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Nuveen Mortgage and Income Fund (JLS) Institutional Ownership

Nuveen Mortgage and Income Fund logo
$16.43 +0.03 (+0.18%)
Closing price 03:59 PM Eastern
Extended Trading
$16.43 0.00 (0.00%)
As of 07:30 PM Eastern
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Institutional Ownership Changes (13F Filings) for Nuveen Mortgage and Income Fund (NYSE:JLS)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$3.84M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$5.54M
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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
7/9/2026 Hennion & Walsh Asset Management Inc.33,944$593K0.0%+14.7%0.000%
6/1/2026 Concorde Asset Management LLC27,080$495K0.2%+18.5%0.000%
5/13/2026 Cetera Investment Advisers40,038$726K0.0%+128.6%0.000%
5/13/2026 First Trust Advisors LP35,876$650K0.0%+12.7%0.000%
2/25/2026 Sit Investment Associates Inc.1,090,797$19.84M0.4%-11.2%0.000%
2/19/2026 Compound Planning Inc.41,705$759K0.0%+224.8%0.000%
2/19/2026 Invesco Ltd.38,179$694K0.0%+107.9%0.000%
2/17/2026 Cetera Investment Advisers17,511$319K0.0%+8.9%0.000%
2/17/2026 Osaic Holdings Inc.78,419$1.43M0.0%+6.9%0.000%
2/13/2026 Thomas J. Herzfeld Advisors Inc.80,720$1.47M0.5%-17.1%0.000%
2/13/2026 Stifel Financial Corp11,970$218K0.0%N/A0.000%
2/13/2026 First Trust Advisors LP31,841$579K0.0%+5.9%0.000%
2/13/2026 Wells Fargo & Company MN50,102$911K0.0%-6.6%0.000%
2/13/2026 Concorde Asset Management LLC22,850$416K0.2%+74.4%0.000%
2/12/2026 Advisors Asset Management Inc.155,352$2.83M0.0%-0.4%0.000%
2/12/2026 Sit Investment Associates Inc.1,090,797$19.84M0.4%-11.2%0.000%
2/11/2026 LPL Financial LLC11,564$210K0.0%+13.4%0.000%
2/11/2026 Fiera Capital Corp67,693$1.23M0.0%+105.3%0.000%
2/11/2026 Closed End Fund Advisors Inc.20,810$379K0.2%N/A0.000%
2/3/2026 International Assets Investment Management LLC2,960$54K0.0%N/A0.000%
1/26/2026 Nations Financial Group Inc. IA ADV48,428$881K0.0%-8.9%0.000%
1/23/2026 Eagle Bay Advisors LLC1,384$25K0.0%N/A0.000%
1/23/2026 Choreo LLC10,758$195K0.0%-16.9%0.000%
1/14/2026 Hennion & Walsh Asset Management Inc.13,578$247K0.0%N/A0.000%
11/17/2025 Ameriprise Financial Inc.203,429$3.80M0.0%+2.8%0.000%
11/13/2025 First Trust Advisors LP30,081$563K0.0%+12.5%0.000%
11/7/2025 Fiera Capital Corp32,977$617K0.0%+31.0%0.000%
11/6/2025 Advisors Asset Management Inc.155,953$2.92M0.0%-0.6%0.000%
11/5/2025 Envestnet Asset Management Inc.110,393$2.07M0.0%+5.2%0.000%
8/15/2025 Ameriprise Financial Inc.197,936$3.71M0.0%+22.8%0.000%
8/14/2025 Raymond James Financial Inc.43,161$809K0.0%-14.7%0.000%
8/13/2025 Thomas J. Herzfeld Advisors Inc.97,391$1.83M0.7%+5.8%0.000%
8/13/2025 First Trust Advisors LP26,741$501K0.0%+5.3%0.000%
8/13/2025 Choreo LLC12,962$243K0.0%-39.0%0.000%
8/12/2025 Advisors Asset Management Inc.156,831$2.94M0.1%-0.4%0.000%
8/8/2025 Cetera Investment Advisers13,349$250K0.0%+4.3%0.000%
8/1/2025 Envestnet Asset Management Inc.104,937$1.97M0.0%+8.2%0.000%
7/24/2025 IFP Advisors Inc13,259$248K0.0%-62.1%0.000%
5/16/2025Advisors Asset Management Inc.157,416$2.96M0.1%+0.5%0.000%
5/14/2025Thomas J. Herzfeld Advisors Inc.92,014$1.73M0.6%+5.4%0.000%
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5/13/2025Sit Investment Associates Inc.1,416,022$26.58M0.6%-8.6%0.000%
5/6/2025Choreo LLC21,234$401K0.0%+5.5%0.000%
5/5/2025IFP Advisors Inc34,957$656K0.0%+9.6%0.000%
4/29/2025Envestnet Asset Management Inc.96,950$1.82M0.0%+9.6%0.000%
4/8/2025Private Client Services LLC134,205$2.52M1.2%-1.9%0.000%
2/17/2025Ameriprise Financial Inc.94,135$1.69M0.0%+115.3%0.000%
2/13/2025Raymond James Financial Inc.43,022$774K0.0%N/A0.000%
2/13/2025Sit Investment Associates Inc.1,549,364$27.89M0.6%-1.7%0.000%
2/13/2025Wells Fargo & Company MN62,472$1.13M0.0%+49.7%0.000%
2/12/2025Thomas J. Herzfeld Advisors Inc.87,331$1.57M0.5%+8.0%0.000%
2/10/2025Advisors Asset Management Inc.156,564$2.82M0.1%+52.5%0.000%
2/7/2025Independent Advisor Alliance13,885$250K0.0%N/A0.000%
2/6/2025Raymond James Financial Inc.43,022$774K0.0%N/A0.000%
2/4/2025IFP Advisors Inc31,898$574K0.0%+4.4%0.000%
1/27/2025Choreo LLC20,129$363K0.0%+29.5%0.000%
1/17/2025Melfa Wealth Management Inc.18,360$330K0.2%+15.8%0.000%
1/8/2025Private Client Services LLC136,872$2.46M1.3%+1.9%0.000%
11/15/2024Kovitz Investment Group Partners LLC62,757$1.13M0.0%N/A0.000%
11/8/2024Advisors Asset Management Inc.102,635$1.89M0.0%+202.7%0.000%
11/5/2024Nations Financial Group Inc. IA ADV53,178$980K0.1%+45.5%0.000%
11/1/2024Fiera Capital Corp27,448$506K0.0%N/A0.000%
10/22/2024International Assets Investment Management LLC54,553$1.01M0.0%+1,743.0%0.000%
10/19/2024Allspring Global Investments Holdings LLC74,908$1.38M0.0%-50.8%0.000%
10/8/2024Atomi Financial Group Inc.10,389$191K0.0%N/A0.000%
10/3/2024Private Client Services LLC134,308$2.48M1.3%+39.2%0.000%
7/30/2024International Assets Investment Management LLC2,960$53K0.0%N/A0.000%
7/29/2024Nations Financial Group Inc. IA ADV36,542$658K0.1%+2.8%0.000%
7/29/2024Private Client Services LLC96,487$1.74M1.1%N/A0.000%
5/17/2024Clear Point Advisors Inc.1,945$35K0.0%N/A0.000%
5/2/2024Choreo LLC14,589$259K0.0%N/A0.000%
4/23/2024Nations 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%
1/25/2024International 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%
1/24/2024International Assets Investment Management LLC53,341$900K0.0%+1,588.0%0.000%
1/22/2024Melfa Wealth Management LLC10,743$181K0.2%N/A0.000%
1/16/2024Raymond 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%
10/11/2023Ignite Planners LLC11,219$179K0.1%N/A0.000%
10/4/2023International 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%
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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%
4/14/2023Raymond James Financial Services Advisors Inc.25,930$414K0.0%+5.2%0.000%
4/13/2023Allspring 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%
2/8/2023Raymond 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%
2/7/2023Nations Financial Group Inc. IA ADV26,492$429K0.0%N/A0.000%


