Purchases and Sales Made in Q1 2025 in Nuveen Mortgage & Income Fund (JLS)
This table provides information about the institutional ownership of Nuveen Mortgage & Income Fund (JLS) during Q1 2025. 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, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
67.1K+ 71.29% |
$1.22M - $1.28M
|
161K
$3.06M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
60.7K+ 771.75% |
$1.1M - $1.16M
|
68.5K
$1.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.47K+ 9.58% |
$154K - $162K
|
97K
$1.84M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.6K+ 17.67% |
$138K - $145K
|
50.6K
$961K
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
4.68K+ 5.36% |
$84.9K - $89.3K
|
92K
$1.75M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.06K+ 9.59% |
$55.5K - $58.3K
|
35K
$663K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.11K+ 5.49% |
$20K - $21.1K
|
21.2K
$403K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
852+ 0.54% |
$15.5K - $16.2K
|
157K
$2.99M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
524+ 5.14% |
$9.51K - $9.99K
|
10.7K
$203K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
418New |
$7.58K - $7.97K
|
418
$7.93K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
300+ 0.56% |
$5.44K - $5.72K
|
53.5K
$1.02M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
227+ 1.81% |
$4.12K - $4.33K
|
12.8K
$243K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
42+ 0.23% |
$762 - $801
|
18.4K
$349K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
7+ 0.02% |
$127 - $133
|
41.7K
$791K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-203- 0.51% |
$3.68K - $3.87K
|
39.5K
$749K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.1K- 4.15% |
$20K - $21K
|
25.4K
$482K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.64K- 2.62% |
$29.7K - $31.3K
|
60.8K
$1.15M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-2.67K- 1.95% |
$48.4K - $50.9K
|
134K
$2.55M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-7.19K- 38.5% |
$130K - $137K
|
11.5K
$218K
|
|
|
May 13, 2025
Q1 2025
|
Robinson Capital Management, LLC
|
SELL
|
- |
-8.29K- 32.69% |
$150K - $158K
|
17.1K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9K- 7.91% |
$163K - $172K
|
105K
$1.99M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-133K- 8.61% |
$2.42M - $2.54M
|
1.42M
$26.9M
|