DaveManuel.com · Institutional Ownership · Who Owns It
NUVEEN CR STRATEGIES INCOME (JQC)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
171
Reporting holders
$252.7M
Reported value
0.0%
Calls
0.0%
Puts
+11
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $45.1M | 9,278,304 | 0.00% | 35q | +8.5%+$3.5M |
| LOOMIS SAYLES & CO L P | $22.0M | 4,526,488 | 0.03% | 2q | HELD |
| Penserra Capital Management LLC | $20.3M | 4,167,979 | 0.16% | 27q | +4.0%+$773.2K |
| OAK HILL ADVISORS LP | $16.0M | 3,301,932 | 2.29% | 26q | HELD |
| Invesco Ltd. | $14.8M | 3,045,191 | 0.00% | 31q | +3.8%+$540.4K |
| WELLS FARGO & COMPANY/MN | $13.1M | 2,687,333 | 0.00% | 31q | +16.6%+$1.9M |
| Advisors Asset Management, Inc. | $11.4M | 2,347,246 | 0.17% | 17q | +10.2%+$1.1M |
| GUGGENHEIM CAPITAL LLC | $10.0M | 2,057,071 | 0.06% | 31q | -13.4%-$1.5M |
| RAYMOND JAMES FINANCIAL INC | $8.7M | 1,784,896 | 0.00% | 7q | +10.6%+$831.1K |
| Allspring Global Investments Holdings, LLC | $5.6M | 1,158,781 | 0.01% | new | NEW |
| ABSOLUTE INVESTMENT ADVISERS, LLC | $4.5M | 932,452 | 0.44% | 5q | -18.2%-$1.0M |
| Cetera Investment Advisers | $3.6M | 747,957 | 0.00% | 23q | -10.0%-$405.6K |
| COHEN & STEERS, INC. | $3.6M | 734,738 | 0.01% | 31q | HELD |
| Balyasny Asset Management L.P. | $3.5M | 716,157 | 0.00% | 4q | -12.2%-$482.9K |
| LPL Financial LLC | $3.4M | 704,610 | 0.00% | 31q | -16.2%-$662.0K |
| SIT INVESTMENT ASSOCIATES INC | $3.4M | 691,801 | 0.06% | 6q | -46.9%-$3.0M |
| AMERIPRISE FINANCIAL INC | $3.0M | 613,908 | 0.00% | 31q | +2.1%+$61.9K |
| CastleKnight Management LP | $3.0M | 610,015 | 0.04% | 3q | +124.0%+$1.6M |
| 1607 Capital Partners, LLC | $2.7M | 550,907 | 0.23% | 3q | -22.9%-$797.3K |
| Venture Visionary Partners LLC | $2.6M | 535,467 | 0.07% | 23q | HELD |
| DCF Advisers, LLC | $2.6M | 528,113 | 0.45% | 17q | +10.9%+$251.6K |
| Thrivent Financial for Lutherans | $2.1M | 424,087 | 0.00% | 31q | HELD |
| Quarry LP | $1.9M | 384,710 | 0.16% | 6q | -17.6%-$400.1K |
| Atlas Wealth LLC | $1.9M | 380,988 | 0.26% | new | NEW |
| Matisse Capital | $1.8M | 380,000 | 0.74% | 3q | +20.8%+$318.5K |
| Janney Montgomery Scott LLC | $1.7M | 340,981 | 0.00% | 4q | +7.6%+$117.3K |
| WOLVERINE ASSET MANAGEMENT LLC | $1.6M | 335,273 | 0.01% | 4q | -22.0%-$458.5K |
| Fiera Capital Corp | $1.6M | 326,642 | 0.01% | 22q | +3.2%+$48.6K |
| Sowell Financial Services LLC | $1.6M | 321,246 | 0.05% | 25q | -11.8%-$209.0K |
| ICON ADVISERS INC/CO | $1.5M | 306,035 | 0.28% | 3q | HELD |
