Institutional Ownership Nuveen Mortgage & Income Fund (JLS)
This table provides information about the institutional ownership of Nuveen Mortgage & Income Fund (JLS). We have compiled data on the 36 institutions that hold shares in the stock, with a total of 2.81 Million shares, which have been reported (via 13F filing form) to have a value of $51.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
1,576,905
shares
|
$28.9 Million
0.65% of portfolio
|
Q2 2024
Reduced 3.97%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
134,308
shares
|
$2.46 Million
1.33% of portfolio
|
Q3 2024
Added 39.2%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
102,635
shares
|
$1.88 Million
0.04% of portfolio
|
Q3 2024
Added 202.73%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
101,330
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
88,857
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Added 17.21%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2024 Q3 2024 |
80,859
shares
|
$1.48 Million
0.5% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
74,908
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 50.82%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
67,895
shares
|
$1.24 Million
0.11% of portfolio
|
Q3 2024
Reduced 40.13%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
62,757
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
54,553
shares
|
$998,865
0.01% of portfolio
|
Q3 2024
Added 1743.01%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
53,178
shares
|
$973,689
0.07% of portfolio
|
Q3 2024
Added 45.53%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
43,729
shares
|
$800,677
0.0% of portfolio
|
Q3 2024
Reduced 9.19%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
41,732
shares
|
$764,112
0.0% of portfolio
|
Q3 2024
Added 71.65%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
41,657
shares
|
$762,739
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
39,377
shares
|
$720,992
0.0% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
31,069
shares
|
$568,873
0.02% of portfolio
|
Q2 2024
Added 40.65%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
27,448
shares
|
$502,572
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
26,520
shares
|
$485,581
0.0% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,650
shares
|
$469,651
0.0% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Robinson Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
25,354
shares
|
$464,231
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
18,205
shares
|
$333,333
0.0% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
15,860
shares
|
$290,396
0.19% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
15,538
shares
|
$284,500
0.0% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
14,609
shares
|
$267,490
0.0% of portfolio
|
Q3 2024
Added 10.61%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
14,609
shares
|
$267,490
0.01% of portfolio
|
Q1 2024
Reduced 3.3%
|