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 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 | $38.3M |
| 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 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 |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 100 | $1.00K | 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 |
| Spire Wealth Management | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 516 | $9.00K | 0.00% | +7+1.4% | Added |
| Lee Financial Co | 1,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,680 | $27.0K | 0.00% | +49+3.0% | Added |
| Whittier Trust Co of Nevada Inc | 4,149 | $68.0K | 0.00% | +4,149 | New |
| American Portfolios Advisors | 4,700 | $77.6K | 0.00% | −379−7.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 9,434 | $156.0K | 0.03% | −667−6.6% | Reduced |
| Saba Capital Management, L.P. | 10,376 | $171.0K | 0.00% | +10,376 | New |
| Private Advisor Group, LLC | 10,448 | $173.0K | 0.00% | −1,741−14.3% | Reduced |
| Foresight Wealth Management, LLC | 10,529 | $174.0K | 0.06% | −655−5.9% | Reduced |
| Hilton Capital Management, LLC | 14,398 | $238.0K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 15,821 | $261.0K | 0.05% | +10,321+187.7% | Added |
| Pekin Hardy Strauss, Inc. | 17,430 | $288.0K | 0.04% | −5,250−23.1% | Reduced |
| UBS Group AG | 17,568 | $290.0K | 0.00% | −2,404−12.0% | Reduced |
| Thrivent Financial for Lutherans | 18,537 | $306.0K | 0.00% | −3,137−14.5% | Reduced |
| Sowell Financial Services LLC | 20,629 | $342.0K | 0.03% | 00.0% | Unchanged |
| Royal Bank of Canada | 25,034 | $413.0K | 0.00% | +100+0.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 26,320 | $435.0K | 0.00% | −656−2.4% | Reduced |
| Wells Fargo & Company | 27,217 | $450.0K | 0.00% | +2,250+9.0% | Added |
| Envestnet Asset Management Inc | 28,852 | $476.0K | 0.00% | −1,428−4.7% | Reduced |
| Baird Financial Group, Inc. | 29,134 | $481.0K | 0.00% | +5,684+24.2% | Added |
| Fiera Capital Corp | 30,725 | $507.0K | 0.00% | +6,001+24.3% | Added |
| Logan Stone Capital, LLC | 36,472 | $602.0K | 0.44% | +5,064+16.1% | Added |
| Whittier Trust Co | 41,200 | $680.0K | 0.01% | +41,200 | New |
| Bank of America Corp | 47,078 | $777.0K | 0.00% | −22,873−32.7% | Reduced |
| Matisse Capital | 61,645 | $1.02M | 0.97% | +61,645 | New |
| Family Management Corp | 62,483 | $1.03M | 0.29% | +1,219+2.0% | Added |
| 1607 Capital Partners, LLC | 77,824 | $1.28M | 0.09% | +46,643+149.6% | Added |
| Allspring Global Investments Holdings, LLC | 79,037 | $1.30M | 0.00% | +15,339+24.1% | Added |
| Morgan Stanley | 114,837 | $1.90M | 0.00% | −14,111−10.9% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 117,260 | $1.94M | 0.80% | +3,242+2.8% | Added |
| Relative Value Partners Group, LLC | 511,161 | $8.66M | 0.65% | −8,589−1.7% | Reduced |
| Sit Investment Associates Inc | 1,522,546 | $25.1M | 0.76% | +11,346+0.8% | Added |
| IFP Advisors, Inc | 4 | – | – | 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 |