We are live on ! Find out more
JLS icon

Nuveen Mortgage and Income Fund
JLS

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$13.6M +$5.71M +314,466 +82%
HCM
2
Hilton Capital Management
New York
$11.9M -$1.74M -95,722 -14%
Morgan Stanley
3
Morgan Stanley
New York
$2.18M +$360K +19,786 +22%
Invesco
4
Invesco
Georgia
$1.31M +$244K +13,445 +25%
FM
5
Family Management
New York
$1.23M +$632K +34,766 +123%
Wells Fargo
6
Wells Fargo
California
$1.07M -$291K -16,006 -23%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$875K +$813K +44,773 New
Bank of America
8
Bank of America
North Carolina
$816K -$154K -8,454 -17%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$589K -$112K -6,160 -17%
Ameriprise
10
Ameriprise
Minnesota
$555K -$31K -1,708 -6%
UBS Group
11
UBS Group
Switzerland
$551K +$70.1K +3,860 +16%
Lido Advisors
12
Lido Advisors
California
$520K -$103K -5,696 -18%
SFS
13
Sowell Financial Services
Arkansas
$491K – – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$464K -$13.1K -719 -3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$420K +$19K +1,047 +5%
BEI
16
Benjamin Edwards Inc
Missouri
$417K -$4.11K -226 -1%
Mirae Asset Global Investments
17
Mirae Asset Global Investments
South Korea
$399K -$68.6K -3,773 -16%
RJA
18
Raymond James & Associates
Florida
$311K -$157K -8,643 -35%
Truist Financial
19
Truist Financial
North Carolina
$303K -$85.8K -4,724 -23%
PAG
20
Private Advisor Group
New Jersey
$286K -$45.3K -2,492 -15%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$274K +$18.1K +995 +8%
PFGIA
22
Patriot Financial Group Insurance Agency
Massachusetts
$241K -$11.2K -617 -5%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$209K – – –
APA
24
American Portfolios Advisors
New York
$165K -$12.9K -708 -8%
TJHA
25
Thomas J. Herzfeld Advisors
Florida
$161K +$155K +8,508 New
1
2