Vault-13

NUVEEN CR STRATEGIES INCOME XJQCX

COM SHS · Closed-End Fund · CUSIP 67073D102

145 institutional holders -6 vs Q1 2024
42,483,47342.5m shares reported held*
$235.9mreported value*
17 new 49 added 39 reduced 21 sold out net sold ≈ $168.3m (-30.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $5.55.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 149Q4 22: 151Q1 23: 153Q2 23: 151Q3 23: 157Q4 23: 162Q1 24: 151Q2 24: 145145Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 2022149
Q4 2022151
Q1 2023153
Q2 2023151
Q3 2023157
Q4 2023162
Q1 2024151
Q2 2024145

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 70 bought or addedQ4 22: 45 cut or sold outQ4 22Q1 23: 68 bought or addedQ1 23: 64 cut or sold outQ2 23: 57 bought or addedQ2 23: 59 cut or sold outQ2 23Q3 23: 70 bought or addedQ3 23: 49 cut or sold outQ4 23: 73 bought or addedQ4 23: 58 cut or sold outQ4 23Q1 24: 69 bought or addedQ1 24: 78 cut or sold outQ2 24: 66 bought or addedQ2 24: 60 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20227045
Q1 20236864
Q2 20235759
Q3 20237049
Q4 20237358
Q1 20246978
Q2 20246660

Biggest buyers

WELLS FARGO & COMPANY/MN Added +504,667+504.7k
BANK OF AMERICA CORP /DE/ Added +125,829+125.8k
Focus Partners Wealth New +120,000+120.0k
Raymond James Financial Services Advisors, Inc. Added +112,158+112.2k
Shaker Financial Services, LLC Added +90,386+90.4k
Boyce & Associates Wealth Consulting, Inc. Added +77,641+77.6k
COHEN & STEERS, INC. Added +70,000+70.0k
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC New +60,000+60.0k
Penserra Capital Management LLC Added +55,105+55.1k
Walleye Capital LLC New +49,523+49.5k

Biggest sellers

MORGAN STANLEY Reduced -28,751,597-28.8m
ZAZOVE ASSOCIATES LLC Sold out -489,524-489.5k
Thomas J. Herzfeld Advisors, Inc. Reduced -444,424-444.4k
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD Sold out -396,457-396.5k
Invesco Ltd. Reduced -295,952-296.0k
Pathstone Holdings, LLC Reduced -262,146-262.1k
Advisors Asset Management, Inc. Reduced -216,757-216.8k
Allspring Global Investments Holdings, LLC Reduced -214,398-214.4k
OSAIC HOLDINGS, INC. Reduced -160,878-160.9k
ENVESTNET ASSET MANAGEMENT INC Reduced -158,778-158.8k

