Institutional Ownership Nuveen Mortgage & Income Fund (JLS)
This table provides information about the institutional ownership of Nuveen Mortgage & Income Fund (JLS). We have compiled data on the 33 institutions that hold shares in the stock, with a total of 2.73 Million shares, which have been reported (via 13F filing form) to have a value of $51.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,753
shares
|
$89,689
0.0% of portfolio
|
Q2 2020
Reduced 7.75%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
1,385
shares
|
$26,134
0.02% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,017
shares
|
$19,190
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
700
shares
|
$13,209
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
500
shares
|
$9,435
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
7
shares
|
$132
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|