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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

29 hedge funds and large institutions have $48.8M invested in Nuveen Mortgage and Income Fund in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 7 closing their positions.

Holders
29
Holders Change
-4
Holders Change %
-12.12%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
15
Reduced
5
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$2.82M
2
Ameriprise
2
Ameriprise
Minnesota
$1.69M
3
Wells Fargo
3
Wells Fargo
California
$1.12M
4
IAA
4
Independent Advisor Alliance
North Carolina
$250K
5
Morgan Stanley
5
Morgan Stanley
New York
$2.05M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$0
2
1CP
2
1607 Capital Partners
Virginia
$0
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$0
4
SIA
4
Sit Investment Associates
Minnesota
$27.9M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$453K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$27.9M 1,549,364 -27,541 -2%
AAM
2
Advisors Asset Management
Colorado
$2.82M 156,564 +53,929 +53%
PCS
3
Private Client Services
Kentucky
$2.46M 136,872 +2,564 +2%
Morgan Stanley
4
Morgan Stanley
New York
$2.05M 113,884 +12,554 +12%
Ameriprise
5
Ameriprise
Minnesota
$1.69M 94,135 +50,406 +115%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.59M 88,478 -379 -0.4%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$1.57M 87,331 +6,472 +8%
Wells Fargo
8
Wells Fargo
California
$1.12M 62,472 +20,740 +50%
NFG
9
Nations Financial Group
Iowa
$957K 53,178 – –
Raymond James Financial
10
Raymond James Financial
Florida
$774K 43,022 +43,022 New
VVP
11
Venture Visionary Partners
Ohio
$750K 41,657 – –
Baird Financial Group
12
Baird Financial Group
Wisconsin
$714K 39,661 +284 +0.7%
IA
13
IFP Advisors
Florida
$574K 31,898 +1,343 +4%
First Trust Advisors
14
First Trust Advisors
Illinois
$477K 26,502 -18 -0.1%
RCM
15
Robinson Capital Management
Michigan
$456K 25,354 – –
Fiera Capital (Canada)
16
Fiera Capital (Canada)
Quebec, Canada
$453K 25,177 -2,271 -8%
CL
17
Choreo LLC
Illinois
$363K 20,129 +4,591 +30%
UBS Group
18
UBS Group
Switzerland
$336K 18,669 +464 +3%
SFS
19
Sowell Financial Services
Arkansas
$334K 18,576 +3,967 +27%
MWM
20
Melfa Wealth Management
Massachusetts
$330K 18,360 +2,500 +16%
Osaic Holdings
21
Osaic Holdings
Arizona
$313K 17,368 +2,759 +19%
IAA
22
Independent Advisor Alliance
North Carolina
$250K 13,885 +13,885 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$226K 12,573 +417 +3%
AFG
24
Atomi Financial Group
New York
$183K 10,187 -202 -2%
EBA
25
Eagle Bay Advisors
New York
$24.9K 1,385 +81 +6%
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