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, Q4 2024
Institutional positions in Nuveen Mortgage & Income Fund as of Dec 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
- 30
- −3 vs. Q3 2024
- Shares held
- 2.71M
- −71.2K (−2.6%) vs. Q3 2024
- Total value
- $48.8M
- −$4.41M (−8.3%) vs. Q3 2024
- New holders
- 4
- 15 more added
- Sold out
- 7
- 5 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Nuveen Mortgage & Income Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Comerica Bank | 7 | $128 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 700 | $12.6K | 0.00% | +700 | New |
| Royal Bank of Canada | 1,017 | $18.0K | 0.00% | +1,017 | New |
| Eagle Bay Advisors LLC | 1,385 | $24.9K | 0.02% | +81+6.2% | Added |
| Atomi Financial Group, Inc. | 10,187 | $183.4K | 0.01% | −202−1.9% | Reduced |
| Cetera Investment Advisers | 12,573 | $226.3K | 0.00% | +417+3.4% | Added |
| Independent Advisor Alliance | 13,885 | $249.9K | 0.00% | +13,885 | New |
| Advisor Group Holdings, Inc. | 17,368 | $312.6K | 0.00% | +2,759+18.9% | Added |
| Melfa Wealth Management, LLC | 18,360 | $330.5K | 0.22% | +2,500+15.8% | Added |
| Sowell Financial Services LLC | 18,576 | $334.4K | 0.02% | +3,967+27.2% | Added |
| UBS Group AG | 18,669 | $336.0K | 0.00% | +464+2.5% | Added |
| RSM US Wealth Management LLC | 20,129 | $362.5K | 0.01% | +4,591+29.5% | Added |
| Fiera Capital Corp | 25,177 | $453.2K | 0.00% | −2,271−8.3% | Reduced |
| Robinson Capital Management, LLC | 25,354 | $456.4K | 0.18% | 00.0% | Unchanged |
| First Trust Advisors LP | 26,502 | $477.0K | 0.00% | −18−0.1% | Reduced |
| IFP Advisors, Inc | 31,898 | $574.1K | 0.02% | +1,343+4.4% | Added |
| Baird Financial Group, Inc. | 39,661 | $713.9K | 0.00% | +284+0.7% | Added |
| Venture Visionary Partners LLC | 41,657 | $749.8K | 0.03% | 00.0% | Unchanged |
| Raymond James Financial Inc | 43,022 | $774.4K | 0.00% | +43,022 | New |
| Nations Financial Group Inc, | 53,178 | $957.2K | 0.07% | 00.0% | Unchanged |
| Wells Fargo & Company | 62,472 | $1.12M | 0.00% | +20,740+49.7% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 87,331 | $1.57M | 0.50% | +6,472+8.0% | Added |
| Envestnet Asset Management Inc | 88,478 | $1.59M | 0.00% | −379−0.4% | Reduced |
| Ameriprise Financial Inc | 94,135 | $1.69M | 0.00% | +50,406+115.3% | Added |
| Morgan Stanley | 113,884 | $2.05M | 0.00% | +12,554+12.4% | Added |
| Private Client Services, LLC | 136,872 | $2.46M | 1.32% | +2,564+1.9% | Added |
| Advisors Asset Management, Inc. | 156,564 | $2.82M | 0.05% | +53,929+52.5% | Added |
| Sit Investment Associates Inc | 1,549,364 | $27.9M | 0.63% | −27,541−1.7% | Reduced |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −54,553−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −74,908−100.0% | Sold out |
| 1607 Capital Partners, LLC | 0 | $0 | 0.00% | −67,895−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −62,757−100.0% | Sold out |
| Clear Point Advisors Inc. | 0 | $0 | 0.00% | −2,035−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| Clear Street LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |