Purchases and Sales Made in Q3 2024 in Nuveen Mortgage & Income Fund (JLS)
This table provides information about the institutional ownership of Nuveen Mortgage & Income Fund (JLS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
68.7K+ 202.73% |
$1.23M - $1.27M
|
103K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
62.8KNew |
$1.12M - $1.16M
|
62.8K
$1.13M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
51.6K+ 1743.01% |
$920K - $952K
|
54.6K
$982K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
37.8K+ 39.2% |
$674K - $698K
|
134K
$2.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
27.4KNew |
$489K - $506K
|
27.4K
$494K
|
|
|
Nov 07, 2024
Q3 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
25.4KNew |
$452K - $468K
|
25.4K
$456K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.4K+ 71.65% |
$311K - $321K
|
41.7K
$751K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
16.6K+ 45.53% |
$297K - $307K
|
53.2K
$957K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.1K+ 17.21% |
$233K - $241K
|
88.9K
$1.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.4KNew |
$185K - $192K
|
10.4K
$187K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.25K+ 5.46% |
$93.5K - $96.8K
|
101K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
1.49K+ 1.87% |
$26.5K - $27.4K
|
80.9K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.4K+ 10.61% |
$25K - $25.8K
|
14.6K
$263K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.39K+ 3.66% |
$24.8K - $25.6K
|
39.4K
$709K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.15K+ 10.49% |
$20.6K - $21.3K
|
12.2K
$219K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.02K+ 4.12% |
$18.1K - $18.7K
|
25.7K
$462K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
658+ 4.42% |
$11.7K - $12.1K
|
15.5K
$280K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
604+ 86.29% |
$10.8K - $11.1K
|
1.3K
$23.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
258+ 1.44% |
$4.6K - $4.76K
|
18.2K
$328K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
51+ 2.57% |
$909 - $941
|
2.04K
$36.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Clear Street LLC
|
BUY
|
- |
8+ 19.51% |
$143 - $148
|
49
$882
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
7New |
$125 - $129
|
7
$126
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-516- 1.91% |
$9.2K - $9.52K
|
26.5K
$477K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.43K- 9.19% |
$78.9K - $81.7K
|
43.7K
$787K
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-45.5K- 40.13% |
$811K - $839K
|
67.9K
$1.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-77.4K- 50.82% |
$1.38M - $1.43M
|
74.9K
$1.35M
|