JLS icon

Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

28 hedge funds and large institutions have $54.3M invested in Nuveen Mortgage and Income Fund in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
28
Holders Change
–
Holders Change %
0%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.59M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.37M
3
SIA
3
Sit Investment Associates
Minnesota
$26.1M
4
MWM
4
Melfa Wealth Management
Massachusetts
$181K
5
CAN
5
Cetera Advisor Networks
California
$171K

Top Sellers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$1.84M
2
MC
2
Matisse Capital
Oregon
$0
3
1CP
3
1607 Capital Partners
Virginia
$3.96M
4
RVPG
4
Relative Value Partners Group
$7.33M
5
TIM
5
Tortoise Investment Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ASN
26
Advisory Services Network
Georgia
$5.42K 321 +321 New
WT
27
Whittier Trust
California
$4.05K 240 – –
EBA
28
Eagle Bay Advisors
New York
$304 18 – –
MC
29
Matisse Capital
Oregon
– – -84,000 Closed
TIM
30
Tortoise Investment Management
New York
– – -19,644 Closed
HCM
31
Hilton Capital Management
New York
– – -12,328 Closed
IP
32
Ignite Planners
California
– – -11,219 Closed
AF
33
Advisornet Financial
Minnesota
– – -365 Closed
CFGS
34
Concourse Financial Group Securities
Alabama
– – – –
1
2