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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

30 hedge funds and large institutions have $54.6M invested in Nuveen Mortgage and Income Fund in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
–
Holders Change %
0%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
15
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$2.07M
2
RCM
2
Rivernorth Capital Management
Florida
$1.77M
3
FWM
3
Foresight Wealth Management
Utah
$532K
4
SIA
4
Sit Investment Associates
Minnesota
$26.3M
5
PHS
5
Pekin Hardy Strauss
Illinois
$272K

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$330K
2
RVPG
2
Relative Value Partners Group
$9.86M
3
SFS
3
Shaker Financial Services
Virginia
$249K
4
Wells Fargo
4
Wells Fargo
California
$1.08M
5
UBS Group
5
UBS Group
Switzerland
$450K
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$97K +$21 +1 +0%
TRCT
27
Tower Research Capital (TRC)
New York
$11K +$11K +520 New
FWM
28
Focused Wealth Management
New York
$10K +$121 +6 +1%
AF
29
Advisornet Financial
Minnesota
$8K – – –
SWM
30
Spire Wealth Management
Virginia
$8K – – –
ASN
31
Advisory Services Network
Georgia
– -$49K -2,358 Closed
WMG
32
WESCAP Management Group
California
– -$15K -723 Closed
AWA
33
Arkadios Wealth Advisors
Georgia
– -$6K -325 Closed
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