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Nuveen Mortgage and Income Fund
JLS

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1
Saba Capital Management
New York
$17M -$3.8M -162,855 -18%
Bank of America
2
Bank of America
North Carolina
$14.7M +$985K +42,252 +7%
PAM
3
PT Asset Management
Illinois
$11.9M +$2.36M +101,228 +25%
RCM
4
Rivernorth Capital Management
Florida
$11.1M – – –
PAIM
5
Punch & Associates Investment Management
Minnesota
$5.6M +$69K +2,959 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
6
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.97M -$967K -41,461 -16%
Bessemer Group
7
Bessemer Group
New Jersey
$4.67M +$4.68M +200,544 New
Invesco
8
Invesco
Georgia
$4.47M -$279K -11,976 -6%
KIM
9
Karpus Investment Management
New York
$4.26M -$103K -4,400 -2%
Wells Fargo
10
Wells Fargo
California
$4.26M +$3.01M +128,851 +238%
SIA
11
Sit Investment Associates
Minnesota
$4.15M +$1.88M +80,728 +83%
EVM
12
Eaton Vance Management
Massachusetts
$3.75M +$3.76M +161,206 New
Morgan Stanley
13
Morgan Stanley
New York
$3.56M +$22.1K +947 +0.6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.04M +$117K +4,996 +4%
PP
15
Paloma Partners
Connecticut
$3.02M -$862K -36,945 -22%
MIG
16
Mariner Investment Group
New York
$1.82M -$542K -23,236 -23%
Citigroup
17
Citigroup
New York
$1.78M +$909K +38,973 +104%
UCFA
18
United Capital Financial Advisors
Texas
$1.17M +$1.18M +50,704 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.08M +$1.08M +46,424 New
CS
20
Credit Suisse
Switzerland
$1.06M +$411K +17,636 +63%
UBS Group
21
UBS Group
Switzerland
$930K +$17.5K +749 +2%
IPC
22
Independent Portfolio Consultants
Florida
$905K +$21.5K +920 +2%
HB
23
Homrich & Berg
Georgia
$735K +$54.3K +2,330 +8%
YMRC
24
Yorktown Management & Research Company
Virginia
$638K +$639K +27,400 New
BA
25
BlackRock Advisors
Delaware
$493K +$314K +13,445 +174%
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