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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

26 hedge funds and large institutions have $50.2M invested in Nuveen Mortgage and Income Fund in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
-3
Holders Change %
-10.34%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
13
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$2.98M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.29M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.82M
4
Raymond James Financial
4
Raymond James Financial
Florida
$950K
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$1.73M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$26.6M
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$1.97M
4
RCM
4
Robinson Capital Management
Michigan
$320K
5
UBS Group
5
UBS Group
Switzerland
$216K
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
26
Comerica Bank
Texas
$133 – – –
IAA
27
Independent Advisor Alliance
North Carolina
– -$250K -13,885 Closed
EBA
28
Eagle Bay Advisors
New York
– -$24.9K -1,385 Closed
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
– -$18K -1,017 Closed
Creative Planning
30
Creative Planning
Kansas
– -$12.6K -700 Closed
GM
31
GeoWealth Management
Illinois
– -$2 – –
1
2