Nuveen Mortgage & IncomeJLS
13F holders, Q1 2024 (March 31)29holders
$17.67avg. 13F price*
At the end of Q1 2024, 29 institutions reported holding Nuveen Mortgage & Income (JLS) in their 13F filings. The largest holders were Sit Investment Associates Inc. ($29.2M), Relative Value Partners Group, LLC ($7.4M) and Allspring Global Investments Holdings, LLC ($2.7M).
- Company
- Nuveen Mortgage & Income
- CUSIP
- 670735109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.3M |
| Exits | 5 | $4.6M |
Ownership 29 holders
| Sit Investment Associates Inc. | 0.67% | Add +6.3% | 1,642,107 | $29.2M |
| Relative Value Partners Group, LLC | 0.47% | Reduce -0.0% | 433,988 | $7.4M |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 152,310 | $2.7M |
| 1607 Capital Partners, LLC | 0.19% | Reduce -44.6% | 130,042 | $2.3M |
| Thomas J. Herzfeld Advisors, Inc. | 0.59% | Reduce -13.9% | 94,005 | $1.7M |
| Morgan Stanley | 0.00% | Add +24.1% | 87,210 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -22.9% | 66,117 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | New | 45,509 | $808K |
| Venture Visionary Partners LLC | 0.04% | New | 41,657 | $740K |
| Baird Financial Group, Inc. | 0.00% | Add +6.3% | 38,089 | $676K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +3.4% | 35,542 | $631K |
| First Trust Advisors LP | 0.00% | Add +5.6% | 26,546 | $471K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +1.3% | 25,248 | $448K |
| Wells Fargo & Company | 0.00% | Add +9.6% | 22,980 | $408K |
| IFP Advisors, Inc | 0.02% | Reduce -3.8% | 22,090 | $392K |
| Moors & Cabot, Inc. | 0.02% | Add +100.0% | 20,000 | $355K |
| UBS Group AG | 0.00% | Reduce -6.5% | 17,628 | $313K |
| Melfa Wealth Management, Inc. | 0.20% | Add +47.4% | 15,835 | $281K |
| Sowell Financial Services LLC | 0.01% | Reduce -3.3% | 14,609 | $262K |
| Choreo, LLC | 0.01% | New | 14,589 | $259K |
| Landscape Capital Management, L.L.C. | 0.02% | New | 12,256 | $218K |
| Cetera Investment Advisers | 0.00% | New | 10,807 | $192K |
| Osaic Holdings, Inc. | 0.00% | Add +35.4% | 10,548 | $187K |
| Bank of America Corp. | 0.00% | Add +8.6% | 2,009 | $36K |
| Clear Point Advisors Inc. | 0.03% | New | 1,945 | $35K |
| JPMorgan Chase & Co. | 0.00% | New | 844 | $15K |
| Eagle Bay Advisors LLC | 0.01% | Add +2677.8% | 500 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 500 | $9K |
| Whittier Trust Co. | 0.00% | No change | 240 | $4K |
"% of holder's portfolio" is JLS's weight in each manager's 13F, not the share of Nuveen Mortgage & Income the manager owns.