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 $38.5M in total; no superinvestor holds it.
13F holders, Q2 2022
Institutional positions in Nuveen Mortgage & Income Fund as of Jun 30, 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
- 37
- +2 vs. Q1 2022
- Shares held
- 3.00M
- +130.9K (+4.6%) vs. Q1 2022
- Total value
- $49.7M
- −$2.64M (−5.0%) vs. Q1 2022
- New holders
- 5
- 13 more added
- Sold out
- 3
- 12 more reduced
Compare with Q1 2022: 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 | $38.5M |
| 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 | $55.9M |
| Q4 2023 | 28 | $54.3M |
| Q3 2023 | 28 | $49.5M |
| Q2 2023 | 27 | $50.9M |
| Q1 2023 | 29 | $58.7M |
| Q4 2022 | 32 | $54.1M |
| 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 | $52.7M |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Nuveen Mortgage & Income Fund; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,522,546 | $25.1M | 0.76% | +11,346+0.8% | Added |
| Relative Value Partners Group, LLC | 511,161 | $8.66M | 0.65% | −8,589−1.7% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 117,260 | $1.94M | 0.80% | +3,242+2.8% | Added |
| Morgan Stanley | 114,837 | $1.90M | 0.00% | −14,111−10.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 79,037 | $1.30M | 0.00% | +15,339+24.1% | Added |
| 1607 Capital Partners, LLC | 77,824 | $1.28M | 0.09% | +46,643+149.6% | Added |
| Family Management Corp | 62,483 | $1.03M | 0.29% | +1,219+2.0% | Added |
| Matisse Capital | 61,645 | $1.02M | 0.97% | +61,645 | New |
| Bank of America Corp | 47,078 | $777.0K | 0.00% | −22,873−32.7% | Reduced |
| Whittier Trust Co | 41,200 | $680.0K | 0.01% | +41,200 | New |
| Logan Stone Capital, LLC | 36,472 | $602.0K | 0.44% | +5,064+16.1% | Added |
| Fiera Capital Corp | 30,725 | $507.0K | 0.00% | +6,001+24.3% | Added |
| Baird Financial Group, Inc. | 29,134 | $481.0K | 0.00% | +5,684+24.2% | Added |
| Envestnet Asset Management Inc | 28,852 | $476.0K | 0.00% | −1,428−4.7% | Reduced |
| Wells Fargo & Company | 27,217 | $450.0K | 0.00% | +2,250+9.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 26,320 | $435.0K | 0.00% | −656−2.4% | Reduced |
| Royal Bank of Canada | 25,034 | $413.0K | 0.00% | +100+0.4% | Added |
| Sowell Financial Services LLC | 20,629 | $342.0K | 0.03% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 18,537 | $306.0K | 0.00% | −3,137−14.5% | Reduced |
| UBS Group AG | 17,568 | $290.0K | 0.00% | −2,404−12.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 17,430 | $288.0K | 0.04% | −5,250−23.1% | Reduced |
| Tortoise Investment Management, LLC | 15,821 | $261.0K | 0.05% | +10,321+187.7% | Added |
| Hilton Capital Management, LLC | 14,398 | $238.0K | 0.03% | 00.0% | Unchanged |
| Foresight Wealth Management, LLC | 10,529 | $174.0K | 0.06% | −655−5.9% | Reduced |
| Private Advisor Group, LLC | 10,448 | $173.0K | 0.00% | −1,741−14.3% | Reduced |
| Saba Capital Management, L.P. | 10,376 | $171.0K | 0.00% | +10,376 | New |
| Patriot Financial Group Insurance Agency, LLC | 9,434 | $156.0K | 0.03% | −667−6.6% | Reduced |
| American Portfolios Advisors | 4,700 | $77.6K | 0.00% | −379−7.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,149 | $68.0K | 0.00% | +4,149 | New |
| Rockefeller Capital Management L.P. | 1,680 | $27.0K | 0.00% | +49+3.0% | Added |
| Lee Financial Co | 1,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 516 | $9.00K | 0.00% | +7+1.4% | Added |
| Spire Wealth Management | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 365 | $6.00K | 0.00% | 00.0% | Unchanged |
| Almitas Capital LLC | 333 | $6.00K | 0.00% | +333 | New |
| IFP Advisors, Inc | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −21,755−100.0% | Sold out |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −10,431−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −9−100.0% | Sold out |