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JLS NUVEEN MORTGAGE AND INCOME F

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COM (common), issuer CIK 1472215

31 managers (31 13F filers) reported a position in JLS shares at 2024-12-31, 2,708,905 shares in all. 3 filers opened a position and 7 filers sold out during the quarter.

Managers
31
13F filers
31
New
3
Added
15
Reduced
5
Sold out
7
Shares held by filers
2,708,905

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC1,549,364$27.9M0.63%-27,54113F-HRTimelineGroup
Advisors Asset Management, Inc.156,564$2.82M0.05%+53,92913F-HR/ATimeline
PRIVATE CLIENT SERVICES, LLC136,872$2.46M1.32%+2,56413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY113,884$2.05M<0.01%+12,55413F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC94,135$1.69M<0.01%+50,40613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC88,478$1.59M<0.01%-37913F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.87,331$1.57M0.5%+6,47213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN62,472$1.12M<0.01%+20,74013F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV53,178$957K0.07%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC43,022$774K<0.01%13F-HR/ATimelineGroup
Venture Visionary Partners LLC41,657$750K0.03%013F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.39,661$714K<0.01%+28413F-HRTimelineGroup
IFP Advisors, Inc31,898$574K0.02%+1,34313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP26,502$477K<0.01%-1813F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC25,354$456K0.18%013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp25,177$453K<0.01%-2,27113F-HRTimelineGroup
CHOREO, LLC20,129$363K0.01%+4,59113F-HRTimeline
UBS Group AGin group UBS Group AG18,669$336K<0.01%+46413F-HRTimelineGroup
Sowell Financial Services LLC18,576$334K0.02%+3,96713F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.18,360$330K0.22%+2,50013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,368$313K<0.01%+2,75913F-HR/ATimelineGroup
Independent Advisor Alliance13,885$250K<0.01%new13F-HRTimeline
Cetera Investment Advisers12,573$226K<0.01%+41713F-HRTimeline
Compound Planning, Inc.10,187$183K0.01%-20213F-HRTimeline
Eagle Bay Advisors LLC1,385$24.9K0.02%+8113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,017$18K<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning700$12.6K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…500$9K<0.01%013F-HRTimelineGroup
COMERICA BANK7$128<0.01%013F-HR/ATimeline
GeoWealth Management, LLC0$2<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.