| BANK OF AMERICA CORP /DE/ | $1.4M | 288,332 | 0.00% | 31q | +7.5%+$97.4K |
| Stolper Co | $1.3M | 260,346 | 0.33% | 26q | +945.2%+$1.1M |
| FIRST TRUST ADVISORS LP | $1.2M | 253,415 | 0.00% | 31q | -2.8%-$35.5K |
| J.W. COLE ADVISORS, INC. | $1.2M | 246,231 | 0.02% | new | NEW |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.2M | 236,711 | 0.02% | 24q | -21.6%-$316.4K |
| STIFEL FINANCIAL CORP | $1.1M | 235,498 | 0.00% | 31q | +0.7%+$8.1K |
| ROYAL BANK OF CANADA | $1.0M | 208,378 | 0.00% | 31q | -19.0%-$237.1K |
| OSAIC HOLDINGS, INC. | $974.9K | 200,608 | 0.00% | 26q | +76.7%+$423.3K |
| Lido Advisors, LLC | $972.7K | 198,168 | 0.00% | 11q | HELD |
| Castleview Partners, LLC | $756.7K | 155,708 | 0.33% | 5q | +3.0%+$21.7K |
| Bramshill Investments, LLC | $722.3K | 148,612 | 0.06% | 31q | +1.1%+$7.7K |
| JANE STREET GROUP, LLC | $688.2K | 141,612 | 0.00% | 12q | -53.6%-$794.1K |
| Logan Stone Capital, LLC | $667.2K | 137,280 | 0.14% | 4q | -18.9%-$155.3K |
| Traub Capital Management LLC | $667.0K | 137,252 | 0.60% | 3q | +158.2%+$408.7K |
| LANARK FINANCIAL, INC. | $660.2K | 135,835 | 0.04% | 12q | +11.2%+$66.5K |
| NewEdge Advisors, LLC | $659.0K | 135,602 | 0.00% | 19q | +14.7%+$84.4K |
| WEALTH EFFECTS LLC | $603.2K | 124,113 | 0.16% | 2q | -0.5%-$3.2K |
| Koshinski Asset Management, Inc. | $496.7K | 102,197 | 0.03% | 27q | -2.9%-$14.6K |
| XTX Topco Ltd | $477.9K | 98,325 | 0.01% | 3q | +129.0%+$269.1K |
| UBS Group AG | $456.3K | 93,889 | 0.00% | 31q | -50.6%-$467.3K |
| Encompass More Asset Management | $451.3K | 92,852 | 0.07% | 8q | -16.1%-$86.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $447.2K | 92,018 | 0.00% | 5q | +18.0%+$68.3K |
| &PARTNERS | $440.6K | 90,650 | 0.00% | 4q | +0.9%+$3.9K |
| Virtus Investment Advisers, LLC | $436.4K | 89,789 | 0.10% | 6q | -21.0%-$116.1K |
| Kovack Advisors, Inc. | $431.3K | 88,922 | 0.02% | 11q | +66.8%+$172.8K |
| Cambridge Investment Research Advisors, Inc. | $404.0K | 83,270 | 0.00% | 31q | +212.0%+$274.5K |
| Future Financial Wealth Managment LLC | $386.6K | 81,392 | 0.24% | 5q | -11.6%-$50.9K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $386.3K | 79,644 | 0.02% | 26q | +1.9%+$7.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $375.5K | 77,259 | 0.00% | 31q | -12.7%-$54.7K |
| SeaCrest Wealth Management, LLC | $372.5K | 76,646 | 0.04% | 29q | +56.1%+$133.8K |
| HighTower Advisors, LLC | $367.1K | 75,537 | 0.00% | 5q | -7.5%-$29.9K |
| North Ground Capital | $364.0K | 74,901 | 0.44% | new | NEW |
