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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
$31.9M +$187K +8,186 +0.6%
Wells Fargo
2
Wells Fargo
California
$18.1M +$4.38M +191,711 +32%
Bank of America
3
Bank of America
North Carolina
$14.4M -$2.18M -95,144 -13%
RCM
4
Rivernorth Capital Management
Florida
$11M +$783K +34,223 +8%
HCM
5
Hilton Capital Management
New York
$9.59M – – –
PAIM
6
Punch & Associates Investment Management
Minnesota
$9.08M +$833K +36,414 +10%
EVM
7
Eaton Vance Management
Massachusetts
$7.49M -$7.42M -324,311 -50%
SIA
8
Sit Investment Associates
Minnesota
$5.33M +$1.23M +53,740 +30%
Bessemer Group
9
Bessemer Group
New Jersey
$5.24M +$413K +18,055 +9%
COLIM
10
City of London Investment Management
United Kingdom
$5.17M -$2.06M -90,020 -29%
UBS Group
11
UBS Group
Switzerland
$5.13M +$1.94M +84,668 +62%
Morgan Stanley
12
Morgan Stanley
New York
$5.01M +$76.3K +3,337 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.87M +$152K +6,635 +3%
NVIM
14
New Vernon Investment Management
Illinois
$3.52M -$517K -22,610 -13%
LJAC
15
L.J. Altfest & Co
New York
$2.84M +$2.81M +122,892 New
PP
16
Paloma Partners
Connecticut
$2.43M +$570K +24,914 +31%
WMG
17
WESCAP Management Group
California
$1.83M +$20.5K +895 +1%
Ameriprise
18
Ameriprise
Minnesota
$1.64M +$539K +23,584 +50%
DBT
19
Dubuque Bank & Trust
Iowa
$902K -$405K -17,695 -31%
TIM
20
Tortoise Investment Management
New York
$768K +$89.2K +3,900 +13%
PAG
21
Private Advisor Group
New Jersey
$691K +$158K +6,911 +30%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$678K -$427K -18,689 -39%
RGC
23
Roberts, Glore & Co
Illinois
$573K -$36.6K -1,600 -6%
Invesco
24
Invesco
Georgia
$544K -$410K -17,937 -43%
UR
25
USCA RIA
Texas
$514K -$137K -6,000 -21%
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