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.
Q3 2025 vs. Q2 2025
How the institutions holding Nuveen Mortgage & Income Fund changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Q3 2025 | Change |
|---|---|---|---|
| Holders | 25 | 28 | +3 |
| Shares | 2.52M | 2.40M | −114.8K (−4.6%) |
| Value | $47.2M | $45.0M | −$2.20M (−4.7%) |
New holders (5)
Institutions that held Nuveen Mortgage & Income Fund at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Invesco Ltd. | 18,364 | $343.8K | 0.00% |
| Commonwealth Equity Services, LLC | 18,299 | $343.0K | 0.00% |
| Concorde Asset Management, LLC | 13,100 | $245.3K | 0.10% |
| LPL Financial LLC | 10,199 | $190.9K | 0.00% |
| Rockefeller Capital Management L.P. | 223 | $4.17K | 0.00% |
Sold out (2)
Institutions that held Nuveen Mortgage & Income Fund at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Robinson Capital Management, LLC | 31,267 | $585.9K |
| IFP Advisors, Inc | 13,259 | $248.5K |