Purchases and Sales Made in Q3 2025 in Nuveen Mortgage & Income Fund (JLS)
This table provides information about the institutional ownership of Nuveen Mortgage & Income Fund (JLS) during Q3 2025. The information is specifically focused on institutions that hold shares of Nuveen Mortgage & Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
18.4KNew |
$342K - $350K
|
18.4K
$344K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.3KNew |
$341K - $348K
|
18.3K
$343K
|
|
|
Nov 14, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
13.1KNew |
$244K - $249K
|
13.1K
$245K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.2KNew |
$190K - $194K
|
10.2K
$191K
|
|
|
Nov 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
7.8K+ 30.98% |
$145K - $149K
|
33K
$618K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.49K+ 2.78% |
$102K - $105K
|
203K
$3.81M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.46K+ 5.2% |
$102K - $104K
|
110K
$2.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.93K+ 7.2% |
$91.8K - $93.8K
|
73.3K
$1.37M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.34K+ 12.49% |
$62.2K - $63.6K
|
30.1K
$564K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.73K+ 20.41% |
$50.8K - $51.9K
|
16.1K
$301K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
469+ 1.09% |
$8.74K - $8.93K
|
43.6K
$818K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
290+ 2.31% |
$5.4K - $5.52K
|
12.8K
$241K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
223New |
$4.15K - $4.25K
|
223
$4.18K
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
66+ 0.36% |
$1.23K - $1.26K
|
18.5K
$347K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
23+ 0.06% |
$428 - $438
|
41.7K
$782K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-18- 0.14% |
$335 - $343
|
12.9K
$243K
|
|
|
Nov 12, 2025
Q3 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-32- 0.03% |
$596 - $609
|
97.4K
$1.82M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-878- 0.56% |
$16.4K - $16.7K
|
156K
$2.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.14K- 18.42% |
$39.8K - $40.7K
|
9.47K
$177K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.29K- 3.04% |
$61.3K - $62.7K
|
105K
$1.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.63K- 7.95% |
$86.3K - $88.2K
|
53.6K
$1.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-17.2K- 43.12% |
$321K - $328K
|
22.7K
$425K
|
|
|
Nov 13, 2025
Q3 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-133K- 9.76% |
$2.47M - $2.53M
|
1.23M
$23M
|
|