Latest Institutional Purchases of Nuveen Mortgage & Income Fund (JLS)
This list provides information on the latest institutional transactions involving Nuveen Mortgage & Income Fund (JLS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
53.9K+ 52.54% |
$966K - $1.02M
|
157K
$2.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
50.4K+ 115.27% |
$903K - $957K
|
94.1K
$1.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
43KNew |
$771K - $817K
|
43K
$811K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.7K+ 49.7% |
$371K - $394K
|
62.5K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
13.9KNew |
$249K - $264K
|
13.9K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.6K+ 12.39% |
$225K - $238K
|
114K
$2.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
6.47K+ 8.0% |
$116K - $123K
|
87.3K
$1.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.59K+ 29.55% |
$82.2K - $87.2K
|
20.1K
$379K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.97K+ 27.15% |
$71K - $75.3K
|
18.6K
$350K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.56K+ 1.91% |
$45.9K - $48.7K
|
137K
$2.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
2.5K+ 15.76% |
$44.8K - $47.5K
|
18.4K
$346K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.34K+ 4.4% |
$24.1K - $25.5K
|
31.9K
$601K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.02KNew |
$18.2K - $19.3K
|
1.02K
$19.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
700New |
$12.5K - $13.3K
|
700
$13.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
464+ 2.55% |
$8.31K - $8.81K
|
18.7K
$352K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
417+ 3.43% |
$7.47K - $7.92K
|
12.6K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
284+ 0.72% |
$5.09K - $5.39K
|
39.7K
$747K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
81+ 6.21% |
$1.45K - $1.54K
|
1.39K
$26.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
62.8KNew |
$1.12M - $1.16M
|
62.8K
$1.18M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
51.6K+ 1743.01% |
$920K - $952K
|
54.6K
$1.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
25.4KNew |
$452K - $468K
|
25.4K
$478K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
16.6K+ 45.53% |
$297K - $307K
|
53.2K
$1M
|
|
|
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
$483K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
51+ 2.57% |
$909 - $941
|
2.04K
$38.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Clear Street LLC
|
BUY
|
- |
8+ 19.51% |
$143 - $148
|
49
$923
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
7New |
$125 - $129
|
7
$132
|
|
| 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 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
41.7KNew |
$694K - $745K
|
41.7K
$785K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
12.3KNew |
$204K - $219K
|
12.3K
$231K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10K+ 100.0% |
$167K - $179K
|
20K
$377K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
159+ 8.59% |
$2.65K - $2.84K
|
2.01K
$37.8K
|
|
| Q4 2023 | |||||||
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
344New |
$5.34K - $6.03K
|
344
$6.48K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
321New |
$4.98K - $5.62K
|
321
$6.05K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
14+ 2.46% |
$217 - $245
|
584
$11K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
11.2KNew |
$177K - $187K
|
11.2K
$211K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
600New |
$9.49K - $10K
|
600
$11.3K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
876+ 3.76% |
$13.8K - $14.1K
|
24.2K
$455K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
6.96K+ 13.15% |
$110K - $123K
|
59.9K
$1.13M
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
6.65K+ 33.8% |
$105K - $117K
|
26.3K
$496K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
500New |
$7.73K - $8.2K
|
500
$9.42K
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Matisse Capital
|
BUY
|
- |
22.4K+ 36.26% |
$356K - $388K
|
84K
$1.58M
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
729+ 6.92% |
$11.6K - $12.7K
|
11.3K
$212K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
10.4KNew |
$168K - $191K
|
10.4K
$195K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4.15KNew |
$67.2K - $76.5K
|
4.15K
$78.2K
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1KNew |
$17.8K - $21.2K
|
1K
$18.8K
|
|
|
Apr 25, 2022
Q1 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$1.78K - $2.12K
|
100
$1.88K
|
|
| Q1 2021 | |||||||
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
400New |
$7.82K - $8.3K
|
400
$7.54K
|
|
| Q4 2017 | |||||||
|
Feb 27, 2018
Q4 2017
|
Advisor Net Financial, Inc
|
BUY
|
- |
365New |
$8.88K - $9.58K
|
365
$6.88K
|
|