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, 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 | $38.3M |
| 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, 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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 87 | $1.40K | 0.00% | −1,518−94.6% | Reduced |
| Whittier Trust Co | 240 | $3.87K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 350 | $5.64K | 0.00% | +350 | New |
| AdvisorNet Financial, Inc | 365 | $5.88K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 500 | $8.06K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 557 | $8.98K | 0.00% | +13+2.4% | Added |
| Royal Bank of Canada | 5,451 | $88.0K | 0.00% | −19,212−77.9% | Reduced |
| Advisor Group Holdings, Inc. | 9,448 | $152.3K | 0.00% | +2,917+44.7% | Added |
| Hilton Capital Management, LLC | 12,328 | $198.7K | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 15,565 | $250.9K | 0.00% | −372−2.3% | Reduced |
| Sowell Financial Services LLC | 20,120 | $327.0K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 22,496 | $362.6K | 0.00% | −6,689−22.9% | Reduced |
| Logan Stone Capital, LLC | 24,158 | $389.4K | 0.13% | +876+3.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 26,258 | $423.3K | 0.00% | +328+1.3% | Added |
| First Trust Advisors LP | 26,672 | $430.0K | 0.00% | +326+1.2% | Added |
| IFP Advisors, Inc | 18,353 | $430.9K | 0.02% | +13,201+256.2% | Added |
| Tortoise Investment Management, LLC | 28,096 | $452.9K | 0.07% | +950+3.5% | Added |
| Baird Financial Group, Inc. | 33,084 | $533.3K | 0.00% | +845+2.6% | Added |
| Nations Financial Group Inc, | 34,792 | $560.8K | 0.06% | +7,300+26.6% | Added |
| Morgan Stanley | 72,812 | $1.17M | 0.00% | +16,460+29.2% | Added |
| Envestnet Asset Management Inc | 83,401 | $1.34M | 0.00% | +16,487+24.6% | Added |
| Matisse Capital | 84,000 | $1.35M | 0.84% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 152,310 | $2.46M | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 172,382 | $2.78M | 1.11% | +5,222+3.1% | Added |
| 1607 Capital Partners, LLC | 291,224 | $4.69M | 0.34% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 484,637 | $7.81M | 0.50% | −8,743−1.8% | Reduced |
| Sit Investment Associates Inc | 1,509,452 | $24.3M | 0.64% | +5,124+0.3% | Added |
| 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 |