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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

33 hedge funds and large institutions have $49.2M invested in Nuveen Mortgage and Income Fund in 2022 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
33
Holders Change
-4
Holders Change %
-10.81%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
15
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$25.9M
2
AC
2
Almitas Capital
California
$852K
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$1.67M
4
MC
4
Matisse Capital
Oregon
$1.35M
5
IA
5
IFP Advisors
Florida
$236K

Top Sellers

1
FM
1
Family Management
New York
$221K
2
WT
2
Whittier Trust
California
$4K
3
Bank of America
3
Bank of America
North Carolina
$98K
4
PAG
4
Private Advisor Group
New Jersey
$0
5
PFGIA
5
Patriot Financial Group Insurance Agency
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$25.9M 1,612,019 +89,473 +6%
RVPG
2
Relative Value Partners Group
$8.12M 502,494 -8,667 -2%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$2.02M 125,468 +8,208 +7%
Morgan Stanley
4
Morgan Stanley
New York
$1.85M 114,828 -9 -0%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$1.67M 103,948 +24,911 +32%
MC
6
Matisse Capital
Oregon
$1.35M 84,000 +22,355 +36%
1CP
7
1607 Capital Partners
Virginia
$1.25M 77,824 – –
AC
8
Almitas Capital
California
$852K 52,929 +52,596 +15,795%
LSC
9
Logan Stone Capital
Illinois
$645K 40,083 +3,611 +10%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$503K 31,292 +2,440 +8%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$496K 30,871 +1,737 +6%
Fiera Capital (Canada)
12
Fiera Capital (Canada)
Quebec, Canada
$493K 30,656 -69 -0.2%
Wells Fargo
13
Wells Fargo
California
$455K 28,253 +1,036 +4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$418K 25,977 -343 -1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$403K 25,034 – –
PHS
16
Pekin Hardy Strauss
Illinois
$340K 21,130 +3,700 +21%
SFS
17
Sowell Financial Services
Arkansas
$333K 20,629 – –
UBS Group
18
UBS Group
Switzerland
$282K 17,564 -4 -0%
TIM
19
Tortoise Investment Management
New York
$279K 17,321 +1,500 +9%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$251K 15,775 -2,762 -15%
IA
21
IFP Advisors
Florida
$236K 10,048 +10,044 +251,100%
FM
22
Family Management
New York
$221K 13,744 -48,739 -78%
HCM
23
Hilton Capital Management
New York
$198K 12,328 -2,070 -14%
FWM
24
Foresight Wealth Management
Utah
$181K 11,258 +729 +7%
SCM
25
Saba Capital Management
New York
$167K 10,376 – –
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