Nuveen Floating Rate IncomeJFR
13F holders, Q3 2024 (September 30)159holders −11
12new positions
23sold out
$8.82avg. 13F price*
At the end of Q3 2024, 159 institutions reported holding Nuveen Floating Rate Income (JFR) in their 13F filings, down 11 from Q2 2024. 12 opened new positions and 23 sold out. The largest holders were Morgan Stanley ($45.5M), LPL Financial LLC ($24.5M) and Bank of America Corp. ($21.4M).
- Company
- Nuveen Floating Rate Income
- CUSIP
- 67072T108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $3.8M |
| Exits | 23 | $9.6M |
All 13F filers, Q2 2024 → Q3 2024: 2,471,573 shares bought and 2,772,614 shares sold, net −301,041 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 159 holders
| Morgan Stanley | 0.00% | Reduce -0.6% | 5,164,074 | $45.5M |
| LPL Financial LLC | 0.01% | Reduce -0.5% | 2,775,187 | $24.5M |
| Bank of America Corp. | 0.00% | Reduce -3.8% | 2,428,068 | $21.4M |
| Invesco Ltd. | 0.00% | Add +21.0% | 2,173,748 | $19.2M |
| Penserra Capital Management LLC | 0.35% | Add +15.7% | 1,839,248 | $16.2M |
| Congress Park Capital LLC | 4.89% | Add +18.4% | 1,494,238 | $13.2M |
| Guggenheim Capital LLC | 0.09% | Add +4.9% | 1,480,515 | $13.1M |
| Royal Bank of Canada | 0.00% | Add +0.1% | 1,026,079 | $9.0M |
| Advisors Asset Management, Inc. | 0.16% | Add +9.3% | 1,017,796 | $9.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +1.1% | 935,473 | $8.3M |
| UBS Group AG | 0.00% | Reduce -3.0% | 917,465 | $8.1M |
| Pathstone Holdings, LLC | 0.04% | Add +138.6% | 911,821 | $8.0M |
| Rockefeller Capital Management L.P. | 0.02% | Add +4.2% | 753,641 | $6.6M |
| Wells Fargo & Company | 0.00% | Reduce -38.9% | 712,170 | $6.3M |
| Cohen & Steers, Inc. | 0.01% | Add +5.2% | 711,052 | $6.3M |
| Thomas J. Herzfeld Advisors, Inc. | 1.90% | Reduce -14.7% | 648,025 | $5.7M |
| Ameriprise Financial Inc. | 0.00% | Add +3.5% | 624,921 | $5.5M |
| Cyndeo Wealth Partners, LLC | 0.34% | Add +17.0% | 557,450 | $4.9M |
| Baird Financial Group, Inc. | 0.01% | Add +1.6% | 518,616 | $4.6M |
| Coastal Bridge Advisors, LLC | 1.04% | Add +8.0% | 478,022 | $4.2M |
| Raymond James & Associates | 0.00% | Reduce -0.8% | 450,548 | $4.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -20.3% | 383,247 | $3.4M |
| RFG Advisory, LLC | 0.10% | Add +0.6% | 382,375 | $3.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +7.9% | 377,773 | $3.3M |
| Osaic Holdings, Inc. | 0.01% | Add +3.2% | 363,464 | $3.2M |
| Capital Investment Advisors, LLC | 0.05% | Add +0.7% | 290,521 | $2.6M |
| GraniteShares Advisors LLC | 1.69% | Add +19.4% | 283,337 | $2.5M |
| International Assets Investment Management, LLC | 0.17% | Reduce -4.5% | 238,565 | $2.1M |
| Next Capital Management LLC | 0.86% | Reduce -56.3% | 237,911 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.5% | 228,523 | $2.0M |
| Prevail Innovative Wealth Advisors, LLC | 0.59% | Reduce -2.4% | 219,419 | $1.9M |
| Kades & Cheifetz LLC | 1.10% | Add +3.7% | 216,960 | $1.9M |
| Shaker Financial Services, LLC | 0.59% | New | 177,054 | $1.6M |
| Byrne Asset Management LLC | 1.08% | Reduce -13.4% | 175,000 | $1.5M |
| Bank of Montreal | 0.00% | No change | 173,267 | $1.5M |
| Aviance Capital Partners, LLC | 0.20% | Add +0.7% | 169,416 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -20.3% | 163,932 | $1.4M |
| Horizon Kinetics Asset Management LLC | 0.02% | Add +19.6% | 144,118 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -8.9% | 133,400 | $1.2M |
| Melfa Wealth Management, Inc. | 0.68% | Reduce -6.7% | 117,599 | $1.0M |
| Mission Wealth Management, LP | 0.03% | Reduce -7.4% | 117,366 | $1.0M |
| Cetera Investment Advisers | 0.00% | Add +13.5% | 117,113 | $1.0M |
| Independent Financial Group, LLC | 0.04% | Reduce -17.0% | 116,819 | $1.0M |
| Natixis | 0.01% | Add +3.2% | 116,009 | $1.0M |
| Walleye Capital LLC | 0.01% | New | 110,833 | $978K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -14.1% | 101,936 | $916K |
