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, 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
- −$553.2K (−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 | $38.3M |
| 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, 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 |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 240 | $4.00K | 0.00% | −40,960−99.4% | Reduced |
| AdvisorNet Financial, Inc | 365 | $6.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 524 | $8.00K | 0.00% | +8+1.6% | Added |
| Lee Financial Co | 1,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,631 | $26.0K | 0.00% | −49−2.9% | Reduced |
| American Portfolios Advisors | 4,753 | $76.4K | 0.00% | +53+1.1% | Added |
| Bank of America Corp | 6,111 | $98.0K | 0.00% | −40,967−87.0% | Reduced |
| Saba Capital Management, L.P. | 10,376 | $167.0K | 0.00% | 00.0% | Unchanged |
| Foresight Wealth Management, LLC | 11,258 | $181.0K | 0.08% | +729+6.9% | Added |
| Hilton Capital Management, LLC | 12,328 | $198.0K | 0.03% | −2,070−14.4% | Reduced |
| Family Management Corp | 13,744 | $221.0K | 0.06% | −48,739−78.0% | Reduced |
| IFP Advisors, Inc | 10,048 | $236.0K | 0.01% | +10,044+251,100.0% | Added |
| Thrivent Financial for Lutherans | 15,775 | $251.0K | 0.00% | −2,762−14.9% | Reduced |
| Tortoise Investment Management, LLC | 17,321 | $279.0K | 0.05% | +1,500+9.5% | Added |
| UBS Group AG | 17,564 | $282.0K | 0.00% | −40.0% | Reduced |
| Sowell Financial Services LLC | 20,629 | $333.0K | 0.03% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 21,130 | $340.0K | 0.06% | +3,700+21.2% | Added |
| Royal Bank of Canada | 25,034 | $403.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 25,977 | $418.0K | 0.00% | −343−1.3% | Reduced |
| Wells Fargo & Company | 28,253 | $455.0K | 0.00% | +1,036+3.8% | Added |
| Fiera Capital Corp | 30,656 | $493.0K | 0.00% | −69−0.2% | Reduced |
| Baird Financial Group, Inc. | 30,871 | $496.0K | 0.00% | +1,737+6.0% | Added |
| Envestnet Asset Management Inc | 31,292 | $503.0K | 0.00% | +2,440+8.5% | Added |
| Logan Stone Capital, LLC | 40,083 | $645.0K | 0.42% | +3,611+9.9% | Added |
| Almitas Capital LLC | 52,929 | $852.0K | 0.64% | +52,596+15,794.6% | Added |
| 1607 Capital Partners, LLC | 77,824 | $1.25M | 0.10% | 00.0% | Unchanged |
| Matisse Capital | 84,000 | $1.35M | 1.71% | +22,355+36.3% | Added |
| Allspring Global Investments Holdings, LLC | 103,948 | $1.67M | 0.00% | +24,911+31.5% | Added |
| Morgan Stanley | 114,828 | $1.85M | 0.00% | −90.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 125,468 | $2.02M | 0.86% | +8,208+7.0% | Added |
| Relative Value Partners Group, LLC | 502,494 | $8.12M | 0.67% | −8,667−1.7% | Reduced |
| Sit Investment Associates Inc | 1,612,019 | $25.9M | 0.78% | +89,473+5.9% | Added |
| 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 |