We are live on ! Find out more
JLS icon

Nuveen Mortgage and Income Fund
JLS

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1
Hilton Capital Management
New York
$11.6M -$3.9M -183,540 -21%
SIA
2
Sit Investment Associates
Minnesota
$6.31M +$5.97M +281,041 +275%
Morgan Stanley
3
Morgan Stanley
New York
$1.51M +$377K +17,756 +24%
Wells Fargo
4
Wells Fargo
California
$1.16M -$228K -10,710 -13%
Invesco
5
Invesco
Georgia
$881K +$20.3K +954 +2%
Bank of America
6
Bank of America
North Carolina
$825K -$1M -47,263 -49%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$597K +$48.5K +2,281 +7%
Lido Advisors
8
Lido Advisors
California
$533K -$78.8K -3,707 -10%
RVPG
9
Relative Value Partners Group
$533K +$689K +32,433 New
Ameriprise
10
Ameriprise
Minnesota
$482K -$1.08M -50,746 -63%
FM
11
Family Management
New York
$463K +$599K +28,169 New
SFS
12
Sowell Financial Services
Arkansas
$413K +$96.3K +4,530 +22%
RJA
13
Raymond James & Associates
Florida
$404K +$299K +14,058 +134%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$401K -$75.9K -3,569 -13%
UBS Group
15
UBS Group
Switzerland
$400K +$57.2K +2,690 +12%
Mirae Asset Global Investments
16
Mirae Asset Global Investments
South Korea
$398K -$84.2K -3,962 -14%
BEI
17
Benjamin Edwards Inc
Missouri
$355K -$108K -5,084 -19%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$337K -$16.2K -760 -4%
Truist Financial
19
Truist Financial
North Carolina
$333K +$109K +5,141 +34%
LCM
20
Landscape Capital Management
New Jersey
$327K -$161K -7,579 -28%
ACM
21
Arlington Capital Management
Illinois
$283K -$55.6K -2,617 -13%
Osaic Holdings
22
Osaic Holdings
Arizona
$283K +$365K +17,159 New
PAG
23
Private Advisor Group
New Jersey
$282K -$31.8K -1,495 -8%
SFS
24
Shaker Financial Services
Virginia
$270K +$349K +16,431 New
Baird Financial Group
25
Baird Financial Group
Wisconsin
$214K +$277K +13,020 New
1
2