JLS
Nuveen Mortgage & Income Fund/MA/
NYSE
Total Trades
30
Buys
28
Sells
2
Largest Trade
N/A
Insiders
4
Institutional Funds
27
Inst. Value
$1M+
Activist Filings
7
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Parekh Aashh | Insider | BUY | $1K–$15K | 100 | $18.10 | Jan 7, 2026 |
| Virgilio Stephen | Insider | SELL | $1K–$15K | 150 | $18.81 | Aug 29, 2025 |
| Jones Nathaniel T. | Vice President and… | BUY | $1K–$15K | 800 | $18.19 | May 6, 2025 |
| Parekh Aashh | Insider | BUY | <$1K | 50 | $17.70 | Apr 4, 2025 |
| Parekh Aashh | Insider | BUY | $1K–$15K | 100 | $18.25 | Apr 2, 2025 |
| Parekh Aashh | Insider | SELL | $1K–$15K | 276 | $18.13 | Jun 21, 2024 |
| Jones Nathaniel T. | Vice President and… | BUY | $1K–$15K | 428 | $16.04 | Oct 26, 2023 |
| Parekh Aashh | Insider | BUY | $1K–$15K | 200 | $15.53 | Oct 20, 2023 |
| Parekh Aashh | Insider | BUY | $1K–$15K | 200 | $15.65 | Oct 18, 2023 |
| Parekh Aashh | Insider | BUY | $1K–$15K | 400 | $15.87 | May 22, 2023 |
| Parekh Aashh | Insider | BUY | $1K–$15K | 100 | $15.85 | May 5, 2023 |
| Parekh Aashh | Insider | BUY | $1K–$15K | 100 | $15.92 | May 1, 2023 |
| Parekh Aashh | Insider | BUY | $1K–$15K | 100 | $15.93 | Apr 24, 2023 |
| Parekh Aashh | Insider | BUY | <$1K | 50 | $15.98 | Apr 19, 2023 |
| Parekh Aashh | Insider | BUY | $1K–$15K | 150 | $16.04 | Apr 14, 2023 |
| Parekh Aashh | Insider | BUY | $1K–$15K | 75 | $16.00 | Mar 14, 2023 |
| Parekh Aashh | Insider | BUY | $1K–$15K | 157 | $15.87 | Nov 7, 2022 |
| Parekh Aashh | Insider | BUY | N/A | 314 | — | Sep 27, 2022 |
| Parekh Aashh | Insider | BUY | $1K–$15K | 157 | $16.00 | Sep 27, 2022 |
| Parekh Aashh | Insider | BUY | $1K–$15K | 154 | $16.25 | Sep 23, 2022 |
| Parekh Aashh | Insider | BUY | $1K–$15K | 150 | $16.80 | Sep 13, 2022 |
| Parekh Aashh | Insider | BUY | $1K–$15K | 150 | $16.70 | Jul 28, 2022 |
| Virgilio Stephen | Insider | BUY | $1K–$15K | 500 | $16.30 | Jul 18, 2022 |
| Parekh Aashh | Insider | BUY | $1K–$15K | 290 | $17.30 | May 13, 2022 |
| Virgilio Stephen | Insider | BUY | $1K–$15K | 500 | $17.33 | May 13, 2022 |
| Parekh Aashh | Insider | BUY | $1K–$15K | 230 | $17.89 | Apr 13, 2022 |
| Parekh Aashh | Insider | BUY | $1K–$15K | 97 | $18.00 | Mar 25, 2022 |
| Parekh Aashh | Insider | BUY | $1K–$15K | 92 | $19.00 | Feb 25, 2022 |
| ZIMMERMAN GIFFORD R | CCO and Vice Presi… | BUY | $15K–$50K | 1K | $19.11 | Feb 11, 2022 |
| Parekh Aashh | Insider | BUY | $1K–$15K | 146 | $20.50 | Jan 20, 2022 |
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Institutional Ownership
13F filings as of Dec 31, 2025 · 27 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 1.1M | $1M+ | SH |
| Advisors Asset Management, Inc. | 155K | $1M+ | SH |
| ENVESTNET ASSET MANAGEMENT INC | 124K | $1M+ | SH |
| Thomas J. Herzfeld Advisors, Inc. | 81K | $1M+ | SH |
| Fiera Capital Corp | 68K | $1M+ | SH |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 48K | $500K+ | SH |
| Venture Visionary Partners LLC | 42K | $500K+ | SH |
| FIRST TRUST ADVISORS LP | 32K | $500K+ | SH |
| Concorde Asset Management, LLC | 23K | $100K–$500K | SH |
| Baird Financial Group, Inc. | 22K | $100K–$500K | SH |
| Closed-End Fund Advisors, Inc. | 21K | $100K–$500K | SH |
| MELFA WEALTH MANAGEMENT, INC. | 19K | $100K–$500K | SH |
| Sowell Financial Services LLC | 19K | $100K–$500K | SH |
| Cetera Investment Advisers | 18K | $100K–$500K | SH |
| RAYMOND JAMES FINANCIAL INC | 16K | $100K–$500K | SH |
| Hennion & Walsh Asset Management, Inc. | 14K | $100K–$500K | SH |
| STIFEL FINANCIAL CORP | 12K | $100K–$500K | SH |
| LPL Financial LLC | 12K | $100K–$500K | SH |
| Cambridge Investment Research Advisors, Inc. | 11K | $100K–$500K | SH |
| CHOREO, LLC | 11K | $100K–$500K | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
Sit Investment Associates, Inc.
SC 13G/A · Oct 2, 2025
22.4%
1.2M shares
SC 13G · Oct 18, 2024
5.2%
283K shares
Relative Value Partners Group, LLC
SC 13G/A · Aug 9, 2024
3.9%
212K shares
RELATIVE VALUE PARTNERS GROUP, LLC TIN 47-4067697
SC 13G · Feb 12, 2024
7.9%
434K shares
RELATIVE VALUE PARTNERS GROUP, LLC TIN 47-4067697
SC 13G · Feb 2, 2023
9.2%
504K shares
RELATIVE VALUE PARTNERS GROUP, LLC TIN 47-4067697
SC 13G · Feb 11, 2022
9.1%
499K shares
Sit Investment Associates, Inc. 41-1404829
SC 13G/A · Feb 10, 2022
27.2%
1.5M shares