Vault-13

NUVEEN CR STRATEGIES INCOME XJQCX

COM SHS · Closed-End Fund · CUSIP 67073D102

157 institutional holders -3 vs Q1 2025
48,167,02248.2m shares reported held*
$259.7mreported value*
20 new 60 added 40 reduced 23 sold out net bought ≈ $33.3m (+2.8m 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 ≈ $5.39.

Trends to Q2 2025

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: 152Q1 25: 160Q2 25: 157157Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022149
Q4 2022151
Q1 2023153
Q2 2023151
Q3 2023157
Q4 2023162
Q1 2024151
Q2 2024145
Q3 2024144
Q4 2024152
Q1 2025160
Q2 2025157

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 24Q1 25: 69 bought or addedQ1 25: 61 cut or sold outQ2 25: 80 bought or addedQ2 25: 63 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20237049
Q4 20237358
Q1 20246978
Q2 20246660
Q3 20245072
Q4 20246263
Q1 20256961
Q2 20258063

Biggest buyers

ABSOLUTE INVESTMENT ADVISERS, LLC New +1,847,341+1.8m
SIT INVESTMENT ASSOCIATES INC Added +1,846,776+1.8m
Pathstone Holdings, LLC Added +1,554,261+1.6m
MORGAN STANLEY Added +848,272+848.3k
Thomas J. Herzfeld Advisors, Inc. New +676,389+676.4k
Polar Asset Management Partners Inc. Added +616,367+616.4k
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD Added +448,118+448.1k
Quarry LP Added +345,781+345.8k
GUGGENHEIM CAPITAL LLC Added +321,044+321.0k
READYSTATE ASSET MANAGEMENT LP New +291,903+291.9k

