Purchases and Sales Made in Q2 2023 in Nuveen Mortgage & Income Fund (JLS)
This table provides information about the institutional ownership of Nuveen Mortgage & Income Fund (JLS) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.5K+ 24.64% |
$260K - $266K
|
83.4K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.5K+ 29.21% |
$259K - $265K
|
72.8K
$1.31M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
13.2K+ 256.23% |
$208K - $213K
|
18.4K
$330K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.3K+ 26.55% |
$115K - $118K
|
34.8K
$626K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
5.22K+ 3.12% |
$82.3K - $84.2K
|
172K
$3.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
5.12K+ 0.34% |
$80.8K - $82.6K
|
1.51M
$27.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.92K+ 44.66% |
$46K - $47K
|
9.45K
$170K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
950+ 3.5% |
$15K - $15.3K
|
28.1K
$506K
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
876+ 3.76% |
$13.8K - $14.1K
|
24.2K
$435K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
845+ 2.62% |
$13.3K - $13.6K
|
33.1K
$596K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
350New |
$5.52K - $5.64K
|
350
$6.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
328+ 1.26% |
$5.17K - $5.29K
|
26.3K
$473K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
326+ 1.24% |
$5.14K - $5.26K
|
26.7K
$480K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
13+ 2.39% |
$205 - $210
|
557
$10K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-372- 2.33% |
$5.86K - $6K
|
15.6K
$280K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.52K- 94.58% |
$23.9K - $24.5K
|
87
$1.57K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.69K- 22.92% |
$105K - $108K
|
22.5K
$405K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-8.74K- 1.77% |
$138K - $141K
|
485K
$8.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.2K- 77.9% |
$303K - $310K
|
5.45K
$98.1K
|