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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

29 hedge funds and large institutions have $50.8M invested in Nuveen Mortgage and Income Fund in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
29
Holders Change
-3
Holders Change %
-9.38%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
11
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$4.65M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$2.43M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$420K
4
AC
4
Almitas Capital
California
$956K
5
PHS
5
Pekin Hardy Strauss
Illinois
$420K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$899K
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.07M
4
LSC
4
Logan Stone Capital
Illinois
$372K
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$24M 1,504,328 +3,888 +0.3%
RVPG
2
Relative Value Partners Group
$7.87M 493,380 -10,600 -2%
1CP
3
1607 Capital Partners
Virginia
$4.65M 291,224 +36,000 +14%
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$2.67M 167,160 -10,862 -6%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$2.43M 152,310 +26,419 +21%
MC
6
Matisse Capital
Oregon
$1.34M 84,000 – –
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.07M 66,914 -15,517 -19%
AC
8
Almitas Capital
California
$956K 59,890 +6,961 +13%
Morgan Stanley
9
Morgan Stanley
New York
$899K 56,352 -58,186 -51%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$515K 32,239 +967 +3%
Wells Fargo
11
Wells Fargo
California
$466K 29,185 +1,870 +7%
NFG
12
Nations Financial Group
Iowa
$439K 27,492 +1,000 +4%
TIM
13
Tortoise Investment Management
New York
$433K 27,146 -85 -0.3%
First Trust Advisors
14
First Trust Advisors
Illinois
$420K 26,346 +26,346 New
PHS
15
Pekin Hardy Strauss
Illinois
$420K 26,329 +6,651 +34%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$414K 25,930 +1,278 +5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$393K 24,663 -422 -2%
LSC
18
Logan Stone Capital
Illinois
$372K 23,282 -15,401 -40%
SFS
19
Sowell Financial Services
Arkansas
$321K 20,120 -509 -2%
UBS Group
20
UBS Group
Switzerland
$254K 15,937 -1,037 -6%
HCM
21
Hilton Capital Management
New York
$199K 12,328 – –
IA
22
IFP Advisors
Florida
$121K 5,152 -4,608 -47%
Osaic Holdings
23
Osaic Holdings
Arizona
$104K 6,531 +2,143 +49%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$26K 1,605 +1,605 New
FWM
25
Focused Wealth Management
New York
$8.69K 544 +7 +1%
1
2