| Global Retirement Partners, LLC | $351.8K | 72,393 | 0.01% | 3q | +0.5%+$1.9K |
| Total Wealth Planning & Management, Inc. | $348.9K | 71,795 | 0.24% | 3q | +19.4%+$56.7K |
| Kestra Advisory Services, LLC | $342.1K | 70,401 | 0.00% | 11q | HELD |
| Centurion Wealth Management LLC | $323.0K | 66,465 | 0.08% | 11q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $320.9K | 66,032 | 0.00% | 20q | -55.7%-$403.0K |
| Meridian Wealth Management, LLC | $306.0K | 62,967 | 0.01% | 9q | +8.1%+$22.9K |
| Steward Partners Investment Advisory, LLC | $299.0K | 61,528 | 0.00% | 29q | -2.2%-$6.8K |
| ADAPT WEALTH ADVISORS, LLC | $291.3K | 59,942 | 0.10% | 4q | -16.4%-$57.1K |
| Gladstone Institutional Advisory LLC | $274.5K | 56,474 | 0.01% | 18q | HELD |
| WEDBUSH SECURITIES INC | $272.0K | 55,980 | 0.01% | 22q | -3.3%-$9.4K |
| Kingsbury Capital Investment Advisors LLC | $264.5K | 54,431 | 0.22% | 2q | +1.6%+$4.1K |
| KMT WEALTH MANAGEMENT, LLC | $264.5K | 54,431 | 0.22% | new | NEW |
| Saba Capital Management, L.P. | $255.4K | 52,553 | 0.01% | new | NEW |
| BFC Planning, Inc. | $250.4K | 51,528 | 0.01% | 7q | +3.5%+$8.4K |
| First Heartland Consultants, Inc. | $242.1K | 49,818 | 0.02% | 9q | +60.6%+$91.4K |
| Closed-End Fund Advisors, Inc. | $237.4K | 48,856 | 0.23% | 3q | HELD |
| Private Advisor Group, LLC | $232.0K | 47,734 | 0.00% | 3q | -77.2%-$784.5K |
| CHOREO, LLC | $226.5K | 46,104 | 0.00% | 10q | +5.6%+$12.1K |
| HARBOUR INVESTMENTS, INC. | $223.9K | 46,062 | 0.00% | 21q | HELD |
| Cerity Partners LLC | $214.3K | 44,086 | 0.00% | 2q | HELD |
| Apollon Wealth Management, LLC | $205.7K | 42,330 | 0.00% | 7q | +1.1%+$2.2K |
| Virtu Financial LLC | $205.0K | 42,177 | 0.01% | 3q | -36.7%-$118.8K |
| FIFTH THIRD BANCORP | $203.7K | 41,919 | 0.00% | 2q | +10.1%+$18.7K |
| Merit Financial Group, LLC | $200.1K | 41,173 | 0.00% | 6q | +6.0%+$11.4K |
| NWF Advisory Services Inc. | $193.4K | 39,800 | 0.02% | 6q | -11.2%-$24.3K |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | $189.4K | 38,979 | 0.05% | 3q | +38.7%+$52.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $187.8K | 39,045 | 0.00% | new | NEW |
| Capital Investment Advisors, LLC | $187.7K | 38,613 | 0.00% | new | NEW |
| B. Riley Wealth Advisors, Inc. | $172.4K | 35,771 | 0.01% | 24q | HELD |
| StoneX Group Inc. | $171.6K | 35,304 | 0.01% | new | NEW |
| BOOTHBAY FUND MANAGEMENT, LLC | $169.8K | 34,942 | 0.00% | 2q | +67.6%+$68.5K |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $163.6K | 33,660 | 0.01% | 6q | -93.7%-$2.4M |
