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, 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 | $38.3M |
| 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, 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 |
|---|---|---|---|---|---|
| Eagle Bay Advisors LLC | 18 | $304 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 240 | $4.05K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 321 | $5.42K | 0.00% | +321 | New |
| Gradient Investments LLC | 344 | $5.81K | 0.00% | +344 | New |
| EverSource Wealth Advisors, LLC | 500 | $8.44K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 584 | $9.86K | 0.00% | +14+2.5% | Added |
| Northwestern Mutual Wealth Management Co | 600 | $10.1K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 1,850 | $31.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,793 | $131.5K | 0.00% | −5,197−40.0% | Reduced |
| Moors & Cabot, Inc. | 10,000 | $168.8K | 0.01% | +10,000 | New |
| Cetera Advisor Networks LLC | 10,156 | $171.4K | 0.00% | +10,156 | New |
| Melfa Wealth Management, LLC | 10,743 | $181.3K | 0.17% | +10,743 | New |
| Sowell Financial Services LLC | 15,107 | $255.0K | 0.01% | −3,374−18.3% | Reduced |
| UBS Group AG | 18,854 | $318.3K | 0.00% | +2,075+12.4% | Added |
| Wells Fargo & Company | 20,968 | $353.9K | 0.00% | −580−2.7% | Reduced |
| IFP Advisors, Inc | 22,968 | $387.7K | 0.02% | −309−1.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 24,926 | $420.8K | 0.00% | −1,373−5.2% | Reduced |
| First Trust Advisors LP | 25,146 | $424.5K | 0.00% | −1,278−4.8% | Reduced |
| Nations Financial Group Inc, | 34,367 | $580.1K | 0.05% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 35,830 | $604.8K | 0.00% | +1,869+5.5% | Added |
| Morgan Stanley | 70,247 | $1.19M | 0.00% | −428−0.6% | Reduced |
| Envestnet Asset Management Inc | 85,805 | $1.45M | 0.00% | −7,672−8.2% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 109,135 | $1.84M | 0.68% | −81,584−42.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 152,310 | $2.57M | 0.00% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 234,824 | $3.96M | 0.28% | −56,400−19.4% | Reduced |
| Royal Bank of Canada | 272,018 | $4.59M | 0.00% | +271,952+412,048.5% | Added |
| Relative Value Partners Group, LLC | 434,014 | $7.33M | 0.45% | −28,766−6.2% | Reduced |
| Sit Investment Associates Inc | 1,545,032 | $26.1M | 0.64% | +33,934+2.2% | Added |
| 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 |