Q4 2024 13F Holders as of 12/31/2024
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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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29
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Total 13F shares, excl. options
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2.7M
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Shares change
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-69.1K
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Total reported value, excl. options
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$48.6M
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Value change
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-$1.31M
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Number of buys
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17
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Number of sells
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-12
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Price
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$18.00
Significant Holders of Nuveen Mortgage & Income Fund/MA/ - Common Stock (JLS) as of Q4 2024
35 filings reported holding JLS - Nuveen Mortgage & Income Fund/MA/ - Common Stock as of Q4 2024.
Nuveen Mortgage & Income Fund/MA/ - Common Stock (JLS) has 29 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.7M shares
of 5.49M outstanding shares and own 49.21% of the company stock.
Largest 10 shareholders include SIT INVESTMENT ASSOCIATES INC (1.55M shares), Advisors Asset Management, Inc. (157K shares), PRIVATE CLIENT SERVICES, LLC (137K shares), MORGAN STANLEY (114K shares), AMERIPRISE FINANCIAL INC (94.1K shares), ENVESTNET ASSET MANAGEMENT INC (88.5K shares), Thomas J. Herzfeld Advisors, Inc. (87.3K shares), WELLS FARGO & COMPANY/MN (62.5K shares), NATIONS FINANCIAL GROUP INC, /IA/ /ADV (53.2K shares), and RAYMOND JAMES FINANCIAL INC (43K shares).
This table shows the top 29 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.