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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
OIA
51
Optimum Investment Advisors
Illinois
$122K
MFS
52
MSI Financial Services
Massachusetts
$78K -$4.54K -394 -6%
WA
53
WFG Advisors
Texas
$63K
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$51K +$4.83K +420 +11%
ECM
55
Elgethun Capital Management
South Dakota
$49K +$46K +4,000 New
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$43K +$10.5K +910 +35%
NFG
57
Next Financial Group
Texas
$22K
GRP
58
Global Retirement Partners
California
$18K +$17.3K +1,500 New
SIA
59
SeaBridge Investment Advisors
New Jersey
$17K -$2.99K -260 -16%
Creative Planning
60
Creative Planning
Kansas
$14K +$13.1K +1,142 New
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$13K
AIM
62
Anchor Investment Management
South Carolina
$12.2K +$11.5K +1,000 New
PCM
63
Penserra Capital Management
California
$7K +$783 +68 +13%
YMRC
64
Yorktown Management & Research Company
Virginia
-$2.59M -233,915 Closed
PCP
65
Proficio Capital Partners
Massachusetts
-$1.27M -114,570 Closed
RCM
66
Robinson Capital Management
Michigan
-$793K -71,706 Closed
OC
67
Oppenheimer & Co
New York
-$206K -18,685 Closed
Fiera Capital (Canada)
68
Fiera Capital (Canada)
Quebec, Canada
-$187K -16,887 Closed
FIMG
69
Financial & Investment Management Group
Michigan
-$169K -15,275 Closed
First Trust Advisors
70
First Trust Advisors
Illinois
-$148K -13,386 Closed