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, Q3 2022
Institutional positions in Nuveen Mortgage & Income Fund as of Sep 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
- 33
- −4 vs. Q2 2022
- Shares held
- 3.05M
- +53.3K (+1.8%) vs. Q2 2022
- Total value
- $49.2M
- −$554.2K (−1.1%) vs. Q2 2022
- New holders
- 0
- 15 more added
- Sold out
- 4
- 11 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Nuveen Mortgage & Income Fund; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,612,019 | $25.9M | 0.78% | +89,473+5.9% | Added |
| Relative Value Partners Group, LLC | 502,494 | $8.12M | 0.67% | −8,667−1.7% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 125,468 | $2.02M | 0.86% | +8,208+7.0% | Added |
| Morgan Stanley | 114,828 | $1.85M | 0.00% | −90.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 103,948 | $1.67M | 0.00% | +24,911+31.5% | Added |
| Matisse Capital | 84,000 | $1.35M | 1.71% | +22,355+36.3% | Added |
| 1607 Capital Partners, LLC | 77,824 | $1.25M | 0.10% | 00.0% | Unchanged |
| Almitas Capital LLC | 52,929 | $852.0K | 0.64% | +52,596+15,794.6% | Added |
| Logan Stone Capital, LLC | 40,083 | $645.0K | 0.42% | +3,611+9.9% | Added |
| Envestnet Asset Management Inc | 31,292 | $503.0K | 0.00% | +2,440+8.5% | Added |
| Baird Financial Group, Inc. | 30,871 | $496.0K | 0.00% | +1,737+6.0% | Added |
| Fiera Capital Corp | 30,656 | $493.0K | 0.00% | −69−0.2% | Reduced |
| Wells Fargo & Company | 28,253 | $455.0K | 0.00% | +1,036+3.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 25,977 | $418.0K | 0.00% | −343−1.3% | Reduced |
| Royal Bank of Canada | 25,034 | $403.0K | 0.00% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 21,130 | $340.0K | 0.06% | +3,700+21.2% | Added |
| Sowell Financial Services LLC | 20,629 | $333.0K | 0.03% | 00.0% | Unchanged |
| UBS Group AG | 17,564 | $282.0K | 0.00% | −40.0% | Reduced |
| Tortoise Investment Management, LLC | 17,321 | $279.0K | 0.05% | +1,500+9.5% | Added |
| Thrivent Financial for Lutherans | 15,775 | $251.0K | 0.00% | −2,762−14.9% | Reduced |
| IFP Advisors, Inc | 10,048 | $236.0K | 0.01% | +10,044+251,100.0% | Added |
| Family Management Corp | 13,744 | $221.0K | 0.06% | −48,739−78.0% | Reduced |
| Hilton Capital Management, LLC | 12,328 | $198.0K | 0.03% | −2,070−14.4% | Reduced |
| Foresight Wealth Management, LLC | 11,258 | $181.0K | 0.08% | +729+6.9% | Added |
| Saba Capital Management, L.P. | 10,376 | $167.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 6,111 | $98.0K | 0.00% | −40,967−87.0% | Reduced |
| American Portfolios Advisors | 4,753 | $76.4K | 0.00% | +53+1.1% | Added |
| Rockefeller Capital Management L.P. | 1,631 | $26.0K | 0.00% | −49−2.9% | Reduced |
| Lee Financial Co | 1,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 524 | $8.00K | 0.00% | +8+1.6% | Added |
| AdvisorNet Financial, Inc | 365 | $6.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 240 | $4.00K | 0.00% | −40,960−99.4% | Reduced |
| FNY Investment Advisers, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −10,448−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −9,434−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −4,149−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −400−100.0% | Sold out |