Foresight Wealth Management, LLC Nuveen Mortgage & Income Fund Transaction History

Foresight Wealth Management, LLC

$6.98 Billion
Q4 2022

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 04, 2022	BUY	$15.92 - $17.37 $11,605 - $12,662	729 Added 6.92%	11,258 $181,000
Q2 2022 Jul 29, 2022	SELL	$16.2 - $18.43 $10,611 - $12,071	-655 Reduced 5.86%	10,529 $174,000
Q1 2022 May 04, 2022	SELL	$17.84 - $21.16 $345,881 - $410,250	-19,388 Reduced 63.42%	11,184 $204,000
Q4 2021 Feb 04, 2022	BUY	$20.6 - $21.35 $101,310 - $104,999	4,918 Added 19.17%	30,572 $641,000
Q3 2021 Oct 21, 2021	BUY	$20.55 - $21.4 $527,189 - $548,995	25,654 New	25,654 $532,000

Others Institutions Holding JLS

# of Institutions

36

Shares Held

2.81M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

1.58M
Shares

$28.8 Million
0.65% of portfolio
Private Client Services, LLC Louisville, KY

134K
Shares

$2.45 Million
1.33% of portfolio
Advisors Asset Management, Inc. Monument, CO

103K
Shares

$1.88 Million
0.04% of portfolio
Morgan Stanley New York, NY

101K
Shares

$1.85 Million
0.0% of portfolio
Envestnet Asset Management Inc

88.9K
Shares

$1.62 Million
0.0% of portfolio

About Nuveen Mortgage & Income Fund

Ticker JLS
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Mortgage and Income Fund is a closed-ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC, Nuveen Asset Management, LLC, and Wellington Management Company LLP. It invests in the fixed income markets of the United States. The fund invests in undervalued mortgage-backed secur...

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