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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

28 hedge funds and large institutions have $49.5M invested in Nuveen Mortgage and Income Fund in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
10
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$3.03M
2
IP
2
Ignite Planners
California
$179K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.48M
4
IA
4
IFP Advisors
Florida
$370K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$206K

Top Sellers

1
LSC
1
Logan Stone Capital
Illinois
$0
2
RVPG
2
Relative Value Partners Group
$7.35M
3
TIM
3
Tortoise Investment Management
New York
$312K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1K
5
Morgan Stanley
5
Morgan Stanley
New York
$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
26
Whittier Trust
California
$3.81K – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1K -$81.6K -5,385 -99%
EBA
28
Eagle Bay Advisors
New York
$286 +$286 +18 New
LSC
29
Logan Stone Capital
Illinois
– -$389K -24,158 Closed
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
– -$1.4K -87 Closed
1
2