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Nuveen Mortgage and Income Fund (JLS) Institutional Ownership

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-0.06 (-0.34%)
(As of 04/24/2024 ET)
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Institutional Ownership Changes (13F Filings) for Nuveen Mortgage and Income Fund (NYSE:JLS)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$3.26M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.88M
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JLS Institutional Buying and Selling by Quarter

Nuveen Mortgage and Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024 Nations Financial Group Inc. IA ADV35,542$631K0.1%+3.4%0.000%
2/13/20241607 Capital Partners LLC234,824$3.96M0.3%-19.4%0.000%
2/12/2024Relative Value Partners Group LLC434,014$7.33M0.4%-6.2%0.000%
1/25/2024 International Assets Investment Management LLC53,341$900K0.0%+1,588.0%0.000%
1/24/2024Sowell Financial Services LLC15,107$255K0.0%-18.3%0.000%
1/24/2024 International Assets Investment Management LLC53,341$900K0.0%+1,588.0%0.000%
1/22/2024 Melfa Wealth Management LLC10,743$181K0.2%N/A0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.24,926$421K0.0%-5.2%0.000%
11/14/2023Thomas J. Herzfeld Advisors Inc.190,719$3.03M1.2%+10.6%0.000%
11/8/2023Sowell Financial Services LLC18,481$296K0.0%-8.1%0.000%
10/12/2023IFP Advisors Inc23,277$370K0.0%+26.8%0.000%
10/11/2023 Ignite Planners LLC11,219$179K0.1%N/A0.000%
10/4/2023 International Assets Investment Management LLC3,160$50K0.0%N/A0.000%
8/16/2023Thomas J. Herzfeld Advisors Inc.172,382$2.78M1.1%+3.1%0.000%
8/10/2023Sit Investment Associates Inc.1,509,452$24.33M0.6%+0.3%0.000%
8/7/2023Tortoise Investment Management LLC28,096$453K0.1%+3.5%0.000%
8/4/2023Envestnet Asset Management Inc.83,401$1.34M0.0%+24.6%0.000%
8/4/2023IFP Advisors Inc18,353$431K0.0%+256.2%0.000%
6/28/2023Relative Value Partners Group LLC493,380$7.87M0.5%-2.1%0.000%
5/15/2023Relative Value Partners Group LLC493,380$7.87M0.5%-2.1%0.000%
5/8/2023Pekin Hardy Strauss Inc.26,329$420K0.1%+33.8%0.000%
4/18/2023IFP Advisors Inc5,152$121K0.0%-47.2%0.000%
4/14/2023 Raymond James Financial Services Advisors Inc.25,930$414K0.0%+5.2%0.000%
4/13/2023 Allspring Global Investments Holdings LLC152,310$2.43M0.0%+21.0%0.000%
2/13/2023Pekin Hardy Strauss Inc.19,678$318K0.0%-6.9%0.000%
2/10/2023Sit Investment Associates Inc.1,500,440$24.28M0.7%-6.9%0.000%
2/8/2023 Raymond James Financial Services Advisors Inc.24,652$399K0.0%-5.1%0.000%
2/8/2023Fiera Capital Corp32,397$524K0.0%+5.7%0.000%
2/8/2023Thrivent Financial for Lutherans13,744$223K0.0%-12.9%0.000%
2/7/2023 Nations Financial Group Inc. IA ADV26,492$429K0.0%N/A0.000%
2/7/2023Envestnet Asset Management Inc.82,431$1.33M0.0%+163.4%0.000%
2/3/2023Tortoise Investment Management LLC27,231$441K0.1%+57.2%0.000%
1/23/2023 Allspring Global Investments Holdings LLC125,891$2.04M0.0%+21.1%0.000%
11/15/2022Logan Stone Capital LLC40,083$645K0.4%+9.9%0.000%
11/15/2022Family Management Corp13,744$221K0.1%-78.0%0.000%
11/14/2022Almitas Capital LLC52,929$852K0.6%+15,794.6%0.000%
11/14/2022Thomas J. Herzfeld Advisors Inc.125,468$2.02M0.9%+7.0%0.000%
11/10/2022Hilton Capital Management LLC12,328$198K0.0%-14.4%0.000%
11/10/2022Relative Value Partners Group LLC502,494$8.12M0.7%-1.7%0.000%
11/8/2022Matisse Capital84,000$1.35M1.7%+36.3%0.000%
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11/8/2022IFP Advisors Inc10,048$236K0.0%+251,100.0%0.000%
11/4/2022Tortoise Investment Management LLC17,321$279K0.1%+9.5%0.000%
11/4/2022Foresight Wealth Management LLC11,258$181K0.0%+6.9%0.000%
10/26/2022 Allspring Global Investments Holdings LLC103,948$1.67M0.0%+31.5%0.000%
8/11/2022Sit Investment Associates Inc.1,522,546$25.15M0.8%+0.8%0.000%