Biggest sellers

OAK HILL ADVISORS LP Reduced -3,348,320-3.3m
BANK OF AMERICA CORP /DE/ Reduced -1,348,532-1.3m
Yakira Capital Management, Inc. Reduced -676,879-676.9k
Alpine Global Management, LLC Sold out -649,167-649.2k
BOOTHBAY FUND MANAGEMENT, LLC Sold out -649,167-649.2k
Cable Car Capital, LP Sold out -500,000-500.0k
Thrivent Financial for Lutherans Reduced -391,087-391.1k
Sovran Advisors, LLC Reduced -170,816-170.8k
DEUTSCHE BANK AG\ Reduced -150,705-150.7k
Walleye Capital LLC Sold out -93,155-93.2k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 10,640,08710.6m $57.4m $57.4m 0.00% Added +848.3k +848,272
2 OAK HILL ADVISORS LP 4.46% of their portfolio New York, NY 3,301,9323.3m $17.8m $17.8m 4.46% Reduced -3.3m -3,348,320
3 GUGGENHEIM CAPITAL LLC 0.12% of their portfolio CHICAGO, IL 2,815,1132.8m $15.2m $15.2m 0.12% Added +321.0k +321,044
4 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 2,529,4552.5m $13.6m $13.6m 0.00% Added +223.7k +223,691
5 SIT INVESTMENT ASSOCIATES INC 0.26% of their portfolio Minneapolis, MN 2,225,5362.2m $12.0m $12.0m 0.26% Added +1.8m +1,846,776
6 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,912,7621.9m $10.3m $10.3m 0.00% Added +26.8k +26,788
7 ABSOLUTE INVESTMENT ADVISERS, LLC 1.23% of their portfolio ROSEMARY BEACH, FL 1,847,3411.8m $10.0m $10.0m 1.23% New
8 Pathstone Holdings, LLC 0.03% of their portfolio ENGLEWOOD, NJ 1,631,8831.6m $8.8m $8.8m 0.03% Added +1.6m +1,554,261
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 1,532,1471.5m $8.3m $8.3m 0.00% Reduced -79.1k -79,065
10 Polar Asset Management Partners Inc. 0.20% of their portfolio TORONTO, A6 1,495,6671.5m $8.1m $8.1m 0.20% Added +616.4k +616,367
11 Advisors Asset Management, Inc. 0.12% of their portfolio Monument, CO 1,289,4471.3m $7.0m $7.0m 0.12% Added +136.9k +136,874
12 Penserra Capital Management LLC 0.07% of their portfolio ORINDA, CA 948,351948.4k $5.1m $5.1m 0.07% Added +33.3k +33,301
13 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 794,908794.9k $4.3m $4.3m 0.00% Added +207.9k +207,873
14 Quarry LP 0.93% of their portfolio NEW YORK, NY 749,998750.0k $4.0m $4.0m 0.93% Added +345.8k +345,781
15 COHEN & STEERS, INC. 0.01% of their portfolio NEW YORK, NY 734,738734.7k $4.0m $4.0m 0.01% Unchanged
16 Thomas J. Herzfeld Advisors, Inc. 1.30% of their portfolio MIAMI BEACH, FL 676,389676.4k $3.6m $3.6m 1.30% New
17 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.32% of their portfolio London, X0 635,847635.8k $3.4m $3.4m 0.32% Added +448.1k +448,118
18 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 552,310552.3k $3.0m $3.0m 0.00% Added +93.5k +93,459
19 Venture Visionary Partners LLC 0.10% of their portfolio Sylvania, OH 483,595483.6k $2.6m $2.6m 0.10% Unchanged
20 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 464,694464.7k $2.5m $2.5m 0.00% Added +198.6k +198,591
21 INDEPENDENT FINANCIAL GROUP, LLC 0.06% of their portfolio SAN DIEGO, CA 397,815397.8k $2.1m $2.1m 0.06% Added +2.5k +2,465
22 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 391,087391.1k $2.1m $2.1m 0.00% Reduced -391.1k -391,087
23 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 375,696375.7k $2.0m $2.0m 0.00% Reduced -40.5k -40,542
24 Sowell Financial Services LLC 0.08% of their portfolio NORTH LITTLE ROCK, AR 373,043373.0k $2.0m $2.0m 0.08% Reduced -27.3k -27,315
25 DCF Advisers, LLC 0.96% of their portfolio MOUNT PLEASANT, SC 371,713371.7k $2.0m $2.0m 0.96% Added +47.0k +47,000
26 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 360,249360.2k $1.9m $1.9m 0.00% Reduced -35.9k -35,862
27 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.43% of their portfolio LEAWOOD, KS 354,680354.7k $1.9m $1.9m 0.43% Added +92.8k +92,833
28 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 340,699340.7k $1.8m $1.8m 0.00% Added +6.0k +6,005
29 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 298,997299.0k $1.6m $1.6m 0.00% Reduced -1.3m -1,348,532
30 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.12% of their portfolio Englewood, NJ 291,952292.0k $1.6m $1.6m 0.12% Reduced -36.9k -36,932
