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, Q4 2022
Institutional positions in Nuveen Mortgage & Income Fund as of Dec 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
- 32
- 0 vs. Q3 2022
- Shares held
- 3.25M
- +207.6K (+6.8%) vs. Q3 2022
- Total value
- $52.7M
- +$3.62M (+7.4%) vs. Q3 2022
- New holders
- 5
- 10 more added
- Sold out
- 5
- 9 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Nuveen Mortgage & Income Fund; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,500,440 | $24.3M | 0.68% | −111,579−6.9% | Reduced |
| Relative Value Partners Group, LLC | 503,980 | $8.15M | 0.57% | +1,486+0.3% | Added |
| 1607 Capital Partners, LLC | 255,224 | $4.13M | 0.28% | +177,400+228.0% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 178,022 | $2.88M | 1.18% | +52,554+41.9% | Added |
| Allspring Global Investments Holdings, LLC | 125,891 | $2.04M | 0.00% | +21,943+21.1% | Added |
| Morgan Stanley | 114,538 | $1.85M | 0.00% | −290−0.3% | Reduced |
| Matisse Capital | 84,000 | $1.36M | 1.21% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 82,431 | $1.33M | 0.00% | +51,139+163.4% | Added |
| Almitas Capital LLC | 52,929 | $856.4K | 0.39% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 38,683 | $625.9K | 0.23% | −1,400−3.5% | Reduced |
| Fiera Capital Corp | 32,397 | $524.2K | 0.00% | +1,741+5.7% | Added |
| Baird Financial Group, Inc. | 31,272 | $506.0K | 0.00% | +401+1.3% | Added |
| Wells Fargo & Company | 27,315 | $442.0K | 0.00% | −938−3.3% | Reduced |
| Tortoise Investment Management, LLC | 27,231 | $440.6K | 0.08% | +9,910+57.2% | Added |
| Nations Financial Group Inc, | 26,492 | $428.6K | 0.05% | +26,492 | New |
| Royal Bank of Canada | 25,085 | $406.0K | 0.00% | +51+0.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 24,652 | $398.8K | 0.00% | −1,325−5.1% | Reduced |
| Sowell Financial Services LLC | 20,629 | $334.0K | 0.02% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 19,678 | $318.4K | 0.05% | −1,452−6.9% | Reduced |
| UBS Group AG | 16,974 | $274.6K | 0.00% | −590−3.4% | Reduced |
| IFP Advisors, Inc | 9,760 | $229.0K | 0.01% | −288−2.9% | Reduced |
| Thrivent Financial for Lutherans | 13,744 | $223.0K | 0.00% | −2,031−12.9% | Reduced |
| Hilton Capital Management, LLC | 12,328 | $198.0K | 0.03% | 00.0% | Unchanged |
| Saba Capital Management, L.P. | 10,376 | $167.9K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 10,192 | $164.9K | 0.00% | +10,192 | New |
| Advisor Group Holdings, Inc. | 4,388 | $71.0K | 0.00% | +4,388 | New |
| Rockefeller Capital Management L.P. | 1,631 | $26.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,520 | $24.6K | 0.00% | +1,520 | New |
| Focused Wealth Management, Inc | 537 | $8.69K | 0.00% | +13+2.5% | Added |
| EverSource Wealth Advisors, LLC | 500 | $8.09K | 0.00% | +500 | New |
| AdvisorNet Financial, Inc | 365 | $5.91K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 240 | $3.88K | 0.00% | 00.0% | Unchanged |
| Family Management Corp | 0 | $0 | 0.00% | −13,744−100.0% | Sold out |
| Foresight Wealth Management, LLC | 0 | $0 | 0.00% | −11,258−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −6,111−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| American Portfolios Advisors | – | – | – | – | Not filed |