| Gill Capital Partners, LLC | 0.32% | No change | 100,381 | $885K |
| Bramshill Investments, LLC | 0.09% | Reduce -10.4% | 93,390 | $824K |
| 1607 Capital Partners, LLC | 0.07% | Reduce -55.9% | 87,497 | $772K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.1% | 86,843 | $766K |
| First Trust Advisors LP | 0.00% | Add +2.9% | 86,127 | $760K |
| Choreo, LLC | 0.01% | Reduce -21.3% | 86,275 | $759K |
| Virtus Advisers, LLC | 0.34% | Reduce -21.5% | 81,689 | $720K |
| Sigma Planning Corp | 0.02% | Reduce -6.0% | 77,878 | $687K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +12.6% | 77,005 | $679K |
| Harbour Investments, Inc. | 0.02% | Add +4.0% | 75,785 | $668K |
| Avantax Advisory Services, Inc. | 0.00% | Add +5.0% | 75,103 | $662K |
| Advisory Services Network, LLC | 0.01% | No change | 74,581 | $645K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -4.8% | 70,243 | $620K |
| Wedbush Securities Inc. | 0.02% | Add +32.3% | 68,872 | $607K |
| Edgemoor Investment Advisors, Inc. | 0.05% | Reduce -2.9% | 64,547 | $569K |
| Stifel Financial Corp. | 0.00% | Reduce -13.1% | 63,109 | $557K |
| Seelaus Asset Management LLC | 0.51% | Reduce -2.0% | 61,500 | $542K |
| Andrew Hill Investment Advisors, Inc. | 0.39% | Add +1.7% | 59,054 | $521K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.3% | 58,513 | $516K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -2.4% | 57,257 | $505K |
| Conning Inc. | 0.02% | No change | 54,000 | $476K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -0.3% | 50,178 | $443K |
| CoreCap Advisors, LLC | 0.02% | Reduce -18.9% | 50,041 | $441K |
| HighTower Advisors, LLC | 0.00% | Add +108.2% | 48,496 | $429K |
| E&G Advisors, LLC | 0.10% | Reduce -1.7% | 42,299 | $373K |
| Fortitude Advisory Group L.L.C. | 0.23% | Add +1.4% | 40,981 | $361K |
| HRT Financial LP | 0.00% | Add +70.4% | 38,394 | $338K |
| Comerica Bank | 0.00% | Reduce -2.6% | 37,743 | $333K |
| Western Wealth Management, LLC | 0.02% | New | 36,928 | $326K |
| HBK Sorce Advisory LLC | 0.01% | No change | 35,199 | $310K |
| Carolinas Wealth Consulting LLC | 0.06% | Add +80.3% | 34,420 | $307K |
| Calton & Associates, Inc. | 0.11% | New | 33,750 | $298K |
| Kovack Advisors, Inc. | 0.03% | Reduce -23.6% | 33,205 | $293K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -3.3% | 33,122 | $292K |
| World Equity Group, Inc. | 0.11% | New | 33,046 | $291K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -38.8% | 30,364 | $268K |
| Sheets Smith Wealth Management | 0.03% | No change | 30,007 | $265K |
| RVW Wealth, LLC | 0.02% | No change | 29,037 | $256K |
| MML Investors Services, LLC | 0.00% | Add +44.7% | 28,140 | $248K |
| D.A. Davidson & Co. | 0.00% | Reduce -12.7% | 27,932 | $246K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Add +7.0% | 27,165 | $240K |
| Diversify Advisory Services, LLC | 0.01% | No change | 26,625 | $235K |
| Quadcap Wealth Management, LLC | 0.04% | Reduce -2.2% | 25,843 | $228K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -67.8% | 25,619 | $226K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +20.6% | 24,570 | $217K |
| Centurion Wealth Management LLC | 0.07% | — | 23,924 | $211K |
| Captrust Financial Advisors | 0.00% | Reduce -3.9% | 23,600 | $208K |
| Private Advisor Group, LLC | 0.00% | Add +1.3% | 23,395 | $206K |
| NWF Advisory Services Inc. | 0.03% | Add +62.7% | 23,102 | $204K |
| Shulman DeMeo Asset Management LLC | 0.05% | Reduce -3.3% | 21,817 | $192K |
| Jones Road Capital Management, L.P. | 0.20% | Add +2.2% | 21,804 | $192K |
| Klingman & Associates, LLC | 0.01% | No change | 20,143 | $178K |
| Chicago Partners Investment Group LLC | 0.01% | Add +17.4% | 19,982 | $176K |
| Snowden Capital Advisors LLC | 0.01% | No change | 19,342 | $172K |
"% of holder's portfolio" is JFR's weight in each manager's 13F, not the share of Nuveen Floating Rate Income the manager owns.