Nuveen Mortgage and Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 11/13/2025 | 1.23 M | $23.00 M | -9.76% | 22.44% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 203.43 K | $3.80 M | 2.78% | 3.71% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 155.95 K | $2.92 M | -0.56% | 2.85% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 110.39 K | $2.07 M | 5.20% | 2.02% |
| MORGAN STANLEY | 11/14/2025 | 105.12 K | $1.97 M | -3.04% | 1.92% |
| THOMAS J. HERZFELD ADVISORS, INC. | 11/12/2025 | 97.36 K | $1.82 M | -0.03% | 1.78% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 73.34 K | $1.37 M | 7.20% | 1.34% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 53.63 K | $1.00 M | -7.95% | 0.98% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10/28/2025 | 53.18 K | $995.49 K | 0.00% | 0.97% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 43.63 K | $816.75 K | 1.09% | 0.80% |
| VENTURE VISIONARY PARTNERS LLC | 10/06/2025 | 41.71 K | $780.80 K | 0.06% | 0.76% |
| FIERA CAPITAL CORP | 11/07/2025 | 32.98 K | $617.33 K | 30.98% | 0.60% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 30.08 K | $563.11 K | 12.49% | 0.55% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 22.70 K | $424.89 K | -43.12% | 0.41% |
| SOWELL FINANCIAL SERVICES LLC | 10/17/2025 | 18.58 K | $347.74 K | 0.00% | 0.34% |
| MELFA WEALTH MANAGEMENT, LLC | 10/28/2025 | 18.53 K | $346.93 K | 0.36% | 0.34% |
| INVESCO LTD. | 11/13/2025 | 18.36 K | $343.77 K | 100.00% | 0.34% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 18.30 K | $343.00 K | 100.00% | 0.33% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 16.07 K | $300.92 K | 20.41% | 0.29% |
| CONCORDE ASSET MANAGEMENT, LLC | 11/14/2025 | 13.10 K | $245.32 K | 100.00% | 0.24% |
| CHOREO, LLC | 11/12/2025 | 12.94 K | $243.06 K | -0.14% | 0.24% |
| ATOMI FINANCIAL GROUP, INC. | 11/10/2025 | 12.84 K | $240.41 K | 2.31% | 0.23% |
| LPL FINANCIAL LLC | 11/12/2025 | 10.20 K | $190.93 K | 100.00% | 0.19% |
| UBS GROUP AG | 11/13/2025 | 9.47 K | $177.22 K | -18.42% | 0.17% |
| EVERSOURCE WEALTH ADVISORS, LLC | 11/10/2025 | 500 | $9.36 K | 0.00% | 0.01% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 223 | $4.18 K | 100.00% | 0.00% |
| COMERICA BANK | 11/14/2025 | 12 | $227 | 0.00% | 0.00% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| IFP ADVISORS, INC | 02/06/2026 | 0 | $0 | -100.00% | 0.00% |
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Nuveen Mortgage and Income Fund institutional Ownership - FAQ's
During the previous two years, 42 institutional investors and hedge funds held shares of Nuveen Mortgage and Income Fund. The most heavily invested institutionals were:
MELFA WEALTH MANAGEMENT, LLC: 18,624
Hennion & Walsh Asset Management, Inc.: 13,578
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 2,960
HIGHLINE WEALTH PARTNERS LLC: 150
COMERICA BANK: 0
SIT INVESTMENT ASSOCIATES INC: 1.23 M
43.85% of Nuveen Mortgage and Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 2.47 M shares in the last 24 months. This purchase volume represents approximately $46.19 M in transactions.