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JRO

Nuveen Floating Rate Income Opportunty Fund

Delisted

JRO was delisted on the 28th of July, 2023.

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
51
Sheets Smith Wealth Management
North Carolina
$137K
SBIA
52
Sheaff Brock Investment Advisors
Indiana
$137K +$20.4K +2,000 +18%
HCM
53
Hollencrest Capital Management
California
$118K
First Trust Advisors
54
First Trust Advisors
Illinois
$118K +$118K +11,526 New
RJA
55
Raymond James & Associates
Florida
$108K -$11.8K -1,162 -10%
OIA
56
Optimum Investment Advisors
Illinois
$103K
MFS
57
MSI Financial Services
Massachusetts
$83K -$69.7K -6,836 -46%
AG
58
Advisor Group
Arizona
$56K +$56.7K +5,558 New
GWM
59
Geneos Wealth Management
Colorado
$41K +$30.6K +3,000 +300%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$33K
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$27K
SIA
62
SeaBridge Investment Advisors
New Jersey
$17K +$2.65K +260 +18%
WP
63
WealthPLAN Partners
Nebraska
$16.4K +$16.3K +1,595 New
NFG
64
Next Financial Group
Texas
$16K
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$11K
WA
66
WFG Advisors
Texas
$9K +$9.18K +900 New
Creative Planning
67
Creative Planning
Kansas
$7K -$8.37K -821 -54%
PCM
68
Penserra Capital Management
California
$4K
MIG
69
Mariner Investment Group
New York
-$3.65M -369,561 Closed
PPA
70
Parametric Portfolio Associates
Washington
-$941K -95,159 Closed
BA
71
BlackRock Advisors
Delaware
-$905K -91,512 Closed
LCM
72
Landscape Capital Management
New Jersey
-$834K -84,339 Closed
SG Americas Securities
73
SG Americas Securities
New York
-$387K -39,152 Closed
TAM
74
Trust Asset Management
Texas
-$270K -27,303 Closed
SGAM
75
Steinberg Global Asset Management
Florida
-$115K -11,664 Closed