Purchases and Sales Made in Q1 2024 in Nuveen Mortgage & Income Fund (JLS)
This table provides information about the institutional ownership of Nuveen Mortgage & Income Fund (JLS) during Q1 2024. 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 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
97.1K+ 6.28% |
$1.62M - $1.74M
|
1.64M
$30.1M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
45.5KNew |
$759K - $814K
|
45.5K
$833K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
41.7KNew |
$694K - $745K
|
41.7K
$763K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17K+ 24.15% |
$283K - $303K
|
87.2K
$1.6M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17K+ 24.15% |
$283K - $303K
|
87.2K
$1.6M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
14.6KNew |
$243K - $261K
|
14.6K
$267K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
12.3KNew |
$204K - $219K
|
12.3K
$224K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.8KNew |
$180K - $193K
|
10.8K
$198K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10K+ 100.0% |
$167K - $179K
|
20K
$366K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
5.09K+ 47.4% |
$84.9K - $91K
|
15.8K
$290K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.76K+ 35.35% |
$45.9K - $49.3K
|
10.5K
$193K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.26K+ 6.3% |
$37.7K - $40.4K
|
38.1K
$697K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.01K+ 9.6% |
$33.5K - $36K
|
23K
$421K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.95KNew |
$32.4K - $34.8K
|
1.95K
$35.6K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.4K+ 5.57% |
$23.3K - $25K
|
26.5K
$486K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.18K+ 3.42% |
$19.6K - $21K
|
35.5K
$651K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
844New |
$14.1K - $15.1K
|
844
$15.5K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
482+ 2677.78% |
$8.03K - $8.62K
|
500
$9.16K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
322+ 1.29% |
$5.37K - $5.76K
|
25.2K
$462K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
159+ 8.59% |
$2.65K - $2.84K
|
2.01K
$36.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-26- 0.01% |
$433 - $465
|
434K
$7.95M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-58- 0.57% |
$967 - $1.04K
|
10.1K
$185K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-498- 3.3% |
$8.3K - $8.9K
|
14.6K
$267K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-878- 3.82% |
$14.6K - $15.7K
|
22.1K
$404K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.23K- 6.5% |
$20.4K - $21.9K
|
17.6K
$323K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.87K- 9.24% |
$148K - $159K
|
87.2K
$1.6M
|
|
|
May 13, 2024
Q1 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-15.1K- 13.86% |
$252K - $271K
|
94K
$1.72M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.7K- 22.95% |
$328K - $352K
|
66.1K
$1.21M
|
|
|
May 13, 2024
Q1 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-105K- 44.62% |
$1.75M - $1.87M
|
130K
$2.38M
|