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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
$33.6M -$1.25M -48,779 -3%
Wells Fargo
2
Wells Fargo
California
$18.7M +$2.16M +84,235 +13%
Bank of America
3
Bank of America
North Carolina
$16.7M +$727K +28,320 +4%
HCM
4
Hilton Capital Management
New York
$16M – – –
PAIM
5
Punch & Associates Investment Management
Minnesota
$12.1M -$222K -8,629 -2%
Ameriprise
6
Ameriprise
Minnesota
$11.2M +$32.7K +1,275 +0.3%
RCM
7
Rivernorth Capital Management
Florida
$9.45M -$1.06M -41,407 -10%
Morgan Stanley
8
Morgan Stanley
New York
$8.46M +$365K +14,212 +4%
EVM
9
Eaton Vance Management
Massachusetts
$8.01M – – –
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$7.1M +$632K +24,624 +9%
SIA
11
Sit Investment Associates
Minnesota
$4.58M -$1.29M -50,266 -21%
NVIM
12
New Vernon Investment Management
Illinois
$2.73M – – –
FTI
13
Fiduciary Trust International
Massachusetts
$1.69M +$134K +5,211 +8%
Invesco
14
Invesco
Georgia
$1.53M +$407K +15,847 +34%
RJA
15
Raymond James & Associates
Florida
$1.52M +$265K +10,316 +20%
COLIM
16
City of London Investment Management
United Kingdom
$1.39M +$77K +3,000 +6%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.16M +$213K +8,289 +22%
LJAC
18
L.J. Altfest & Co
New York
$1.05M -$988K -38,489 -48%
Bessemer Group
19
Bessemer Group
New Jersey
$1.01M -$2.5M -97,400 -70%
Stifel Financial
20
Stifel Financial
Missouri
$768K +$24.4K +950 +3%
TIM
21
Tortoise Investment Management
New York
$726K -$253K -9,850 -25%
UBS Group
22
UBS Group
Switzerland
$585K -$5.68K -221 -0.9%
SFS
23
Sowell Financial Services
Arkansas
$432K +$133K +5,190 +41%
RGC
24
Roberts, Glore & Co
Illinois
$336K – – –
GXMC
25
Global X Management Company
New York
$332K +$47.6K +1,853 +16%
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