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.
Q1 2022 vs. Q4 2021
How the institutions holding Nuveen Mortgage & Income Fund changed between Q4 2021 and Q1 2022.
All holders in Q1 2022All holders in Q4 2021
| Measure | Q4 2021 | Q1 2022 | Change |
|---|---|---|---|
| Holders | 28 | 35 | +7 |
| Shares | 2.76M | 2.87M | +109.0K (+4.0%) |
| Value | $57.8M | $52.4M | −$5.41M (−9.4%) |
New holders (8)
Institutions that held Nuveen Mortgage & Income Fund at the end of Q1 2022 but not at the end of Q4 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Logan Stone Capital, LLC | 31,408 | $574.0K | 0.41% |
| 1607 Capital Partners, LLC | 31,181 | $569.0K | 0.03% |
| Rivernorth Capital Management, LLC | 10,431 | $190.0K | 0.01% |
| Tortoise Investment Management, LLC | 5,500 | $100.0K | 0.02% |
| Lee Financial Co | 1,000 | $18.0K | 0.00% |
| FNY Investment Advisers, LLC | 100 | $1.00K | 0.00% |
| Northwestern Mutual Wealth Management Co | 9 | $0 | 0.00% |
| IFP Advisors, Inc | 4 | – | – |
Sold out (1)
Institutions that held Nuveen Mortgage & Income Fund at the end of Q4 2021 and filed for Q1 2022 without it.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Shaker Financial Services, LLC | 11,628 | $244.0K |