Nuveen Floating Rate IncomeJFR
13F holders, Q4 2024 (December 31)162holders +3
17new positions
21sold out
1famous investor
$8.92avg. 13F price*
At the end of Q4 2024, 162 institutions reported holding Nuveen Floating Rate Income (JFR) in their 13F filings, up 3 from Q3 2024. 17 opened new positions and 21 sold out. The largest holders were Morgan Stanley ($45.9M), LPL Financial LLC ($24.4M) and Bank of America Corp. ($21.6M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $3.9M |
| Exits | 21 | $5.5M |
All 13F filers, Q3 2024 → Q4 2024: 1,791,950 shares bought and 1,945,204 shares sold, net −153,254 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 162 holders
| Morgan Stanley | 0.00% | Reduce -0.3% | 5,146,818 | $45.9M |
| LPL Financial LLC | 0.01% | Reduce -1.4% | 2,735,715 | $24.4M |
| Bank of America Corp. | 0.00% | Reduce -0.5% | 2,416,569 | $21.6M |
| Invesco Ltd. | 0.00% | Reduce -8.6% | 1,987,100 | $17.7M |
| Penserra Capital Management LLC | 0.32% | Add +7.2% | 1,972,108 | $17.6M |
| Guggenheim Capital LLC | 0.13% | Add +21.5% | 1,798,818 | $16.0M |
| Congress Park Capital LLC | 5.00% | Add +3.3% | 1,544,201 | $13.8M |
| Raymond James Financial Inc. | 0.00% | — | 1,364,867 | $12.2M |
| Advisors Asset Management, Inc. | 0.17% | Add +4.3% | 1,061,055 | $9.5M |
| Royal Bank of Canada | 0.00% | Add +2.4% | 1,050,304 | $9.4M |
| UBS Group AG | 0.00% | Reduce -0.4% | 913,760 | $8.2M |
| Rockefeller Capital Management L.P. | 0.02% | Add +16.9% | 880,665 | $7.9M |
| Wells Fargo & Company | 0.00% | Add +6.7% | 759,594 | $6.8M |
| Cohen & Steers, Inc. | 0.01% | No change | 711,052 | $6.3M |
| Ameriprise Financial Inc. | 0.00% | Add +7.4% | 670,891 | $6.0M |
| Thomas J. Herzfeld Advisors, Inc. | 1.91% | Add +3.2% | 668,591 | $6.0M |
| Pathstone Holdings, LLC | 0.02% | Reduce -39.7% | 549,904 | $4.9M |
| Baird Financial Group, Inc. | 0.01% | Add +0.5% | 521,296 | $4.6M |
| Coastal Bridge Advisors, LLC | 1.04% | Reduce -3.0% | 463,580 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Add +22.7% | 445,860 | $4.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +13.6% | 429,022 | $3.8M |
| Cyndeo Wealth Partners, LLC | 0.26% | Reduce -24.1% | 422,950 | $3.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.9% | 390,458 | $3.5M |
| RFG Advisory, LLC | 0.10% | Reduce -0.4% | 381,000 | $3.4M |
| Capital Investment Advisors, LLC | 0.05% | Reduce -2.5% | 283,241 | $2.5M |
| GraniteShares Advisors LLC | 1.54% | Reduce -3.6% | 273,230 | $2.4M |
| International Assets Investment Management, LLC | 0.18% | Reduce -0.8% | 236,725 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.5% | 218,318 | $1.9M |
| Mercer Global Advisors Inc. | 0.00% | New | 214,696 | $1.9M |
| Kades & Cheifetz LLC | 0.96% | Reduce -3.5% | 209,283 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +58.0% | 185,076 | $1.7M |
| Aviance Capital Partners, LLC | 0.22% | Add +4.6% | 177,201 | $1.6M |
| Bank of Montreal | 0.00% | No change | 173,267 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -4.4% | 156,751 | $1.4M |
| Byrne Asset Management LLC | 1.07% | Reduce -15.9% | 147,225 | $1.3M |
| Horizon Kinetics Asset Management LLC | 0.02% | Reduce -0.2% | 143,818 | $1.3M |
| Independent Financial Group, LLC | 0.04% | Add +16.4% | 135,997 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -10.3% | 119,710 | $1.1M |
| Andrew Hill Investment Advisors, Inc. | 0.79% | Add +102.4% | 119,504 | $1.1M |
| Natixis | 0.01% | No change | 116,009 | $1.0M |
| Shaker Financial Services, LLC | 0.39% | Reduce -34.9% | 115,292 | $1.0M |
| Melfa Wealth Management, Inc. | 0.66% | Reduce -5.3% | 111,326 | $993K |
| Avantax Advisory Services, Inc. | 0.01% | Add +40.8% | 105,732 | $943K |
| Choreo, LLC | 0.01% | Add +21.6% | 104,915 | $941K |
| Gill Capital Partners, LLC | 0.32% | No change | 100,381 | $895K |
| Mission Wealth Management, LP | 0.02% | Reduce -15.8% | 98,819 | $881K |
