Skip to main content

Nuveen Mortgage & Income Fund

JLS
Exchange
NYSE
SEC CIK
0001472215

No open-market purchases or sales by Nuveen Mortgage & Income Fund insiders were filed in the last 90 days; 32 institutions reported holding it in 13F filings for Q2 2026, worth $38.3M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Nuveen Mortgage & Income Fund as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
31
No complete 13F data for Q4 2020
Shares held
2.50M
No complete 13F data for Q4 2020
Total value
$51.9M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting JLS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 31 institutions
Q1 2021: 31 institutionsQ2 2021: 30 institutionsQ3 2021: 30 institutionsQ4 2021: 28 institutionsQ1 2022: 35 institutionsQ2 2022: 37 institutionsQ3 2022: 33 institutionsQ4 2022: 32 institutionsQ1 2023: 29 institutionsQ2 2023: 27 institutionsQ3 2023: 28 institutionsQ4 2023: 28 institutionsQ1 2024: 29 institutionsQ2 2024: 30 institutionsQ3 2024: 34 institutionsQ4 2024: 30 institutionsQ1 2025: 26 institutionsQ2 2025: 25 institutionsQ3 2025: 28 institutionsQ4 2025: 32 institutionsQ1 2026: 32 institutionsQ2 2026: 32 institutions
Value heldQ1 2021: $51.9M
Q1 2021: $51.9MQ2 2021: $53.0MQ3 2021: $54.6MQ4 2021: $57.8MQ1 2022: $52.4MQ2 2022: $49.7MQ3 2022: $49.2MQ4 2022: $52.7MQ1 2023: $50.8MQ2 2023: $50.6MQ3 2023: $49.5MQ4 2023: $53.1MQ1 2024: $52.7MQ2 2024: $46.7MQ3 2024: $53.6MQ4 2024: $48.8MQ1 2025: $50.2MQ2 2025: $47.2MQ3 2025: $45.0MQ4 2025: $44.3MQ1 2026: $42.9MQ2 2026: $38.3M
Institutions holding JLS and their total value by quarter
QuarterHoldersValue
Q2 202632$38.3M
Q1 202632$42.9M
Q4 202532$44.3M
Q3 202528$45.0M
Q2 202525$47.2M
Q1 202526$50.2M
Q4 202430$48.8M
Q3 202434$53.6M
Q2 202430$46.7M
Q1 202429$52.7M
Q4 202328$53.1M
Q3 202328$49.5M
Q2 202327$50.6M
Q1 202329$50.8M
Q4 202232$52.7M
Q3 202233$49.2M
Q2 202237$49.7M
Q1 202235$52.4M
Q4 202128$57.8M
Q3 202130$54.6M
Q2 202130$53.0M
Q1 202131$51.9M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Nuveen Mortgage & Income Fund.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding JLS in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Sit Investment Associates Inc1,123,726$23.3M0.61%––
Relative Value Partners Group, LLC490,040$10.2M0.87%––
Morgan Stanley145,562$3.02M0.00%––
Thomas J. Herzfeld Advisors, Inc.89,166$1.85M0.84%––
Rivernorth Capital Management, LLC74,726$1.55M0.09%––
Invesco Ltd.73,742$1.53M0.00%––
Family Management Corp61,506$1.28M0.40%––
Bank of America Corp57,784$1.20M0.00%––
Wells Fargo & Company52,727$1.09M0.00%––
Thrivent Financial for Lutherans51,002$1.06M0.00%––
Matisse Capital41,000$850.0K0.24%––
Mirae Asset Global Investments Co., Ltd.29,648$615.0K0.00%––
Raymond James Financial Services Advisors, Inc.28,391$589.0K0.00%––
Royal Bank of Canada22,381$464.0K0.00%––
Sowell Financial Services LLC21,376$454.0K0.02%––
UBS Group AG19,425$403.0K0.00%––
Hilton Capital Management, LLC19,194$398.0K0.04%––
Baird Financial Group, Inc.18,024$374.0K0.00%––
Envestnet Asset Management Inc15,817$328.0K0.00%––
Fiera Capital Corp13,480$280.0K0.00%––
Private Advisor Group, LLC12,162$252.0K0.00%––
Patriot Financial Group Insurance Agency, LLC11,467$238.0K0.05%––
Raymond James & Associates9,847$204.0K0.00%––
International Assets Investment Management, LLC5,564$110.0K0.01%––
American Portfolios Advisors4,859$100.8K0.00%––
Rockefeller Capital Management L.P.4,803$99.0K0.00%––
Focused Wealth Management, Inc485$10.0K0.00%––
AdvisorNet Financial, Inc365$8.00K0.00%––
Spire Wealth Management400$8.00K0.00%––
FNY Investment Advisers, LLC94$1.00K0.00%––
Arkadios Wealth Advisors64$1.00K0.00%––