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 2023 vs. Q3 2023
How the institutions holding Nuveen Mortgage & Income Fund changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Q4 2023 | Change |
|---|---|---|---|
| Holders | 28 | 28 | 0 |
| Shares | 3.12M | 3.14M | +26.9K (+0.9%) |
| Value | $49.5M | $53.1M | +$3.57M (+7.2%) |
New holders (5)
Institutions that held Nuveen Mortgage & Income Fund at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Melfa Wealth Management, LLC | 10,743 | $181.3K | 0.17% |
| Cetera Advisor Networks LLC | 10,156 | $171.4K | 0.00% |
| Moors & Cabot, Inc. | 10,000 | $168.8K | 0.01% |
| Gradient Investments LLC | 344 | $5.81K | 0.00% |
| Advisory Services Network, LLC | 321 | $5.42K | 0.00% |
Sold out (5)
Institutions that held Nuveen Mortgage & Income Fund at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Matisse Capital | 84,000 | $1.33M |
| Tortoise Investment Management, LLC | 19,644 | $311.9K |
| Hilton Capital Management, LLC | 12,328 | $195.8K |
| Ignite Planners, LLC | 11,219 | $179.2K |
| AdvisorNet Financial, Inc | 365 | $5.80K |