31 READYSTATE ASSET MANAGEMENT LP 0.07% of their portfolio CHICAGO, IL 291,903291.9k $1.6m $1.6m 0.07% New
32 UBS Group AG 0.00% of their portfolio ZURICH, V8 259,922259.9k $1.4m $1.4m 0.00% Added +115.0k +115,019
33 Yakira Capital Management, Inc. 0.50% of their portfolio Westport, CT 253,121253.1k $1.4m $1.4m 0.50% Reduced -676.9k -676,879
34 LANARK FINANCIAL, INC. 0.11% of their portfolio BIRMINGHAM, AL 251,166251.2k $1.4m $1.4m 0.11% Added +33.0k +33,048
35 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 248,766248.8k $1.3m $1.3m 0.01% Added +122.5k +122,453
36 Stolper Co 0.42% of their portfolio TULSA, OK 238,694238.7k $1.3m $1.3m 0.42% Added +23.1k +23,091
37 Castleview Partners, LLC 0.75% of their portfolio DALLAS, TX 216,087216.1k $1.2m $1.2m 0.75% New
38 Sovran Advisors, LLC 0.12% of their portfolio SAN DIEGO, CA 214,914214.9k $1.2m $1.2m 0.12% Reduced -170.8k -170,816
39 J.W. COLE ADVISORS, INC. 0.02% of their portfolio TAMPA, FL 211,630211.6k $1.1m $1.1m 0.02% Added +19.6k +19,556
40 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 198,167198.2k $1.1m $1.1m 0.01% Added +13.2k +13,200
41 Fiera Capital Corp 0.00% of their portfolio MONTREAL, A8 185,336185.3k $999.0k $999.0k 0.00% Reduced -1.7k -1,673
42 Anchor Capital Management Group Inc 0.44% of their portfolio ALISO VIEJO, CA 175,000175.0k $943.2k $943.2k 0.44% Unchanged
43 Virtus Investment Advisers, LLC 0.30% of their portfolio HARTFORD, CT 163,884163.9k $883.3k $883.3k 0.30% Reduced -38.7k -38,671
44 Ausdal Financial Partners, Inc. 0.06% of their portfolio Davenport, IA 161,713161.7k $871.6k $871.6k 0.06% Reduced -127 -127
45 Bramshill Investments, LLC 0.08% of their portfolio NAPLES, FL 150,459150.5k $811.0k $811.0k 0.08% Added +24.9k +24,869
46 Boyce & Associates Wealth Consulting, Inc. 0.72% of their portfolio CEDAR PARK, TX 145,963146.0k $786.7k $786.7k 0.72% Reduced -61.1k -61,064
47 Koshinski Asset Management, Inc. 0.05% of their portfolio DECATUR, IL 130,257130.3k $702.1k $702.1k 0.05% Reduced -3.0k -3,000
48 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 129,605129.6k $698.6k $698.6k 0.00% Added +11.6k +11,576
49 Encompass More Asset Management 0.16% of their portfolio Danville, CA 125,476125.5k $676.3k $676.3k 0.16% Added +993 +993
50 Family Firm, Inc. 0.16% of their portfolio BETHESDA, MD 124,051124.1k $668.6k $668.6k 0.16% Added +3.5k +3,451
51 Calamos Advisors LLC 0.00% of their portfolio NAPERVILLE, IL 120,972121.0k $652.0k $652.0k 0.00% Added +13.0k +12,962
52 ROBINSON CAPITAL MANAGEMENT, LLC 0.27% of their portfolio GROSSE POINTE FARMS, MI 120,650120.7k $650.3k $650.3k 0.27% New
53 FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 0.12% of their portfolio NEWTOWN, PA 114,520114.5k $617.3k $617.3k 0.12% Reduced -70 -70
54 FULLCIRCLE WEALTH LLC 0.21% of their portfolio MCKINNEY, TX 104,188104.2k $573.0k $573.0k 0.21% Added +28.6k +28,620
55 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 92,96593.0k $501.1k $501.1k 0.00% Added +67.8k +67,813
56 Future Financial Wealth Managment LLC 0.34% of their portfolio CINCINNATI, OH 91,47691.5k $493.1k $493.1k 0.34% New
57 Hennion & Walsh Asset Management, Inc. 0.02% of their portfolio Parsippany, NJ 85,29685.3k $459.7k $459.7k 0.02% Reduced -104 -104
58 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 84,12684.1k $453.4k $453.4k 0.00% Reduced -1.4k -1,350
59 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 83,12383.1k $448.0k $448.0k 0.00% Added +7.1k +7,062
60 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio ORLANDO, FL 82,45282.5k $444.4k $444.4k 0.04% Unchanged
61 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.02% of their portfolio WEST PALM BEACH, FL 81,83081.8k $441.1k $441.1k 0.02% New
62 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 81,15381.2k $437.4k $437.4k 0.00% New
63 Mariner, LLC 0.00% of their portfolio Overland Park, KS 77,01677.0k $415.1k $415.1k 0.00% Reduced -13.9k -13,923
64 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 75,18075.2k $405.2k $405.2k 0.00% Added +33.3k +33,282
