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 | 08/12/2026 | 878.97 K | $15.36 M | -8.46% | 16.05% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 368.55 K | $6.43 M | 24.30% | 6.73% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 87.98 K | $1.54 M | -43.86% | 1.61% |
| MORGAN STANLEY | 08/13/2026 | 86.89 K | $1.52 M | -7.16% | 1.59% |
| FIERA CAPITAL CORP | 08/07/2026 | 67.06 K | $1.17 M | 2.59% | 1.22% |
| INVESCO LTD. | 08/14/2026 | 59.95 K | $1.05 M | 18.86% | 1.09% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 58.82 K | $1.03 M | 2.45% | 1.07% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 57.22 K | $1.00 M | -51.41% | 1.04% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 51.64 K | $902.48 K | 2.77% | 0.94% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 49.36 K | $862.72 K | 3.46% | 0.90% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 07/23/2026 | 48.43 K | $846.43 K | 0.00% | 0.88% |
| VENTURE VISIONARY PARTNERS LLC | 07/27/2026 | 46.78 K | $817.66 K | 0.05% | 0.85% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 44.90 K | $784.71 K | -38.19% | 0.82% |
| ATOMI FINANCIAL GROUP, INC. | 08/04/2026 | 41.88 K | $731.91 K | 0.64% | 0.76% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 37.08 K | $648.08 K | 3.36% | 0.68% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 33.94 K | $593.27 K | 14.74% | 0.62% |
| CLEAR STREET GROUP INC. | 08/12/2026 | 26.26 K | $458.90 K | 100.00% | 0.48% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 21.95 K | $383.64 K | -0.64% | 0.40% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 20.71 K | $361.97 K | -0.48% | 0.38% |
| LPL FINANCIAL LLC | 08/07/2026 | 19.82 K | $346.34 K | 3.55% | 0.36% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 19.02 K | $332.45 K | -52.49% | 0.35% |
| MELFA WEALTH MANAGEMENT, LLC | 07/24/2026 | 18.74 K | $327.60 K | 0.39% | 0.34% |
| SOWELL FINANCIAL SERVICES LLC | 07/20/2026 | 18.58 K | $324.67 K | 0.00% | 0.34% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 11.96 K | $209.08 K | 0.00% | 0.22% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 11.89 K | $208.00 K | 0.06% | 0.22% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 2.76 K | $48.22 K | 0.00% | 0.05% |
| UBS GROUP AG | 08/13/2026 | 679 | $11.87 K | -45.06% | 0.01% |
| EVERSOURCE WEALTH ADVISORS, LLC | 07/24/2026 | 500 | $8.74 K | 0.00% | 0.01% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 296 | $5.17 K | 0.00% | 0.01% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 193 | $3.39 K | -45.01% | 0.00% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 160 | $2.80 K | 100.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 07/15/2026 | 150 | $2.62 K | 0.00% | 0.00% |
| CONCORDE ASSET MANAGEMENT, LLC | 08/18/2026 | 0 | $0 | -100.00% | 0.00% |
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Nuveen Mortgage and Income Fund institutional Ownership - FAQ's
During the previous two years, 50 institutional investors and hedge funds held shares of Nuveen Mortgage and Income Fund. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 878,972
AMERIPRISE FINANCIAL INC: 368,549
Advisors Asset Management, Inc.: 87,984
MORGAN STANLEY: 86,892
Fiera Capital Corp: 67,056
Invesco Ltd.: 59,947
40.04% of Nuveen Mortgage and Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 2.34 M shares in the last 24 months. This purchase volume represents approximately $41.88 M in transactions.