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, Q2 2023
Institutional positions in Nuveen Mortgage & Income Fund as of Jun 30, 2023. 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
- 27
- −2 vs. Q1 2023
- Shares held
- 3.13M
- −52.9K (−1.7%) vs. Q1 2023
- Total value
- $50.6M
- −$246.8K (−0.5%) vs. Q1 2023
- New holders
- 1
- 13 more added
- Sold out
- 3
- 5 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Nuveen Mortgage & Income Fund; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,509,452 | $24.3M | 0.64% | +5,124+0.3% | Added |
| Relative Value Partners Group, LLC | 484,637 | $7.81M | 0.50% | −8,743−1.8% | Reduced |
| 1607 Capital Partners, LLC | 291,224 | $4.69M | 0.34% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 172,382 | $2.78M | 1.11% | +5,222+3.1% | Added |
| Allspring Global Investments Holdings, LLC | 152,310 | $2.46M | 0.00% | 00.0% | Unchanged |
| Matisse Capital | 84,000 | $1.35M | 0.84% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 83,401 | $1.34M | 0.00% | +16,487+24.6% | Added |
| Morgan Stanley | 72,812 | $1.17M | 0.00% | +16,460+29.2% | Added |
| Nations Financial Group Inc, | 34,792 | $560.8K | 0.06% | +7,300+26.6% | Added |
| Baird Financial Group, Inc. | 33,084 | $533.3K | 0.00% | +845+2.6% | Added |
| Tortoise Investment Management, LLC | 28,096 | $452.9K | 0.07% | +950+3.5% | Added |
| IFP Advisors, Inc | 18,353 | $430.9K | 0.02% | +13,201+256.2% | Added |
| First Trust Advisors LP | 26,672 | $430.0K | 0.00% | +326+1.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 26,258 | $423.3K | 0.00% | +328+1.3% | Added |
| Logan Stone Capital, LLC | 24,158 | $389.4K | 0.13% | +876+3.8% | Added |
| Wells Fargo & Company | 22,496 | $362.6K | 0.00% | −6,689−22.9% | Reduced |
| Sowell Financial Services LLC | 20,120 | $327.0K | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 15,565 | $250.9K | 0.00% | −372−2.3% | Reduced |
| Hilton Capital Management, LLC | 12,328 | $198.7K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 9,448 | $152.3K | 0.00% | +2,917+44.7% | Added |
| Royal Bank of Canada | 5,451 | $88.0K | 0.00% | −19,212−77.9% | Reduced |
| Focused Wealth Management, Inc | 557 | $8.98K | 0.00% | +13+2.4% | Added |
| EverSource Wealth Advisors, LLC | 500 | $8.06K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 365 | $5.88K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 350 | $5.64K | 0.00% | +350 | New |
| Whittier Trust Co | 240 | $3.87K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 87 | $1.40K | 0.00% | −1,518−94.6% | Reduced |
| Almitas Capital LLC | 0 | $0 | 0.00% | −59,890−100.0% | Sold out |
| Pekin Hardy Strauss, Inc. | 0 | $0 | 0.00% | −26,329−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −520−100.0% | Sold out |