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, Q2 2021
Institutional positions in Nuveen Mortgage & Income Fund as of Jun 30, 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
- 30
- −1 vs. Q1 2021
- Shares held
- 2.53M
- +34.4K (+1.4%) vs. Q1 2021
- Total value
- $53.0M
- +$1.07M (+2.1%) vs. Q1 2021
- New holders
- 4
- 15 more added
- Sold out
- 5
- 8 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 32 | $38.3M |
| Q1 2026 | 32 | $42.9M |
| Q4 2025 | 32 | $44.3M |
| Q3 2025 | 28 | $45.0M |
| Q2 2025 | 25 | $47.2M |
| Q1 2025 | 26 | $50.2M |
| Q4 2024 | 30 | $48.8M |
| Q3 2024 | 34 | $53.6M |
| Q2 2024 | 30 | $46.7M |
| Q1 2024 | 29 | $52.7M |
| Q4 2023 | 28 | $53.1M |
| Q3 2023 | 28 | $49.5M |
| Q2 2023 | 27 | $50.6M |
| Q1 2023 | 29 | $50.8M |
| Q4 2022 | 32 | $52.7M |
| Q3 2022 | 33 | $49.2M |
| Q2 2022 | 37 | $49.7M |
| Q1 2022 | 35 | $52.4M |
| Q4 2021 | 28 | $57.8M |
| Q3 2021 | 30 | $54.6M |
| Q2 2021 | 30 | $53.0M |
| Q1 2021 | 31 | $51.9M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Nuveen Mortgage & Income Fund; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 325 | $6.00K | 0.00% | +261+407.8% | Added |
| AdvisorNet Financial, Inc | 365 | $8.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 491 | $10.0K | 0.00% | +6+1.2% | Added |
| WESCAP Management Group, Inc. | 723 | $15.0K | 0.00% | +723 | New |
| Advisory Services Network, LLC | 2,358 | $49.0K | 0.00% | +2,358 | New |
| Rockefeller Capital Management L.P. | 4,676 | $97.0K | 0.00% | −127−2.6% | Reduced |
| American Portfolios Advisors | 4,991 | $104.3K | 0.00% | +132+2.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 11,292 | $236.0K | 0.04% | −175−1.5% | Reduced |
| Private Advisor Group, LLC | 12,168 | $254.0K | 0.00% | +60.0% | Added |
| Hilton Capital Management, LLC | 14,399 | $301.0K | 0.03% | −4,795−25.0% | Reduced |
| Fiera Capital Corp | 18,114 | $378.0K | 0.00% | +4,634+34.4% | Added |
| Envestnet Asset Management Inc | 18,437 | $385.0K | 0.00% | +2,620+16.6% | Added |
| Baird Financial Group, Inc. | 18,921 | $395.0K | 0.00% | +897+5.0% | Added |
| Saba Capital Management, L.P. | 19,839 | $414.0K | 0.02% | +19,839 | New |
| Shaker Financial Services, LLC | 20,650 | $431.0K | 0.16% | +20,650 | New |
| Sowell Financial Services LLC | 21,376 | $448.0K | 0.03% | 00.0% | Unchanged |
| UBS Group AG | 24,328 | $508.0K | 0.00% | +4,903+25.2% | Added |
| Royal Bank of Canada | 25,159 | $526.0K | 0.00% | +2,778+12.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 26,558 | $555.0K | 0.00% | −1,833−6.5% | Reduced |
| Rivernorth Capital Management, LLC | 43,100 | $900.0K | 0.05% | −31,626−42.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 44,986 | $940.0K | 0.00% | +15,338+51.7% | Added |
| Bank of America Corp | 52,953 | $1.11M | 0.00% | −4,831−8.4% | Reduced |
| Thrivent Financial for Lutherans | 52,958 | $1.11M | 0.00% | +1,956+3.8% | Added |
| Wells Fargo & Company | 57,044 | $1.19M | 0.00% | +4,317+8.2% | Added |
| Family Management Corp | 61,920 | $1.29M | 0.34% | +414+0.7% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 92,517 | $1.93M | 0.81% | +3,351+3.8% | Added |
| Morgan Stanley | 142,264 | $2.97M | 0.00% | −3,298−2.3% | Reduced |
| Relative Value Partners Group, LLC | 488,060 | $10.2M | 0.80% | −1,980−0.4% | Reduced |
| Sit Investment Associates Inc | 1,251,808 | $26.1M | 0.65% | +128,082+11.4% | Added |
| Invesco Ltd. | 0 | $0 | 0.00% | −73,742−100.0% | Sold out |
| Matisse Capital | 0 | $0 | 0.00% | −41,000−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −9,847−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −5,564−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −94−100.0% | Sold out |