Filing Research | NUVEEN CR STRATEGIES INCOME Institutional Holdings

Snapshot holdings

45 / 45 loaded

#		Instrument	quantity
1	ABSOLUTE INVESTMENT ADVISERS, LLC	Shares	932.5KSH	$4.5M
2	Sowell Financial Services LLC	Shares	321.2KSH	$1.6M
3	J.W. COLE ADVISORS, INC.	Shares	246.2KSH	$1.2M
4	INDEPENDENT FINANCIAL GROUP, LLC	Shares	236.7KSH	$1.2M
5	Castleview Partners, LLC	Shares	155.7KSH	$756.7K
6	Traub Capital Management LLC	Shares	137.3KSH	$667.0K
7	LANARK FINANCIAL, INC.	Shares	135.8KSH	$660.2K
8	Encompass More Asset Management	Shares	92.9KSH	$451.3K
9	Future Financial Wealth Managment LLC	Shares	81.4KSH	$386.6K
10	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	79.6KSH	$386.3K
11	SeaCrest Wealth Management, LLC	Shares	76.6KSH	$372.5K
12	Centurion Wealth Management LLC	Shares	66.5KSH	$323.0K
13	First Heartland Consultants, Inc.	Shares	49.8KSH	$242.1K
14	Apollon Wealth Management, LLC	Shares	42.3KSH	$205.7K
15	Merit Financial Group, LLC	Shares	41.2KSH	$200.1K
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	39.0KSH	$187.8K
17	B. Riley Wealth Advisors, Inc.	Shares	35.8KSH	$172.4K
18	CARY STREET PARTNERS FINANCIAL LLC	Shares	31.2KSH	$151.7K
19	Shaker Financial Services, LLC	Shares	30.0KSH	$147.3K
20	MELFA WEALTH MANAGEMENT, INC.	Shares	21.8KSH	$106.0K
21	Quad-Cities Investment Group, LLC	Shares	20.7KSH	$100.4K
22	DECISION INVESTMENTS, INC	Shares	18.8KSH	$91.1K
23	Forum Financial Management, LP	Shares	15.0KSH	$72.9K
24	Allen Mooney & Barnes Investment Advisors LLC	Shares	14.6KSH	$71.0K
25	MATAURO, LLC	Shares	10.6KSH	$51.5K
26	TCFG Investment Advisors, LLC	Shares	10.0KSH	$48.6K
27	CoreCap Advisors, LLC	Shares	6.8KSH	$33.1K
28	Farther Finance Advisors, LLC	Shares	6.8KSH	$33.1K
29	MARYLAND CAPITAL ADVISORS INC.	Shares	5.0KSH	$24.3K
30	SIGNATUREFD, LLC	Shares	3.0KSH	$14.6K
31	ALBION FINANCIAL GROUP /UT	Shares	2.8KSH	$13.8K
32	TOMPKINS FINANCIAL CORP	Shares	1.8KSH	$8.9K
33	LifeSteps Financial, Inc.	Shares	1.4KSH	$6.8K
34	Cape Investment Advisory, Inc.	Shares	1.2KSH	$5.9K
35	PFS Partners, LLC	Shares	1.0KSH	$4.9K
36	HIGHLINE WEALTH PARTNERS LLC	Shares	750SH	$3.6K
37	Hilltop National Bank	Shares	700SH	$3.4K
38	GHP Investment Advisors, Inc.	Shares	550SH	$2.7K
39	Main Street Group, LTD	Shares	500SH	$2.4K
40	WOLFF WIESE MAGANA LLC	Shares	350SH	$1.7K
41	SJS Investment Consulting Inc.	Shares	330SH	$1.6K
42	Stolper Co	Shares	260.3KSH	$1.3K
43	PARK AVENUE SECURITIES LLC	Shares	32.7KSH	$159
44	TSFG, LLC	Shares	3.0KSH	$15
45	FNY Investment Advisers, LLC	Shares	1.8KSH	$8

