104,274 | $902K |
| Virtus Advisers, LLC | 0.44% | Add +36.6% | 104,105 | $901K |
| Cetera Investment Advisers | 0.00% | Reduce -3.0% | 103,152 | $892K |
| Gill Capital Partners, LLC | 0.34% | Reduce -2.3% | 100,381 | $868K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.9% | 87,830 | $760K |
| First Trust Advisors LP | 0.00% | Add +6.1% | 83,722 | $724K |
| Sigma Planning Corp | 0.02% | Add +2.6% | 82,854 | $717K |
| Kestra Advisory Services, LLC | 0.00% | Add +33.0% | 79,500 | $688K |
| Sit Investment Associates Inc. | 0.02% | Reduce -90.7% | 76,730 | $664K |
| Advisory Services Network, LLC | 0.01% | Add +8.7% | 74,581 | $645K |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.6% | 73,745 | $638K |
| Harbour Investments, Inc. | 0.02% | Add +8.9% | 72,897 | $631K |
| Stifel Financial Corp. | 0.00% | Add +6.2% | 72,620 | $628K |
| Avantax Advisory Services, Inc. | 0.00% | Add +125.3% | 71,550 | $619K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +7.0% | 68,365 | $591K |
| Edgemoor Investment Advisors, Inc. | 0.05% | No change | 66,447 | $575K |
| Seelaus Asset Management LLC | 0.57% | Add +1.5% | 62,750 | $543K |
| CoreCap Advisors, LLC | 0.06% | Add +7.7% | 61,731 | $534K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -4.8% | 58,637 | $517K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.1% | 58,335 | $505K |
| Andrew Hill Investment Advisors, Inc. | 0.42% | New | 58,054 | $502K |
| Jane Street Group, LLC | 0.00% | Add +132.9% | 54,713 | $473K |
| Conning Inc. | 0.02% | No change | 54,000 | $467K |
| Wedbush Securities Inc. | 0.02% | Add +0.7% | 52,067 | $450K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce 0.0% | 50,303 | $435K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -11.8% | 49,598 | $429K |
| Investment Management Associates Inc. | 0.14% | Reduce -70.3% | 48,590 | $420K |
| Kovack Advisors, Inc. | 0.04% | Reduce -13.2% | 43,458 | $376K |
| E&G Advisors, LLC | 0.11% | Reduce -0.5% | 43,020 | $372K |
| Fortitude Advisory Group L.L.C. | 0.21% | Add +2.3% | 40,414 | $350K |
| Private Trust Co. NA | 0.04% | New | 40,389 | $349K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -27.9% | 38,502 | $336K |
| Comerica Bank | 0.00% | Reduce -0.2% | 38,749 | $335K |
| HBK Sorce Advisory LLC | 0.01% | No change | 35,199 | $304K |
| Farther Finance Advisors, LLC | 0.01% | Add +45.2% | 34,240 | $300K |
| D.A. Davidson & Co. | 0.00% | No change | 32,003 | $277K |
| Sheets Smith Wealth Management | 0.03% | No change | 30,007 | $260K |
| DCF Advisers, LLC | 0.14% | New | 29,500 | $255K |
| RVW Wealth, LLC | 0.03% | No change | 29,037 | $251K |
| Diversify Advisory Services, LLC | 0.01% | No change | 26,625 | $235K |
| Quadcap Wealth Management, LLC | 0.04% | Reduce -0.9% | 26,413 | $228K |
| Citadel Advisors | 0.00% | New | 26,112 | $226K |
| M Holdings Securities, Inc. | 0.03% | New | 25,757 | $223K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Add +31.0% | 25,397 | $220K |
| Captrust Financial Advisors | 0.00% | No change | 24,551 | $212K |
| Charles Schwab Investment Management Inc. | 0.00% | New | 24,303 | $210K |
| HighTower Advisors, LLC | 0.00% | Add +11.4% | 23,299 | $201K |
| Private Advisor Group, LLC | 0.00% | Reduce -38.7% | 23,087 | $200K |
| Shulman DeMeo Asset Management LLC | 0.05% | No change | 22,568 | $195K |
| HRT Financial LP | 0.00% | New | 22,535 | $194K |
| Jones Road Capital Management, L.P. | 0.20% | No change | 21,340 | $185K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -7.8% | 20,377 | $176K |
"% of holder's portfolio" is JFR's weight in each manager's 13F, not the share of Nuveen Floating Rate Income the manager owns.