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 11,244,46011.2m $62.4m $62.4m 0.00% Reduced -28.8m -28,751,597
2 OAK HILL ADVISORS LP 2.31% of their portfolio New York, NY 3,325,1263.3m $18.5m $18.5m 2.31% Unchanged
3 Pathstone Holdings, LLC 0.07% of their portfolio ENGLEWOOD, NJ 2,756,0782.8m $15.3m $15.3m 0.07% Reduced -262.1k -262,146
4 Penserra Capital Management LLC 0.17% of their portfolio ORINDA, CA 2,479,9802.5m $13.8m $13.8m 0.17% Added +55.1k +55,105
5 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,820,5431.8m $10.1m $10.1m 0.00% Added +504.7k +504,667
6 GUGGENHEIM CAPITAL LLC 0.07% of their portfolio CHICAGO, IL 1,736,8351.7m $9.6m $9.6m 0.07% Reduced -43.3k -43,272
7 PRIVATE MANAGEMENT GROUP INC 0.37% of their portfolio IRVINE, CA 1,732,1381.7m $9.6m $9.6m 0.37% Reduced -40.1k -40,148
8 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 1,529,8601.5m $8.5m $8.5m 0.00% Reduced -296.0k -295,952
9 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 1,223,9301.2m $6.8m $6.8m 0.01% Added +112.2k +112,158
10 Advisors Asset Management, Inc. 0.13% of their portfolio Monument, CO 1,186,5201.2m $6.6m $6.6m 0.13% Reduced -216.8k -216,757
11 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,123,0081.1m $6.2m $6.2m 0.00% Added +125.8k +125,829
12 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 750,009750.0k $4.2m $4.2m 0.00% Added +29.1k +29,089
13 COHEN & STEERS, INC. 0.01% of their portfolio NEW YORK, NY 719,738719.7k $4.0m $4.0m 0.01% Added +70.0k +70,000
14 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 526,757526.8k $2.9m $2.9m 0.00% Reduced -4.2k -4,167
15 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 493,995494.0k $2.7m $2.7m 0.00% Reduced -214.4k -214,398
16 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 488,770488.8k $2.7m $2.7m 0.00% Reduced -33.3k -33,339
17 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 467,787467.8k $2.6m $2.6m 0.01% Reduced -46.0k -46,000
18 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 432,882432.9k $2.4m $2.4m 0.00% Added +13.8k +13,834
19 DCF Advisers, LLC 1.22% of their portfolio MOUNT PLEASANT, SC 422,000422.0k $2.3m $2.3m 1.22% Added +7.0k +7,000
20 Sowell Financial Services LLC 0.11% of their portfolio NORTH LITTLE ROCK, AR 406,636406.6k $2.3m $2.3m 0.11% Unchanged
21 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 383,527383.5k $2.1m $2.1m 0.00% Added +27.8k +27,810
22 INDEPENDENT FINANCIAL GROUP, LLC 0.08% of their portfolio SAN DIEGO, CA 381,496381.5k $2.1m $2.1m 0.08% Added +44.0k +43,962
23 GraniteShares Advisors LLC 0.68% of their portfolio NEW YORK, NY 370,413370.4k $2.1m $2.1m 0.68% Added +46.2k +46,196
24 Venture Visionary Partners LLC 0.09% of their portfolio Sylvania, OH 367,362367.4k $2.0m $2.0m 0.09% Unchanged
25 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 294,171294.2k $1.6m $1.6m 0.00% Reduced -100.1k -100,115
26 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 244,777244.8k $1.4m $1.4m 0.00% Reduced -158.8k -158,778
27 Stolper Co 0.44% of their portfolio TULSA, OK 223,329223.3k $1.2m $1.2m 0.44% Added +592 +592
28 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 214,669214.7k $1.2m $1.2m 0.00% Unchanged
29 DEBUSSY CAPITAL MANAGEMENT LP 0.31% of their portfolio CHICAGO, IL 194,512194.5k $1.1m $1.1m 0.31% Reduced -29.3k -29,293
30 Fiera Capital Corp 0.00% of their portfolio MONTREAL, A8 193,430193.4k $1.1m $1.1m 0.00% Unchanged
31 Bramshill Investments, LLC 0.11% of their portfolio NAPLES, FL 189,553189.6k $1.1m $1.1m 0.11% Reduced -4.5k -4,516
32 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 186,967187.0k $1.0m $1.0m 0.01% Added +2.0k +1,999
33 UBS Group AG 0.00% of their portfolio ZURICH, V8 177,018177.0k $982.5k $982.5k 0.00% Reduced -64.7k -64,670
