Purchases and Sales Made in Q2 2022 in Nuveen Mortgage & Income Fund (JLS)
This table provides information about the institutional ownership of Nuveen Mortgage & Income Fund (JLS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q2 2022
|
Matisse Capital
|
BUY
|
- |
61.6KNew |
$999K - $1.14M
|
61.6K
$1.13M
|
|
|
Aug 15, 2022
Q2 2022
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
46.6K+ 149.59% |
$756K - $860K
|
77.8K
$1.42M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
41.2KNew |
$667K - $759K
|
41.2K
$754K
|
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
15.3K+ 24.08% |
$248K - $283K
|
79K
$1.45M
|
|
|
Aug 11, 2022
Q2 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
11.3K+ 0.75% |
$184K - $209K
|
1.52M
$27.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
10.4KNew |
$168K - $191K
|
10.4K
$190K
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10.3K+ 187.65% |
$167K - $190K
|
15.8K
$290K
|
|
|
Aug 10, 2022
Q2 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
6K+ 24.27% |
$97.2K - $111K
|
30.7K
$563K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.68K+ 24.24% |
$92.1K - $105K
|
29.1K
$533K
|
|
|
Aug 15, 2022
Q2 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
5.06K+ 16.12% |
$82K - $93.3K
|
36.5K
$668K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4.15KNew |
$67.2K - $76.5K
|
4.15K
$76K
|
|
|
Aug 10, 2022
Q2 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
3.24K+ 2.84% |
$52.5K - $59.8K
|
117K
$2.15M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.25K+ 9.01% |
$36.5K - $41.5K
|
27.2K
$498K
|
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
1.22K+ 1.99% |
$19.7K - $22.5K
|
62.5K
$1.14M
|
|
|
Aug 15, 2022
Q2 2022
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
333New |
$5.39K - $6.14K
|
333
$6.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
100+ 0.4% |
$1.62K - $1.84K
|
25K
$458K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
49+ 3.0% |
$794 - $903
|
1.68K
$30.8K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
7+ 1.38% |
$113 - $129
|
516
$9.45K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4New |
$64.8 - $73.7
|
4
$73.2
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-4Closed |
$64.8 - $73.7
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9Closed |
$146 - $166
|
0
$0
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-53- 1.12% |
$859 - $977
|
4.7K
$86.1K
|
|
|
Jul 29, 2022
Q2 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-655- 5.86% |
$10.6K - $12.1K
|
10.5K
$193K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-656- 2.43% |
$10.6K - $12.1K
|
26.3K
$482K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-667- 6.6% |
$10.8K - $12.3K
|
9.43K
$173K
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.43K- 4.72% |
$23.1K - $26.3K
|
28.9K
$528K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.74K- 14.28% |
$28.2K - $32.1K
|
10.4K
$191K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.4K- 12.04% |
$38.9K - $44.3K
|
17.6K
$322K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.14K- 14.47% |
$50.8K - $57.8K
|
18.5K
$339K
|
|
|
Aug 05, 2022
Q2 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-5.25K- 23.15% |
$85.1K - $96.8K
|
17.4K
$319K
|
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-8.59K- 1.65% |
$139K - $158K
|
511K
$9.36M
|
|
|
Aug 15, 2022
Q2 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-10.4KClosed |
$169K - $192K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.1K- 10.94% |
$229K - $260K
|
115K
$2.1M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.1K- 10.94% |
$229K - $260K
|
115K
$2.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-21.8KClosed |
$352K - $401K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-22.9K- 32.7% |
$371K - $422K
|
47.1K
$862K
|