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Nuveen Mortgage and Income Fund
JLS

Name Holding Trade Value Shares
Change 		Change in
Stake
RVPG
1
Relative Value Partners Group
$27.2M +$17.8M +788,571 +193%
Bank of America
2
Bank of America
North Carolina
$17.5M +$267K +11,812 +2%
EVM
3
Eaton Vance Management
Massachusetts
$14.6M +$7.01M +309,959 +93%
Wells Fargo
4
Wells Fargo
California
$12M +$323K +14,295 +3%
RCM
5
Rivernorth Capital Management
Florida
$10.8M – – –
HCM
6
Hilton Capital Management
New York
$8.8M – – –
PAIM
7
Punch & Associates Investment Management
Minnesota
$7.98M +$1.44M +63,634 +22%
CS
8
Credit Suisse
Switzerland
$5.08M +$2.9M +128,092 +134%
Bessemer Group
9
Bessemer Group
New Jersey
$4.94M -$565K -25,000 -10%
Morgan Stanley
10
Morgan Stanley
New York
$4.76M +$1.27M +56,345 +37%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.6M +$226K +10,020 +5%
SIA
12
Sit Investment Associates
Minnesota
$4.02M +$63.3K +2,800 +2%
COLIM
13
City of London Investment Management
United Kingdom
$3.99M +$3.97M +175,602 New
KIM
14
Karpus Investment Management
New York
$3.91M -$27.7K -1,225 -0.7%
MIG
15
Mariner Investment Group
New York
$2.76M -$2.68M -118,529 -49%
Invesco
16
Invesco
Georgia
$2.18M -$1.14M -50,465 -34%
IA
17
Icon Advisers
Colorado
$2.06M -$1.47M -64,918 -42%
CRC
18
Curi RMB Capital
Illinois
$2.01M +$2M +88,537 New
PP
19
Paloma Partners
Connecticut
$1.7M -$1.84M -81,430 -52%
WMG
20
WESCAP Management Group
California
$1.66M +$1.66M +73,280 New
DBT
21
Dubuque Bank & Trust
Iowa
$1.2M -$82K -3,629 -6%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.06M +$532K +23,560 +101%
BA
23
BlackRock Advisors
Delaware
$910K – – –
LPL Financial
24
LPL Financial
California
$702K +$311K +13,766 +81%
TIM
25
Tortoise Investment Management
New York
$702K +$557K +24,630 +391%
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