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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
$35.7M -$1.87M -73,093 -5%
Wells Fargo
2
Wells Fargo
California
$17.1M +$702K +27,516 +4%
Bank of America
3
Bank of America
North Carolina
$16.4M +$55.7K +2,184 +0.3%
HCM
4
Hilton Capital Management
New York
$14.8M – – –
PAIM
5
Punch & Associates Investment Management
Minnesota
$12.6M +$321K +12,590 +3%
Ameriprise
6
Ameriprise
Minnesota
$11.5M +$3.13M +122,766 +37%
RCM
7
Rivernorth Capital Management
Florida
$10.8M -$1.4M -54,850 -11%
Morgan Stanley
8
Morgan Stanley
New York
$8.33M +$155K +6,084 +2%
EVM
9
Eaton Vance Management
Massachusetts
$8.22M – – –
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.67M +$372K +14,567 +6%
SIA
11
Sit Investment Associates
Minnesota
$5.99M +$81.8K +3,205 +1%
Bessemer Group
12
Bessemer Group
New Jersey
$3.5M -$1.47M -57,500 -29%
NVIM
13
New Vernon Investment Management
Illinois
$2.8M – – –
LJAC
14
L.J. Altfest & Co
New York
$2.05M -$1.02M -39,986 -33%
FTI
15
Fiduciary Trust International
Massachusetts
$1.61M +$4.11K +161 +0.3%
COLIM
16
City of London Investment Management
United Kingdom
$1.36M – – –
RJA
17
Raymond James & Associates
Florida
$1.3M +$81.4K +3,188 +7%
Invesco
18
Invesco
Georgia
$1.17M +$469K +18,385 +66%
TIM
19
Tortoise Investment Management
New York
$995K +$80.5K +3,155 +9%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$978K +$49.3K +1,931 +5%
Stifel Financial
21
Stifel Financial
Missouri
$767K +$38.3K +1,500 +5%
PAG
22
Private Advisor Group
New Jersey
$718K -$27.9K -1,093 -4%
MSAM
23
Moloney Securities Asset Management
Missouri
$621K +$30.1K +1,179 +5%
UBS Group
24
UBS Group
Switzerland
$607K -$18.7K -732 -3%
DBT
25
Dubuque Bank & Trust
Iowa
$472K -$863K -33,807 -65%
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