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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
$36.8M +$1.75M +73,171 +5%
Wells Fargo
2
Wells Fargo
California
$20.5M -$330K -13,774 -2%
Bank of America
3
Bank of America
North Carolina
$14.2M -$96.7K -4,042 -0.7%
HCM
4
Hilton Capital Management
New York
$12.4M – – –
RCM
5
Rivernorth Capital Management
Florida
$11.6M -$17.4K -726 -0.2%
PAIM
6
Punch & Associates Investment Management
Minnesota
$9.79M +$130K +5,414 +1%
EVM
7
Eaton Vance Management
Massachusetts
$7.81M – – –
Morgan Stanley
8
Morgan Stanley
New York
$5.97M +$762K +31,839 +15%
SIA
9
Sit Investment Associates
Minnesota
$5.91M +$120K +5,000 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.63M +$289K +12,082 +5%
Bessemer Group
11
Bessemer Group
New Jersey
$5.57M – – –
Ameriprise
12
Ameriprise
Minnesota
$3.59M +$686K +28,686 +24%
LJAC
13
L.J. Altfest & Co
New York
$3.07M -$22.6K -944 -0.7%
COLIM
14
City of London Investment Management
United Kingdom
$2.72M -$1.96M -81,882 -42%
NVIM
15
New Vernon Investment Management
Illinois
$2.66M -$1M -42,000 -28%
LPL Financial
16
LPL Financial
California
$1.45M +$31.7K +1,325 +2%
WMG
17
WESCAP Management Group
California
$1.17M -$108K -4,527 -9%
DBT
18
Dubuque Bank & Trust
Iowa
$1.17M +$133K +5,576 +13%
TIM
19
Tortoise Investment Management
New York
$840K +$39.5K +1,650 +5%
UBS Group
20
UBS Group
Switzerland
$702K -$3.24M -135,528 -82%
PAG
21
Private Advisor Group
New Jersey
$686K +$335 +14 +0%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$661K +$33.9K +1,416 +5%
MSAM
23
Moloney Securities Asset Management
Missouri
$610K +$606K +25,336 New
Stifel Financial
24
Stifel Financial
Missouri
$602K +$23.9K +1,000 +4%
RGC
25
Roberts, Glore & Co
Illinois
$538K -$4.78K -200 -0.9%
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