8/10/2022Fiera Capital Corp30,725$507K0.0%+24.3%0.000%
8/10/2022Thomas J. Herzfeld Advisors Inc.117,260$1.94M0.8%+2.8%0.000%
8/8/2022Baird Financial Group Inc.29,134$481K0.0%+24.2%0.000%
8/5/2022Pekin Hardy Strauss Inc.17,430$288K0.0%-23.1%0.000%
8/3/2022Envestnet Asset Management Inc.28,852$476K0.0%-4.7%0.000%
8/3/2022Tortoise Investment Management LLC15,821$261K0.1%+187.7%0.000%
7/29/2022Patriot Financial Group Insurance Agency LLC9,434$156K0.0%-6.6%0.000%
7/29/2022Foresight Wealth Management LLC10,529$174K0.0%-5.9%0.000%
7/28/2022Matisse Capital61,645$1.02M1.0%N/A0.000%
7/28/2022Whittier Trust Co. of Nevada Inc.4,149$68K0.0%N/A0.000%
7/28/2022Whittier Trust Co.41,200$680K0.0%N/A0.000%
7/25/2022 Allspring Global Investments Holdings LLC79,037$1.31M0.0%+24.1%0.000%
7/13/2022Private Advisor Group LLC10,448$173K0.0%-14.3%0.000%
5/17/20221607 Capital Partners LLC31,181$569K0.0%N/A0.000%
5/13/2022Pekin Hardy Strauss Inc.22,680$414K0.1%-9.6%0.000%
5/12/2022Sit Investment Associates Inc.1,511,200$27.60M0.7%+1.4%0.000%
5/11/2022Patriot Financial Group Insurance Agency LLC10,101$184K0.0%-12.8%0.000%
5/9/2022Fiera Capital Corp24,724$451K0.0%+32.7%0.000%
5/6/2022Tortoise Investment Management LLC5,500$100K0.0%N/A0.000%
5/4/2022Envestnet Asset Management Inc.30,280$553K0.0%+11.9%0.000%
5/4/2022Foresight Wealth Management LLC11,184$204K0.0%-63.4%0.000%
2/14/2022Rockefeller Capital Management L.P.1,631$34K0.0%-65.1%0.000%
2/8/2022Fiera Capital Corp18,629$390K0.0%+2.8%0.000%
2/8/2022Pekin Hardy Strauss Inc.25,080$526K0.1%+91.1%0.000%
2/4/2022Envestnet Asset Management Inc.27,070$567K0.0%+30.2%0.000%
2/4/2022Foresight Wealth Management LLC30,572$641K0.0%+19.2%0.000%
1/28/2022 Allspring Global Investments Holdings LLC25,762$539K0.0%N/A0.000%
11/24/2021Patriot Financial Group Insurance Agency LLC11,861$246K0.0%+5.0%0.000%
11/16/2021Thrivent Financial for Lutherans99,572$2.07M0.0%+88.0%0.000%
11/15/2021Rivernorth Capital Management LLC85,271$1.77M0.1%+97.8%0.000%
11/12/2021Sit Investment Associates Inc.1,268,404$26.32M0.7%+1.3%0.000%
11/12/2021Pekin Hardy Strauss Inc.13,125$272K0.0%N/A0.000%
11/2/2021Shaker Financial Services LLC12,024$249K0.1%-41.8%0.000%
10/21/2021Foresight Wealth Management LLC25,654$532K0.1%N/A0.000%
9/24/2021Thrivent Financial for Lutherans52,958$1.11M0.0%+3.8%0.000%
8/16/2021Rivernorth Capital Management LLC43,100$900K0.1%-42.3%0.000%
8/16/2021Royal Bank of Canada25,159$526K0.0%+12.4%0.000%
8/13/2021Sit Investment Associates Inc.1,251,808$26.15M0.6%+11.4%0.000%
8/12/2021Advisory Services Network LLC2,358$49K0.0%N/A0.000%
8/12/2021Relative Value Partners Group LLC488,060$10.24M0.8%-0.4%0.000%
8/11/2021Baird Financial Group Inc.18,921$395K0.0%+5.0%0.000%
8/11/2021Hilton Capital Management LLC14,399$301K0.0%-25.0%0.000%
8/11/2021Fiera Capital Corp18,114$354K0.0%+34.4%0.000%
8/4/2021Envestnet Asset Management Inc.18,437$385K0.0%+16.6%0.000%
8/4/2021Shaker Financial Services LLC20,650$431K0.2%N/A0.000%
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5/18/2021Rivernorth Capital Management LLC74,726$1.55M0.1%+61.4%0.000%
5/18/2021Morgan Stanley145,562$3.02M0.0%+51.6%0.000%
5/17/2021Royal Bank of Canada22,381$464K0.0%+2.6%0.000%
5/17/2021Thrivent Financial for Lutherans51,002$1.06M0.0%-21.0%0.000%
5/14/2021Thomas J. Herzfeld Advisors Inc.89,166$1.85M0.8%+15.2%0.000%
5/14/2021Family Management Corp61,506$1.28M0.4%+3.0%0.000%
5/13/2021Sit Investment Associates Inc.1,123,726$23.32M0.6%-2.5%0.000%
5/13/2021Mirae Asset Global Investments Co. Ltd.29,648$615K0.0%+11.0%0.000%
5/13/2021Baird Financial Group Inc.18,024$374K0.0%+4.4%0.000%
5/12/2021Relative Value Partners Group LLC490,040$10.20M0.9%+109.2%0.000%
(Data available from 1/1/2016 forward)

