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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

28 hedge funds and large institutions have $57.8M invested in Nuveen Mortgage and Income Fund in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
12
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$31.2M
2
RVPG
2
Relative Value Partners Group
$10.5M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$539K
4
AWM
4
Apollon Wealth Management
South Carolina
$376K
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$2.26M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$1.11M
3
Wells Fargo
3
Wells Fargo
California
$547K
4
SCM
4
Saba Capital Management
New York
$0
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$31.2M 1,490,355 +221,951 +17%
RVPG
2
Relative Value Partners Group
$10.5M 499,420 +25,991 +5%
Morgan Stanley
3
Morgan Stanley
New York
$2.82M 134,351 -11,927 -8%
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$2.26M 107,917 +13,115 +14%
Bank of America
5
Bank of America
North Carolina
$1.39M 66,453 +12,065 +22%
FM
6
Family Management
New York
$1.27M 60,713 -419 -0.7%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$1.11M 52,958 -46,614 -47%
FWM
8
Foresight Wealth Management
Utah
$641K 30,572 +4,918 +19%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$567K 27,070 +6,283 +30%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$563K 26,863 +208 +0.8%
Wells Fargo
11
Wells Fargo
California
$547K 26,081 -25,921 -50%
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$539K 25,762 +25,762 New
PHS
13
Pekin Hardy Strauss
Illinois
$526K 25,080 +11,955 +91%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$515K 24,611 -523 -2%
UBS Group
15
UBS Group
Switzerland
$493K 23,525 +1,829 +8%
SFS
16
Sowell Financial Services
Arkansas
$448K 21,376 – –
Baird Financial Group
17
Baird Financial Group
Wisconsin
$418K 19,930 -22 -0.1%
Fiera Capital (Canada)
18
Fiera Capital (Canada)
Quebec, Canada
$390K 18,629 +515 +3%
AWM
19
Apollon Wealth Management
South Carolina
$376K 17,924 +17,924 New
HCM
20
Hilton Capital Management
New York
$302K 14,398 -1 -0%
PAG
21
Private Advisor Group
New Jersey
$255K 12,184 +9 +0.1%
SFS
22
Shaker Financial Services
Virginia
$244K 11,628 -396 -3%
PFGIA
23
Patriot Financial Group Insurance Agency
Massachusetts
$243K 11,587 -274 -2%
APA
24
American Portfolios Advisors
New York
$105K 5,022 -132 -3%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$34K 1,631 -3,046 -65%
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