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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

30 hedge funds and large institutions have $52.9M invested in Nuveen Mortgage and Income Fund in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
11
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$29.2M
2
Ameriprise
2
Ameriprise
Minnesota
$808K
3
VVP
3
Venture Visionary Partners
Ohio
$740K
4
CL
4
Choreo LLC
Illinois
$259K
5
LCM
5
Landscape Capital Management
New Jersey
$218K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$0
2
1CP
2
1607 Capital Partners
Virginia
$2.31M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.55M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.17M
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$1.67M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$29.2M 1,642,107 +97,075 +6%
RVPG
2
Relative Value Partners Group
$7.43M 433,988 -26 -0%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$2.71M 152,310 – –
1CP
4
1607 Capital Partners
Virginia
$2.31M 130,042 -104,782 -45%
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$1.67M 94,005 -15,130 -14%
Morgan Stanley
6
Morgan Stanley
New York
$1.55M 87,210 -53,284 -38%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.17M 66,117 -19,688 -23%
Ameriprise
8
Ameriprise
Minnesota
$808K 45,509 +45,509 New
VVP
9
Venture Visionary Partners
Ohio
$740K 41,657 +41,657 New
Baird Financial Group
10
Baird Financial Group
Wisconsin
$676K 38,089 +2,259 +6%
NFG
11
Nations Financial Group
Iowa
$631K 35,542 +1,175 +3%
First Trust Advisors
12
First Trust Advisors
Illinois
$471K 26,546 +1,400 +6%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$448K 25,248 +322 +1%
Wells Fargo
14
Wells Fargo
California
$408K 22,980 +2,012 +10%
IA
15
IFP Advisors
Florida
$392K 22,090 -878 -4%
MC
16
Moors & Cabot
Massachusetts
$355K 20,000 +10,000 +100%
UBS Group
17
UBS Group
Switzerland
$313K 17,628 -1,226 -7%
MWM
18
Melfa Wealth Management
Massachusetts
$281K 15,835 +5,092 +47%
SFS
19
Sowell Financial Services
Arkansas
$262K 14,609 -498 -3%
CL
20
Choreo LLC
Illinois
$259K 14,589 +14,589 New
LCM
21
Landscape Capital Management
New Jersey
$218K 12,256 +12,256 New
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$192K 10,807 +10,807 New
Osaic Holdings
23
Osaic Holdings
Arizona
$187K 10,548 +2,755 +35%
CAN
24
Cetera Advisor Networks
California
$179K 10,098 -58 -0.6%
Bank of America
25
Bank of America
North Carolina
$35.7K 2,009 +159 +9%
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