JLS icon

Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

27 hedge funds and large institutions have $50.4M invested in Nuveen Mortgage and Income Fund in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
27
Holders Change
-2
Holders Change %
-6.9%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
13
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.34M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.17M
3
IA
3
IFP Advisors
Florida
$296K
4
NFG
4
Nations Financial Group
Iowa
$561K
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$2.78M

Top Sellers

1
AC
1
Almitas Capital
California
$0
2
PHS
2
Pekin Hardy Strauss
Illinois
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$88K
4
RVPG
4
Relative Value Partners Group
$7.81M
5
Wells Fargo
5
Wells Fargo
California
$363K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$24.3M 1,509,452 +5,124 +0.3%
RVPG
2
Relative Value Partners Group
$7.81M 484,637 -8,743 -2%
1CP
3
1607 Capital Partners
Virginia
$4.69M 291,224 – –
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$2.78M 172,382 +5,222 +3%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$2.46M 152,310 – –
MC
6
Matisse Capital
Oregon
$1.35M 84,000 – –
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.34M 83,401 +16,487 +25%
Morgan Stanley
8
Morgan Stanley
New York
$1.17M 72,812 +16,460 +29%
NFG
9
Nations Financial Group
Iowa
$561K 34,792 +7,300 +27%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$533K 33,084 +845 +3%
TIM
11
Tortoise Investment Management
New York
$453K 28,096 +950 +3%
First Trust Advisors
12
First Trust Advisors
Illinois
$430K 26,672 +326 +1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$423K 26,258 +328 +1%
LSC
14
Logan Stone Capital
Illinois
$389K 24,158 +876 +4%
Wells Fargo
15
Wells Fargo
California
$363K 22,496 -6,689 -23%
SFS
16
Sowell Financial Services
Arkansas
$327K 20,120 – –
IA
17
IFP Advisors
Florida
$296K 18,353 +13,201 +256%
UBS Group
18
UBS Group
Switzerland
$251K 15,565 -372 -2%
HCM
19
Hilton Capital Management
New York
$199K 12,328 – –
Osaic Holdings
20
Osaic Holdings
Arizona
$152K 9,448 +2,917 +45%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$88K 5,451 -19,212 -78%
FWM
22
Focused Wealth Management
New York
$8.98K 557 +13 +2%
EWA
23
EverSource Wealth Advisors
Alabama
$8.06K 500 – –
AF
24
Advisornet Financial
Minnesota
$5.88K 365 – –
Bank of America
25
Bank of America
North Carolina
$5.64K 350 +350 New
1
2