Manager changes2026-06-30 vs 2026-03-31

47 / 47 loaded

#		Instrument
1	J.W. COLE ADVISORS, INC. new	Shares	+246.2K	+$1.2M	$1.2M
2	Traub Capital Management LLC added	Shares	+84.1K	+$408.2K	$667.0K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+39.0K	+$187.8K	$187.8K
4	SeaCrest Wealth Management, LLC added	Shares	+27.5K	+$133.3K	$372.5K
5	First Heartland Consultants, Inc. added	Shares	+18.8K	+$91.1K	$242.1K
6	Allen Mooney & Barnes Investment Advisors LLC new	Shares	+14.6K	+$71.0K	$71.0K
7	LANARK FINANCIAL, INC. added	Shares	+13.7K	+$65.3K	$660.2K
8	Castleview Partners, LLC added	Shares	+4.5K	+$20.2K	$756.7K
9	SIGNATUREFD, LLC new	Shares	+3.0K	+$14.6K	$14.6K
10	ALBION FINANCIAL GROUP /UT new	Shares	+2.8K	+$13.8K	$13.8K
11	Merit Financial Group, LLC added	Shares	+2.3K	+$11.0K	$200.1K
12	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+1.5K	+$8.8K	$386.3K
13	LifeSteps Financial, Inc. new	Shares	+1.4K	+$6.8K	$6.8K
14	Cape Investment Advisory, Inc. new	Shares	+1.2K	+$5.9K	$5.9K
15	B. Riley Wealth Advisors, Inc. unchanged	Shares	0	+$5.0K	$172.4K
16	Apollon Wealth Management, LLC added	Shares	+462	+$1.8K	$205.7K
17	MATAURO, LLC added	Shares	+319	+$1.4K	$51.5K
18	Farther Finance Advisors, LLC unchanged	Shares	0	+$204	$33.1K
19	PARK AVENUE SECURITIES LLC added	Shares	+2.8K	+$13	$159
20	FNY Investment Advisers, LLC unchanged	Shares	0	$0	$8
21	TSFG, LLC unchanged	Shares	0	$0	$15
22	SJS Investment Consulting Inc. unchanged	Shares	0	-$4	$1.6K
23	WOLFF WIESE MAGANA LLC unchanged	Shares	0	-$4	$1.7K
24	Main Street Group, LTD unchanged	Shares	0	-$5	$2.4K
25	GHP Investment Advisors, Inc. unchanged	Shares	0	-$6	$2.7K
26	Hilltop National Bank unchanged	Shares	0	-$7	$3.4K
27	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	-$8	$3.6K
28	PFS Partners, LLC unchanged	Shares	0	-$10	$4.9K
29	TOMPKINS FINANCIAL CORP unchanged	Shares	0	-$19	$8.9K
30	CoreCap Advisors, LLC unchanged	Shares	0	-$68	$33.1K
31	TCFG Investment Advisors, LLC unchanged	Shares	0	-$100	$48.6K
32	Forum Financial Management, LP unchanged	Shares	0	-$150	$72.9K
33	MELFA WEALTH MANAGEMENT, INC. unchanged	Shares	0	-$218	$106.0K
34	CARY STREET PARTNERS FINANCIAL LLC unchanged	Shares	0	-$312	$151.7K
35	Centurion Wealth Management LLC unchanged	Shares	0	-$664	$323.0K
36	DECISION INVESTMENTS, INC trimmed	Shares	-500	-$2.6K	$91.1K
37	Stolper Co added	Shares	+235.4K	-$2.8K	$1.3K
38	Quad-Cities Investment Group, LLC trimmed	Shares	-4.2K	-$20.5K	$100.4K
39	Sound Income Strategies, LLC exited	Shares	-4.8K	-$23.4K	$0
40	HALBERT HARGROVE GLOBAL ADVISORS, LLC exited	Shares	-8.0K	-$39.0K	$0
41	Future Financial Wealth Managment LLC trimmed	Shares	-10.7K	-$58.3K	$386.6K
42	Ignite Planners, LLC exited	Shares	-12.3K	-$60.1K	$0
43	Encompass More Asset Management trimmed	Shares	-17.8K	-$87.6K	$451.3K
44	Sowell Financial Services LLC trimmed	Shares	-43.0K	-$212.6K	$1.6M
45	Shaker Financial Services, LLC trimmed	Shares	-50.7K	-$249.8K	$147.3K
46	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-65.1K	-$319.4K	$1.2M
47	ABSOLUTE INVESTMENT ADVISERS, LLC trimmed	Shares	-207.4K	-$1.0M	$4.5M