Security key
670735109
Nuveen Mortgage & Income Fund/MA/ - Common Stock (JLS)
CUSIP: 670735109
Q4 2024 13F Holders as of 31 Dec 2024
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 2,708,888
- Total 13F value
- $48,760,624
- Share change
- -122,395
- SEC-reported price per share
- $18.00
- Number of holders
- 29
- Value change
- -$2,268,012
- Number of buys
- 18
- Number of sells
- 12
- Shares outstanding
- 5,500,731
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2024
Institutions
29
Top holders
10
JLS full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
Nuveen Mortgage & Income Fund/MA/ SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 670735109
Recent filing periods:
Ownership snapshot
Top reported holders of JLS - Nuveen Mortgage & Income Fund/MA/ - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
SIT INVESTMENT ASSOCIATES...
Disclosed value leader
SIT INVESTMENT ASSOCIATES...
Comparable rows
0/15
Latest evidence
30 Sep 2024
13F
Highest disclosed value: $29,062,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
SIT INVESTMENT ASSOCIATES INC has the largest disclosed position value at $29.06M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens SIT INVESTMENT ASSOCIATES INC's linked filing trail.
Disclosed position value
Top 5
SIT INVESTMENT ASSOCIATES INC
$29.06M
INTERNATIONAL ASSETS INVESTMENT M...
$2.96M
PRIVATE CLIENT SERVICES, LLC
$2.48M
Advisors Asset Management, Inc.
$1.89M
MORGAN STANLEY
$1.87M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC |
13F
Company
|
—
denominator unverified
|
$29,062,000
1,576,905 shares
|
— | 30 Sep 2024 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
13F
Company
|
—
denominator unverified
|
$2,960,000
54,553 shares
|
— | 30 Sep 2024 |
| PRIVATE CLIENT SERVICES, LLC |
13F
Company
|
—
denominator unverified
|
$2,475,296
134,308 shares
|
— | 30 Sep 2024 |
| Advisors Asset Management, Inc. |
13F
Company
|
—
denominator unverified
|
$1,891,563
102,635 shares
|
— | 30 Sep 2024 |
| MORGAN STANLEY |
13F
Company
|
—
denominator unverified
|
$1,867,540
101,330 shares
|
— | 30 Sep 2024 |
| ENVESTNET ASSET MANAGEMENT INC |
13F
Company
|
—
denominator unverified
|
$1,637,642
88,857 shares
|
— | 30 Sep 2024 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
29
Shares
2,708,888
Rows available
29
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2024 vs Q2 2026 Across Filers
Q2 2026 holders
31
Q4 2024 holders
29
Holder diff
-2
| Investor | Q2 2026 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q2 2026 value | Q4 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend