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.
Q4 2024 vs. Q3 2024
How the institutions holding Nuveen Mortgage & Income Fund changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 34 | 1 | 30 | −3 |
| Shares | 2.81M | 25.6K | 2.71M | −71.2K (−2.6%) |
| Value | $53.6M | $472.7K | $48.8M | −$4.41M (−8.3%) |
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (4)
Institutions that held Nuveen Mortgage & Income Fund at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Raymond James Financial Inc | 43,022 | $774.4K | 0.00% |
| Independent Advisor Alliance | 13,885 | $249.9K | 0.00% |
| Royal Bank of Canada | 1,017 | $18.0K | 0.00% |
| Creative Planning | 700 | $12.6K | 0.00% |
Sold out (7)
Institutions that held Nuveen Mortgage & Income Fund at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| International Assets Investment Management, LLC | 54,553 | $2.96M |
| Allspring Global Investments Holdings, LLC | 74,908 | $1.38M |
| 1607 Capital Partners, LLC | 67,895 | $1.25M |
| Kovitz Investment Group Partners, LLC | 62,757 | $1.13M |
| Clear Point Advisors Inc. | 2,035 | $37.5K |
| Whittier Trust Co | 240 | $4.42K |
| Clear Street LLC | 49 | $903 |
Not filed for Q4 2024 yet (1)
Institutions that held Nuveen Mortgage & Income Fund at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 25,650 | $472.7K |