34 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 173,341173.3k $962.0k $962.0k 0.00% Added +7.5k +7,528
35 VIRTUS ADVISERS, LLC 0.45% of their portfolio HARTFORD, CT 165,987166.0k $921.2k $921.2k 0.45% Added +37.4k +37,391
36 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 140,177140.2k $778.0k $778.0k 0.00% Reduced -160.9k -160,878
37 Boyce & Associates Wealth Consulting, Inc. 0.91% of their portfolio CEDAR PARK, TX 139,806139.8k $775.9k $775.9k 0.91% Added +77.6k +77,641
38 Koshinski Asset Management, Inc. 0.07% of their portfolio DECATUR, IL 136,897136.9k $776.2k $776.2k 0.07% Added +6.8k +6,850
39 Shaker Financial Services, LLC 0.29% of their portfolio Arlington, VA 128,694128.7k $721.2k $721.2k 0.29% Added +90.4k +90,386
40 FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 0.14% of their portfolio NEWTOWN, PA 122,673122.7k $680.8k $680.8k 0.14% Reduced -300 -300
41 Capital Wealth Alliance, LLC 0.39% of their portfolio Scottsdale, AZ 122,122122.1k $677.8k $677.8k 0.39% Added +6.4k +6,413
42 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 120,000120.0k $666.0k $666.0k 0.00% New
43 Family Firm, Inc. 0.14% of their portfolio BETHESDA, MD 116,004116.0k $643.8k $643.8k 0.14% Added +3.3k +3,312
44 Ausdal Financial Partners, Inc. 0.07% of their portfolio Davenport, IA 115,886115.9k $643.2k $643.2k 0.07% Added +47.8k +47,839
45 Westchester Capital Management, LLC 0.03% of their portfolio VALHALLA, NY 114,973115.0k $638.1k $638.1k 0.03% Unchanged
46 Mariner, LLC 0.00% of their portfolio Overland Park, KS 107,679107.7k $597.6k $597.6k 0.00% Reduced -4.6k -4,600
47 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 86,58686.6k $480.6k $480.6k 0.00% Reduced -6.2k -6,164
48 CHOREO, LLC 0.01% of their portfolio ROCKFORD, IL 85,44885.4k $482.8k $482.8k 0.01% Added +14.7k +14,703
49 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 85,13885.1k $473.0k $473.0k 0.00% Added +16.8k +16,841
50 Hennion & Walsh Asset Management, Inc. 0.02% of their portfolio Parsippany, NJ 84,90484.9k $471.2k $471.2k 0.02% Added +7.1k +7,138
51 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio ORLANDO, FL 84,13284.1k $466.9k $466.9k 0.04% Added +3.9k +3,925
52 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 79,74279.7k $443.0k $443.0k 0.00% Added +7.3k +7,265
53 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 72,04772.0k $399.0k $399.0k 0.00% Added +47.9k +47,927
54 COMERICA BANK 0.00% of their portfolio DALLAS, TX 68,42468.4k $379.8k $379.8k 0.00% Reduced -2.2k -2,166
55 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 63,22563.2k $354.3k $354.3k 0.01% Reduced -15.3k -15,254
56 LANARK FINANCIAL, INC. 0.03% of their portfolio BIRMINGHAM, AL 61,35761.4k $340.0k $340.0k 0.03% Reduced -250 -250
57 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 61,14461.1k $339.4k $339.4k 0.00% Added +6.5k +6,466
58 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 60,00060.0k $333.0k $333.0k 0.00% New
59 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 57,52457.5k $319.0k $319.0k 0.01% Added +15.2k +15,202
60 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 56,77656.8k $315.1k $315.1k 0.01% Added +58 +58
61 Gladstone Institutional Advisory LLC 0.02% of their portfolio Bedminster, NJ 56,47456.5k $313.4k $313.4k 0.02% Unchanged
62 SeaCrest Wealth Management, LLC 0.04% of their portfolio PURCHASE, NY 55,99256.0k $310.8k $310.8k 0.04% Added +1.0k +1,029
63 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 55,04155.0k $305.5k $305.5k 0.00% Added +16.2k +16,250
64 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 50,58150.6k $281.0k $281.0k 0.00% Reduced -427 -427
65 NWF Advisory Services Inc. 0.04% of their portfolio Los Angeles, CA 49,80049.8k $276.4k $276.4k 0.04% Reduced -3.0k -3,000
66 Walleye Capital LLC 0.00% of their portfolio NEW YORK, NY 49,52349.5k $274.9k $274.9k 0.00% New
