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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

27 hedge funds and large institutions have $50.4M invested in Nuveen Mortgage and Income Fund in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
27
Holders Change
-2
Holders Change %
-6.9%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
13
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.34M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.17M
3
IA
3
IFP Advisors
Florida
$296K
4
NFG
4
Nations Financial Group
Iowa
$561K
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$2.78M

Top Sellers

1
AC
1
Almitas Capital
California
$0
2
PHS
2
Pekin Hardy Strauss
Illinois
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$88K
4
RVPG
4
Relative Value Partners Group
$7.81M
5
Wells Fargo
5
Wells Fargo
California
$363K
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
26
Whittier Trust
California
$3.87K – – –
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$1.4K -$24.5K -1,518 -95%
AC
28
Almitas Capital
California
– -$956K -59,890 Closed
PHS
29
Pekin Hardy Strauss
Illinois
– -$420K -26,329 Closed
ASN
30
Advisory Services Network
Georgia
– -$8.3K -520 Closed
1
2