Q3 2023 13F Holders as of 9/30/2023
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Type / Class
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Equity / Common Stock
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Shares outstanding
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5.49M
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Number of holders
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28
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Total 13F shares, excl. options
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3.12M
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Shares change
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-16.3K
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Total reported value, excl. options
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$49.5M
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Value change
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-$259K
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Number of buys
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12
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Number of sells
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-10
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Price
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$15.88
Significant Holders of Nuveen Mortgage & Income Fund/MA/ - Common Stock (JLS) as of Q3 2023
30 filings reported holding JLS - Nuveen Mortgage & Income Fund/MA/ - Common Stock as of Q3 2023.
Nuveen Mortgage & Income Fund/MA/ - Common Stock (JLS) has 28 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.12M shares
of 5.49M outstanding shares and own 56.84% of the company stock.
Largest 10 shareholders include SIT INVESTMENT ASSOCIATES INC (1.51M shares), Relative Value Partners Group, LLC (463K shares), 1607 Capital Partners, LLC (291K shares), Thomas J. Herzfeld Advisors, Inc. (191K shares), Allspring Global Investments Holdings, LLC (152K shares), ENVESTNET ASSET MANAGEMENT INC (93.5K shares), Matisse Capital (84K shares), MORGAN STANLEY (70.7K shares), NATIONS FINANCIAL GROUP INC, /IA/ /ADV (34.4K shares), and Baird Financial Group, Inc. (34K shares).
This table shows the top 28 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.