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Nuveen Mortgage and Income Fund (JLS) Institutional Ownership

$18.66 -0.16 (-0.82%)
Closing price 03:58 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%
5/16/2025 Advisors Asset Management Inc.157,416$2.96M0.1%+0.5%0.000%
5/14/2025 Thomas J. Herzfeld Advisors Inc.92,014$1.73M0.6%+5.4%0.000%
5/13/2025 Sit Investment Associates Inc.1,416,022$26.58M0.6%-8.6%0.000%
5/6/2025 Choreo LLC21,234$401K0.0%+5.5%0.000%
5/5/2025 IFP Advisors Inc34,957$656K0.0%+9.6%0.000%
4/29/2025 Envestnet Asset Management Inc.96,950$1.82M0.0%+9.6%0.000%
4/8/2025 Private Client Services LLC134,205$2.52M1.2%-1.9%0.000%
2/17/2025 Ameriprise Financial Inc.94,135$1.69M0.0%+115.3%0.000%
2/13/2025 Raymond James Financial Inc.43,022$774K0.0%N/A0.000%
2/13/2025 Sit Investment Associates Inc.1,549,364$27.89M0.6%-1.7%0.000%
2/13/2025 Wells Fargo & Company MN62,472$1.13M0.0%+49.7%0.000%
2/12/2025 Thomas J. Herzfeld Advisors Inc.87,331$1.57M0.5%+8.0%0.000%
2/10/2025 Advisors Asset Management Inc.156,564$2.82M0.1%+52.5%0.000%
2/7/2025 Independent Advisor Alliance13,885$250K0.0%N/A0.000%
2/6/2025 Raymond James Financial Inc.43,022$774K0.0%N/A0.000%
2/4/2025 IFP Advisors Inc31,898$574K0.0%+4.4%0.000%
1/27/2025 Choreo LLC20,129$363K0.0%+29.5%0.000%
1/17/2025 Melfa Wealth Management Inc.18,360$330K0.2%+15.8%0.000%
1/8/2025 Private Client Services LLC136,872$2.46M1.3%+1.9%0.000%
11/15/2024 Kovitz Investment Group Partners LLC62,757$1.13M0.0%N/A0.000%
11/8/2024 Advisors Asset Management Inc.102,635$1.89M0.0%+202.7%0.000%
11/5/2024 Nations Financial Group Inc. IA ADV53,178$980K0.1%+45.5%0.000%
11/1/2024 Fiera Capital Corp27,448$506K0.0%N/A0.000%
10/22/2024 International Assets Investment Management LLC54,553$1.01M0.0%+1,743.0%0.000%
10/19/2024 Allspring Global Investments Holdings LLC74,908$1.38M0.0%-50.8%0.000%
10/8/2024 Atomi Financial Group Inc.10,389$191K0.0%N/A0.000%
10/3/2024 Private Client Services LLC134,308$2.48M1.3%+39.2%0.000%
7/30/2024 International Assets Investment Management LLC2,960$53K0.0%N/A0.000%
7/29/2024 Nations Financial Group Inc. IA ADV36,542$658K0.1%+2.8%0.000%
7/29/2024 Private Client Services LLC96,487$1.74M1.1%N/A0.000%
5/17/2024 Clear Point Advisors Inc.1,945$35K0.0%N/A0.000%
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5/2/2024 Choreo LLC14,589$259K0.0%N/A0.000%
4/23/2024 Nations Financial Group Inc. IA ADV35,542$631K0.1%+3.4%0.000%
2/13/2024 1607 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%
1/25/2024 International Assets Investment Management LLC53,341$900K0.0%+1,588.0%0.000%
1/24/2024 Sowell Financial Services LLC15,107$255K0.0%-18.3%0.000%
1/24/2024 International Assets Investment Management LLC53,341$900K0.0%+1,588.0%0.000%
1/22/2024 Melfa 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%
11/14/2023 Thomas J. Herzfeld Advisors Inc.190,719$3.03M1.2%+10.6%0.000%
11/8/2023 Sowell Financial Services LLC18,481$296K0.0%-8.1%0.000%
10/12/2023 IFP Advisors Inc23,277$370K0.0%+26.8%0.000%
10/11/2023 Ignite Planners LLC11,219$179K0.1%N/A0.000%
10/4/2023 International Assets Investment Management LLC3,160$50K0.0%N/A0.000%
