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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

25 hedge funds and large institutions have $46.2M invested in Nuveen Mortgage and Income Fund in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
13
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$3.71M
2
RCM
Robinson Capital Management
Michigan
$586K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.97M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
$1.83M
5
Morgan Stanley
Morgan Stanley
New York
$2.03M

Top Sellers

1
PCS
Private Client Services
Kentucky
$0
2
SIA
Sit Investment Associates
Minnesota
$25.5M
3
Osaic Holdings
Osaic Holdings
Arizona
$313K
4
IA
IFP Advisors
Florida
$248K
5
CL
Choreo LLC
Illinois
$243K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$25.5M -$1.02M -54,522 -4%
Ameriprise
2
Ameriprise
Minnesota
$3.71M +$688K +36,688 +23%
AAM
3
Advisors Asset Management
Colorado
$2.94M -$11K -585 -0.4%
Morgan Stanley
4
Morgan Stanley
New York
$2.03M +$66.1K +3,528 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.97M +$150K +7,987 +8%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$1.83M +$101K +5,377 +6%
Wells Fargo
7
Wells Fargo
California
$1.09M -$48.2K -2,573 -4%
NFG
8
Nations Financial Group
Iowa
$997K -$5.62K -300 -0.6%
Raymond James Financial
9
Raymond James Financial
Florida
$809K -$140K -7,461 -15%
VVP
10
Venture Visionary Partners
Ohio
$781K +$412 +22 +0.1%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$748K +$8.3K +443 +1%
RCM
12
Robinson Capital Management
Michigan
$586K +$266K +14,200 +83%
First Trust Advisors
13
First Trust Advisors
Illinois
$501K +$25.1K +1,339 +5%
Fiera Capital (Canada)
14
Fiera Capital (Canada)
Quebec, Canada
$472K – – –
SFS
15
Sowell Financial Services
Arkansas
$348K – – –
MWM
16
Melfa Wealth Management
Massachusetts
$346K +$1.22K +65 +0.4%
Osaic Holdings
17
Osaic Holdings
Arizona
$313K -$921K -51,178 -75%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$250K +$10.3K +549 +4%
IA
19
IFP Advisors
Florida
$248K -$407K -21,698 -62%
CL
20
Choreo LLC
Illinois
$243K -$155K -8,272 -39%
AFG
21
Atomi Financial Group
New York
$235K +$34.5K +1,841 +17%
UBS Group
22
UBS Group
Switzerland
$217K +$2.29K +122 +1%
EWA
23
EverSource Wealth Advisors
Alabama
$9.37K – – –
Comerica Bank
24
Comerica Bank
Texas
$227 +$95 +5 +71%
PCS
25
Private Client Services
Kentucky
– -$2.52M -134,205 Closed
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