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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
852+ 0.54% |
$15.5K - $16.2K
|
157K
$2.85M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-203- 0.51% |
$3.68K - $3.87K
|
39.5K
$715K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9K- 7.91% |
$163K - $172K
|
105K
$1.9M
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
4.68K+ 5.36% |
$84.9K - $89.3K
|
92K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
7+ 0.02% |
$127 - $133
|
41.7K
$755K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
67.1K+ 71.29% |
$1.22M - $1.28M
|
161K
$2.92M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
524+ 5.14% |
$9.51K - $9.99K
|
10.7K
$194K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.1K- 4.15% |
$20K - $21K
|
25.4K
$460K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
300+ 0.56% |
$5.44K - $5.72K
|
53.5K
$968K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-133K- 8.61% |
$2.42M - $2.54M
|
1.42M
$25.6M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.64K- 2.62% |
$29.7K - $31.3K
|
60.8K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Robinson Capital Management, LLC
|
SELL
|
- |
-8.29K- 32.69% |
$150K - $158K
|
17.1K
$309K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-7.19K- 38.5% |
$130K - $137K
|
11.5K
$208K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.6K+ 17.67% |
$138K - $145K
|
50.6K
$917K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
60.7K+ 771.75% |
$1.1M - $1.16M
|
68.5K
$1.24M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
418New |
$7.58K - $7.97K
|
418
$7.57K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.11K+ 5.49% |
$20K - $21.1K
|
21.2K
$385K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
227+ 1.81% |
$4.12K - $4.33K
|
12.8K
$232K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.06K+ 9.59% |
$55.5K - $58.3K
|
35K
$633K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
42+ 0.23% |
$762 - $801
|
18.4K
$333K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.47K+ 9.58% |
$154K - $162K
|
97K
$1.76M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-2.67K- 1.95% |
$48.4K - $50.9K
|
134K
$2.43M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.02KNew |
$18.2K - $19.3K
|
1.02K
$18.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
700New |
$12.5K - $13.3K
|
700
$12.7K
|
|
|
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
$336K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
13.9KNew |
$249K - $264K
|
13.9K
$251K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.27K- 8.27% |
$40.7K - $43.1K
|
25.2K
$456K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
81+ 6.21% |
$1.45K - $1.54K
|
1.39K
$25.1K
|
|
| Q3 2024 | |||||||
|
May 15, 2025
Q3 2024
|
Clear Street LLC
|
BUY
|
- |
8+ 19.51% |
$143 - $148
|
49
$887
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
7New |
$125 - $129
|
7
$127
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-45.5K- 40.13% |
$811K - $839K
|
67.9K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
62.8KNew |
$1.12M - $1.16M
|
62.8K
$1.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
51+ 2.57% |
$909 - $941
|
2.04K
$36.9K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
51.6K+ 1743.01% |
$920K - $952K
|
54.6K
$988K
|
|
|
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
$465K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-77.4K- 50.82% |
$1.38M - $1.43M
|
74.9K
$1.36M
|
|
| Q2 2024 | |||||||
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
767New |
$13.1K - $13.9K
|
767
$13.9K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
159+ 8.59% |
$2.65K - $2.84K
|
2.01K
$36.4K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-58- 0.57% |
$967 - $1.04K
|
10.1K
$183K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-26- 0.01% |
$433 - $465
|
434K
$7.86M
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
12.3KNew |
$204K - $219K
|
12.3K
$222K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10K+ 100.0% |
$167K - $179K
|
20K
$362K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
321New |
$4.98K - $5.62K
|
321
$5.81K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
344New |
$5.34K - $6.03K
|
344
$6.23K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
14+ 2.46% |
$217 - $245
|
584
$10.6K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
600New |
$9.49K - $10K
|
600
$10.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-8.45K- 30.08% |
$134K - $141K
|
19.6K
$356K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
11.2KNew |
$177K - $187K
|
11.2K
$203K
|
|