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 2023
Institutional positions in Nuveen Mortgage & Income Fund as of Dec 31, 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
- 0 vs. Q3 2023
- Shares held
- 3.14M
- +26.9K (+0.9%) vs. Q3 2023
- Total value
- $53.1M
- +$3.57M (+7.2%) vs. Q3 2023
- New holders
- 5
- 5 more added
- Sold out
- 5
- 11 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Nuveen Mortgage & Income Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,545,032 | $26.1M | 0.64% | +33,934+2.2% | Added |
| Relative Value Partners Group, LLC | 434,014 | $7.33M | 0.45% | −28,766−6.2% | Reduced |
| Royal Bank of Canada | 272,018 | $4.59M | 0.00% | +271,952+412,048.5% | Added |
| 1607 Capital Partners, LLC | 234,824 | $3.96M | 0.28% | −56,400−19.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 152,310 | $2.57M | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 109,135 | $1.84M | 0.68% | −81,584−42.8% | Reduced |
| Envestnet Asset Management Inc | 85,805 | $1.45M | 0.00% | −7,672−8.2% | Reduced |
| Morgan Stanley | 70,247 | $1.19M | 0.00% | −428−0.6% | Reduced |
| Baird Financial Group, Inc. | 35,830 | $604.8K | 0.00% | +1,869+5.5% | Added |
| Nations Financial Group Inc, | 34,367 | $580.1K | 0.05% | 00.0% | Unchanged |
| First Trust Advisors LP | 25,146 | $424.5K | 0.00% | −1,278−4.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 24,926 | $420.8K | 0.00% | −1,373−5.2% | Reduced |
| IFP Advisors, Inc | 22,968 | $387.7K | 0.02% | −309−1.3% | Reduced |
| Wells Fargo & Company | 20,968 | $353.9K | 0.00% | −580−2.7% | Reduced |
| UBS Group AG | 18,854 | $318.3K | 0.00% | +2,075+12.4% | Added |
| Sowell Financial Services LLC | 15,107 | $255.0K | 0.01% | −3,374−18.3% | Reduced |
| Melfa Wealth Management, LLC | 10,743 | $181.3K | 0.17% | +10,743 | New |
| Cetera Advisor Networks LLC | 10,156 | $171.4K | 0.00% | +10,156 | New |
| Moors & Cabot, Inc. | 10,000 | $168.8K | 0.01% | +10,000 | New |
| Advisor Group Holdings, Inc. | 7,793 | $131.5K | 0.00% | −5,197−40.0% | Reduced |
| Bank of America Corp | 1,850 | $31.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 600 | $10.1K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 584 | $9.86K | 0.00% | +14+2.5% | Added |
| EverSource Wealth Advisors, LLC | 500 | $8.44K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 344 | $5.81K | 0.00% | +344 | New |
| Advisory Services Network, LLC | 321 | $5.42K | 0.00% | +321 | New |
| Whittier Trust Co | 240 | $4.05K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 18 | $304 | 0.00% | 00.0% | Unchanged |
| Matisse Capital | 0 | $0 | 0.00% | −84,000−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −19,644−100.0% | Sold out |
| Hilton Capital Management, LLC | 0 | $0 | 0.00% | −12,328−100.0% | Sold out |
| Ignite Planners, LLC | 0 | $0 | 0.00% | −11,219−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −365−100.0% | Sold out |