Vault-13

NUVEEN CR STRATEGIES INCOME XJQCX

COM SHS · Closed-End Fund · CUSIP 67073D102

152 institutional holders +8 vs Q3 2024
37,866,19137.9m shares reported held*
$215.5mreported value*
19 new 43 added 48 reduced 15 sold out net sold ≈ $9.0m (-2.0m 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 ≈ $5.69.

Trends to Q4 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: 145Q3 24: 144Q4 24: 152152Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 2022149
Q4 2022151
Q1 2023153
Q2 2023151
Q3 2023157
Q4 2023162
Q1 2024151
Q2 2024145
Q3 2024144
Q4 2024152

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 24Q3 24: 50 bought or addedQ3 24: 72 cut or sold outQ4 24: 62 bought or addedQ4 24: 63 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20236864
Q2 20235759
Q3 20237049
Q4 20237358
Q1 20246978
Q2 20246660
Q3 20245072
Q4 20246263

Biggest buyers

GUGGENHEIM CAPITAL LLC Added +463,304+463.3k
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC New +224,579+224.6k
WELLS FARGO & COMPANY/MN Added +218,137+218.1k
Penserra Capital Management LLC Added +209,017+209.0k
Invesco Ltd. Added +168,018+168.0k
Advisors Asset Management, Inc. Added +129,819+129.8k
Venture Visionary Partners LLC Added +116,233+116.2k
Calamos Advisors LLC Added +62,904+62.9k
FULLCIRCLE WEALTH LLC New +57,618+57.6k
ROYAL BANK OF CANADA Added +56,355+56.4k

Biggest sellers

Pathstone Holdings, LLC Reduced -1,035,402-1.0m
MORGAN STANLEY Reduced -996,926-996.9k
GraniteShares Advisors LLC Sold out -442,271-442.3k
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC Reduced -403,272-403.3k
PRIVATE MANAGEMENT GROUP INC Sold out -240,351-240.4k
Allspring Global Investments Holdings, LLC Sold out -205,012-205.0k
STIFEL FINANCIAL CORP Reduced -132,442-132.4k
Walleye Capital LLC Sold out -104,446-104.4k
DCF Advisers, LLC Reduced -80,449-80.4k
LANARK FINANCIAL, INC. Reduced -61,304-61.3k

