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 31 institutions that hold shares in the stock, with a total of 2.43 Million shares, which have been reported (via 13F filing form) to have a value of $45.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
1,228,685
shares
|
$23 Million
0.47% of portfolio
|
Q3 2025
Reduced 9.76%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
203,429
shares
|
$3.81 Million
0.0% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
155,953
shares
|
$2.92 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
110,393
shares
|
$2.07 Million
0.0% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
105,118
shares
|
$1.97 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2025 Q3 2025 |
97,359
shares
|
$1.82 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
73,343
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2025
Added 7.2%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
53,629
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.95%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
53,178
shares
|
$996,555
0.07% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
43,630
shares
|
$817,626
0.0% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
41,709
shares
|
$781,626
0.03% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
32,977
shares
|
$617,988
0.0% of portfolio
|
Q3 2025
Added 30.98%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
30,081
shares
|
$563,717
0.0% of portfolio
|
Q3 2025
Added 12.49%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,650
shares
|
$480,680
0.0% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
22,697
shares
|
$425,341
0.0% of portfolio
|
Q3 2025
Reduced 43.12%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
18,576
shares
|
$348,114
0.01% of portfolio
|
Q4 2024
Added 27.15%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
18,533
shares
|
$347,308
0.2% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
18,364
shares
|
$344,141
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
18,299
shares
|
$342,923
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
16,074
shares
|
$301,226
0.0% of portfolio
|
Q3 2025
Added 20.41%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
13,100
shares
|
$245,493
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
12,944
shares
|
$242,570
0.0% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
12,842
shares
|
$240,659
0.01% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
10,199
shares
|
$191,129
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
9,467
shares
|
$177,411
0.0% of portfolio
|
Q3 2025
Reduced 18.42%
|
|