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 33 institutions that hold shares in the stock, with a total of 2.73 Million shares, which have been reported (via 13F filing form) to have a value of $51.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
1,549,364
shares
|
$29.2 Million
0.63% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
156,564
shares
|
$2.95 Million
0.05% of portfolio
|
Q4 2024
Added 52.54%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
136,872
shares
|
$2.58 Million
1.32% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
113,884
shares
|
$2.15 Million
0.0% of portfolio
|
Q4 2024
Added 12.39%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
94,135
shares
|
$1.77 Million
0.0% of portfolio
|
Q4 2024
Added 115.27%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
88,478
shares
|
$1.67 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Feb 12, 2025 Q4 2024 |
87,331
shares
|
$1.65 Million
0.5% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
62,472
shares
|
$1.18 Million
0.0% of portfolio
|
Q4 2024
Added 49.7%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
53,178
shares
|
$1 Million
0.07% of portfolio
|
Q3 2024
Added 45.53%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
43,022
shares
|
$810,534
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
41,657
shares
|
$784,817
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
39,661
shares
|
$747,213
0.0% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
31,898
shares
|
$600,958
0.02% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
26,502
shares
|
$499,297
0.0% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,650
shares
|
$483,246
0.0% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Robinson Capital Management, LLC
|
Jan 31, 2025 Q4 2024 |
25,354
shares
|
$477,669
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
25,177
shares
|
$474,334
0.0% of portfolio
|
Q4 2024
Reduced 8.27%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
20,129
shares
|
$379,230
0.01% of portfolio
|
Q4 2024
Added 29.55%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
18,669
shares
|
$351,723
0.0% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
18,576
shares
|
$349,971
0.02% of portfolio
|
Q4 2024
Added 27.15%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
18,360
shares
|
$345,902
0.22% of portfolio
|
Q4 2024
Added 15.76%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
13,885
shares
|
$261,593
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
12,573
shares
|
$236,875
0.0% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
10,187
shares
|
$191,923
0.01% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
7,863
shares
|
$148,138
0.0% of portfolio
|
Q4 2024
Reduced 46.18%
|