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, Q1 2024
Institutional positions in Nuveen Mortgage & Income Fund as of Mar 31, 2024. 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
- 29
- +1 vs. Q4 2023
- Shares held
- 2.99M
- −158.9K (−5.1%) vs. Q4 2023
- Total value
- $52.7M
- −$335.3K (−0.6%) vs. Q4 2023
- New holders
- 7
- 12 more added
- Sold out
- 6
- 7 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Nuveen Mortgage & Income Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,642,107 | $29.2M | 0.67% | +97,075+6.3% | Added |
| Relative Value Partners Group, LLC | 433,988 | $7.43M | 0.46% | −260.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 152,310 | $2.71M | 0.00% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 130,042 | $2.31M | 0.19% | −104,782−44.6% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 94,005 | $1.67M | 0.59% | −15,130−13.9% | Reduced |
| Morgan Stanley | 87,210 | $1.55M | 0.00% | +16,963+24.1% | Added |
| Envestnet Asset Management Inc | 66,117 | $1.17M | 0.00% | −19,688−22.9% | Reduced |
| Ameriprise Financial Inc | 45,509 | $808.2K | 0.00% | +45,509 | New |
| Venture Visionary Partners LLC | 41,657 | $739.8K | 0.04% | +41,657 | New |
| Baird Financial Group, Inc. | 38,089 | $676.5K | 0.00% | +2,259+6.3% | Added |
| Nations Financial Group Inc, | 35,542 | $631.2K | 0.05% | +1,175+3.4% | Added |
| First Trust Advisors LP | 26,546 | $471.5K | 0.00% | +1,400+5.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 25,248 | $448.4K | 0.00% | +322+1.3% | Added |
| Wells Fargo & Company | 22,980 | $408.1K | 0.00% | +2,012+9.6% | Added |
| IFP Advisors, Inc | 22,090 | $392.3K | 0.02% | −878−3.8% | Reduced |
| Moors & Cabot, Inc. | 20,000 | $355.2K | 0.02% | +10,000+100.0% | Added |
| UBS Group AG | 17,628 | $313.1K | 0.00% | −1,226−6.5% | Reduced |
| Melfa Wealth Management, LLC | 15,835 | $281.2K | 0.20% | +5,092+47.4% | Added |
| Sowell Financial Services LLC | 14,609 | $262.0K | 0.01% | −498−3.3% | Reduced |
| RSM US Wealth Management LLC | 14,589 | $259.1K | 0.01% | +14,589 | New |
| Landscape Capital Management, L.L.C. | 12,256 | $217.7K | 0.02% | +12,256 | New |
| Cetera Investment Advisers | 10,807 | $191.9K | 0.00% | +10,807 | New |
| Advisor Group Holdings, Inc. | 10,548 | $187.3K | 0.00% | +2,755+35.4% | Added |
| Bank of America Corp | 2,009 | $35.7K | 0.00% | +159+8.6% | Added |
| Clear Point Advisors Inc. | 1,945 | $34.5K | 0.03% | +1,945 | New |
| JPMorgan Chase & Co | 844 | $15.0K | 0.00% | +844 | New |
| Eagle Bay Advisors LLC | 500 | $8.89K | 0.01% | +482+2,677.8% | Added |
| EverSource Wealth Advisors, LLC | 500 | $8.71K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 240 | $4.26K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 0 | $0 | 0.00% | −272,018−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −10,156−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −584−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −344−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −321−100.0% | Sold out |