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 2022
Institutional positions in Nuveen Mortgage & Income Fund as of Mar 31, 2022. 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
- 35
- +7 vs. Q4 2021
- Shares held
- 2.87M
- +109.0K (+4.0%) vs. Q4 2021
- Total value
- $52.4M
- −$5.41M (−9.4%) vs. Q4 2021
- New holders
- 8
- 15 more added
- Sold out
- 1
- 8 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Nuveen Mortgage & Income Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,511,200 | $27.6M | 0.74% | +20,845+1.4% | Added |
| Relative Value Partners Group, LLC | 519,750 | $9.53M | 0.66% | +20,330+4.1% | Added |
| Morgan Stanley | 128,948 | $2.35M | 0.00% | −5,403−4.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 114,018 | $2.08M | 0.78% | +6,101+5.7% | Added |
| Bank of America Corp | 69,951 | $1.28M | 0.00% | +3,498+5.3% | Added |
| Allspring Global Investments Holdings, LLC | 63,698 | $1.16M | 0.00% | +37,936+147.3% | Added |
| Family Management Corp | 61,264 | $1.12M | 0.31% | +551+0.9% | Added |
| Logan Stone Capital, LLC | 31,408 | $574.0K | 0.41% | +31,408 | New |
| 1607 Capital Partners, LLC | 31,181 | $569.0K | 0.03% | +31,181 | New |
| Envestnet Asset Management Inc | 30,280 | $553.0K | 0.00% | +3,210+11.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 26,976 | $493.0K | 0.00% | +113+0.4% | Added |
| Wells Fargo & Company | 24,967 | $456.0K | 0.00% | −1,114−4.3% | Reduced |
| Royal Bank of Canada | 24,934 | $455.0K | 0.00% | +323+1.3% | Added |
| Fiera Capital Corp | 24,724 | $451.0K | 0.00% | +6,095+32.7% | Added |
| Baird Financial Group, Inc. | 23,450 | $428.0K | 0.00% | +3,520+17.7% | Added |
| Pekin Hardy Strauss, Inc. | 22,680 | $414.0K | 0.06% | −2,400−9.6% | Reduced |
| Apollon Wealth Management, LLC | 21,755 | $397.0K | 0.03% | +3,831+21.4% | Added |
| Thrivent Financial for Lutherans | 21,674 | $396.0K | 0.00% | −31,284−59.1% | Reduced |
| UBS Group AG | 19,972 | $365.0K | 0.00% | −3,553−15.1% | Reduced |
| Sowell Financial Services LLC | 20,629 | $358.0K | 0.06% | −747−3.5% | Reduced |
| Hilton Capital Management, LLC | 14,398 | $263.0K | 0.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 12,189 | $223.0K | 0.00% | +50.0% | Added |
| Foresight Wealth Management, LLC | 11,184 | $204.0K | 0.08% | −19,388−63.4% | Reduced |
| Rivernorth Capital Management, LLC | 10,431 | $190.0K | 0.01% | +10,431 | New |
| Patriot Financial Group Insurance Agency, LLC | 10,101 | $184.0K | 0.03% | −1,486−12.8% | Reduced |
| Tortoise Investment Management, LLC | 5,500 | $100.0K | 0.02% | +5,500 | New |
| American Portfolios Advisors | 5,079 | $92.7K | 0.00% | +57+1.1% | Added |
| Rockefeller Capital Management L.P. | 1,631 | $29.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 1,000 | $18.0K | 0.00% | +1,000 | New |
| Focused Wealth Management, Inc | 509 | $9.00K | 0.00% | +4+0.8% | Added |
| AdvisorNet Financial, Inc | 365 | $7.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 100 | $1.00K | 0.00% | +100 | New |
| Northwestern Mutual Wealth Management Co | 9 | $0 | 0.00% | +9 | New |
| IFP Advisors, Inc | 4 | – | – | +4 | New |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −11,628−100.0% | Sold out |