N
Nuveen Mortgage and Income Fund
JLS • NYSE
Nuveen Mortgage and Income Fund is a publicly traded company on NYSE. As of Q3 2025, 25 institutional investors hold shares in this company, with total holdings valued at $21.6M. AMERIPRISE FINANCIAL INC is the largest holder with a position valued at $3.8M.
Websitenuveen.com
Overview
Overview of institutional ownership in JLS as of Q3 2025
All Institutions
- Institutions
- 25
- Value Held
- $21.6M
- Shares Held
- 1.2M
- Avg Position
- $864.3K
- Median Position
- $424.9K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in JLS as of Q3 2025
| Institution | Position Value |
|---|---|
 AMERIPRISE FINANCIAL INC Institution | $3.8M 0.00% of portfolio |
 Advisors Asset Management, Inc. ETF Provider | $2.9M 0.05% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $2.1M 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $2.0M 0.00% of portfolio |
 Thomas J. Herzfeld Advisors, Inc. Long Only Manager | $1.8M 0.62% of portfolio |
A Advisor Group Holdings, Inc. Institution | $1.4M 0.00% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $1.0M 0.00% of portfolio |
 NATIONS FINANCIAL GROUP INC, /IA/ /ADV RIA/Wealth | $995.5K 0.06% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $816.8K 0.00% of portfolio |
 Venture Visionary Partners LLC RIA/Wealth | $780.8K 0.03% of portfolio |
Net Capital Flow
Institutional buying and selling activity for JLS in Q3 2025
- Traded
- −$5.4K
- Buyers
- 14
- Sellers
- 9
- Total Bought
- +$1.4M
- Total Sold
- −$1.4M
- Avg Position
- $800.3K
Biggest Buyers
| Institution | Net Bought |
|---|---|
 Invesco Ltd. ETF Provider | +$343.8K +18.4K shares |
 Concorde Asset Management, LLC RIA/Wealth | +$245.3K +13.1K shares |
L LPL Financial LLC Institution | +$190.9K +10.2K shares |
F Fiera Capital Corp Institution | +$146.0K +7.8K shares |
AMERIPRISE FINANCIAL INC Institution | +$102.7K +5.5K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$102.1K +5.5K shares |
A Advisor Group Holdings, Inc. Institution | +$92.3K +4.9K shares |
 FIRST TRUST ADVISORS LP ETF Provider | +$62.5K +3.3K shares |
 Cetera Investment Advisers RIA/Wealth | +$51.0K +2.7K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$8.8K +469.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 ROBINSON CAPITAL MANAGEMENT, LLC Long Only Manager | −$585.9K −31.3K shares |
 Baird Financial Group, Inc. Private Equity | −$322.1K −17.2K shares |
 IFP Advisors, Inc RIA/Wealth | −$248.5K −13.3K shares |
WELLS FARGO & COMPANY/MN Institution | −$86.7K −4.6K shares |
MORGAN STANLEY RIA/Wealth | −$61.6K −3.3K shares |
 UBS Group AG Institution | −$40.0K −2.1K shares |
Advisors Asset Management, Inc. ETF Provider | −$16.4K −878.0 shares |
Thomas J. Herzfeld Advisors, Inc. Long Only Manager | −$599.0 −32.0 shares |
R RSM US WEALTH MANAGEMENT LLC RIA/Wealth | −$338.0 −18.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited JLS in Q3 2025
- New Positions
- 1
- New Value
- $245.3K
- Exited Positions
- 2
- Exited Value
- $834.4K
New Positions
| Institution | Position Value |
|---|---|
Concorde Asset Management, LLC RIA/Wealth | $245.3K 13.1K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
ROBINSON CAPITAL MANAGEMENT, LLC Long Only Manager | $585.9K 31.3K shares |
IFP Advisors, Inc RIA/Wealth | $248.5K 13.3K shares |
Options Activity
Institutions with the largest Call and Put options positions in JLS as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with JLS as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Thomas J. Herzfeld Advisors, Inc. Long Only Manager | 0.62% $1.8M |
 MELFA WEALTH MANAGEMENT, LLC RIA/Wealth | 0.20% $346.9K |
Concorde Asset Management, LLC RIA/Wealth | 0.10% $245.3K |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV RIA/Wealth | 0.06% $995.5K |
Advisors Asset Management, Inc. ETF Provider | 0.05% $2.9M |
Venture Visionary Partners LLC RIA/Wealth | 0.03% $780.8K |
 Sowell Financial Services LLC RIA/Wealth | 0.01% $347.7K |
 Atomi Financial Group, Inc. RIA/Wealth | 0.01% $240.4K |
R RSM US WEALTH MANAGEMENT LLC RIA/Wealth | 0.00% $243.1K |
F Fiera Capital Corp Institution | 0.00% $617.3K |