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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

30 hedge funds and large institutions have $52.9M invested in Nuveen Mortgage and Income Fund in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
11
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$29.2M
2
Ameriprise
2
Ameriprise
Minnesota
$808K
3
VVP
3
Venture Visionary Partners
Ohio
$740K
4
CL
4
Choreo LLC
Illinois
$259K
5
LCM
5
Landscape Capital Management
New Jersey
$218K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$0
2
1CP
2
1607 Capital Partners
Virginia
$2.31M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.55M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.17M
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$1.67M
Name Market Value Shares Shares
Change 		Shares
Change %
CPA
26
Clear Point Advisors
New York
$34.5K 1,945 +1,945 New
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$15K 844 +844 New
EBA
28
Eagle Bay Advisors
New York
$8.89K 500 +482 +2,678%
EWA
29
EverSource Wealth Advisors
Alabama
$8.71K 500 – –
WT
30
Whittier Trust
California
$4.26K 240 – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
– – -272,018 Closed
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
– – -600 Closed
FWM
33
Focused Wealth Management
New York
– – -584 Closed
GI
34
Gradient Investments
Minnesota
– – -344 Closed
ASN
35
Advisory Services Network
Georgia
– – -321 Closed
CFGS
36
Concourse Financial Group Securities
Alabama
– – – –
1
2