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Nuveen Mortgage and Income Fund

33 hedge funds and large institutions have $50.7M invested in Nuveen Mortgage and Income Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
33
Holders Change
+3
Holders Change %
+10%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
17
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$29.1M 1,576,905
PCS
2
Private Client Services
Kentucky
$2.48M 134,308 +37,821 +39%
AAM
3
Advisors Asset Management
Colorado
$1.89M 102,635 +68,732 +203%
Morgan Stanley
4
Morgan Stanley
New York
$1.87M 101,330 +5,246 +5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.64M 88,857 +13,050 +17%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$1.49M 80,859 +1,485 +2%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$1.38M 74,908 -77,402 -51%
1CP
8
1607 Capital Partners
Virginia
$1.25M 67,895 -45,500 -40%
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$1.13M 62,757 +62,757 New
NFG
10
Nations Financial Group
Iowa
$980K 53,178 +16,636 +46%
Ameriprise
11
Ameriprise
Minnesota
$806K 43,729 -4,426 -9%
Wells Fargo
12
Wells Fargo
California
$769K 41,732 +17,420 +72%
VVP
13
Venture Visionary Partners
Ohio
$768K 41,657
Baird Financial Group
14
Baird Financial Group
Wisconsin
$726K 39,377 +1,389 +4%
IA
15
IFP Advisors
Florida
$563K 30,555 -514 -2%
Fiera Capital (Canada)
16
Fiera Capital (Canada)
Quebec, Canada
$506K 27,448 +27,448 New
First Trust Advisors
17
First Trust Advisors
Illinois
$489K 26,520 -516 -2%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$473K 25,650 +1,015 +4%
RCM
19
Robinson Capital Management
Michigan
$470K 25,354 +25,354 New
UBS Group
20
UBS Group
Switzerland
$336K 18,205 +258 +1%
MWM
21
Melfa Wealth Management
Massachusetts
$292K 15,860
CL
22
Choreo LLC
Illinois
$288K 15,538 +658 +4%
SFS
23
Sowell Financial Services
Arkansas
$271K 14,609
Osaic Holdings
24
Osaic Holdings
Arizona
$269K 14,609 +1,401 +11%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$224K 12,156 +1,154 +10%