Purchases and Sales Made in Q1 2022 in Nuveen Mortgage & Income Fund (JLS)
This table provides information about the institutional ownership of Nuveen Mortgage & Income Fund (JLS) during Q1 2022. The information is specifically focused on institutions that hold shares of Nuveen Mortgage & Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2022
Q1 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
37.9K+ 147.26% |
$677K - $803K
|
63.7K
$1.15M
|
|
|
May 16, 2022
Q1 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
31.4KNew |
$560K - $665K
|
31.4K
$565K
|
|
|
May 16, 2022
Q1 2022
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
31.2KNew |
$556K - $660K
|
31.2K
$561K
|
|
|
May 12, 2022
Q1 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
20.8K+ 1.4% |
$372K - $441K
|
1.51M
$27.2M
|
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
20.3K+ 4.07% |
$363K - $430K
|
520K
$9.36M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.1K+ 12.29% |
$252K - $299K
|
129K
$2.32M
|
|
|
May 16, 2022
Q1 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
10.4KNew |
$186K - $221K
|
10.4K
$188K
|
|
|
May 16, 2022
Q1 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
6.1K+ 5.65% |
$109K - $129K
|
114K
$2.05M
|
|
|
May 09, 2022
Q1 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
6.1K+ 32.72% |
$109K - $129K
|
24.7K
$445K
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.5KNew |
$98.1K - $116K
|
5.5K
$99K
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.83K+ 21.37% |
$68.3K - $81.1K
|
21.8K
$392K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.52K+ 17.66% |
$62.8K - $74.5K
|
23.5K
$422K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.5K+ 5.26% |
$62.4K - $74K
|
70K
$1.26M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.21K+ 11.86% |
$57.3K - $67.9K
|
30.3K
$545K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1KNew |
$17.8K - $21.2K
|
1K
$18K
|
|
|
May 16, 2022
Q1 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
551+ 0.91% |
$9.83K - $11.7K
|
61.3K
$1.1M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
326+ 6.86% |
$5.82K - $6.9K
|
5.08K
$91.4K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
323+ 1.31% |
$5.76K - $6.83K
|
24.9K
$449K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
113+ 0.42% |
$2.02K - $2.39K
|
27K
$486K
|
|
|
Apr 25, 2022
Q1 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$1.78K - $2.12K
|
100
$1.8K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9New |
$161 - $190
|
9
$162
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
5+ 0.04% |
$89.2 - $106
|
12.2K
$219K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 0.79% |
$71.4 - $84.6
|
509
$9.16K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4New |
$71.4 - $84.6
|
4
$72
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-747- 3.49% |
$13.3K - $15.8K
|
20.6K
$371K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.11K- 4.27% |
$19.9K - $23.6K
|
25K
$449K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.49K- 12.82% |
$26.5K - $31.4K
|
10.1K
$182K
|
|
|
May 13, 2022
Q1 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2.4K- 9.57% |
$42.8K - $50.8K
|
22.7K
$408K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-3.55K- 15.1% |
$63.4K - $75.2K
|
20K
$359K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.4K- 4.02% |
$96.4K - $114K
|
129K
$2.32M
|
|
|
May 06, 2022
Q1 2022
|
Shaker Financial Services, LLC
|
SELL
|
- |
-11.6KClosed |
$207K - $246K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-19.4K- 63.42% |
$346K - $410K
|
11.2K
$201K
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-31.3K- 59.07% |
$558K - $662K
|
21.7K
$390K
|