Skip to content

JFR NUVEEN FLOATING RATE INCOME

Follow

COM (fund), issuer CIK 1276533

162 managers (163 13F filers) reported a position in JFR shares at 2024-12-31, 35,813,849 shares in all. 17 filers opened a position and 22 filers sold out during the quarter.

Managers
162
13F filers
163
New
17
Added
50
Reduced
47
Sold out
22
Shares held by filers
35,813,849

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY5,146,818$45.9M<0.01%-17,25613F-HR/ATimelineGroup
LPL Financial LLC2,735,715$24.4M0.01%-39,47213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,416,569$21.6M<0.01%-11,49913F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,987,100$17.7M<0.01%-186,64813F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…1,972,108$17.6M0.32%+132,86013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,798,818$16M0.13%+318,30313F-HRTimelineGroup
Congress Park Capital LLC1,544,201$13.8M5%+49,96313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,364,867$12.2M<0.01%13F-HR/ATimelineGroup
Advisors Asset Management, Inc.1,061,055$9.46M0.17%+43,25913F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,050,304$9.37M<0.01%+24,22513F-HRTimelineGroup
UBS Group AGin group UBS Group AG913,760$8.15M<0.01%-3,70513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…880,665$7.86M0.02%+127,02413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN759,594$6.78M<0.01%+47,42413F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.711,052$6.34M0.01%013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC670,891$5.99M<0.01%+45,97013F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.668,591$5.96M1.91%+20,56613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC549,904$4.91M0.02%-361,91713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.521,296$4.65M0.01%+2,68013F-HRTimelineGroup
Coastal Bridge Advisors, LLC463,580$4.14M1.04%-14,44213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.445,860$3.98M0.01%+82,39613F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC429,022$3.83M0.01%+51,24913F-HRTimeline
Cyndeo Wealth Partners, LLC422,950$3.77M0.26%-134,50013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC390,458$3.48M<0.01%+7,21113F-HRTimelineGroup
RFG Advisory, LLC381,000$3.4M0.1%-1,37513F-HRTimeline
Capital Investment Advisors, LLC283,241$2.53M0.05%-7,28013F-HRTimeline
GraniteShares Advisors LLC273,230$2.44M1.54%-10,10713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…236,725$2.13M0.18%-1,867,41713F-HRTimeline
Cambridge Investment Research Advisors,…218,318$1.95M0.01%-10,20513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV214,696$1.92M<0.01%new13F-HRTimeline
Kades & Cheifetz LLC209,283$1.87M0.96%-7,67713F-HRTimeline
Cetera Investment Advisers185,076$1.65M<0.01%+67,96313F-HRTimeline
Aviance Capital Partners, LLC177,201$1.58M0.22%+7,78513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/173,267$1.55M<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC156,751$1.4M0.01%-7,18113F-HRTimeline
Byrne Asset Management LLC147,225$1.31M0.92%-27,77513F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC143,818$1.28M0.02%-30013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC135,997$1.21M0.04%+19,17813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…119,710$1.07M<0.01%-13,69013F-HRTimelineGroup
Andrew Hill Investment Advisors, Inc.119,504$1.07M0.79%+60,45013F-HRTimeline
NATIXISin group Natixis Investment Managers116,009$1.04M0.01%013F-HRTimelineGroup
Shaker Financial Services, LLC115,292$1.03M0.39%-61,76213F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.111,326$993K0.66%-6,27313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.105,732$943K0.01%+30,62913F-HRTimeline
CHOREO, LLC104,915$941K0.01%+18,64013F-HRTimeline
GILL CAPITAL PARTNERS, LLC100,381$895K0.32%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP98,819$881K0.02%-18,54713F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…93,878$837K0.34%+12,18913F-HRTimelineGroup
Bramshill Investments, LLC92,519$825K0.13%-87113F-HRTimeline
Advisory Services Network, LLC92,388$824K0.02%+17,80713F-HRTimeline
Janney Montgomery Scott LLC92,231$823K<0.01%+5,38813F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP84,360$752K<0.01%-1,76713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC80,337$717K<0.01%+54,71813F-HRTimelineGroup
Sigma Planning Corp77,327$690K0.02%-55113F-HRTimeline
HARBOUR INVESTMENTS, INC.76,387$681K0.02%+60213F-HRTimeline
Gladstone Institutional Advisory LLC76,080$679K0.03%-92513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …72,815$650K0.01%+2,57213F-HRTimelineGroup
WORLD EQUITY GROUP, INC.72,492$647K0.14%+39,44613F-HRTimeline
Collar Capital Management, LLC71,964$642K0.53%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP66,198$590K<0.01%+3,08913F-HRTimelineGroup
Edgemoor Investment Advisors, Inc.62,097$554K0.05%-2,45013F-HRTimeline
Seelaus Asset Management LLC61,500$549K0.5%013F-HRTimeline
Steward Partners Investment Advisory, L…57,510$513K<0.01%-1,00313F-HRTimeline
Koshinski Asset Management, Inc.57,257$511K0.05%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC52,826$471K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC51,041$455K0.02%+1,00013F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.50,814$453K0.25%13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…50,178$448K0.01%013F-HRTimelineGroup
WEDBUSH SECURITIES INC46,521$415K0.01%-22,35113F-HRTimeline
CONNING INC.in group CONNING INC.43,050$384K0.01%-10,95013F-HRTimelineGroup
Fortitude Advisory Group L.L.C.42,687$381K0.23%+1,70613F-HRTimeline
RVW Wealth, LLC40,349$360K0.03%+11,31213F-HRTimeline
E&G Advisors, LLC38,899$347K0.09%-3,40013F-HRTimeline
COMERICA BANK37,839$338K<0.01%+9613F-HR/ATimeline
Next Capital Management LLC35,541$317K0.13%-202,37013F-HRTimeline
