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 29 institutions that hold shares in the stock, with a total of 2.7 Million shares, which have been reported (via 13F filing form) to have a value of $49 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
1,416,022
shares
|
$25.6 Million
0.62% of portfolio
|
Q1 2025
Reduced 8.61%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
161,248
shares
|
$2.92 Million
0.0% of portfolio
|
Q1 2025
Added 71.29%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
157,416
shares
|
$2.85 Million
0.06% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
134,205
shares
|
$2.43 Million
1.25% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
104,881
shares
|
$1.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.91%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
96,950
shares
|
$1.76 Million
0.0% of portfolio
|
Q1 2025
Added 9.58%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 14, 2025 Q1 2025 |
92,014
shares
|
$1.67 Million
0.59% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
68,546
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Added 771.75%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
60,833
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
53,478
shares
|
$968,486
0.08% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
50,622
shares
|
$916,764
0.0% of portfolio
|
Q1 2025
Added 17.67%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
41,664
shares
|
$754,535
0.03% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
39,458
shares
|
$714,584
0.0% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
34,957
shares
|
$633,071
0.02% of portfolio
|
Q1 2025
Added 9.59%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,650
shares
|
$464,521
0.0% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
25,402
shares
|
$460,030
0.0% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
25,177
shares
|
$455,955
0.0% of portfolio
|
Q4 2024
Reduced 8.27%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
21,234
shares
|
$384,547
0.01% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
18,576
shares
|
$336,411
0.02% of portfolio
|
Q4 2024
Added 27.15%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
18,402
shares
|
$333,260
0.23% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Robinson Capital Management, LLC
|
May 13, 2025 Q1 2025 |
17,067
shares
|
$309,083
0.13% of portfolio
|
Q1 2025
Reduced 32.69%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
12,800
shares
|
$231,808
0.0% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
11,482
shares
|
$207,939
0.0% of portfolio
|
Q1 2025
Reduced 38.5%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
10,711
shares
|
$193,976
0.01% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,753
shares
|
$86,076
0.0% of portfolio
|
Q2 2020
Reduced 7.75%
|