| Virtus Advisers, LLC | 0.34% | Add +14.9% | 93,878 | $837K |
| Bramshill Investments, LLC | 0.13% | Reduce -0.9% | 92,519 | $825K |
| Advisory Services Network, LLC | 0.02% | Add +23.9% | 92,388 | $824K |
| Janney Montgomery Scott LLC | 0.00% | Add +6.2% | 92,231 | $823K |
| First Trust Advisors LP | 0.00% | Reduce -2.0% | 84,360 | $752K |
| Kestra Advisory Services, LLC | 0.00% | Add +213.6% | 80,337 | $717K |
| Sigma Planning Corp | 0.02% | Reduce -0.7% | 77,327 | $690K |
| Harbour Investments, Inc. | 0.02% | Add +0.8% | 76,387 | $681K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -1.2% | 76,080 | $679K |
| Oppenheimer & Co. Inc. | 0.01% | Add +3.7% | 72,815 | $650K |
| World Equity Group, Inc. | 0.14% | Add +119.4% | 72,492 | $647K |
| Collar Capital Management, LLC | 0.53% | — | 71,964 | $642K |
| Stifel Financial Corp. | 0.00% | Add +4.9% | 66,198 | $590K |
| Edgemoor Investment Advisors, Inc. | 0.05% | Reduce -3.8% | 62,097 | $554K |
| Seelaus Asset Management LLC | 0.51% | No change | 61,500 | $549K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.7% | 57,510 | $513K |
| Koshinski Asset Management, Inc. | 0.04% | No change | 57,257 | $511K |
| Cerity Partners LLC | 0.00% | New | 52,826 | $471K |
| CoreCap Advisors, LLC | 0.02% | Add +2.0% | 51,041 | $455K |
| Kane Investment Management, Inc. | 0.25% | — | 50,814 | $453K |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 50,178 | $448K |
| Wedbush Securities Inc. | 0.01% | Reduce -32.5% | 46,521 | $415K |
| Conning Inc. | 0.01% | Reduce -20.3% | 43,050 | $384K |
| Fortitude Advisory Group L.L.C. | 0.23% | Add +4.2% | 42,687 | $381K |
| RVW Wealth, LLC | 0.03% | Add +39.0% | 40,349 | $360K |
| Western Wealth Management, LLC | 0.02% | Add +7.5% | 39,702 | $354K |
| E&G Advisors, LLC | 0.09% | Reduce -8.0% | 38,899 | $347K |
| Comerica Bank | 0.00% | Add +0.3% | 37,839 | $338K |
| Next Capital Management LLC | 0.13% | Reduce -85.1% | 35,541 | $317K |
| HBK Sorce Advisory LLC | 0.01% | No change | 35,199 | $314K |
| Carolinas Wealth Consulting LLC | 0.06% | No change | 34,420 | $307K |
| Parr McKnight Wealth Management Group, LLC | 0.04% | — | 33,956 | $303K |
| MML Investors Services, LLC | 0.00% | Add +19.8% | 33,717 | $301K |
| Integrated Wealth Concepts LLC | 0.00% | Add +4.4% | 31,689 | $283K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -68.8% | 31,816 | $271K |
| D.A. Davidson & Co. | 0.00% | Add +7.6% | 30,063 | $268K |
| Sheets Smith Wealth Management | 0.03% | No change | 30,007 | $268K |
| Kovack Advisors, Inc. | 0.03% | Reduce -10.9% | 29,568 | $264K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Add +1.9% | 27,696 | $247K |
| Jane Street Group, LLC | 0.00% | Add +104.5% | 27,480 | $245K |
| Diversify Wealth Management, LLC | 0.02% | New | 27,200 | $240K |
| Glass Jacobson Investment Advisors llc | 0.08% | Add +39.9% | 26,414 | $236K |
| Quadcap Wealth Management, LLC | 0.03% | Reduce -0.7% | 25,663 | $229K |
| HighTower Advisors, LLC | 0.00% | Reduce -47.7% | 25,383 | $226K |
| Chicago Partners Investment Group LLC | 0.01% | Add +23.7% | 24,720 | $223K |
| Logan Stone Capital, LLC | 0.07% | New | 24,866 | $222K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +0.6% | 24,715 | $220K |
| Centurion Wealth Management LLC | 0.07% | No change | 23,924 | $213K |
| StoneX Group Inc. | 0.01% | New | 23,861 | $213K |
| Captrust Financial Advisors | 0.00% | No change | 23,600 | $211K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.3% | 23,324 | $208K |
| Mariner, LLC | 0.00% | Add +41.8% | 22,500 | $201K |
| Jones Road Capital Management, L.P. | 0.18% | No change | 21,804 | $194K |
| Shulman DeMeo Asset Management LLC | 0.05% | Reduce -0.6% | 21,685 | $193K |
"% of holder's portfolio" is JFR's weight in each manager's 13F, not the share of Nuveen Floating Rate Income the manager owns.