Purchases and Sales Made in Q4 2025 in Nuveen Floating Rate Income Fund (JFR)
This table provides information about the institutional ownership of Nuveen Floating Rate Income Fund (JFR) during Q4 2025. The information is specifically focused on institutions that hold shares of NUVEEN FLOATING RATE INCOME FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
47.3KNew |
$368K - $386K
|
47.3K
$374K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
42.7KNew |
$332K - $348K
|
42.7K
$338K
|
|
|
Jan 12, 2026
Q4 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
10.8KNew |
$83.8K - $87.9K
|
10.8K
$85.3K
|
|
|
Jan 20, 2026
Q4 2025
|
Granite Shares Advisors LLC
|
BUY
|
- |
4.98K+ 1.46% |
$38.7K - $40.6K
|
345K
$2.73M
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.68K+ 10.57% |
$36.4K - $38.1K
|
49K
$387K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.17K+ 14.43% |
$16.8K - $17.7K
|
17.2K
$136K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.03K+ 1.32% |
$15.8K - $16.6K
|
156K
$1.24M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.3K+ 162.5% |
$10.1K - $10.6K
|
2.1K
$16.6K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
768+ 1.92% |
$5.97K - $6.26K
|
40.8K
$323K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
598+ 4.34% |
$4.65K - $4.87K
|
14.4K
$114K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
136+ 0.33% |
$1.06K - $1.11K
|
41K
$324K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
60+ 0.34% |
$466 - $489
|
17.9K
$142K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6+ 4.29% |
$46.6 - $48.9
|
146
$1.15K
|
|
|
Jan 16, 2026
Q4 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-15- 0.01% |
$117 - $122
|
107K
$848K
|
|
|
Jan 23, 2026
Q4 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-17- 0.09% |
$132 - $139
|
18K
$142K
|
|
|
Jan 23, 2026
Q4 2025
|
E&G Advisors, LP
|
SELL
|
- |
-790- 2.13% |
$6.14K - $6.44K
|
36.3K
$287K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.84K- 18.95% |
$29.9K - $31.3K
|
16.4K
$130K
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-10K- 27.77% |
$77.7K - $81.5K
|
26K
$206K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-11.9K- 4.78% |
$92.1K - $96.6K
|
236K
$1.87M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-29.6K- 43.09% |
$230K - $241K
|
39.1K
$309K
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-45.6K- 6.58% |
$354K - $371K
|
646K
$5.11M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-211K- 12.1% |
$1.64M - $1.72M
|
1.53M
$12.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-574K- 20.81% |
$4.46M - $4.68M
|
2.18M
$17.3M
|
|