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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
$30.9M -$566K -24,101 -2%
Bank of America
2
Bank of America
North Carolina
$17.2M +$840K +35,794 +5%
HCM
3
Hilton Capital Management
New York
$16.2M +$16.2M +689,031 New
RCM
4
Rivernorth Capital Management
Florida
$10.3M +$1.47M +62,646 +17%
PAIM
5
Punch & Associates Investment Management
Minnesota
$10.3M +$173K +7,367 +2%
EVM
6
Eaton Vance Management
Massachusetts
$7.63M – – –
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7.59M +$367K +15,646 +5%
Morgan Stanley
8
Morgan Stanley
New York
$6.51M +$28.6K +1,220 +0.4%
Ameriprise
9
Ameriprise
Minnesota
$5.24M -$7.11M -302,761 -58%
Wells Fargo
10
Wells Fargo
California
$3.31M -$15.1M -641,968 -82%
SIA
11
Sit Investment Associates
Minnesota
$3.04M -$452K -19,241 -13%
NVIM
12
New Vernon Investment Management
Illinois
$2.6M – – –
FTI
13
Fiduciary Trust International
Massachusetts
$1.78M +$91.5K +3,899 +5%
RJA
14
Raymond James & Associates
Florida
$1.67M +$350K +14,902 +27%
Invesco
15
Invesco
Georgia
$1.33M -$363K -15,481 -22%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.2M +$1.2M +50,921 New
TIM
17
Tortoise Investment Management
New York
$1.11M +$210K +8,944 +23%
UBS Group
18
UBS Group
Switzerland
$708K +$138K +5,882 +24%
Bessemer Group
19
Bessemer Group
New Jersey
$560K – – –
Bank of New York Mellon
20
Bank of New York Mellon
New York
$534K +$533K +22,721 New
LJAC
21
L.J. Altfest & Co
New York
$522K -$216K -9,197 -29%
SFS
22
Sowell Financial Services
Arkansas
$426K – – –
Lido Advisors
23
Lido Advisors
California
$402K +$69.8K +2,974 +21%
GXMC
24
Global X Management Company
New York
$371K +$15.2K +646 +4%
RGC
25
Roberts, Glore & Co
Illinois
$323K +$3.29K +140 +1%
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