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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
68.7K+ 202.73% |
$1.23M - $1.27M
|
103K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
62.8KNew |
$1.12M - $1.16M
|
62.8K
$1.15M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
51.6K+ 1743.01% |
$920K - $952K
|
54.6K
$999K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
37.8K+ 39.2% |
$674K - $698K
|
134K
$2.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
27.4KNew |
$489K - $506K
|
27.4K
$503K
|
|
|
Nov 07, 2024
Q3 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
25.4KNew |
$452K - $468K
|
25.4K
$464K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.4K+ 71.65% |
$311K - $321K
|
41.7K
$764K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
16.6K+ 45.53% |
$297K - $307K
|
53.2K
$974K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.1K+ 17.21% |
$233K - $241K
|
88.9K
$1.63M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.4KNew |
$185K - $192K
|
10.4K
$190K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.25K+ 5.46% |
$93.5K - $96.8K
|
101K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
1.49K+ 1.87% |
$26.5K - $27.4K
|
80.9K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.4K+ 10.61% |
$25K - $25.8K
|
14.6K
$267K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.39K+ 3.66% |
$24.8K - $25.6K
|
39.4K
$721K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.15K+ 10.49% |
$20.6K - $21.3K
|
12.2K
$223K
|
|
|
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
$470K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
658+ 4.42% |
$11.7K - $12.1K
|
15.5K
$285K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
604+ 86.29% |
$10.8K - $11.1K
|
1.3K
$23.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
258+ 1.44% |
$4.6K - $4.76K
|
18.2K
$333K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
51+ 2.57% |
$909 - $941
|
2.04K
$37.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Clear Street LLC
|
BUY
|
- |
8+ 19.51% |
$143 - $148
|
49
$897
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
7New |
$125 - $129
|
7
$128
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
8.98K+ 40.65% |
$154K - $163K
|
31.1K
$569K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
25+ 0.16% |
$428 - $454
|
15.9K
$290K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
41.7KNew |
$694K - $745K
|
41.7K
$763K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
12.3KNew |
$204K - $219K
|
12.3K
$224K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10K+ 100.0% |
$167K - $179K
|
20K
$366K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
159+ 8.59% |
$2.65K - $2.84K
|
2.01K
$36.8K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
272K+ 412048.47% |
$4.22M - $4.76M
|
272K
$4.98M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
344New |
$5.34K - $6.03K
|
344
$6.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
321New |
$4.98K - $5.62K
|
321
$5.88K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
14+ 2.46% |
$217 - $245
|
584
$10.7K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
11.2KNew |
$177K - $187K
|
11.2K
$205K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
600New |
$9.49K - $10K
|
600
$11K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
876+ 3.76% |
$13.8K - $14.1K
|
24.2K
$442K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
6.96K+ 13.15% |
$110K - $123K
|
59.9K
$1.1M
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
6.65K+ 33.8% |
$105K - $117K
|
26.3K
$482K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
500New |
$7.73K - $8.2K
|
500
$9.16K
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Matisse Capital
|
BUY
|
- |
22.4K+ 36.26% |
$356K - $388K
|
84K
$1.54M
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
729+ 6.92% |
$11.6K - $12.7K
|
11.3K
$206K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
10.4KNew |
$168K - $191K
|
10.4K
$190K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4.15KNew |
$67.2K - $76.5K
|
4.15K
$76K
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1KNew |
$17.8K - $21.2K
|
1K
$18.3K
|
|
|
Apr 25, 2022
Q1 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$1.78K - $2.12K
|
100
$1.83K
|
|
| Q1 2021 | |||||||
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
400New |
$7.82K - $8.3K
|
400
$7.32K
|
|
| Q4 2017 | |||||||
|
Feb 27, 2018
Q4 2017
|
Advisor Net Financial, Inc
|
BUY
|
- |
365New |
$8.88K - $9.58K
|
365
$6.68K
|
|