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.
Q1 2024 vs. Q4 2023
How the institutions holding Nuveen Mortgage & Income Fund changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Q1 2024 | Change |
|---|---|---|---|
| Holders | 28 | 29 | +1 |
| Shares | 3.14M | 2.99M | −158.9K (−5.1%) |
| Value | $53.1M | $52.7M | −$335.3K (−0.6%) |
New holders (7)
Institutions that held Nuveen Mortgage & Income Fund at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Ameriprise Financial Inc | 45,509 | $808.2K | 0.00% |
| Venture Visionary Partners LLC | 41,657 | $739.8K | 0.04% |
| RSM US Wealth Management LLC | 14,589 | $259.1K | 0.01% |
| Landscape Capital Management, L.L.C. | 12,256 | $217.7K | 0.02% |
| Cetera Investment Advisers | 10,807 | $191.9K | 0.00% |
| Clear Point Advisors Inc. | 1,945 | $34.5K | 0.03% |
| JPMorgan Chase & Co | 844 | $15.0K | 0.00% |
Sold out (6)
Institutions that held Nuveen Mortgage & Income Fund at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Royal Bank of Canada | 272,018 | $4.59M |
| Cetera Advisor Networks LLC | 10,156 | $171.4K |
| Northwestern Mutual Wealth Management Co | 600 | $10.1K |
| Focused Wealth Management, Inc | 584 | $9.86K |
| Gradient Investments LLC | 344 | $5.81K |
| Advisory Services Network, LLC | 321 | $5.42K |