Q1 2025 13F Holders as of 3/31/2025
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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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26
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Total 13F shares, excl. options
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2.67M
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Shares change
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-34.8K
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Total reported value, excl. options
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$50.2M
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Value change
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-$658K
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Number of buys
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14
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Number of sells
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-12
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Price
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$18.77
Significant Holders of Nuveen Mortgage & Income Fund/MA/ - Common Stock (JLS) as of Q1 2025
30 filings reported holding JLS - Nuveen Mortgage & Income Fund/MA/ - Common Stock as of Q1 2025.
Nuveen Mortgage & Income Fund/MA/ - Common Stock (JLS) has 26 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.67M shares
of 5.49M outstanding shares and own 48.75% of the company stock.
Largest 10 shareholders include SIT INVESTMENT ASSOCIATES INC (1.42M shares), AMERIPRISE FINANCIAL INC (161K shares), Advisors Asset Management, Inc. (157K shares), PRIVATE CLIENT SERVICES, LLC (134K shares), MORGAN STANLEY (105K shares), ENVESTNET ASSET MANAGEMENT INC (97K shares), Thomas J. Herzfeld Advisors, Inc. (92K shares), OSAIC HOLDINGS, INC. (68.5K shares), WELLS FARGO & COMPANY/MN (60.8K shares), and NATIONS FINANCIAL GROUP INC, /IA/ /ADV (53.5K shares).
This table shows the top 26 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.