Nuveen Mortgage & IncomeJLS
13F holders, Q1 2025 (March 31)26holders −3
1new positions
5sold out
$18.76avg. 13F price*
At the end of Q1 2025, 26 institutions reported holding Nuveen Mortgage & Income (JLS) in their 13F filings, down 3 from Q4 2024. 1 opened new positions and 5 sold out. The largest holders were Sit Investment Associates Inc. ($26.6M), Ameriprise Financial Inc. ($3.0M) and Advisors Asset Management, Inc. ($3.0M).
- Company
- Nuveen Mortgage & Income
- CUSIP
- 670735109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $8K |
| Exits | 5 | $305K |
All 13F filers, Q4 2024 → Q1 2025: 145,580 shares bought and 180,415 shares sold, net −34,835 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| Sit Investment Associates Inc. | 0.62% | Reduce -8.6% | 1,416,022 | $26.6M |
| Ameriprise Financial Inc. | 0.00% | Add +71.3% | 161,248 | $3.0M |
| Advisors Asset Management, Inc. | 0.06% | Add +0.5% | 157,416 | $3.0M |
| Private Client Services, LLC | 1.25% | Reduce -1.9% | 134,205 | $2.5M |
| Morgan Stanley | 0.00% | Reduce -7.9% | 104,881 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.6% | 96,950 | $1.8M |
| Thomas J. Herzfeld Advisors, Inc. | 0.59% | Add +5.4% | 92,014 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +294.7% | 68,546 | $1.3M |
| Wells Fargo & Company | 0.00% | Reduce -2.6% | 60,833 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Add +0.6% | 53,478 | $1.0M |
| Raymond James Financial Inc. | 0.00% | Add +17.7% | 50,622 | $950K |
| Venture Visionary Partners LLC | 0.03% | Add +0.0% | 41,664 | $782K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.5% | 39,458 | $741K |
| IFP Advisors, Inc | 0.02% | Add +9.6% | 34,957 | $656K |
| First Trust Advisors LP | 0.00% | Reduce -4.2% | 25,402 | $477K |
| Fiera Capital Corp | 0.00% | No change | 25,177 | $473K |
| Choreo, LLC | 0.01% | Add +5.5% | 21,234 | $401K |
| Sowell Financial Services LLC | 0.02% | No change | 18,576 | $349K |
| Melfa Wealth Management, Inc. | 0.23% | Add +0.2% | 18,402 | $345K |
| Robinson Capital Management, LLC | 0.13% | Reduce -32.7% | 17,067 | $320K |
| Cetera Investment Advisers | 0.00% | Add +1.8% | 12,800 | $240K |
| UBS Group AG | 0.00% | Reduce -38.5% | 11,482 | $216K |
| Compound Planning, Inc. | 0.01% | Add +5.1% | 10,711 | $201K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 500 | $9K |
| US Bancorp \de | 0.00% | New | 418 | $8K |
| Comerica Bank | 0.00% | No change | 7 | $133 |
"% of holder's portfolio" is JLS's weight in each manager's 13F, not the share of Nuveen Mortgage & Income the manager owns.