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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
SB
51
Suntrust Banks
Georgia
$125K +$129K +10,601 New
OIA
52
Optimum Investment Advisors
Illinois
$118K
BW
53
Biegel & Waller
Maryland
$118K +$122K +10,007 New
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$80K +$32.3K +2,651 +63%
WA
55
WFG Advisors
Texas
$61K
AG
56
Advisor Group
Arizona
$33K -$122K -9,983 -78%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$31K -$11.1K -910 -26%
GRP
58
Global Retirement Partners
California
$18K
SIA
59
SeaBridge Investment Advisors
New Jersey
$17K
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$12K
AIM
61
Anchor Investment Management
South Carolina
$11.8K
Citigroup
62
Citigroup
New York
$8K +$8.24K +675 New
PCM
63
Penserra Capital Management
California
$6K -$866 -71 -12%
Creative Planning
64
Creative Planning
Kansas
$3K -$10.4K -850 -74%
ASN
65
Advisory Services Network
Georgia
$2K +$2.32K +190 New
AIM
66
Advantage Investment Management
Iowa
$1K +$1.22K +100 New
EVM
67
Eaton Vance Management
Massachusetts
-$3.28M -269,352 Closed
CIA
68
Capital Investment Advisors
Georgia
-$2.11M -172,972 Closed
CS
69
Credit Suisse
Switzerland
-$776K -63,665 Closed
BIG
70
Bellwether Investment Group
Tennessee
-$497K -40,806 Closed
HCM
71
Hollencrest Capital Management
California
-$128K -10,490 Closed
ECM
72
Elgethun Capital Management
South Dakota
-$49K -4,000 Closed
NFG
73
Next Financial Group
Texas
-$22K -1,764 Closed