BRWA
NSL

B. Riley Wealth Advisors’s NUVEEN SENIOR INCM FD NSL Stock Holding History

B. Riley Wealth Advisors’s Portfolio NSL Stock Details NSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-20,232
Closed -$93.5K – 1659
2023
Q2 		$93.5K Buy
20,232
+1,717
+9% +$7.83K ﹤0.01% 1443
2023
Q1 		$86.2K Hold
18,515
– – ﹤0.01% 1396
2022
Q4 		$85K Sell
18,515
-3,178
-15% -$15K ﹤0.01% 1372
2022
Q3 		$102K Sell
21,693
-666
-3% -$3.29K ﹤0.01% 1322
2022
Q2 		$108K Buy
22,359
+25
+0.1% +$129 ﹤0.01% 1114
2022
Q1 		$127K Buy
22,334
+133
+0.6% +$766 ﹤0.01% 1269
2021
Q4 		$131K Sell
22,201
-129
-0.6% -$767 ﹤0.01% 1314
2021
Q3 		$131K Sell
22,330
-947
-4% -$5.51K ﹤0.01% 1305
2021
Q2 		$138K Sell
23,277
-7
-0% -$40 ﹤0.01% 1277
2021
Q1 		$131K Buy
23,284
+140
+0.6% +$768 ﹤0.01% 1264
2020
Q4 		$121K Sell
23,144
-146
-0.6% -$726 0.01% 974
2020
Q3 		$113K Sell
23,290
-4
-0% -$19 0.01% 882
2020
Q2 		$110K Sell
23,294
-5,941
-20% -$27.1K 0.01% 812
2020
Q1 		$130K Sell
29,235
-8,309
-22% -$45.7K 0.01% 712
2019
Q4 		$224K Buy
37,544
+675
+2% +$3.87K 0.02% 721
2019
Q3 		$213K Buy
36,869
+167
+0.5% +$966 0.02% 711
2019
Q2 		$218K Buy
36,702
+162
+0.4% +$952 0.02% 685
2019
Q1 		$212K Sell
36,540
-2,946
-7% -$17.2K 0.03% 636
2018
Q4 		$218K Sell
39,486
-4,003
-9% -$23.5K 0.03% 561
2018
Q3 		$268K Sell
43,489
-2,108
-5% -$13K 0.03% 537
2018
Q2 		$285K Buy
45,597
+142
+0.3% +$922 0.04% 491
2018
Q1 		$298K Sell
45,455
-1,606
-3% -$10.4K 0.04% 463
2017
Q4 		$307K Buy
47,061
+2,245
+5% +$14.8K 0.04% 436
2017
Q3 		$300K Buy
44,816
+259
+0.6% +$1.73K 0.05% 375
2017
Q2 		$304K Buy
44,557
+120
+0.3% +$826 0.06% 362
2017
Q1 		$302K Buy
44,437
+376
+0.9% +$2.61K 0.06% 339
2016
Q4 		$300K Buy
44,061
+13,768
+45% +$90K 0.06% 349
2016
Q3 		$199K Buy
30,293
+5,764
+23% +$36K 0.04% 538
2016
Q2 		$149K Buy
24,529
+122
+0.5% +$730 0.03% 551
2016
Q1 		$144K Buy
+24,407
New +$136K 0.03% 496

Other funds holding NSL

CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

B. Riley Wealth Advisors's NSL Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of NUVEEN SENIOR INCM FD (NSL) in Q3 2023, closing a stake of 20,232 shares — an estimated $93.5K sold.

B. Riley Wealth Advisors first reported a position in NSL in Q1 2016 and held it in 30 quarters. The position peaked at $307K in Q4 2017. 2 funds tracked by Wall St. Rank hold NSL as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining NUVEEN SENIOR INCM FD position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 20,232 NUVEEN SENIOR INCM FD shares in Q3 2023, an estimated $93.5K.
  • B. Riley Wealth Advisors first reported a position in NUVEEN SENIOR INCM FD in Q1 2016 and held it in 30 quarters.
  • B. Riley Wealth Advisors's NUVEEN SENIOR INCM FD position peaked at $307K in Q4 2017.
  • 2 funds tracked by Wall St. Rank held NUVEEN SENIOR INCM FD as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.