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