| PARK AVENUE SECURITIES LLC | $159.0K | 32,734 | 0.00% | 23q | +9.2%+$13.4K |
| CARY STREET PARTNERS FINANCIAL LLC | $151.7K | 31,215 | 0.00% | 5q | HELD |
| Mariner, LLC | $150.3K | 30,935 | 0.00% | 16q | -45.2%-$124.1K |
| Rockefeller Capital Management L.P. | $148.9K | 30,628 | 0.00% | 4q | +16278.6%+$147.9K |
| Shaker Financial Services, LLC | $147.3K | 30,000 | 0.05% | 3q | -62.8%-$249.0K |
| Beacon Pointe Advisors, LLC | $146.8K | 30,215 | 0.00% | 3q | HELD |
Showing the largest 100 of 171 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 55 | $18.6M | 3,857,307 | 3 | 17 | 13 | 0.0% |
| Q2 2026 | 171 | $252.7M | 51,988,402 | 26 | 53 | 42 | 0.0% |
| Q1 2026 | 160 | $246.6M | 50,642,025 | 19 | 47 | 50 | 0.0% |
| Q4 2025 | 166 | $253.7M | 50,492,724 | 31 | 57 | 39 | 0.0% |
| Q3 2025 | 156 | $244.7M | 46,432,532 | 23 | 38 | 43 | 0.0% |
| Q2 2025 | 157 | $259.9M | 48,214,737 | 20 | 59 | 36 | 0.0% |
| Q1 2025 | 160 | $226.4M | 45,383,555 | 25 | 41 | 43 | 0.0% |
| Q4 2024 | 152 | $215.9M | 37,933,831 | 19 | 39 | 44 | 0.0% |
| Q3 2024 | 142 | $224.4M | 38,750,330 | 13 | 37 | 54 | 0.0% |
| Q2 2024 | 144 | $235.9M | 42,483,473 | 17 | 47 | 35 | 0.0% |
| Q1 2024 | 151 | $408.7M | 73,364,963 | 18 | 50 | 46 | 0.0% |
| Q4 2023 | 161 | $329.1M | 63,040,603 | 20 | 50 | 40 | 0.0% |
| Q3 2023 | 155 | $265.4M | 52,437,768 | 19 | 50 | 33 | 0.0% |
| Q2 2023 | 150 | $271.8M | 53,812,004 | 13 | 44 | 40 | 0.0% |
| Q1 2023 | 152 | $274.9M | 53,793,496 | 23 | 44 | 45 | 0.0% |
| Q4 2022 | 150 | $283.3M | 55,656,370 | 19 | 48 | 32 | 0.0% |
| Q3 2022 | 144 | $463.2M | 88,752,386 | 10 | 49 | 39 | 0.0% |
| Q2 2022 | 156 | $486.2M | 93,496,847 | 28 | 48 | 31 | 0.0% |
| Q1 2022 | 150 | $2.2B | 357,876,380 | 26 | 46 | 37 | 0.0% |
| Q4 2021 | 143 | $2.2B | 343,814,784 | 28 | 34 | 38 | 0.0% |
| Q3 2021 | 128 | $2.3B | 346,797,758 | 14 | 49 | 31 | 0.0% |
| Q2 2021 | 130 | $276.2M | 40,917,587 | 14 | 50 | 30 | 0.0% |
| Q1 2021 | 126 | $395.4M | 60,816,684 | 13 | 41 | 38 | 0.0% |
| Q4 2020 | 137 | $484.2M | 76,486,313 | 22 | 35 | 40 | 0.0% |
| Q3 2020 | 128 | $1.1B | 182,241,749 | 17 | 31 | 43 | 0.0% |
| Q2 2020 | 126 | $451.6M | 77,295,592 | 16 | 33 | 45 | 0.0% |
| Q1 2020 | 129 | $557.3M | 98,265,832 | 24 | 36 | 40 | 0.0% |
| Q4 2019 | 133 | $611.3M | 79,719,073 | 16 | 41 | 36 | 0.0% |
| Q3 2019 | 126 | $550.7M | 73,612,601 | 14 | 48 | 34 | 0.0% |
| Q2 2019 | 130 | $659.3M | 83,245,803 | 15 | 44 | 40 | 0.0% |
| Q1 2019 | 136 | $650.3M | 84,092,876 | 18 | 47 | 34 | 0.0% |
| Q4 2018 | 141 | $656.5M | 88,695,750 | 2 | 2 | 5 | 0.0% |