Nuveen Mortgage & IncomeJLS
13F holders, Q4 2024 (December 31)29holders −4
3new positions
7sold out
$18.00avg. 13F price*
At the end of Q4 2024, 29 institutions reported holding Nuveen Mortgage & Income (JLS) in their 13F filings, down 4 from Q3 2024. 3 opened new positions and 7 sold out. The largest holders were Sit Investment Associates Inc. ($27.9M), Advisors Asset Management, Inc. ($2.8M) and Private Client Services, LLC ($2.5M).
- Company
- Nuveen Mortgage & Income
- CUSIP
- 670735109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $281K |
| Exits | 7 | $3.9M |
All 13F filers, Q3 2024 → Q4 2024: 178,673 shares bought and 241,255 shares sold, net −62,582 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| Sit Investment Associates Inc. | 0.63% | Reduce -1.8% | 1,549,364 | $27.9M |
| Advisors Asset Management, Inc. | 0.05% | Add +52.5% | 156,564 | $2.8M |
| Private Client Services, LLC | 1.32% | Add +1.9% | 136,872 | $2.5M |
| Morgan Stanley | 0.00% | Add +12.4% | 113,884 | $2.0M |
| Ameriprise Financial Inc. | 0.00% | Add +115.3% | 94,135 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.4% | 88,478 | $1.6M |
| Thomas J. Herzfeld Advisors, Inc. | 0.50% | Add +8.0% | 87,331 | $1.6M |
| Wells Fargo & Company | 0.00% | Add +49.7% | 62,472 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.07% | No change | 53,178 | $957K |
| Raymond James Financial Inc. | 0.00% | — | 43,022 | $774K |
| Venture Visionary Partners LLC | 0.03% | No change | 41,657 | $750K |
| Baird Financial Group, Inc. | 0.00% | Add +0.7% | 39,661 | $714K |
| IFP Advisors, Inc | 0.02% | Add +4.4% | 31,898 | $574K |
| First Trust Advisors LP | 0.00% | Reduce -0.1% | 26,502 | $477K |
| Robinson Capital Management, LLC | 0.18% | No change | 25,354 | $456K |
| Fiera Capital Corp | 0.00% | Reduce -8.3% | 25,177 | $453K |
| Choreo, LLC | 0.01% | Add +29.6% | 20,129 | $363K |
| UBS Group AG | 0.00% | Add +2.5% | 18,669 | $336K |
| Sowell Financial Services LLC | 0.02% | Add +27.1% | 18,576 | $334K |
| Melfa Wealth Management, Inc. | 0.22% | Add +15.8% | 18,360 | $330K |
| Osaic Holdings, Inc. | 0.00% | Add +18.9% | 17,368 | $313K |
| Independent Advisor Alliance | 0.00% | New | 13,885 | $250K |
| Cetera Investment Advisers | 0.00% | Add +3.4% | 12,573 | $226K |
| Compound Planning, Inc. | 0.01% | Reduce -1.9% | 10,187 | $183K |
| Eagle Bay Advisors LLC | 0.02% | Add +6.2% | 1,385 | $25K |
| Royal Bank of Canada | 0.00% | New | 1,017 | $18K |
| Creative Planning | 0.00% | New | 700 | $13K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 500 | $9K |
| Comerica Bank | 0.00% | No change | 7 | $128 |
"% of holder's portfolio" is JLS's weight in each manager's 13F, not the share of Nuveen Mortgage & Income the manager owns.