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, Q3 2024
Institutional positions in Nuveen Mortgage & Income Fund as of Sep 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
- 34
- +4 vs. Q2 2024
- Shares held
- 2.81M
- +213.3K (+8.2%) vs. Q2 2024
- Total value
- $53.6M
- +$6.93M (+14.8%) vs. Q2 2024
- New holders
- 6
- 17 more added
- Sold out
- 2
- 5 more reduced
Compare with Q2 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 | $38.3M |
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Nuveen Mortgage & Income Fund; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 0 | $2 | 0.00% | 0 | New |
| Comerica Bank | 7 | $131 | 0.00% | +7 | New |
| Clear Street LLC | 49 | $903 | 0.00% | +8+19.5% | Added |
| Whittier Trust Co | 240 | $4.42K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 500 | $9.21K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,304 | $24.2K | 0.01% | +604+86.3% | Added |
| Clear Point Advisors Inc. | 2,035 | $37.5K | 0.03% | +51+2.6% | Added |
| Atomi Financial Group, Inc. | 10,389 | $191.5K | 0.01% | +10,389 | New |
| Cetera Investment Advisers | 12,156 | $224.0K | 0.00% | +1,154+10.5% | Added |
| Advisor Group Holdings, Inc. | 14,609 | $269.2K | 0.00% | +1,401+10.6% | Added |
| Sowell Financial Services LLC | 14,609 | $271.0K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 15,538 | $287.8K | 0.00% | +658+4.4% | Added |
| Melfa Wealth Management, LLC | 15,860 | $292.3K | 0.19% | 00.0% | Unchanged |
| UBS Group AG | 18,205 | $335.5K | 0.00% | +258+1.4% | Added |
| Robinson Capital Management, LLC | 25,354 | $469.6K | 0.16% | +25,354 | New |
| Raymond James Financial Services Advisors, Inc. | 25,650 | $472.7K | 0.00% | +1,015+4.1% | Added |
| First Trust Advisors LP | 26,520 | $488.8K | 0.00% | −516−1.9% | Reduced |
| Fiera Capital Corp | 27,448 | $505.9K | 0.00% | +27,448 | New |
| IFP Advisors, Inc | 30,555 | $563.1K | 0.02% | −514−1.7% | Reduced |
| Baird Financial Group, Inc. | 39,377 | $725.7K | 0.00% | +1,389+3.7% | Added |
| Venture Visionary Partners LLC | 41,657 | $767.7K | 0.03% | 00.0% | Unchanged |
| Wells Fargo & Company | 41,732 | $769.1K | 0.00% | +17,420+71.7% | Added |
| Ameriprise Financial Inc | 43,729 | $805.9K | 0.00% | −4,426−9.2% | Reduced |
| Nations Financial Group Inc, | 53,178 | $980.1K | 0.07% | +16,636+45.5% | Added |
| Kovitz Investment Group Partners, LLC | 62,757 | $1.13M | 0.01% | +62,757 | New |
| 1607 Capital Partners, LLC | 67,895 | $1.25M | 0.11% | −45,500−40.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 74,908 | $1.38M | 0.00% | −77,402−50.8% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 80,859 | $1.49M | 0.50% | +1,485+1.9% | Added |
| Envestnet Asset Management Inc | 88,857 | $1.64M | 0.00% | +13,050+17.2% | Added |
| Morgan Stanley | 101,330 | $1.87M | 0.00% | +5,246+5.5% | Added |
| Advisors Asset Management, Inc. | 102,635 | $1.89M | 0.03% | +68,732+202.7% | Added |
| Private Client Services, LLC | 134,308 | $2.48M | 1.33% | +37,821+39.2% | Added |
| International Assets Investment Management, LLC | 54,553 | $2.96M | 0.01% | +51,593+1,743.0% | Added |
| Sit Investment Associates Inc | 1,576,905 | $29.1M | 0.65% | 00.0% | Unchanged |
| Bank of America Corp | 0 | $0 | 0.00% | −2,009−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −767−100.0% | Sold out |