65 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 74,60874.6k $402.1k $402.1k 0.00% Added +21.1k +21,100
66 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 67,93367.9k $366.2k $366.2k 0.00% Added +6.7k +6,659
67 CHOREO, LLC 0.01% of their portfolio ROCKFORD, IL 67,31367.3k $366.5k $366.5k 0.01% Added +9.7k +9,673
68 Centurion Wealth Management LLC 0.10% of their portfolio Mclean, VA 66,46566.5k $358.2k $358.2k 0.10% Reduced -1.4k -1,397
69 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 65,55965.6k $353.4k $353.4k 0.00% Added +47.6k +47,559
70 ICON ADVISERS INC/CO 0.08% of their portfolio GREENWOOD VILLAGE, CO 64,77664.8k $349.1k $349.1k 0.08% New
71 Almitas Capital LLC 0.09% of their portfolio SANTA MONICA, CA 63,38863.4k $341.7k $341.7k 0.09% New
72 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 63,38663.4k $341.7k $341.7k 0.00% Reduced -150.7k -150,705
73 Meridian Wealth Management, LLC 0.01% of their portfolio LEXINGTON, KY 57,76257.8k $311.3k $311.3k 0.01% Added +846 +846
74 Kovack Advisors, Inc. 0.03% of their portfolio FT. LAUDERDALE, FL 56,94056.9k $306.9k $306.9k 0.03% Added +26.9k +26,940
75 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 56,89756.9k $309.5k $309.5k 0.01% New
76 Gladstone Institutional Advisory LLC 0.01% of their portfolio Bedminster, NJ 56,47456.5k $304.4k $304.4k 0.01% Unchanged
77 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 55,10155.1k $297.0k $297.0k 0.01% Added +1.1k +1,062
78 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 51,75851.8k $279.0k $279.0k 0.00% Added +976 +976
79 NWF Advisory Services Inc. 0.03% of their portfolio Los Angeles, CA 49,80049.8k $268.4k $268.4k 0.03% Unchanged
80 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 48,68648.7k $262.4k $262.4k 0.00% New
81 ALEXANDER LABRUNERIE & CO., INC. 0.11% of their portfolio COLUMBIA, MO 47,90347.9k $258.2k $258.2k 0.11% Added +11.7k +11,714
82 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 46,96347.0k $253.1k $253.1k 0.00% Added +22.9k +22,883
83 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 45,37845.4k $244.6k $244.6k 0.00% Reduced -6.1k -6,110
84 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 44,62444.6k $240.5k $240.5k 0.01% Added +15.7k +15,740
85 SeaCrest Wealth Management, LLC 0.02% of their portfolio PURCHASE, NY 40,49840.5k $218.3k $218.3k 0.02% Reduced -211 -211
86 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 36,74836.7k $198.0k $198.0k 0.00% Reduced -1.7k -1,668
87 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 35,77135.8k $192.8k $192.8k 0.01% Reduced -4.4k -4,400
88 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 34,62934.6k $186.7k $186.7k 0.00% Reduced -652 -652
89 Apollon Wealth Management, LLC 0.00% of their portfolio MOUNT PLEASANT, SC 32,14032.1k $173.2k $173.2k 0.00% Added +21.1k +21,080
90 First Heartland Consultants, Inc. 0.01% of their portfolio LAKE ST. LOUIS, MO 31,01231.0k $167.2k $167.2k 0.01% Unchanged
91 ACCREDITED INVESTOR SERVICES, LLC 0.12% of their portfolio ST. CLOUD, MN 30,49630.5k $164.4k $164.4k 0.12% Added +4.6k +4,605
92 LEVEL FOUR ADVISORY SERVICES, LLC 0.01% of their portfolio DALLAS, TX 29,25629.3k $157.7k $157.7k 0.01% Added +226 +226
93 COMERICA BANK 0.00% of their portfolio DALLAS, TX 29,24629.2k $157.6k $157.6k 0.00% Reduced -49.1k -49,082
94 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 27,89727.9k $152.6k $152.6k 0.00% Reduced -405 -405
95 Balefire, LLC 0.03% of their portfolio DALLAS, TX 27,08227.1k $146.0k $146.0k 0.03% New
96 Keyes, Stange & Wooten Wealth Management, LLC 0.08% of their portfolio Daytona Beach, FL 26,82026.8k $144.6k $144.6k 0.08% Added +640 +640
97 CARY STREET PARTNERS FINANCIAL LLC 0.00% of their portfolio RICHMOND, VA 25,96526.0k $140.0k $140.0k 0.00% New
98 Shaker Financial Services, LLC 0.05% of their portfolio Arlington, VA 24,45224.5k $134.5k $134.5k 0.05% New
99 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 24,29024.3k $130.9k $130.9k 0.00% Added +9.6k +9,555
100 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 23,40023.4k $126.0k $126.0k 0.00% Added +77 +77