Latest Institutional Transactions on Nuveen Mortgage & Income Fund (JLS)
This table provides information on the latest institutional transactions involving Nuveen Mortgage & Income Fund (JLS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.53K+ 3.36% |
$60.5K - $66.1K
|
108K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-54.5K- 3.85% |
$936K - $1.02M
|
1.36M
$25.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
36.7K+ 22.75% |
$630K - $688K
|
198K
$3.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.84K+ 17.19% |
$31.6K - $34.5K
|
12.6K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Robinson Capital Management, LLC
|
BUY
|
- |
14.2K+ 83.2% |
$244K - $266K
|
31.3K
$592K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7.46K- 14.74% |
$128K - $140K
|
43.2K
$817K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.57K- 4.23% |
$44.2K - $48.2K
|
58.3K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
122+ 1.06% |
$2.09K - $2.29K
|
11.6K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
5+ 71.43% |
$85.8 - $93.7
|
12
$227
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.34K+ 5.27% |
$23K - $25.1K
|
26.7K
$506K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-51.2K- 74.66% |
$878K - $959K
|
17.4K
$329K
|
|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
5.38K+ 5.84% |
$92.3K - $101K
|
97.4K
$1.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
443+ 1.12% |
$7.6K - $8.3K
|
39.9K
$755K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-585- 0.37% |
$10K - $11K
|
157K
$2.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-8.27K- 38.96% |
$142K - $155K
|
13K
$245K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-300- 0.56% |
$5.15K - $5.62K
|
53.2K
$1.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
549+ 4.29% |
$9.42K - $10.3K
|
13.3K
$253K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.99K+ 8.24% |
$137K - $150K
|
105K
$1.99M
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$858 - $937
|
50
$946
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-21.7K- 62.07% |
$372K - $407K
|
13.3K
$251K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
65+ 0.35% |
$1.12K - $1.22K
|
18.5K
$349K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
22+ 0.05% |
$378 - $412
|
41.7K
$789K
|
|
| Q1 2025 | |||||||
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
418New |
$7.58K - $7.97K
|
418
$7.91K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-2.67K- 1.95% |
$48.4K - $50.9K
|
134K
$2.54M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
700New |
$12.5K - $13.3K
|
700
$13.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.02KNew |
$18.2K - $19.3K
|
1.02K
$19.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.97K+ 27.15% |
$71K - $75.3K
|
18.6K
$351K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
13.9KNew |
$249K - $264K
|
13.9K
$263K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.27K- 8.27% |
$40.7K - $43.1K
|
25.2K
$476K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
81+ 6.21% |
$1.45K - $1.54K
|
1.39K
$26.2K
|
|
| Q3 2024 | |||||||
|
May 15, 2025
Q3 2024
|
Clear Street LLC
|
BUY
|
- |
8+ 19.51% |
$143 - $148
|
49
$927
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-45.5K- 40.13% |
$811K - $839K
|
67.9K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
62.8KNew |
$1.12M - $1.16M
|
62.8K
$1.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
51+ 2.57% |
$909 - $941
|
2.04K
$38.5K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
51.6K+ 1743.01% |
$920K - $952K
|
54.6K
$1.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.02K+ 4.12% |
$18.1K - $18.7K
|
25.7K
$485K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-77.4K- 50.82% |
$1.38M - $1.43M
|
74.9K
$1.42M
|
|
| Q2 2024 | |||||||
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
767New |
$13.1K - $13.9K
|
767
$14.5K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
159+ 8.59% |
$2.65K - $2.84K
|
2.01K
$38K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-58- 0.57% |
$967 - $1.04K
|
10.1K
$191K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-26- 0.01% |
$433 - $465
|
434K
$8.21M
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
12.3KNew |
$204K - $219K
|
12.3K
$232K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10K+ 100.0% |
$167K - $179K
|
20K
$378K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
321New |
$4.98K - $5.62K
|
321
$6.07K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
344New |
$5.34K - $6.03K
|
344
$6.51K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
14+ 2.46% |
$217 - $245
|
584
$11K
|
|
| Q3 2023 | |||||||
|
Aug 07, 2025
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
19.6KNew |
$311K - $328K
|
19.6K
$372K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
600New |
$9.49K - $10K
|
600
$11.4K
|
|