8/16/2023 Thomas J. Herzfeld Advisors Inc.172,382$2.78M1.1%+3.1%0.000%
8/10/2023 Sit Investment Associates Inc.1,509,452$24.33M0.6%+0.3%0.000%
8/7/2023 Tortoise Investment Management LLC28,096$453K0.1%+3.5%0.000%
8/4/2023 Envestnet Asset Management Inc.83,401$1.34M0.0%+24.6%0.000%
8/4/2023 IFP 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%
5/8/2023 Pekin Hardy Strauss Inc.26,329$420K0.1%+33.8%0.000%
4/18/2023 IFP 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%
4/13/2023 Allspring Global Investments Holdings LLC152,310$2.43M0.0%+21.0%0.000%
2/13/2023 Pekin Hardy Strauss Inc.19,678$318K0.0%-6.9%0.000%
2/10/2023 Sit 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%
2/8/2023 Fiera Capital Corp32,397$524K0.0%+5.7%0.000%
2/8/2023 Thrivent Financial for Lutherans13,744$223K0.0%-12.9%0.000%
2/7/2023 Nations Financial Group Inc. IA ADV26,492$429K0.0%N/A0.000%
2/7/2023 Envestnet Asset Management Inc.82,431$1.33M0.0%+163.4%0.000%
2/3/2023 Tortoise Investment Management LLC27,231$441K0.1%+57.2%0.000%
1/23/2023 Allspring Global Investments Holdings LLC125,891$2.04M0.0%+21.1%0.000%
11/15/2022 Logan Stone Capital LLC40,083$645K0.4%+9.9%0.000%
11/15/2022 Family Management Corp13,744$221K0.1%-78.0%0.000%
11/14/2022 Almitas Capital LLC52,929$852K0.6%+15,794.6%0.000%
11/14/2022 Thomas J. Herzfeld Advisors Inc.125,468$2.02M0.9%+7.0%0.000%
11/10/2022 Hilton 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%
11/8/2022 Matisse Capital84,000$1.35M1.7%+36.3%0.000%
11/8/2022 IFP Advisors Inc10,048$236K0.0%+251,100.0%0.000%
11/4/2022 Tortoise Investment Management LLC17,321$279K0.1%+9.5%0.000%
11/4/2022Foresight Wealth Management LLC11,258$181K0.0%+6.9%0.000%
10/26/2022 Allspring Global Investments Holdings LLC103,948$1.67M0.0%+31.5%0.000%
8/11/2022 Sit Investment Associates Inc.1,522,546$25.15M0.8%+0.8%0.000%
8/10/2022 Fiera Capital Corp30,725$507K0.0%+24.3%0.000%
8/10/2022 Thomas J. Herzfeld Advisors Inc.117,260$1.94M0.8%+2.8%0.000%
8/8/2022 Baird Financial Group Inc.29,134$481K0.0%+24.2%0.000%
8/5/2022 Pekin Hardy Strauss Inc.17,430$288K0.0%-23.1%0.000%
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The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvidia at $1.10 reveals AI’s Next Magnificent Seven… including one stock he says could become America’s next trillion-dollar giant.tc pixel

See his full breakdown of the seven stocks to own now
8/3/2022 Envestnet Asset Management Inc.28,852$476K0.0%-4.7%0.000%
8/3/2022 Tortoise Investment Management LLC15,821$261K0.1%+187.7%0.000%
7/29/2022 Patriot 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%
7/28/2022 Matisse Capital61,645$1.02M1.0%N/A0.000%
7/28/2022 Whittier Trust Co. of Nevada Inc.4,149$68K0.0%N/A0.000%
7/28/2022 Whittier Trust Co.41,200$680K0.0%N/A0.000%
7/25/2022 Allspring Global Investments Holdings LLC79,037$1.31M0.0%+24.1%0.000%
7/13/2022 Private Advisor Group LLC10,448$173K0.0%-14.3%0.000%
5/17/2022 1607 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 8/21/2025 by MarketBeat.com Staff
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