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 28 institutions that hold shares in the stock, with a total of 2.5 Million shares, which have been reported (via 13F filing form) to have a value of $47.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,361,500
shares
|
$25.8 Million
0.54% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
197,936
shares
|
$3.74 Million
0.0% of portfolio
|
Q2 2025
Added 22.75%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
156,831
shares
|
$2.97 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
108,409
shares
|
$2.05 Million
0.0% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
104,937
shares
|
$1.99 Million
0.0% of portfolio
|
Q2 2025
Added 8.24%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Aug 13, 2025 Q2 2025 |
97,391
shares
|
$1.84 Million
0.65% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
58,260
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
53,178
shares
|
$1.01 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
43,161
shares
|
$816,606
0.0% of portfolio
|
Q2 2025
Reduced 14.74%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
41,686
shares
|
$788,699
0.03% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
39,901
shares
|
$754,926
0.0% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Robinson Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
31,267
shares
|
$591,571
0.25% of portfolio
|
Q2 2025
Added 83.2%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
26,741
shares
|
$505,939
0.0% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,650
shares
|
$485,298
0.0% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
25,177
shares
|
$476,348
0.0% of portfolio
|
Q4 2024
Reduced 8.27%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
18,576
shares
|
$351,457
0.01% of portfolio
|
Q4 2024
Added 27.15%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
18,467
shares
|
$349,395
0.22% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
17,368
shares
|
$328,602
0.0% of portfolio
|
Q2 2025
Reduced 74.66%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
13,349
shares
|
$252,563
0.0% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
13,259
shares
|
$250,860
0.01% of portfolio
|
Q2 2025
Reduced 62.07%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
12,962
shares
|
$245,241
0.0% of portfolio
|
Q2 2025
Reduced 38.96%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
12,552
shares
|
$237,483
0.01% of portfolio
|
Q2 2025
Added 17.19%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
11,604
shares
|
$219,547
0.0% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,753
shares
|
$89,926
0.0% of portfolio
|
Q2 2020
Reduced 7.75%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
500
shares
|
$9,460
0.0% of portfolio
|
Q4 2022
New holding
|