Gladstone Institutional Advisory LLC
Position in JFR — Nuveen Floating Rate Income Fund
CIK 1766530
Bedminster, NJ
Position in JFR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$549,210
+$4,349 QoQ
Shares Held
71,605
-1.2% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#57
of 172 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JFR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Gladstone Institutional Advisory LLC holds $20,441,708 across 25 Asset Management names. JFR ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
163,844 | $4,943,173 | |
| 2 | DNP |
Dnp Select Income Fund Inc
|
320,063 | $3,453,479 | |
| 3 | BLK |
BlackRock, Inc.
|
2,894 | $2,782,754 | |
| 4 | RJF |
Raymond James Financial Inc
|
9,673 | $1,470,586 | |
| 5 | USA |
Liberty All Star Equity Fund
|
193,049 | $1,121,614 | |
| 6 | BX |
Blackstone Inc.
|
7,787 | $916,296 | |
| 7 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
56,870 | $826,889 | |
| 8 | JFR |
Nuveen Floating Rate Income Fund
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|
71,605 | $549,210 |
All Filings in JFR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $549,210 | 71,605 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $544,861 | 72,455 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $536,002 | 68,455 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $604,338 | 73,880 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $667,266 | 78,780 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $659,643 | 77,880 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $678,633 | 76,080 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $679,184 | 77,005 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $591,357 | 68,365 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $557,541 | 63,865 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $527,559 | 64,180 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $546,909 | 66,615 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $89,235 | 11,310 | Shares | Sole | 2023-08-10 | |
| 2022-12-31 | $220,374 | 27,825 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||