Nuveen Mortgage and Income Fund

Historical 13F Holders

Symbol
JLS
CUSIP
670735109
All holders as of
Q2 2026
Type
Equity
Class
COM
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 670735109 since 12/18/2024, newest first.

Filer % of Class Filed
Ameriprise Financial, Inc. 13G/A Amendment 1
6.7% 8/14/2026
Event 6/30/2026
Ameriprise Financial, Inc. 13G
5.4% 5/15/2026
Event 3/31/2026
Sit Investment Associates, Inc. 13G/A Amendment 8
16.8% 5/5/2026
Event 4/30/2026
First Trust Portfolios L.P. 13G/A Amendment 1
4.7% 4/30/2026
Event 3/31/2026
Sit Investment Associates, Inc. 13G/A Amendment 7
22.4% 10/2/2025
Event 9/30/2025

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 3 64.4 k $1.05 M
2026 Q2 33 2.20 M $38.5 M
2026 Q1 32 2.37 M $42.9 M
2025 Q4 32 2.43 M $44.3 M
2025 Q3 28 2.40 M $45.0 M
2025 Q2 26 2.52 M $47.2 M
2025 Q1 27 2.67 M $50.2 M
2024 Q4 31 2.71 M $48.8 M
2024 Q3 35 2.81 M $53.6 M
2024 Q2 33 2.69 M $48.5 M
2024 Q1 33 3.16 M $55.9 M
2023 Q4 30 3.21 M $54.3 M
2023 Q3 29 3.12 M $49.5 M
2023 Q2 29 3.15 M $50.9 M
2023 Q1 31 3.68 M $58.7 M
2022 Q4 34 3.34 M $54.1 M
2022 Q3 34 3.05 M $49.2 M
2022 Q2 38 3.00 M $49.7 M
2022 Q1 36 2.87 M $52.4 M
2021 Q4 29 2.76 M $57.8 M
2021 Q3 32 2.63 M $54.6 M
2021 Q2 31 2.53 M $53.0 M
2021 Q1 33 2.54 M $52.7 M
2020 Q4 37 2.31 M $45.8 M
2020 Q3 33 2.07 M $39.3 M
2020 Q2 34 2.03 M $39.6 M
2020 Q1 35 1.84 M $30.3 M
2019 Q4 36 1.83 M $40.3 M
2019 Q3 46 5.69 M $131 M
2019 Q2 51 6.06 M $141 M
2019 Q1 49 5.83 M $136 M
2018 Q4 46 5.55 M $124 M
2018 Q3 46 5.63 M $134 M
2018 Q2 43 5.69 M $134 M
2018 Q1 43 6.78 M $161 M
2017 Q4 42 6.61 M $163 M
2017 Q3 45 6.68 M $169 M
2017 Q2 48 6.73 M $172 M
2017 Q1 49 6.95 M $172 M
2016 Q4 45 6.86 M $165 M
2016 Q3 44 6.65 M $161 M
2016 Q2 47 6.79 M $157 M
2016 Q1 43 6.58 M $148 M
2015 Q4 49 6.66 M $151 M
2015 Q3 45 6.03 M $135 M
2015 Q2 45 5.93 M $135 M
2015 Q1 42 4.89 M $114 M
2014 Q4 42 4.90 M $113 M
2014 Q3 35 4.20 M $99.7 M
2014 Q2 38 3.67 M $90.2 M
2014 Q1 32 3.05 M $71.5 M