Institutional Ownership Nuveen Mortgage & Income Fund (JLS)

JLS Quotes by TradingView

This table provides information about the institutional ownership of Nuveen Mortgage & Income Fund (JLS). We have compiled data on the 29 institutions that hold shares in the stock, with a total of 2.56 Million shares, which have been reported (via 13F filing form) to have a value of $48.2 Million.

Holding Report Date shares Held Holding Value (Reported) Last Trade Trade History
Ever Source Wealth Advisors, LLC

Aug 13, 2025 Q2 2025
500
shares
$9,390 0.0% of portfolio
Q4 2022 New holding
Fny Investment Advisers, LLC

Jul 30, 2025 Q2 2025
50
shares
$939 0.0% of portfolio
Q2 2025 New holding
Comerica Bank

Aug 13, 2025 Q2 2025
12
shares
$225 0.0% of portfolio
Q2 2025 Added 71.43%
Concourse Financial Group Securities, Inc.

Birmingham, AL

 		Aug 12, 2025 Q2 2025
0
shares
$0 100.0% of portfolio
Q2 2025 New holding

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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