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Nuveen Mortgage & Income Fund/MA/ hedge fund holdings

JLSNYSE
$16.36+0.06 (+0.37%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

JLS · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-12.5%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 202584$1.35M$3.91M24Aug 14, 2025
Q3 202595$1.45M$3.6M28Nov 14, 2025
Q4 2025169$3.7M$3.5M32Feb 14, 2026
Q1 2026138$2.28M$3.49M32May 15, 2026
Q2 202669$2.32M$5.14M33Aug 14, 2026

Quarterly action breakdown

Q2 2026
33 filers
New position
2
$462K+26.4K sh
Increased
4
$1.86M+106K sh
Reduced
8
-$4.67M-267K sh
Out / sold
1
-$473K-27.1K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Sit Investment Associates IncReduce 8.46%-$1.42M$15.4M0.29%Aug 12, 2026
Concorde Asset Management, LLCSell 100%-$495K$00.00%Aug 18, 2026
Thomas J. Herzfeld Advisors, Inc.Reduce 38.19%-$485K$785K0.24%Aug 10, 2026
Hennion & Walsh Asset Management, Inc.Added 14.74%+$76.2K$593K0.02%Jul 8, 2026
Fiera Capital CorpAdded 2.59%+$29.6K$1.17M0.00%Aug 7, 2026
First Trust Advisors LPAdded 3.36%+$21K$648K0.00%Aug 11, 2026
Baird Financial Group, Inc.Reduce 0.64%-$2.46K$384K0.00%Aug 12, 2026
Closed-End Fund Advisors, Inc.Reduce 0.48%-$1.75K$362K0.35%Jul 27, 2026
Melfa Wealth Management, Inc.Added 0.39%+$1.28K$328K0.18%Jul 24, 2026
Venture Visionary Partners LLCAdded 0.05%+$437$818K0.02%Jul 27, 2026

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