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icono de JLS

Nuveen Mortgage and Income Fund
JLS

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Sit Investment Associates
1
Sit Investment Associates
Minnesota
USD 25.5 M -USD 987 k -54,522 -4%
Ameriprise
2
Ameriprise
Minnesota
USD 3.71 M +USD 664 k +36,688 +23%
Advisors Asset Management
3
Advisors Asset Management
Colorado
USD 2.94 M -USD 10.6 k -585 -0.4%
Morgan Stanley
4
Morgan Stanley
New York
USD 2.03 M +USD 63.9 k +3,528 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
USD 1.97 M +USD 145 k +7,987 +8%
Thomas J. Herzfeld Advisors
6
Thomas J. Herzfeld Advisors
Florida
USD 1.83 M +USD 97.3 k +5,377 +6%
Osaic Holdings
7
Osaic Holdings
Arizona
USD 1.28 M -USD 2.32 k -128 -0.2%
Wells Fargo
8
Wells Fargo
California
USD 1.09 M -USD 46.6 k -2,573 -4%
Nations Financial Group
9
Nations Financial Group
Iowa
USD 997 k -USD 5.43 k -300 -0.6%
Raymond James Financial
10
Raymond James Financial
Florida
USD 809 k -USD 135 k -7,461 -15%
Venture Visionary Partners
11
Venture Visionary Partners
Ohio
USD 781 k +USD 398 +22 +0.1%
Baird Financial Group
12
Baird Financial Group
Wisconsin
USD 748 k +USD 8.02 k +443 +1%
Robinson Capital Management
13
Robinson Capital Management
Michigan
USD 586 k +USD 257 k +14,200 +83%
First Trust Advisors
14
First Trust Advisors
Illinois
USD 501 k +USD 24.2 k +1,339 +5%
Fiera Capital (Canada)
15
Fiera Capital (Canada)
Quebec, Canada
USD 472 k – – –
Sowell Financial Services
16
Sowell Financial Services
Arkansas
USD 348 k – – –
Melfa Wealth Management
17
Melfa Wealth Management
Massachusetts
USD 346 k +USD 1.18 k +65 +0.4%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
USD 250 k +USD 9.9 k +549 +4%
IFP Advisors
19
IFP Advisors
Florida
USD 248 k -USD 393 k -21,698 -62%
Choreo LLC
20
Choreo LLC
Illinois
USD 243 k -USD 150 k -8,272 -39%
Atomi Financial Group
21
Atomi Financial Group
New York
USD 235 k +USD 33.3 k +1,841 +17%
UBS Group
22
UBS Group
Switzerland
USD 217 k +USD 2.21 k +122 +1%
HCAL
23
HURRICANE CAPITAL ADVISORS LLC
New York
USD 67.5 k +USD 65.2 k +3,602 Nuevas
EverSource Wealth Advisors
24
EverSource Wealth Advisors
Alabama
USD 9.37 k – – –
Comerica Bank
25
Comerica Bank
Texas
USD 227 +USD 91 +5 +71%
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