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 2023
Institutional positions in Nuveen Mortgage & Income Fund as of Sep 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
- 28
- +1 vs. Q2 2023
- Shares held
- 3.12M
- −11.3K (−0.4%) vs. Q2 2023
- Total value
- $49.5M
- −$1.07M (−2.1%) vs. Q2 2023
- New holders
- 3
- 10 more added
- Sold out
- 2
- 8 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Nuveen Mortgage & Income Fund; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eagle Bay Advisors LLC | 18 | $286 | 0.00% | +18 | New |
| Royal Bank of Canada | 66 | $1.00K | 0.00% | −5,385−98.8% | Reduced |
| Whittier Trust Co | 240 | $3.81K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 365 | $5.80K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 500 | $7.94K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 570 | $9.04K | 0.00% | +13+2.3% | Added |
| Northwestern Mutual Wealth Management Co | 600 | $9.53K | 0.00% | +600 | New |
| Bank of America Corp | 1,850 | $29.4K | 0.00% | +1,500+428.6% | Added |
| Ignite Planners, LLC | 11,219 | $179.2K | 0.05% | +11,219 | New |
| Hilton Capital Management, LLC | 12,328 | $195.8K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 12,990 | $206.3K | 0.00% | +3,542+37.5% | Added |
| UBS Group AG | 16,779 | $266.5K | 0.00% | +1,214+7.8% | Added |
| Sowell Financial Services LLC | 18,481 | $296.0K | 0.02% | −1,639−8.1% | Reduced |
| Tortoise Investment Management, LLC | 19,644 | $311.9K | 0.05% | −8,452−30.1% | Reduced |
| Wells Fargo & Company | 21,548 | $342.2K | 0.00% | −948−4.2% | Reduced |
| IFP Advisors, Inc | 23,277 | $369.6K | 0.02% | +4,924+26.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 26,299 | $417.6K | 0.00% | +41+0.2% | Added |
| First Trust Advisors LP | 26,424 | $419.6K | 0.00% | −248−0.9% | Reduced |
| Baird Financial Group, Inc. | 33,961 | $539.3K | 0.00% | +877+2.7% | Added |
| Nations Financial Group Inc, | 34,367 | $545.7K | 0.05% | −425−1.2% | Reduced |
| Morgan Stanley | 70,675 | $1.12M | 0.00% | −2,137−2.9% | Reduced |
| Matisse Capital | 84,000 | $1.33M | 0.94% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 93,477 | $1.48M | 0.00% | +10,076+12.1% | Added |
| Allspring Global Investments Holdings, LLC | 152,310 | $2.42M | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 190,719 | $3.03M | 1.17% | +18,337+10.6% | Added |
| 1607 Capital Partners, LLC | 291,224 | $4.62M | 0.35% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 462,780 | $7.35M | 0.49% | −21,857−4.5% | Reduced |
| Sit Investment Associates Inc | 1,511,098 | $24.0M | 0.66% | +1,646+0.1% | Added |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −24,158−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −87−100.0% | Sold out |