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 $50.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
12,156
shares
|
$218,808
0.0% of portfolio
|
Q3 2024
Added 10.49%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
10,389
shares
|
$187,002
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,753
shares
|
$85,554
0.0% of portfolio
|
Q2 2020
Reduced 7.75%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
2,035
shares
|
$36,630
0.03% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
1,304
shares
|
$23,472
0.01% of portfolio
|
Q3 2024
Added 86.29%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
500
shares
|
$9,000
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
240
shares
|
$4,320
0.0% of portfolio
|
Q3 2022
Reduced 99.42%
|
|
|
Clear Street LLC
|
Nov 14, 2024 Q3 2024 |
49
shares
|
$882
0.0% of portfolio
|
Q3 2024
Added 19.51%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
7
shares
|
$126
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|