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 | 02/12/2026 | 1.09 M | $19.84 M | -11.22% | 19.92% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 249.90 K | $4.55 M | 22.84% | 4.56% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 155.35 K | $2.83 M | -0.39% | 2.84% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 123.70 K | $2.25 M | 12.06% | 2.26% |
| MORGAN STANLEY | 02/13/2026 | 99.99 K | $1.82 M | -4.88% | 1.83% |
| THOMAS J. HERZFELD ADVISORS, INC. | 02/13/2026 | 80.72 K | $1.47 M | -17.09% | 1.47% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 78.42 K | $1.43 M | 6.92% | 1.43% |
| FIERA CAPITAL CORP | 02/11/2026 | 67.69 K | $1.23 M | 105.27% | 1.24% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 50.10 K | $911.35 K | -6.58% | 0.91% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 01/26/2026 | 48.43 K | $880.91 K | -8.93% | 0.88% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 43.67 K | $794.38 K | 0.10% | 0.80% |
| VENTURE VISIONARY PARTNERS LLC | 02/13/2026 | 41.74 K | $759.27 K | 0.07% | 0.76% |
| ATOMI FINANCIAL GROUP, INC. | 02/19/2026 | 41.71 K | $758.62 K | 224.75% | 0.76% |
| INVESCO LTD. | 02/19/2026 | 38.18 K | $694.48 K | 107.90% | 0.70% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 31.84 K | $579.18 K | 5.85% | 0.58% |
| CONCORDE ASSET MANAGEMENT, LLC | 02/13/2026 | 22.85 K | $415.64 K | 74.43% | 0.42% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 21.85 K | $397.47 K | -3.73% | 0.40% |
| 02/11/2026 | 20.81 K | $378.53 K | 100.00% | 0.38% | |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 18.62 K | $338.77 K | 0.49% | 0.34% |
| SOWELL FINANCIAL SERVICES LLC | 01/21/2026 | 18.58 K | $337.90 K | 0.00% | 0.34% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 17.51 K | $318.52 K | 8.94% | 0.32% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 13.58 K | $246.98 K | 100.00% | 0.25% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 11.97 K | $217.74 K | 100.00% | 0.22% |
| LPL FINANCIAL LLC | 02/11/2026 | 11.56 K | $210.35 K | 13.38% | 0.21% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 10.86 K | $197.00 K | 100.00% | 0.20% |
| CHOREO, LLC | 01/23/2026 | 10.76 K | $195.41 K | -16.89% | 0.20% |
| UBS GROUP AG | 01/29/2026 | 7.07 K | $128.51 K | -25.37% | 0.13% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 2.96 K | $53.84 K | 100.00% | 0.05% |
| EAGLE BAY ADVISORS LLC | 01/23/2026 | 1.38 K | $25.18 K | 100.00% | 0.03% |
| EVERSOURCE WEALTH ADVISORS, LLC | 02/06/2026 | 500 | $9.10 K | 0.00% | 0.01% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 229 | $4.17 K | 2.69% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 01/15/2026 | 150 | $2.73 K | 100.00% | 0.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| COMERICA BANK | 01/29/2026 | 0 | $0 | -100.00% | 0.00% |
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Nuveen Mortgage and Income Fund institutional Ownership - FAQ's
During the previous two years, 49 institutional investors and hedge funds held shares of Nuveen Mortgage and Income Fund. The most heavily invested institutionals were:
ENVESTNET ASSET MANAGEMENT INC: 117,760
NATIONS FINANCIAL GROUP INC, /IA/ /ADV: 48,428
MELFA WEALTH MANAGEMENT, LLC: 18,671
Sowell Financial Services LLC: 18,576
Cambridge Investment Research Advisors, Inc.: 11,879
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 2,760
44.43% of Nuveen Mortgage and Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 2.54 M shares in the last 24 months. This purchase volume represents approximately $45.60 M in transactions.