NUVEEN FLOATING RATE INCOME (JFR) Institutional Ownership Changes & 13F Activity

NUVEEN FLOATING RATE INCOME (JFR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Invesco Ltd., 1607 Capital Partners, Llc, Ameriprise Financial Inc, and Icon Advisers Inc/Co.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-384-1.2%31,319$240.22KQ2 2026Sep 09, 2026
1607 Capital Partners, LlcSell-946,010-43.7%1,218,608$9.35MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+11,93311,933$91.53KQ2 2026Aug 27, 2026
Gill Capital Partners, LlcSell-930-1.3%69,043$529.56KQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-15,182-53.1%13,390$102.70KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+1,350+5.3%26,598$204.01KQ2 2026Aug 18, 2026
Almitas Capital LlcBuy+23,580+5.7%435,208$3.34MQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcBuy+7,204+1.8%414,174$3.18MQ2 2026Aug 17, 2026
Invesco Ltd.Buy+2,935,7502,935,750$22.52MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+805,512805,512$6.18MQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Buy+274,870+17.7%1,827,295$14.02MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+205,992+13.1%1,782,406$13.67MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+113,966+6.0%2,029,187$15.56MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+111,132+4.5%2,604,993$19.98MQ2 2026Aug 14, 2026
Loomis Sayles & Co L PBuy+76,287+2.6%2,973,326$22.81MQ2 2026Aug 14, 2026
Xtx Topco LtdSell-35,395-34.2%68,111$522.41KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+22,852+1.8%1,301,970$9.99MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+17,488+9.4%204,292$1.57MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+17,16617,166$131.66KQ2 2026Aug 14, 2026
Two Sigma Securities, LlcBuy+15,63815,638$119.94KQ2 2026Aug 14, 2026
Moneta Group Investment Advisors LlcBuy+13,33713,337$102.30KQ2 2026Aug 14, 2026
&PartnersBuy+12,638+22.5%68,718$527.07KQ2 2026Aug 14, 2026
Boothbay Fund Management, LlcBuy+12,286+74.6%28,766$220.63KQ2 2026Aug 14, 2026
Thrivent Financial For LutheransSell-10,835-9.2%106,834$819.00KQ2 2026Aug 14, 2026
Cerity Partners LlcSell-10,000-13.4%64,526$494.91KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+8,262+57.0%22,754$174.52KQ2 2026Aug 14, 2026
Quantum Portfolio Management LlcBuy+4,3774,377$33.57KQ2 2026Aug 14, 2026
Western Wealth Management, LlcBuy+295+2.5%12,269$94.10KQ2 2026Aug 14, 2026
Morgan StanleyBuy+2,961,714+48.8%9,031,373$69.27MQ2 2026Aug 13, 2026
Icon Advisers Inc/CoSell-745,662-43.4%971,097$7.45MQ2 2026Aug 13, 2026
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Frequently asked questions about JFR activity

  • Which institutional owners are buying JFR?

    Institutional owners buying JFR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in JFR activity?

    "Buy" means an investor increased their reported position in JFR compared to the prior reporting period. This reflects growing exposure to NUVEEN FLOATING RATE INCOME (JFR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in JFR increasing?

    Institutional interest in JFR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.