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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

26 hedge funds and large institutions have $50.2M invested in Nuveen Mortgage and Income Fund in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
26
Holders Change
-3
Holders Change %
-10.34%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
13
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$2.98M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.29M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.82M
4
Raymond James Financial
4
Raymond James Financial
Florida
$950K
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$1.73M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$26.6M
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$1.97M
4
RCM
4
Robinson Capital Management
Michigan
$320K
5
UBS Group
5
UBS Group
Switzerland
$216K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$26.6M 1,416,022 -133,342 -9%
Ameriprise
2
Ameriprise
Minnesota
$2.98M 161,248 +67,113 +71%
AAM
3
Advisors Asset Management
Colorado
$2.95M 157,416 +852 +0.5%
PCS
4
Private Client Services
Kentucky
$2.52M 134,205 -2,667 -2%
Morgan Stanley
5
Morgan Stanley
New York
$1.97M 104,881 -9,003 -8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.82M 96,950 +8,472 +10%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$1.73M 92,014 +4,683 +5%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.29M 68,546 +51,178 +295%
Wells Fargo
9
Wells Fargo
California
$1.14M 60,833 -1,639 -3%
NFG
10
Nations Financial Group
Iowa
$1M 53,478 +300 +0.6%
Raymond James Financial
11
Raymond James Financial
Florida
$950K 50,622 +7,600 +18%
VVP
12
Venture Visionary Partners
Ohio
$782K 41,664 +7 +0%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$741K 39,458 -203 -0.5%
IA
14
IFP Advisors
Florida
$656K 34,957 +3,059 +10%
First Trust Advisors
15
First Trust Advisors
Illinois
$477K 25,402 -1,100 -4%
Fiera Capital (Canada)
16
Fiera Capital (Canada)
Quebec, Canada
$473K 25,177 – –
CL
17
Choreo LLC
Illinois
$401K 21,234 +1,105 +5%
SFS
18
Sowell Financial Services
Arkansas
$349K 18,576 – –
MWM
19
Melfa Wealth Management
Massachusetts
$345K 18,402 +42 +0.2%
RCM
20
Robinson Capital Management
Michigan
$320K 17,067 -8,287 -33%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$240K 12,800 +227 +2%
UBS Group
22
UBS Group
Switzerland
$216K 11,482 -7,187 -38%
AFG
23
Atomi Financial Group
New York
$201K 10,711 +524 +5%
EWA
24
EverSource Wealth Advisors
Alabama
$9.39K 500 – –
US Bancorp
25
US Bancorp
Minnesota
$7.85K 418 +418 New
1
2