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.
Q3 2024 vs. Q2 2024
How the institutions holding Nuveen Mortgage & Income Fund changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Q3 2024 | Change |
|---|---|---|---|
| Holders | 30 | 34 | +4 |
| Shares | 2.59M | 2.81M | +213.3K (+8.2%) |
| Value | $46.7M | $53.6M | +$6.93M (+14.8%) |
New holders (6)
Institutions that held Nuveen Mortgage & Income Fund at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 62,757 | $1.13M | 0.01% |
| Fiera Capital Corp | 27,448 | $505.9K | 0.00% |
| Robinson Capital Management, LLC | 25,354 | $469.6K | 0.16% |
| Atomi Financial Group, Inc. | 10,389 | $191.5K | 0.01% |
| Comerica Bank | 7 | $131 | 0.00% |
| GeoWealth Management, LLC | 0 | $2 | 0.00% |
Sold out (2)
Institutions that held Nuveen Mortgage & Income Fund at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Bank of America Corp | 2,009 | $36.2K |
| JPMorgan Chase & Co | 767 | $13.8K |