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.
Q4 2022 vs. Q3 2022
How the institutions holding Nuveen Mortgage & Income Fund changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 33 | 1 | 32 | 0 |
| Shares | 3.05M | 4.75K | 3.25M | +207.6K (+6.8%) |
| Value | $49.2M | $76.4K | $52.7M | +$3.62M (+7.4%) |
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (5)
Institutions that held Nuveen Mortgage & Income Fund at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Nations Financial Group Inc, | 26,492 | $428.6K | 0.05% |
| Cetera Advisor Networks LLC | 10,192 | $164.9K | 0.00% |
| Advisor Group Holdings, Inc. | 4,388 | $71.0K | 0.00% |
| Advisory Services Network, LLC | 1,520 | $24.6K | 0.00% |
| EverSource Wealth Advisors, LLC | 500 | $8.09K | 0.00% |
Sold out (5)
Institutions that held Nuveen Mortgage & Income Fund at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Family Management Corp | 13,744 | $221.0K |
| Foresight Wealth Management, LLC | 11,258 | $181.0K |
| Bank of America Corp | 6,111 | $98.0K |
| Lee Financial Co | 1,000 | $16.0K |
| FNY Investment Advisers, LLC | 100 | $1.00K |
Not filed for Q4 2022 yet (1)
Institutions that held Nuveen Mortgage & Income Fund at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| American Portfolios Advisors | 4,753 | $76.4K |