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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 240 | $4.26K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 500 | $8.71K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 500 | $8.89K | 0.01% | +482+2,677.8% | Added |
| JPMorgan Chase & Co | 844 | $15.0K | 0.00% | +844 | New |
| Clear Point Advisors Inc. | 1,945 | $34.5K | 0.03% | +1,945 | New |
| Bank of America Corp | 2,009 | $35.7K | 0.00% | +159+8.6% | Added |
| Advisor Group Holdings, Inc. | 10,548 | $187.3K | 0.00% | +2,755+35.4% | Added |
| Cetera Investment Advisers | 10,807 | $191.9K | 0.00% | +10,807 | New |
| Landscape Capital Management, L.L.C. | 12,256 | $217.7K | 0.02% | +12,256 | New |
| RSM US Wealth Management LLC | 14,589 | $259.1K | 0.01% | +14,589 | New |
| Sowell Financial Services LLC | 14,609 | $262.0K | 0.01% | −498−3.3% | Reduced |
| Melfa Wealth Management, LLC | 15,835 | $281.2K | 0.20% | +5,092+47.4% | Added |
| UBS Group AG | 17,628 | $313.1K | 0.00% | −1,226−6.5% | Reduced |
| Moors & Cabot, Inc. | 20,000 | $355.2K | 0.02% | +10,000+100.0% | Added |
| IFP Advisors, Inc | 22,090 | $392.3K | 0.02% | −878−3.8% | Reduced |
| Wells Fargo & Company | 22,980 | $408.1K | 0.00% | +2,012+9.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 25,248 | $448.4K | 0.00% | +322+1.3% | Added |
| First Trust Advisors LP | 26,546 | $471.5K | 0.00% | +1,400+5.6% | Added |
| Nations Financial Group Inc, | 35,542 | $631.2K | 0.05% | +1,175+3.4% | Added |
| Baird Financial Group, Inc. | 38,089 | $676.5K | 0.00% | +2,259+6.3% | Added |
| Venture Visionary Partners LLC | 41,657 | $739.8K | 0.04% | +41,657 | New |
| Ameriprise Financial Inc | 45,509 | $808.2K | 0.00% | +45,509 | New |
| Envestnet Asset Management Inc | 66,117 | $1.17M | 0.00% | −19,688−22.9% | Reduced |
| Morgan Stanley | 87,210 | $1.55M | 0.00% | +16,963+24.1% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 94,005 | $1.67M | 0.59% | −15,130−13.9% | Reduced |
| 1607 Capital Partners, LLC | 130,042 | $2.31M | 0.19% | −104,782−44.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 152,310 | $2.71M | 0.00% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 433,988 | $7.43M | 0.46% | −260.0% | Reduced |
| Sit Investment Associates Inc | 1,642,107 | $29.2M | 0.67% | +97,075+6.3% | Added |
| 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 |