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Nuveen Mortgage and Income Fund
JLS

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1
Hilton Capital Management
New York
$19.5M +$423K +18,877 +2%
SIA
2
Sit Investment Associates
Minnesota
$2.25M -$8.66M -385,967 -79%
Bank of America
3
Bank of America
North Carolina
$2.14M -$10M -447,189 -82%
Wells Fargo
4
Wells Fargo
California
$1.78M +$11.1K +497 +0.6%
Ameriprise
5
Ameriprise
Minnesota
$1.78M -$67.1K -2,991 -4%
Morgan Stanley
6
Morgan Stanley
New York
$1.63M +$21.8K +972 +1%
Invesco
7
Invesco
Georgia
$1.16M -$1.99M -88,567 -63%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.05M -$78.6K -3,507 -7%
Lido Advisors
9
Lido Advisors
California
$789K +$130K +5,777 +19%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$747K +$58.4K +2,602 +8%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$619K -$93.1K -4,151 -13%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$615K -$584K -26,022 -48%
LCM
13
Landscape Capital Management
New Jersey
$603K +$616K +27,481 New
BEI
14
Benjamin Edwards Inc
Missouri
$585K +$51K +2,273 +9%
MFG
15
Magnus Financial Group
New York
$508K -$27.4K -1,224 -5%
UBS Group
16
UBS Group
Switzerland
$474K -$51.4K -2,290 -10%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$466K +$19.8K +881 +4%
SFS
18
Sowell Financial Services
Arkansas
$452K – – –
ACM
19
Arlington Capital Management
Illinois
$436K -$126K -5,614 -22%
IAA
20
Independent Advisor Alliance
North Carolina
$414K +$422K +18,835 New
PAG
21
Private Advisor Group
New Jersey
$409K -$7.63K -340 -2%
Truist Financial
22
Truist Financial
North Carolina
$331K +$338K +15,079 New
PFGIA
23
Patriot Financial Group Insurance Agency
Massachusetts
$325K +$919 +41 +0.3%
RJA
24
Raymond James & Associates
Florida
$230K -$719K -32,070 -75%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$226K +$184K +8,191 +391%
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