Purchases and Sales Made in Q2 2024 in Nuveen Mortgage & Income Fund (JLS)
This table provides information about the institutional ownership of Nuveen Mortgage & Income Fund (JLS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
96.5KNew |
$1.65M - $1.75M
|
96.5K
$1.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
33.9KNew |
$580K - $616K
|
33.9K
$610K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.69K+ 14.66% |
$166K - $176K
|
75.8K
$1.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
8.98K+ 40.65% |
$154K - $163K
|
31.1K
$559K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.87K+ 10.18% |
$152K - $161K
|
96.1K
$1.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.87K+ 10.18% |
$152K - $161K
|
96.1K
$1.73M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.96KNew |
$50.6K - $53.8K
|
2.96K
$53.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.66K+ 25.22% |
$45.5K - $48.3K
|
13.2K
$238K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.65K+ 5.81% |
$45.3K - $48.1K
|
48.2K
$867K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.33K+ 5.8% |
$22.8K - $24.2K
|
24.3K
$438K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1K+ 2.81% |
$17.1K - $18.2K
|
36.5K
$658K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
490+ 1.85% |
$8.38K - $8.9K
|
27K
$487K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
319+ 1.81% |
$5.46K - $5.8K
|
17.9K
$323K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
291+ 1.99% |
$4.98K - $5.29K
|
14.9K
$268K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
200+ 40.0% |
$3.42K - $3.63K
|
700
$12.6K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
195+ 1.8% |
$3.34K - $3.54K
|
11K
$198K
|
|
|
Aug 12, 2024
Q2 2024
|
Clear Street LLC
|
BUY
|
- |
41New |
$702 - $745
|
41
$738
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
39+ 2.01% |
$667 - $709
|
1.98K
$35.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
25+ 0.16% |
$428 - $454
|
15.9K
$285K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-77- 9.12% |
$1.32K - $1.4K
|
767
$13.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-101- 0.27% |
$1.73K - $1.84K
|
38K
$684K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-613- 2.43% |
$10.5K - $11.1K
|
24.6K
$443K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-14.6K- 15.56% |
$250K - $266K
|
79.4K
$1.43M
|
|
|
Aug 08, 2024
Q2 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-16.6K- 12.8% |
$285K - $302K
|
113K
$2.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-65.2K- 3.97% |
$1.12M - $1.18M
|
1.58M
$28.4M
|