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 9,715,5499.7m $55.3m $55.3m 0.00% Reduced -996.9k -996,926
2 OAK HILL ADVISORS LP 3.49% of their portfolio New York, NY 3,325,1263.3m $18.9m $18.9m 3.49% Unchanged
3 Penserra Capital Management LLC 0.32% of their portfolio ORINDA, CA 3,102,4003.1m $17.7m $17.7m 0.32% Added +209.0k +209,017
4 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 2,384,0632.4m $13.6m $13.6m 0.00% Added +218.1k +218,137
5 GUGGENHEIM CAPITAL LLC 0.11% of their portfolio CHICAGO, IL 2,356,4522.4m $13.4m $13.4m 0.11% Added +463.3k +463,304
6 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 1,827,7671.8m $10.4m $10.4m 0.00% Added +168.0k +168,018
7 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 1,660,4651.7m $9.4m $9.4m 0.00% First filing
8 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,298,7021.3m $7.4m $7.4m 0.00% Reduced -5.4k -5,422
9 Advisors Asset Management, Inc. 0.13% of their portfolio Monument, CO 1,276,8211.3m $7.3m $7.3m 0.13% Added +129.8k +129,819
10 COHEN & STEERS, INC. 0.01% of their portfolio NEW YORK, NY 734,738734.7k $4.2m $4.2m 0.01% Unchanged
11 Sovran Advisors, LLC 0.43% of their portfolio SAN DIEGO, CA 532,000532.0k $3.0m $3.0m 0.43% First filing
12 Venture Visionary Partners LLC 0.12% of their portfolio Sylvania, OH 483,595483.6k $2.8m $2.8m 0.12% Added +116.2k +116,233
13 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 441,518441.5k $2.5m $2.5m 0.00% Reduced -7.7k -7,683
14 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 414,684414.7k $2.4m $2.4m 0.00% Reduced -5.9k -5,862
15 Sowell Financial Services LLC 0.12% of their portfolio NORTH LITTLE ROCK, AR 402,636402.6k $2.3m $2.3m 0.12% Added +11.8k +11,800
16 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 398,246398.2k $2.3m $2.3m 0.00% Added +8.9k +8,885
17 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 391,087391.1k $2.2m $2.2m 0.00% Reduced -40.0k -40,000
18 INDEPENDENT FINANCIAL GROUP, LLC 0.07% of their portfolio SAN DIEGO, CA 379,066379.1k $2.2m $2.2m 0.07% Added +3.9k +3,881
19 DCF Advisers, LLC 0.88% of their portfolio MOUNT PLEASANT, SC 305,940305.9k $1.7m $1.7m 0.88% Reduced -80.4k -80,449
20 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 301,807301.8k $1.7m $1.7m 0.00% Reduced -132.4k -132,442
21 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 260,356260.4k $1.5m $1.5m 0.00% Added +56.4k +56,355
22 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.37% of their portfolio LEAWOOD, KS 224,579224.6k $1.3m $1.3m 0.37% New
23 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 214,669214.7k $1.2m $1.2m 0.00% Unchanged
24 Stolper Co 0.40% of their portfolio TULSA, OK 213,107213.1k $1.2m $1.2m 0.40% Reduced -5.4k -5,360
25 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 203,742203.7k $1.2m $1.2m 0.00% Added +22.0k +21,983
26 Boyce & Associates Wealth Consulting, Inc. 1.09% of their portfolio CEDAR PARK, TX 189,265189.3k $1.1m $1.1m 1.09% Added +39.7k +39,721
27 Fiera Capital Corp 0.00% of their portfolio MONTREAL, A8 187,009187.0k $1.1m $1.1m 0.00% Reduced -5.1k -5,091
28 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 184,968185.0k $1.1m $1.1m 0.01% Added +1 +1
29 Anchor Capital Management Group Inc 0.36% of their portfolio ALISO VIEJO, CA 175,000175.0k $995.8k $995.8k 0.36% First filing
30 UBS Group AG 0.00% of their portfolio ZURICH, V8 154,205154.2k $877.4k $877.4k 0.00% Reduced -19.2k -19,187
31 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 153,724153.7k $874.7k $874.7k 0.00% Added +5.4k +5,422
32 VIRTUS ADVISERS, LLC 0.33% of their portfolio HARTFORD, CT 143,571143.6k $816.9k $816.9k 0.33% Added +19.1k +19,149
33 Ausdal Financial Partners, Inc. 0.07% of their portfolio Davenport, IA 141,725141.7k $806.4k $806.4k 0.07% Added +383 +383
