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
$19M +$5.83M +305,097 +44%
HCM
2
Hilton Capital Management
New York
$5.61M -$6.01M -314,625 -52%
Morgan Stanley
3
Morgan Stanley
New York
$2.21M +$103K +5,392 +5%
Invesco
4
Invesco
Georgia
$1.23M -$36.8K -1,926 -3%
FM
5
Family Management
New York
$1.15M -$42.3K -2,217 -4%
Wells Fargo
6
Wells Fargo
California
$1.12M +$89.7K +4,698 +9%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$1.11M +$1.12M +58,795 New
TJHA
8
Thomas J. Herzfeld Advisors
Florida
$889K +$748K +39,168 +460%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$783K -$64.7K -3,385 -8%
Ameriprise
10
Ameriprise
Minnesota
$603K +$65.7K +3,439 +12%
Bank of America
11
Bank of America
North Carolina
$535K -$257K -13,441 -32%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$486K -$85K -4,453 -15%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$470K +$84.3K +4,414 +22%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$449K +$286 +15 +0.1%
SFS
15
Sowell Financial Services
Arkansas
$446K -$29.6K -1,550 -6%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$442K +$445K +23,325 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$370K -$37.3K -1,955 -9%
UBS Group
18
UBS Group
Switzerland
$350K -$185K -9,699 -34%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$285K +$20.2K +1,059 +8%
Truist Financial
20
Truist Financial
North Carolina
$281K -$12.7K -666 -4%
PAG
21
Private Advisor Group
New Jersey
$277K +$115 +6 +0%
Lido Advisors
22
Lido Advisors
California
$237K -$268K -14,035 -53%
PFGIA
23
Patriot Financial Group Insurance Agency
Massachusetts
$225K -$8.15K -427 -3%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$202K -$19 -1 -0%
APA
25
American Portfolios Advisors
New York
$167K +$7.47K +391 +5%
1
2