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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
$37.3M -$337K -13,852 -0.9%
Wells Fargo
2
Wells Fargo
California
$17.1M -$3.88M -159,561 -19%
Bank of America
3
Bank of America
North Carolina
$15.1M +$465K +19,108 +3%
HCM
4
Hilton Capital Management
New York
$13.4M – – –
RCM
5
Rivernorth Capital Management
Florida
$12.4M +$409K +16,806 +3%
PAIM
6
Punch & Associates Investment Management
Minnesota
$11.4M +$1.31M +53,749 +13%
Morgan Stanley
7
Morgan Stanley
New York
$7.94M +$1.77M +72,631 +29%
EVM
8
Eaton Vance Management
Massachusetts
$7.94M – – –
SIA
9
Sit Investment Associates
Minnesota
$6.1M +$26.7K +1,100 +0.4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.02M +$221K +9,097 +4%
Bessemer Group
11
Bessemer Group
New Jersey
$5.57M -$162K -6,654 -3%
Ameriprise
12
Ameriprise
Minnesota
$4.68M +$974K +40,061 +27%
LJAC
13
L.J. Altfest & Co
New York
$3.13M -$30.6K -1,260 -1%
NVIM
14
New Vernon Investment Management
Illinois
$2.73M – – –
LPL Financial
15
LPL Financial
California
$1.62M +$118K +4,874 +8%
COLIM
16
City of London Investment Management
United Kingdom
$1.45M -$1.33M -54,601 -48%
DBT
17
Dubuque Bank & Trust
Iowa
$1.26M +$64.2K +2,642 +5%
TIM
18
Tortoise Investment Management
New York
$906K +$41.3K +1,700 +5%
RJA
19
Raymond James & Associates
Florida
$867K +$339K +13,960 +66%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$820K +$137K +5,641 +21%
PAG
21
Private Advisor Group
New Jersey
$715K +$5.25K +216 +0.7%
Stifel Financial
22
Stifel Financial
Missouri
$666K +$45K +1,850 +7%
WMG
23
WESCAP Management Group
California
$614K -$580K -23,862 -49%
MSAM
24
Moloney Securities Asset Management
Missouri
$542K -$84.1K -3,461 -14%
UBS Group
25
UBS Group
Switzerland
$541K -$178K -7,338 -25%
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