67 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 48,96249.0k $271.7k $271.7k 0.00% Reduced -4.0k -3,950
68 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 47,46647.5k $263.4k $263.4k 0.00% Reduced -44 -44
69 Simplicity Wealth,LLC 0.01% of their portfolio SUMMIT, NJ 44,12844.1k $244.9k $244.9k 0.01% New
70 Calamos Advisors LLC 0.00% of their portfolio NAPERVILLE, IL 42,36442.4k $235.1k $235.1k 0.00% New
71 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 41,69741.7k $231.4k $231.4k 0.00% Added +5.0k +5,049
72 Avior Wealth Management, LLC 0.01% of their portfolio OMAHA, NE 33,85833.9k $187.9k $187.9k 0.01% Reduced -1.6k -1,569
73 Meridian Wealth Management, LLC 0.02% of their portfolio LEXINGTON, KY 33,71433.7k $187.1k $187.1k 0.02% New
74 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 33,30233.3k $184.8k $184.8k 0.00% Unchanged
75 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 32,00132.0k $177.6k $177.6k 0.00% Reduced -999 -999
76 Pinnacle Wealth Planning Services, Inc. 0.02% of their portfolio MANSFIELD, OH 30,75730.8k $170.7k $170.7k 0.02% Added +660 +660
77 Quad-Cities Investment Group, LLC 0.09% of their portfolio DAVENPORT, IA 30,28930.3k $168.1k $168.1k 0.09% Added +797 +797
78 SFI Advisors, LLC 0.13% of their portfolio Montclair, NJ 30,01030.0k $166.6k $166.6k 0.13% Unchanged
79 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 29,52629.5k $163.9k $163.9k 0.00% Added +7.1k +7,094
80 LEVEL FOUR ADVISORY SERVICES, LLC 0.01% of their portfolio DALLAS, TX 29,32329.3k $162.7k $162.7k 0.01% Reduced -18.2k -18,248
81 SVB WEALTH LLC 0.00% of their portfolio BOSTON, MA 27,33727.3k $151.7k $151.7k 0.00% Reduced -6.3k -6,254
82 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 26,15026.1k $145.1k $145.1k 0.00% Added +6.8k +6,800
83 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 25,17325.2k $140.0k $140.0k 0.00% Reduced -55.3k -55,330
84 ALEXANDER LABRUNERIE & CO., INC. 0.07% of their portfolio COLUMBIA, MO 22,96023.0k $127.4k $127.4k 0.07% Unchanged
85 Formidable Asset Management, LLC 0.02% of their portfolio CINCINNATI, OH 22,81022.8k $126.6k $126.6k 0.02% Added +1.5k +1,510
86 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 22,62022.6k $125.5k $125.5k 0.01% Unchanged
87 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 21,30021.3k $118.2k $118.2k 0.00% Reduced -3 -3
88 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 21,27921.3k $118.1k $118.1k 0.00% Added +534 +534
89 Kovack Advisors, Inc. 0.01% of their portfolio FT. LAUDERDALE, FL 19,90019.9k $110.4k $110.4k 0.01% Added +7.3k +7,300
90 HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio NEWPORT BEACH, CA 19,78019.8k $109.8k $109.8k 0.00% Unchanged
91 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 19,71919.7k $109.4k $109.4k 0.01% Reduced -6.0k -5,958
92 SMITH, MOORE & CO. 0.01% of their portfolio CLAYTON, MO 18,70518.7k $103.8k $103.8k 0.01% Unchanged
93 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 17,96218.0k $99.7k $99.7k 0.00% Reduced -1.7k -1,700
94 Occidental Asset Management, LLC 0.02% of their portfolio Burlingame, CA 17,10017.1k $94.9k $94.9k 0.02% Added +381 +381
95 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 16,92216.9k $93.9k $93.9k 0.00% Unchanged
96 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 16,10916.1k $91.0k $91.0k 0.00% Added +15.4k +15,359
97 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 15,66315.7k $86.9k $86.9k 0.00% Added +3.5k +3,502
98 WT Wealth Management 0.03% of their portfolio SCOTTSDALE, AZ 15,48815.5k $86.0k $86.0k 0.03% Unchanged
99 RETIREMENT INCOME SOLUTIONS, INC 0.02% of their portfolio ANN ARBOR, MI 15,25015.2k $84.6k $84.6k 0.02% Unchanged
100 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 14,93314.9k $82.9k $82.9k 0.00% Added +340 +340