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 $38.5M in total; no superinvestor holds it.
13F holders, Q2 2024
Institutional positions in Nuveen Mortgage & Income Fund as of Jun 30, 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
- 30
- +1 vs. Q1 2024
- Shares held
- 2.59M
- −567.9K (−18.0%) vs. Q1 2024
- Total value
- $46.7M
- −$9.13M (−16.3%) vs. Q1 2024
- New holders
- 4
- 13 more added
- Sold out
- 3
- 7 more reduced
Compare with Q1 2024: 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 | $38.5M |
| 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 | $55.9M |
| Q4 2023 | 28 | $54.3M |
| Q3 2023 | 28 | $49.5M |
| Q2 2023 | 27 | $50.9M |
| Q1 2023 | 29 | $58.7M |
| Q4 2022 | 32 | $54.1M |
| 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 | $52.7M |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Nuveen Mortgage & Income Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,576,905 | $28.4M | 0.65% | −65,202−4.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 152,310 | $2.74M | 0.00% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 113,395 | $2.04M | 0.18% | −16,647−12.8% | Reduced |
| Private Client Services, LLC | 96,487 | $1.74M | 1.09% | +96,487 | New |
| Morgan Stanley | 96,084 | $1.73M | 0.00% | −165,546−63.3% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 79,374 | $1.43M | 0.50% | −14,631−15.6% | Reduced |
| Envestnet Asset Management Inc | 75,807 | $1.37M | 0.00% | +9,690+14.7% | Added |
| Ameriprise Financial Inc | 48,155 | $867.8K | 0.00% | +2,646+5.8% | Added |
| Venture Visionary Partners LLC | 41,657 | $750.7K | 0.03% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 37,988 | $684.5K | 0.00% | −101−0.3% | Reduced |
| Nations Financial Group Inc, | 36,542 | $658.5K | 0.05% | +1,000+2.8% | Added |
| Advisors Asset Management, Inc. | 33,903 | $610.9K | 0.01% | +33,903 | New |
| IFP Advisors, Inc | 31,069 | $559.9K | 0.02% | +8,979+40.6% | Added |
| First Trust Advisors LP | 27,036 | $487.2K | 0.00% | +490+1.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 24,635 | $443.9K | 0.00% | −613−2.4% | Reduced |
| Wells Fargo & Company | 24,312 | $438.1K | 0.00% | +1,332+5.8% | Added |
| UBS Group AG | 17,947 | $323.4K | 0.00% | +319+1.8% | Added |
| Melfa Wealth Management, LLC | 15,860 | $285.8K | 0.20% | +25+0.2% | Added |
| RSM US Wealth Management LLC | 14,880 | $267.8K | 0.00% | +291+2.0% | Added |
| Sowell Financial Services LLC | 14,609 | $265.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 13,208 | $238.0K | 0.00% | +2,660+25.2% | Added |
| Cetera Investment Advisers | 11,002 | $198.3K | 0.00% | +195+1.8% | Added |
| International Assets Investment Management, LLC | 2,960 | $53.3K | 0.01% | +2,960 | New |
| Bank of America Corp | 2,009 | $36.2K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 1,984 | $35.8K | 0.03% | +39+2.0% | Added |
| JPMorgan Chase & Co | 1,534 | $27.6K | 0.00% | −154−9.1% | Reduced |
| Eagle Bay Advisors LLC | 700 | $12.7K | 0.01% | +200+40.0% | Added |
| EverSource Wealth Advisors, LLC | 500 | $9.11K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 240 | $4.32K | 0.00% | 00.0% | Unchanged |
| Clear Street LLC | 41 | $739 | 0.00% | +41 | New |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −433,988−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −12,256−100.0% | Sold out |