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Nuveen Mortgage and Income Fund

28 hedge funds and large institutions have $49.5M invested in Nuveen Mortgage and Income Fund in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$24M 1,511,098 +1,646 +0.1%
RVPG
2
Relative Value Partners Group
$7.35M 462,780 -21,857 -5%
1CP
3
1607 Capital Partners
Virginia
$4.62M 291,224
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$3.03M 190,719 +18,337 +11%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$2.42M 152,310
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.48M 93,477 +10,076 +12%
MC
7
Matisse Capital
Oregon
$1.33M 84,000
Morgan Stanley
8
Morgan Stanley
New York
$1.12M 70,675 -2,137 -3%
NFG
9
Nations Financial Group
Iowa
$546K 34,367 -425 -1%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$539K 33,961 +877 +3%
First Trust Advisors
11
First Trust Advisors
Illinois
$420K 26,424 -248 -0.9%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$418K 26,299 +41 +0.2%
IA
13
IFP Advisors
Florida
$370K 23,277 +4,924 +27%
Wells Fargo
14
Wells Fargo
California
$342K 21,548 -948 -4%
TIM
15
Tortoise Investment Management
New York
$312K 19,644 -8,452 -30%
SFS
16
Sowell Financial Services
Arkansas
$296K 18,481 -1,639 -8%
UBS Group
17
UBS Group
Switzerland
$266K 16,779 +1,214 +8%
Osaic Holdings
18
Osaic Holdings
Arizona
$206K 12,990 +3,542 +37%
HCM
19
Hilton Capital Management
New York
$196K 12,328
IP
20
Ignite Planners
California
$179K 11,219 +11,219 New
Bank of America
21
Bank of America
North Carolina
$29.4K 1,850 +1,500 +429%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$9.53K 600 +600 New
FWM
23
Focused Wealth Management
New York
$9.05K 570 +13 +2%
EWA
24
EverSource Wealth Advisors
Alabama
$7.94K 500
AF
25
Advisornet Financial
Minnesota
$5.8K 365