HBK Sorce Advisory LLC35,199$314K0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC34,420$307K0.06%013F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …33,956$303K0.04%13F-HRTimeline
MML INVESTORS SERVICES, LLC33,717$301K<0.01%+5,57713F-HRTimeline
Integrated Wealth Concepts LLC31,689$283K<0.01%+1,32513F-HRTimeline
Sanctuary Advisors, LLC31,816$271K<0.01%-70,12013F-HRTimeline
D.A. DAVIDSON & CO.30,063$268K<0.01%+2,13113F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT30,007$268K0.03%013F-HRTimeline
Kovack Advisors, Inc.29,568$264K0.03%-3,63713F-HRTimeline
Laird Norton Wetherby Wealth Management…27,696$247K0.01%+53113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC27,480$245K<0.01%+14,04113F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding27,200$240K+575Timeline
Glass Jacobson Investment Advisors llc26,414$236K0.08%+7,53913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Quadcap Wealth Management, LLC25,663$229K0.03%-18013F-HRTimeline
HighTower Advisors, LLC25,383$226K<0.01%-23,11313F-HRTimeline
Chicago Partners Investment Group LLC24,720$223K0.01%+4,73813F-HRTimeline
Logan Stone Capital, LLC24,866$222K0.07%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV24,715$220K0.02%+14513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding24,409$218K+474Timeline
Centurion Wealth Management LLC23,924$213K0.07%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.23,861$213K0.01%new13F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS23,600$211K<0.01%013F-HRTimeline
Private Advisor Group, LLC23,324$208K<0.01%-7113F-HRTimeline
Mariner, LLCin group Mariner, LLC22,500$201K<0.01%+6,63413F-HRTimelineGroup
JONES ROAD CAPITAL MANAGEMENT, L.P.21,804$194K0.13%013F-HRTimeline
Shulman DeMeo Asset Management LLC21,685$193K0.05%-13213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth21,593$193K<0.01%+2,07313F-HR/ATimelineGroup
Farther Finance Advisors, LLC21,180$189K0.01%-11,94213F-HRTimeline
Snowden Capital Advisors LLC19,342$173K0.01%013F-HRTimeline
Investment Advisory Group, LLC18,000$161K0.05%013F-HRTimeline
NWF Advisory Services Inc.17,943$160K0.02%-5,15913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…17,583$157K0.01%+60013F-HRTimelineGroup
Financial & Tax Architects, LLC17,569$157K0.04%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,726$149K<0.01%new13F-HRTimelineGroup
QSV Equity Investors LLC16,576$148K0.14%013F-HRTimeline
Redhawk Wealth Advisors, Inc.15,920$142K0.02%013F-HRTimeline
ProVise Management Group, LLC15,194$136K0.01%-1,80013F-HRTimeline
Trilogy Capital Inc.14,967$134K0.01%013F-HRTimeline
Samalin Investment Counsel, LLC14,155$126K0.05%+52713F-HRTimeline
Platform Technology Partners14,051$125K0.04%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…13,965$125K0.01%-4,01413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,956$124K<0.01%new13F-HR/ATimeline
Camelot Portfolios, LLC13,790$123K0.13%-1,74113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC13,606$121K<0.01%new13F-HRTimelineGroup
Burford Brothers, Inc.13,070$117K0.06%013F-HRTimeline
MGB Wealth Management, LLC12,349$110K0.03%-2,25013F-HRTimeline
WESTBOURNE INVESTMENTS, INC.11,950$107K0.06%13F-HRTimeline
GM Advisory Group, LLC11,950$107K0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.11,840$106K<0.01%013F-HRTimelineGroup
Elequin Capital, LP11,821$105K0.01%new13F-HRTimeline
Wealth Alliance Advisory Group, LLC11,741$105K0.02%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,691$104K<0.01%new13F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding10,432$93.1K0Timeline
IEQ CAPITAL, LLC10,378$92.6K<0.01%-10213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…7,317$65.3K0.01%013F-HRTimeline
Avior Wealth Management, LLC6,878$61.4K<0.01%-3,87213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,500$58K<0.01%013F-HRTimelineGroup
CoreFirst Bank & Trust6,118$54.6K0.03%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,677$50.6K<0.01%+21713F-HRTimelineGroup
SIGNATUREFD, LLC5,586$49.8K<0.01%+15813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,120$45.7K<0.01%-2,47613F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT4,915$43.8K<0.01%+18213F-HRTimeline
Park Square Financial Group, LLC4,508$40.2K0.03%13F-HRTimeline
AMERIFLEX GROUP, INC.3,371$29K0.01%13F-HRTimeline
GPS Wealth Strategies Group, LLC2,960$26.4K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.2,467$22K0.01%013F-HRTimeline
Geneos Wealth Management Inc.2,375$21.2K<0.01%+16113F-HRTimeline
TD Waterhouse Canada Inc.2,000$17.8K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,882$17K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC1,887$16.8K<0.01%+7013F-HRTimeline
Kimelman & Baird, LLC1,823$16.3K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.1,750$15.6K0.01%+12013F-HRTimeline
WPG Advisers, LLC1,655$14.8K0.01%13F-HRTimeline
Bogart Wealth, LLC1,578$14.1K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT1,200$10.7K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,161$10K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Allworth Financial LP749$6.41K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.568$5.12K<0.01%013F-HRTimelineGroup
WR Wealth Planners, LLC230$2.05K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.250$2K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…158$1.41K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC132$1.18K<0.01%013F-HRTimelineGroup
Lindbrook Capital, LLC120$1.07K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC59$533<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC55$485<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.4$36<0.01%-4,10313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC0$1<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.