JLS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JLS shares?

During the previous two years, 28 institutional investors and hedge funds held shares of Nuveen Mortgage and Income Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($24.33M), Relative Value Partners Group LLC ($7.33M), 1607 Capital Partners LLC ($3.96M), Thomas J. Herzfeld Advisors Inc. ($3.03M), Allspring Global Investments Holdings LLC ($2.43M), Matisse Capital ($1.35M), and Envestnet Asset Management Inc. ($1.34M).Learn more on JLS's institutional investors.

Which institutional investors have been buying Nuveen Mortgage and Income Fund stock?

Of the 21 institutional investors that purchased Nuveen Mortgage and Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($103.52K), Allspring Global Investments Holdings LLC ($88.61K), Matisse Capital ($84K), Envestnet Asset Management Inc. ($70.84K), Almitas Capital LLC ($52.60K), Whittier Trust Co. ($41.20K), and Sit Investment Associates Inc. ($37.32K).

How much institutional buying is happening at Nuveen Mortgage and Income Fund?

Institutional investors have bought a total of 686,189 shares in the last 24 months. This purchase volume represents approximately $11.34M in transactions.

Which Nuveen Mortgage and Income Fund major shareholders have been selling company stock?

Of the 14 institutional investors that sold Nuveen Mortgage and Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sit Investment Associates Inc. ($111.58K), Relative Value Partners Group LLC ($58.63K), 1607 Capital Partners LLC ($56.40K), Family Management Corp ($48.74K), Foresight Wealth Management LLC ($20.04K), Pekin Hardy Strauss Inc. ($9.10K), and Sowell Financial Services LLC ($5.01K).

How much institutional selling is happening at Nuveen Mortgage and Income Fund?

Institutional investors have sold a total of 326,238 shares in the last 24 months. This volume of shares sold represents approximately $5.38M in transactions.


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This page (NYSE:JLS) was last updated on 4/25/2024 by MarketBeat.com Staff

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