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, Q1 2025
Institutional positions in Nuveen Mortgage & Income Fund as of Mar 31, 2025. 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
- 26
- −4 vs. Q4 2024
- Shares held
- 2.67M
- −34.8K (−1.3%) vs. Q4 2024
- Total value
- $50.2M
- +$1.39M (+2.9%) vs. Q4 2024
- New holders
- 1
- 13 more added
- Sold out
- 5
- 8 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Nuveen Mortgage & Income Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 7 | $133 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 418 | $7.85K | 0.00% | +418 | New |
| EverSource Wealth Advisors, LLC | 500 | $9.38K | 0.00% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 10,711 | $201.0K | 0.01% | +524+5.1% | Added |
| UBS Group AG | 11,482 | $215.5K | 0.00% | −7,187−38.5% | Reduced |
| Cetera Investment Advisers | 12,800 | $240.3K | 0.00% | +227+1.8% | Added |
| Robinson Capital Management, LLC | 17,067 | $320.3K | 0.13% | −8,287−32.7% | Reduced |
| Melfa Wealth Management, LLC | 18,402 | $345.4K | 0.23% | +42+0.2% | Added |
| Sowell Financial Services LLC | 18,576 | $348.7K | 0.02% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 21,234 | $401.4K | 0.01% | +1,105+5.5% | Added |
| Fiera Capital Corp | 25,177 | $472.6K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 25,402 | $476.8K | 0.00% | −1,100−4.2% | Reduced |
| IFP Advisors, Inc | 34,957 | $656.2K | 0.02% | +3,059+9.6% | Added |
| Baird Financial Group, Inc. | 39,458 | $740.6K | 0.00% | −203−0.5% | Reduced |
| Venture Visionary Partners LLC | 41,664 | $782.0K | 0.03% | +70.0% | Added |
| Raymond James Financial Inc | 50,622 | $950.2K | 0.00% | +7,600+17.7% | Added |
| Nations Financial Group Inc, | 53,478 | $1.00M | 0.08% | +300+0.6% | Added |
| Wells Fargo & Company | 60,833 | $1.14M | 0.00% | −1,639−2.6% | Reduced |
| Advisor Group Holdings, Inc. | 68,546 | $1.29M | 0.00% | +51,178+294.7% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 92,014 | $1.73M | 0.59% | +4,683+5.4% | Added |
| Envestnet Asset Management Inc | 96,950 | $1.82M | 0.00% | +8,472+9.6% | Added |
| Morgan Stanley | 104,881 | $1.97M | 0.00% | −9,003−7.9% | Reduced |
| Private Client Services, LLC | 134,205 | $2.52M | 1.25% | −2,667−1.9% | Reduced |
| Advisors Asset Management, Inc. | 157,416 | $2.95M | 0.06% | +852+0.5% | Added |
| Ameriprise Financial Inc | 161,248 | $2.98M | 0.00% | +67,113+71.3% | Added |
| Sit Investment Associates Inc | 1,416,022 | $26.6M | 0.62% | −133,342−8.6% | Reduced |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −13,885−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −1,385−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −1,017−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | 0 | Sold out |