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Nuveen Mortgage and Income Fund

25 hedge funds and large institutions have $46.2M invested in Nuveen Mortgage and Income Fund in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
13
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$25.5M 1,361,500 -54,522 -4%
Ameriprise
2
Ameriprise
Minnesota
$3.71M 197,936 +36,688 +23%
AAM
3
Advisors Asset Management
Colorado
$2.94M 156,831 -585 -0.4%
Morgan Stanley
4
Morgan Stanley
New York
$2.03M 108,409 +3,528 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.97M 104,937 +7,987 +8%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$1.83M 97,391 +5,377 +6%
Wells Fargo
7
Wells Fargo
California
$1.09M 58,260 -2,573 -4%
NFG
8
Nations Financial Group
Iowa
$997K 53,178 -300 -0.6%
Raymond James Financial
9
Raymond James Financial
Florida
$809K 43,161 -7,461 -15%
VVP
10
Venture Visionary Partners
Ohio
$781K 41,686 +22 +0.1%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$748K 39,901 +443 +1%
RCM
12
Robinson Capital Management
Michigan
$586K 31,267 +14,200 +83%
First Trust Advisors
13
First Trust Advisors
Illinois
$501K 26,741 +1,339 +5%
Fiera Capital (Canada)
14
Fiera Capital (Canada)
Quebec, Canada
$472K 25,177
SFS
15
Sowell Financial Services
Arkansas
$348K 18,576
MWM
16
Melfa Wealth Management
Massachusetts
$346K 18,467 +65 +0.4%
Osaic Holdings
17
Osaic Holdings
Arizona
$313K 17,368 -51,178 -75%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$250K 13,349 +549 +4%
IA
19
IFP Advisors
Florida
$248K 13,259 -21,698 -62%
CL
20
Choreo LLC
Illinois
$243K 12,962 -8,272 -39%
AFG
21
Atomi Financial Group
New York
$235K 12,552 +1,841 +17%
UBS Group
22
UBS Group
Switzerland
$217K 11,604 +122 +1%
EWA
23
EverSource Wealth Advisors
Alabama
$9.37K 500
Comerica Bank
24
Comerica Bank
Texas
$227 12 +5 +71%
PCS
25
Private Client Services
Kentucky
-134,205 Closed