Purchases and Sales Made in Q2 2025 in Nuveen Mortgage & Income Fund (JLS)
This table provides information about the institutional ownership of Nuveen Mortgage & Income Fund (JLS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
36.7K+ 22.75% |
$630K - $688K
|
198K
$3.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Robinson Capital Management, LLC
|
BUY
|
- |
14.2K+ 83.2% |
$244K - $266K
|
31.3K
$592K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.99K+ 8.24% |
$137K - $150K
|
105K
$1.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
5.38K+ 5.84% |
$92.3K - $101K
|
97.4K
$1.84M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.53K+ 3.36% |
$60.5K - $66.1K
|
108K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.84K+ 17.19% |
$31.6K - $34.5K
|
12.6K
$237K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.34K+ 5.27% |
$23K - $25.1K
|
26.7K
$506K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
549+ 4.29% |
$9.42K - $10.3K
|
13.3K
$253K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
443+ 1.12% |
$7.6K - $8.3K
|
39.9K
$755K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
122+ 1.06% |
$2.09K - $2.29K
|
11.6K
$220K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
65+ 0.35% |
$1.12K - $1.22K
|
18.5K
$349K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$858 - $937
|
50
$946
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
22+ 0.05% |
$378 - $412
|
41.7K
$789K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
5+ 71.43% |
$85.8 - $93.7
|
12
$227
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-300- 0.56% |
$5.15K - $5.62K
|
53.2K
$1.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-585- 0.37% |
$10K - $11K
|
157K
$2.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.57K- 4.23% |
$44.2K - $48.2K
|
58.3K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7.46K- 14.74% |
$128K - $140K
|
43.2K
$817K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-8.27K- 38.96% |
$142K - $155K
|
13K
$245K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-21.7K- 62.07% |
$372K - $407K
|
13.3K
$251K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-51.2K- 74.66% |
$878K - $959K
|
17.4K
$329K
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-54.5K- 3.85% |
$936K - $1.02M
|
1.36M
$25.8M
|