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.
Q1 2025 vs. Q4 2024
How the institutions holding Nuveen Mortgage & Income Fund changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Q1 2025 | Change |
|---|---|---|---|
| Holders | 30 | 26 | −4 |
| Shares | 2.71M | 2.67M | −34.8K (−1.3%) |
| Value | $48.8M | $50.2M | +$1.39M (+2.9%) |
New holders (1)
Institutions that held Nuveen Mortgage & Income Fund at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| US Bancorp | 418 | $7.85K | 0.00% |
Sold out (5)
Institutions that held Nuveen Mortgage & Income Fund at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Independent Advisor Alliance | 13,885 | $249.9K |
| Eagle Bay Advisors LLC | 1,385 | $24.9K |
| Royal Bank of Canada | 1,017 | $18.0K |
| Creative Planning | 700 | $12.6K |
| GeoWealth Management, LLC | 0 | $2 |