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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

32 hedge funds and large institutions have $52.7M invested in Nuveen Mortgage and Income Fund in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$4.13M
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$2.88M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.33M
4
NFG
4
Nations Financial Group
Iowa
$429K
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$2.04M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$24.3M
2
FM
2
Family Management
New York
$0
3
FWM
3
Foresight Wealth Management
Utah
$0
4
Bank of America
4
Bank of America
North Carolina
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$223K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$24.3M 1,500,440 -111,579 -7%
RVPG
2
Relative Value Partners Group
$8.15M 503,980 +1,486 +0.3%
1CP
3
1607 Capital Partners
Virginia
$4.13M 255,224 +177,400 +228%
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$2.88M 178,022 +52,554 +42%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$2.04M 125,891 +21,943 +21%
Morgan Stanley
6
Morgan Stanley
New York
$1.85M 114,538 -290 -0.3%
MC
7
Matisse Capital
Oregon
$1.36M 84,000 – –
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.33M 82,431 +51,139 +163%
AC
9
Almitas Capital
California
$856K 52,929 – –
LSC
10
Logan Stone Capital
Illinois
$626K 38,683 -1,400 -3%
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$524K 32,397 +1,741 +6%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$506K 31,272 +401 +1%
Wells Fargo
13
Wells Fargo
California
$442K 27,315 -938 -3%
TIM
14
Tortoise Investment Management
New York
$441K 27,231 +9,910 +57%
NFG
15
Nations Financial Group
Iowa
$429K 26,492 +26,492 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$406K 25,085 +51 +0.2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$399K 24,652 -1,325 -5%
SFS
18
Sowell Financial Services
Arkansas
$334K 20,629 – –
PHS
19
Pekin Hardy Strauss
Illinois
$318K 19,678 -1,452 -7%
UBS Group
20
UBS Group
Switzerland
$275K 16,974 -590 -3%
IA
21
IFP Advisors
Florida
$229K 9,760 -288 -3%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$223K 13,744 -2,031 -13%
HCM
23
Hilton Capital Management
New York
$198K 12,328 – –
SCM
24
Saba Capital Management
New York
$168K 10,376 – –
CAN
25
Cetera Advisor Networks
California
$165K 10,192 +10,192 New
1
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