News + Filings Key Docs Charts Ownership Insiders
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Nuveen Mortgage & Income Fund (JLS)
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Portfolio as of: |
Name | Shares | Change | Value | % Port | % OS | Hist | Date |
Relative Value Partners Group, LLC
| 484,637 | -8,743 | 7,812,355,000 | 0.50 | |
Hist
| 06/30/2023 |
1607 Capital Partners, LLC
| 291,224 | 0 | 4,694,531,000 | 0.34 | |
Hist
| 06/30/2023 |
Thomas J. Herzfeld Advisors, Inc.
| 172,382 | 5,222 | 2,778,798,000 | | |
Hist
| 06/30/2023 |
Allspring Global Investments Holdings, LLC
| 152,310 | 26,419 | 2,455,237,000 | 0.00 | |
Hist
| 06/30/2023 |
Matisse Capital
| 84,000 | 0 | 1,359,120,000 | | |
Hist
| 12/31/2022 |
ENVESTNET ASSET MANAGEMENT INC
| 83,401 | 16,487 | 1,344,419,000 | 0.00 | |
Hist
| 06/30/2023 |
MORGAN STANLEY
| 72,812 | -41,726 | 1,173,729,000 | 0.00 | |
Hist
| 06/30/2023 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
| 34,792 | 7,300 | 560,847,000 | 0.06 | |
Hist
| 06/30/2023 |
Baird Financial Group, Inc.
| 33,084 | 845 | 533,314,000 | 0.00 | |
Hist
| 06/30/2023 |
Tortoise Investment Management, LLC
| 28,096 | 950 | 452,908,000 | 0.07 | |
Hist
| 06/30/2023 |
FIRST TRUST ADVISORS LP
| 26,672 | 326 | 429,952,000 | 0.00 | |
Hist
| 06/30/2023 |
Raymond James Financial Services Advisors, Inc.
| 24,652 | -1,668 | 398,844,000 | 0.00 | |
Hist
| 12/31/2022 |
Logan Stone Capital, LLC
| 24,158 | -12,314 | 389,427,000 | 0.13 | |
Hist
| 06/30/2023 |
WELLS FARGO & COMPANY/MN
| 22,496 | -6,689 | 362,642,000 | 0.00 | |
Hist
| 06/30/2023 |
Sowell Financial Services LLC
| 20,120 | 0 | 327,000,000 | 0.02 | |
Hist
| 06/30/2023 |
UBS Group AG
| 15,565 | -372 | 250,908,000 | 0.00 | |
Hist
| 06/30/2023 |
ADVISOR GROUP HOLDINGS, INC.
| 9,448 | 5,060 | 152,301,000 | | |
Hist
| 06/30/2023 |
ROYAL BANK OF CANADA
| 5,451 | -19,634 | 88,000,000 | 0.00 | |
Hist
| 06/30/2023 |
American Portfolios Advisors
| 4,753 | 4,753 | 76,428,000 | 0.00 | |
Hist
| 09/30/2022 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
| 3,160 | 3,160 | 50,004,000 | 0.01 | |
Hist
| 09/30/2023 |
SIT INVESTMENT ASSOCIATES INC
| 1,509,452 | 5,124 | 24,332,000 | 0.64 | |
Hist
| 06/30/2023 |
Focused Wealth Management, Inc
| 557 | 13 | 8,977,000 | 0.00 | |
Hist
| 06/30/2023 |
EverSource Wealth Advisors, LLC
| 500 | 0 | 8,060,000 | 0.00 | |
Hist
| 06/30/2023 |
BANK OF AMERICA CORP /DE/
| 350 | 350 | 5,642,000 | 0.00 | |
Hist
| 06/30/2023 |
WHITTIER TRUST CO
| 240 | -40,960 | 3,883,000 | 0.00 | |
Hist
| 12/31/2022 |
JPMORGAN CHASE & CO
| 87 | -1,518 | 1,402,000 | 0.00 | |
Hist
| 06/30/2023 |
Hilton Capital Management, LLC
| 12,328 | 0 | 198,000 | 0.03 | |
Hist
| 12/31/2022 |
Foresight Wealth Management, LLC
| 11,258 | 729 | 181,000 | 0.04 | |
Hist
| 09/30/2022 |
AdvisorNet Financial, Inc
| 365 | 0 | 6,000 | 0.00 | |
Hist
| 09/30/2022 |
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