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Nuveen Mortgage and Income Fund (JLS) Institutional Ownership

$19.03 +0.26 (+1.39%)
As of 02:37 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)
18
Total
Institutional Inflows
(last 12 months)
$10.75M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$5.19M
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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
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%
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%
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%
1/23/2023Allspring Global Investments Holdings LLC125,891$2.04M0.0%+21.1%0.000%
11/15/2022Logan Stone Capital LLC40,083$645K0.4%+9.9%0.000%
11/15/2022Family Management Corp13,744$221K0.1%-78.0%0.000%
11/14/2022Almitas Capital LLC52,929$852K0.6%+15,794.6%0.000%
11/14/2022Thomas J. Herzfeld Advisors Inc.125,468$2.02M0.9%+7.0%0.000%
11/10/2022Hilton Capital Management LLC12,328$198K0.0%-14.4%0.000%
11/10/2022Relative Value Partners Group LLC502,494$8.12M0.7%-1.7%0.000%
11/8/2022Matisse Capital84,000$1.35M1.7%+36.3%0.000%
11/8/2022IFP Advisors Inc10,048$236K0.0%+251,100.0%0.000%
11/4/2022Tortoise Investment Management LLC17,321$279K0.1%+9.5%0.000%
11/4/2022Foresight Wealth Management LLC11,258$181K0.0%+6.9%0.000%
10/26/2022Allspring Global Investments Holdings LLC103,948$1.67M0.0%+31.5%0.000%
8/11/2022Sit Investment Associates Inc.1,522,546$25.15M0.8%+0.8%0.000%
8/10/2022Fiera Capital Corp30,725$507K0.0%+24.3%0.000%
8/10/2022Thomas J. Herzfeld Advisors Inc.117,260$1.94M0.8%+2.8%0.000%
8/8/2022Baird Financial Group Inc.29,134$481K0.0%+24.2%0.000%
8/5/2022Pekin Hardy Strauss Inc.17,430$288K0.0%-23.1%0.000%
8/3/2022Envestnet Asset Management Inc.28,852$476K0.0%-4.7%0.000%
8/3/2022Tortoise Investment Management LLC15,821$261K0.1%+187.7%0.000%
7/29/2022Patriot Financial Group Insurance Agency LLC9,434$156K0.0%-6.6%0.000%
7/29/2022Foresight Wealth Management LLC10,529$174K0.0%-5.9%0.000%
7/28/2022Matisse Capital61,645$1.02M1.0%N/A0.000%
7/28/2022Whittier Trust Co. of Nevada Inc.4,149$68K0.0%N/A0.000%
7/28/2022Whittier Trust Co.41,200$680K0.0%N/A0.000%
7/25/2022Allspring Global Investments Holdings LLC79,037$1.31M0.0%+24.1%0.000%
7/13/2022Private Advisor Group LLC10,448$173K0.0%-14.3%0.000%
5/17/20221607 Capital Partners LLC31,181$569K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

JLS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JLS shares?

During the previous two years, 27 institutional investors and hedge funds held shares of Nuveen Mortgage and Income Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($26.58M), Relative Value Partners Group LLC ($7.33M), 1607 Capital Partners LLC ($3.96M), Ameriprise Financial Inc. ($3.71M), Advisors Asset Management Inc. ($2.94M), Private Client Services LLC ($2.52M), and Envestnet Asset Management Inc. ($1.97M).Learn more on Nuveen Mortgage and Income Fund's institutional investors.

Which institutional investors have been buying Nuveen Mortgage and Income Fund's stock?

Of the 21 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: International Assets Investment Management LLC ($158.08K), Private Client Services LLC ($136.87K), Advisors Asset Management Inc. ($123.51K), Ameriprise Financial Inc. ($87.09K), Raymond James Financial Inc. ($86.04K), Kovitz Investment Group Partners LLC ($62.76K), and Thomas J. Herzfeld Advisors Inc. ($34.87K).

How much institutional buying is happening at Nuveen Mortgage and Income Fund?

Institutional investors have bought a total of 587,961 shares in the last 24 months. This purchase volume represents approximately $10.75M in transactions.

Which of Nuveen Mortgage and Income Fund's major shareholders have been selling company stock?

The following institutional investors have sold Nuveen Mortgage and Income Fund stock in the last 24 months: Sit Investment Associates Inc. ($160.88K), Allspring Global Investments Holdings LLC ($77.40K), IFP Advisors Inc ($21.70K), Choreo LLC ($8.27K), Raymond James Financial Inc. ($7.46K), Private Client Services LLC ($2.67K), and Advisors Asset Management Inc. ($585.00).

How much institutional selling is happening at Nuveen Mortgage and Income Fund?

Institutional investors have sold a total of 278,968 shares in the last 24 months. This volume of shares sold represents approximately $5.19M in transactions.


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This page (NYSE:JLS) was last updated on 9/15/2025 by MarketBeat.com Staff
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