Free Trial
→ Before you buy SpaceX shares, consider this alternative approach (From Weiss Ratings) (Ad)tc pixel Free JLS Stock Alerts

Nuveen Mortgage and Income Fund (JLS) Institutional Ownership

$18.15 +0.04 (+0.22%)
Closing price 05/29/2026 03:58 PM Eastern
Extended Trading
$18.08 -0.07 (-0.41%)
As of 05/29/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Nuveen Mortgage and Income Fund (NYSE:JLS)

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$4.66M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$6.25M
Get JLS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Nuveen Mortgage and Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

JLS Institutional Buying and Selling by Quarter

Nuveen Mortgage and Income Fund Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/13/2026Concorde 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%
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%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
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%
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%
$30 stock to buy before Starlink goes public (WATCH NOW!) (Ad)

A little-known stock pick with money-doubling potential over the next year is revealed for free in the first three minutes of a new video. This company is a critical piece of Elon Musk's fast-growing Starlink technology. It could climb 100 percent or more over the next year as Elon brings Starlink public in what may be the biggest IPO in history. No credit card is required to get the ticker.tc pixel

Watch the free video to get the ticker today.
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%
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%


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: Private Client Services LLC ($136.87K), 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), and International Assets Investment Management LLC ($57.51K).

Institutional investors have bought a total of 254,075 shares in the last 24 months. This purchase volume represents approximately $4.66M 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), IFP Advisors Inc ($21.70K), Thomas J. Herzfeld Advisors Inc. ($16.64K), Choreo LLC ($10.46K), Raymond James Financial Inc. ($7.46K), Nations Financial Group Inc. IA ADV ($4.75K), and Wells Fargo & Company MN ($3.53K).

Institutional investors have sold a total of 342,373 shares in the last 24 months. This volume of shares sold represents approximately $6.25M in transactions.


Related Companies

This page (NYSE:JLS) was last updated on 5/31/2026 by MarketBeat.com Staff.
From Our Partners
The 1934 playbook
In 1934, a legal government maneuver transferred billions in wealth overnight. Most Americans never saw it com...
American Alternative | Sponsoredtc pixel
$30 stock to buy before Starlink goes public (WATCH NOW!)
In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...
Paradigm Press | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
SpaceX just filed. The clock is ticking.
Reuters reports Elon Musk filed secretly. Barron's says it's being finalized behind closed doors. CNBC just re...
The Oxford Club | Sponsoredtc pixel
Read now. Do not delete. You’ve been warned.
Three Nobel Prize Winners expose this once-in-a-generation wealth shift: “Don’t Say I Didn’t Warn You” P...
Porter & Company | Sponsoredtc pixel
SpaceX will mint billionaires. You won't be one of them.
By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billio...
Behind the Markets | Sponsoredtc pixel