JLS Institutional Ownership - Frequently Asked Questions

During the previous two years, 29 institutional investors and hedge funds held shares of Nuveen Mortgage and Income Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($19.84M), Ameriprise Financial Inc. ($3.80M), Advisors Asset Management Inc. ($2.83M), Private Client Services LLC ($2.52M), Envestnet Asset Management Inc. ($2.07M), Thomas J. Herzfeld Advisors Inc. ($1.47M), and Osaic Holdings Inc. ($1.43M).Learn more on Nuveen Mortgage and Income Fund's institutional investors.

Of the 27 institutional investors that purchased Nuveen Mortgage and Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Advisors Asset Management Inc. ($123.51K), Ameriprise Financial Inc. ($92.59K), Raymond James Financial Inc. ($86.04K), Fiera Capital Corp ($69.96K), Kovitz Investment Group Partners LLC ($62.76K), International Assets Investment Management LLC ($54.55K), and Private Client Services LLC ($40.39K).

Institutional investors have bought a total of 210,726 shares in the last 24 months. This purchase volume represents approximately $3.84M in transactions.

The following institutional investors have sold Nuveen Mortgage and Income Fund stock in the last 24 months: Sit Investment Associates Inc. ($275.78K), Thomas J. Herzfeld Advisors Inc. ($16.64K), Nations Financial Group Inc. IA ADV ($4.75K), Wells Fargo & Company MN ($3.53K), Choreo LLC ($2.19K), and Advisors Asset Management Inc. ($1.48K).

Institutional investors have sold a total of 304,357 shares in the last 24 months. This volume of shares sold represents approximately $5.54M in transactions.


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Institutional ownership data for NYSE:JLS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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