34 J.W. COLE ADVISORS, INC. 0.03% of their portfolio TAMPA, FL 138,100138.1k $785.8k $785.8k 0.03% Added +47.5k +47,485
35 Koshinski Asset Management, Inc. 0.06% of their portfolio DECATUR, IL 133,257133.3k $758.2k $758.2k 0.06% Reduced -1.8k -1,800
36 Encompass More Asset Management 0.24% of their portfolio Danville, CA 126,568126.6k $720.2k $720.2k 0.24% Added +4.2k +4,233
37 Bramshill Investments, LLC 0.11% of their portfolio NAPLES, FL 125,448125.4k $713.8k $713.8k 0.11% Reduced -1.4k -1,426
38 Family Firm, Inc. 0.15% of their portfolio BETHESDA, MD 116,058116.1k $660.4k $660.4k 0.15% Reduced -3.3k -3,252
39 FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 0.14% of their portfolio NEWTOWN, PA 114,923114.9k $653.9k $653.9k 0.14% Reduced -6.5k -6,500
40 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 112,611112.6k $640.8k $640.8k 0.00% Reduced -29.1k -29,100
41 Calamos Advisors LLC 0.00% of their portfolio NAPERVILLE, IL 112,330112.3k $639.2k $639.2k 0.00% Added +62.9k +62,904
42 ORG Partners LLC 0.07% of their portfolio ROANOKE, IN 96,87796.9k $551.2k $551.2k 0.07% Reduced -18.9k -18,888
43 Mariner, LLC 0.00% of their portfolio Overland Park, KS 93,94093.9k $534.5k $534.5k 0.00% Reduced -3.6k -3,581
44 Hennion & Walsh Asset Management, Inc. 0.02% of their portfolio Parsippany, NJ 84,72084.7k $482.1k $482.1k 0.02% Added +729 +729
45 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio ORLANDO, FL 83,85283.9k $479.6k $479.6k 0.04% Reduced -403.3k -403,272
46 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 82,76182.8k $471.0k $471.0k 0.00% Added +1.9k +1,888
47 COMERICA BANK 0.00% of their portfolio DALLAS, TX 78,45878.5k $446.4k $446.4k 0.00% Added +9.6k +9,559
48 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 77,62277.6k $451.6k $451.6k 0.00% Reduced -1.0m -1,035,402
49 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 74,90874.9k $426.2k $426.2k 0.00% Reduced -8.0k -8,015
50 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 74,03474.0k $421.0k $421.0k 0.00% Reduced -5.6k -5,621
51 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 70,86870.9k $403.2k $403.2k 0.00% Added +39.2k +39,234
52 Shaker Financial Services, LLC 0.15% of their portfolio Arlington, VA 69,30069.3k $394.3k $394.3k 0.15% Unchanged
53 Centurion Wealth Management LLC 0.12% of their portfolio Mclean, VA 67,86267.9k $386.1k $386.1k 0.12% Unchanged
54 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 61,97162.0k $352.6k $352.6k 0.00% Added +9.2k +9,161
55 CHOREO, LLC 0.00% of their portfolio ROCKFORD, IL 59,70459.7k $342.7k $342.7k 0.00% Reduced -6.3k -6,285
56 FULLCIRCLE WEALTH LLC 0.13% of their portfolio MCKINNEY, TX 57,61857.6k $322.1k $322.1k 0.13% New
57 SeaCrest Wealth Management, LLC 0.03% of their portfolio PURCHASE, NY 57,24757.2k $325.7k $325.7k 0.03% Reduced -1.5k -1,530
58 Gladstone Institutional Advisory LLC 0.01% of their portfolio Bedminster, NJ 56,47456.5k $321.3k $321.3k 0.01% Unchanged
59 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 54,00054.0k $307.0k $307.0k 0.01% Reduced -3.5k -3,536
60 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 50,78250.8k $288.9k $288.9k 0.00% Added +3.2k +3,200
61 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 50,48850.5k $287.3k $287.3k 0.00% Reduced -19.1k -19,120
62 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 48,90248.9k $278.3k $278.3k 0.00% Added +2.6k +2,584
63 Meridian Wealth Management, LLC 0.01% of their portfolio LEXINGTON, KY 45,06145.1k $256.4k $256.4k 0.01% Added +884 +884
64 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 42,90742.9k $244.0k $244.0k 0.00% Reduced -3.9k -3,911
65 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 39,45639.5k $224.5k $224.5k 0.00% Reduced -6.9k -6,906
66 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 38,29838.3k $217.9k $217.9k 0.00% Reduced -161 -161
