A detailed history of Private Client Services, LLC transactions in Nuveen Mortgage & Income Fund stock. As of the latest transaction made, Private Client Services, LLC holds 134,308 shares of JLS stock, worth $2.42 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
134,308
Previous 96,487 39.2%
Holding current value
$2.42 Million
Previous $1.74 Billion 42.37%
% of portfolio
1.33%
Previous 1.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 03, 2024

BUY
$17.83 - $18.45 $674,348 - $697,797
37,821 Added 39.2%
134,308 $2.48 Billion
Q2 2024

Jul 29, 2024

BUY
$17.11 - $18.17 $1.65 Million - $1.75 Million
96,487 New
96,487 $1.74 Billion

Others Institutions Holding JLS

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...
More about JLS
Track This Portfolio

Track Private Client Services, LLC Portfolio

Follow Private Client Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Client Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Client Services, LLC with notifications on news.