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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

30 hedge funds and large institutions have $46.7M invested in Nuveen Mortgage and Income Fund in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
30
Holders Change
–
Holders Change %
0%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCS
1
Private Client Services
Kentucky
$1.74M
2
AAM
2
Advisors Asset Management
Colorado
$611K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.37M
4
IA
4
IFP Advisors
Florida
$560K
5
Morgan Stanley
5
Morgan Stanley
New York
$1.73M

Top Sellers

1
RVPG
1
Relative Value Partners Group
$0
2
SIA
2
Sit Investment Associates
Minnesota
$28.4M
3
MC
3
Moors & Cabot
Massachusetts
$0
4
1CP
4
1607 Capital Partners
Virginia
$2.04M
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$1.43M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$28.4M 1,576,905 -65,202 -4%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$2.74M 152,310 – –
1CP
3
1607 Capital Partners
Virginia
$2.04M 113,395 -16,647 -13%
PCS
4
Private Client Services
Kentucky
$1.74M 96,487 +96,487 New
Morgan Stanley
5
Morgan Stanley
New York
$1.73M 96,084 +8,874 +10%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$1.43M 79,374 -14,631 -16%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.37M 75,807 +9,690 +15%
Ameriprise
8
Ameriprise
Minnesota
$868K 48,155 +2,646 +6%
VVP
9
Venture Visionary Partners
Ohio
$751K 41,657 – –
Baird Financial Group
10
Baird Financial Group
Wisconsin
$685K 37,988 -101 -0.3%
NFG
11
Nations Financial Group
Iowa
$658K 36,542 +1,000 +3%
AAM
12
Advisors Asset Management
Colorado
$611K 33,903 +33,903 New
IA
13
IFP Advisors
Florida
$560K 31,069 +8,979 +41%
First Trust Advisors
14
First Trust Advisors
Illinois
$487K 27,036 +490 +2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$444K 24,635 -613 -2%
Wells Fargo
16
Wells Fargo
California
$438K 24,312 +1,332 +6%
UBS Group
17
UBS Group
Switzerland
$323K 17,947 +319 +2%
MWM
18
Melfa Wealth Management
Massachusetts
$286K 15,860 +25 +0.2%
CL
19
Choreo LLC
Illinois
$268K 14,880 +291 +2%
SFS
20
Sowell Financial Services
Arkansas
$265K 14,609 – –
Osaic Holdings
21
Osaic Holdings
Arizona
$238K 13,208 +2,660 +25%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$198K 11,002 +195 +2%
IAIM
23
International Assets Investment Management
Florida
$53.3K 2,960 +2,960 New
Bank of America
24
Bank of America
North Carolina
$36.2K 2,009 – –
CPA
25
Clear Point Advisors
New York
$35.8K 1,984 +39 +2%
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