67 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 36,44236.4k $207.4k $207.4k 0.01% Reduced -1.7k -1,675
68 ALEXANDER LABRUNERIE & CO., INC. 0.09% of their portfolio COLUMBIA, MO 36,18936.2k $205.9k $205.9k 0.09% Added +5.7k +5,670
69 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 35,35335.4k $201.2k $201.2k 0.00% Added +1.3k +1,291
70 Quad-Cities Investment Group, LLC 0.09% of their portfolio DAVENPORT, IA 33,03733.0k $188.0k $188.0k 0.09% Added +992 +992
71 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 32,10232.1k $182.7k $182.7k 0.00% Reduced -200 -200
72 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 32,00032.0k $182.1k $182.1k 0.00% Unchanged
73 Elequin Capital, LP 0.02% of their portfolio NEW YORK, NY 31,50131.5k $179.2k $179.2k 0.02% New
74 Canal Capital Management, LLC 0.03% of their portfolio Richmond, VA 30,11130.1k $171.3k $171.3k 0.03% New
75 LEVEL FOUR ADVISORY SERVICES, LLC 0.01% of their portfolio DALLAS, TX 29,88129.9k $170.0k $170.0k 0.01% Added +288 +288
76 Cornerstone Advisors, LLC 0.01% of their portfolio ASHEVILLE, NC 26,40026.4k $150.2k $150.2k 0.01% Unchanged
77 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 25,18625.2k $143.3k $143.3k 0.01% New
78 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 25,02625.0k $142.0k $142.0k 0.00% Added +88 +88
79 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 23,55423.6k $134.0k $134.0k 0.00% Added +79 +79
80 SFI Advisors, LLC 0.09% of their portfolio Montclair, NJ 23,42523.4k $133.3k $133.3k 0.09% Reduced -4.6k -4,581
81 SVB WEALTH LLC 0.00% of their portfolio BOSTON, MA 22,76022.8k $129.5k $129.5k 0.00% New
82 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 22,75322.8k $129.5k $129.5k 0.00% Added +1.6k +1,602
83 Kovack Advisors, Inc. 0.01% of their portfolio FT. LAUDERDALE, FL 20,60020.6k $117.2k $117.2k 0.01% Reduced -1.0k -1,000
84 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 20,27520.3k $115.4k $115.4k 0.00% Added +175 +175
85 HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio NEWPORT BEACH, CA 19,78019.8k $112.5k $112.5k 0.00% Unchanged
86 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 19,37119.4k $110.2k $110.2k 0.00% New
87 Marex Group Ltd 0.00% of their portfolio London, X0 19,28819.3k $109.7k $109.7k 0.00% New
88 TCFG WEALTH MANAGEMENT, LLC 0.05% of their portfolio LAGUNA NIGUEL, CA 19,09319.1k $108.6k $108.6k 0.05% Unchanged
89 Formidable Asset Management, LLC 0.02% of their portfolio CINCINNATI, OH 18,30018.3k $104.1k $104.1k 0.02% Reduced -1.0k -1,000
90 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 17,97118.0k $102.3k $102.3k 0.00% New
91 Keyes, Stange & Wooten Wealth Management, LLC 0.06% of their portfolio Daytona Beach, FL 17,70817.7k $100.8k $100.8k 0.06% New
92 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 17,11517.1k $97.4k $97.4k 0.00% Reduced -4.0k -4,000
93 Annex Advisory Services, LLC 0.00% of their portfolio BROOKFIELD, WI 16,72516.7k $95.2k $95.2k 0.00% Reduced -4 -4
94 Disciplined Investors, L.L.C. 0.09% of their portfolio WACO, TX 16,40016.4k $92.3k $92.3k 0.09% First filing
95 WT Wealth Management 0.03% of their portfolio SCOTTSDALE, AZ 15,48815.5k $88.1k $88.1k 0.03% Unchanged
96 Total Wealth Planning & Management, Inc. 0.09% of their portfolio Ponte Vedra Beach, FL 15,39015.4k $87.6k $87.6k 0.09% First filing
97 DKM Wealth Management, Inc. 0.08% of their portfolio STOCKTON, CA 15,00015.0k $85.3k $85.3k 0.08% First filing
98 MGO ONE SEVEN LLC 0.00% of their portfolio Beachwood, OH 14,64614.6k $83.3k $83.3k 0.00% Reduced -2.0k -1,979
99 Allen Mooney & Barnes Investment Advisors LLC 0.01% of their portfolio THOMASVILLE, GA 14,60114.6k $83.1k $83.1k 0.01% Unchanged
100 TOWNSQUARE CAPITAL LLC 0.00% of their portfolio Lehi, UT 14,22714.2k $81.0k $81.0k 0.00% Reduced -35 -35