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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

28 hedge funds and large institutions have $54.3M invested in Nuveen Mortgage and Income Fund in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
28
Holders Change
–
Holders Change %
0%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.59M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.37M
3
SIA
3
Sit Investment Associates
Minnesota
$26.1M
4
MWM
4
Melfa Wealth Management
Massachusetts
$181K
5
CAN
5
Cetera Advisor Networks
California
$171K

Top Sellers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$1.84M
2
MC
2
Matisse Capital
Oregon
$0
3
1CP
3
1607 Capital Partners
Virginia
$3.96M
4
RVPG
4
Relative Value Partners Group
$7.33M
5
TIM
5
Tortoise Investment Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$26.1M 1,545,032 +33,934 +2%
RVPG
2
Relative Value Partners Group
$7.33M 434,014 -28,766 -6%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.59M 272,018 +271,952 +412,048%
1CP
4
1607 Capital Partners
Virginia
$3.96M 234,824 -56,400 -19%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$2.57M 152,310 – –
Morgan Stanley
6
Morgan Stanley
New York
$2.37M 140,494 +69,819 +99%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$1.84M 109,135 -81,584 -43%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.45M 85,805 -7,672 -8%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$605K 35,830 +1,869 +6%
NFG
10
Nations Financial Group
Iowa
$580K 34,367 – –
First Trust Advisors
11
First Trust Advisors
Illinois
$424K 25,146 -1,278 -5%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$421K 24,926 -1,373 -5%
IA
13
IFP Advisors
Florida
$388K 22,968 -309 -1%
Wells Fargo
14
Wells Fargo
California
$354K 20,968 -580 -3%
UBS Group
15
UBS Group
Switzerland
$318K 18,854 +2,075 +12%
SFS
16
Sowell Financial Services
Arkansas
$255K 15,107 -3,374 -18%
MWM
17
Melfa Wealth Management
Massachusetts
$181K 10,743 +10,743 New
CAN
18
Cetera Advisor Networks
California
$171K 10,156 +10,156 New
MC
19
Moors & Cabot
Massachusetts
$169K 10,000 +10,000 New
Osaic Holdings
20
Osaic Holdings
Arizona
$132K 7,793 -5,197 -40%
Bank of America
21
Bank of America
North Carolina
$31.2K 1,850 – –
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$10.1K 600 – –
FWM
23
Focused Wealth Management
New York
$9.86K 584 +14 +2%
EWA
24
EverSource Wealth Advisors
Alabama
$8.44K 500 – –
GI
25
Gradient Investments
Minnesota
$5.81K 344 +344 New
1
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