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Nuveen Mortgage and Income Fund
JLS

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$22.8M +$2.85M +149,469 +15%
RVPG
2
Relative Value Partners Group
$4.63M +$4.47M +234,216 New
Morgan Stanley
3
Morgan Stanley
New York
$1.9M -$400K -20,947 -18%
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$1.53M +$567K +29,708 +62%
Invesco
5
Invesco
Georgia
$1.47M +$175K +9,188 +14%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$1.28M +$110K +5,743 +10%
Wells Fargo
7
Wells Fargo
California
$1.19M +$15.4K +808 +1%
FM
8
Family Management
New York
$1.18M -$19.4K -1,016 -2%
RCM
9
Rivernorth Capital Management
Florida
$915K +$884K +46,304 New
HCM
10
Hilton Capital Management
New York
$815K -$4.87M -254,943 -86%
Citadel Advisors
11
Citadel Advisors
Florida
$747K +$721K +37,763 New
MC
12
Matisse Capital
Oregon
$726K +$702K +36,754 New
Ameriprise
13
Ameriprise
Minnesota
$651K +$20.7K +1,083 +3%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$626K -$186K -9,718 -23%
CRC
15
Curi RMB Capital
Illinois
$538K +$519K +27,204 New
Bank of America
16
Bank of America
North Carolina
$533K -$25.1K -1,316 -5%
Mirae Asset Global Investments
17
Mirae Asset Global Investments
South Korea
$528K +$35.5K +1,862 +7%
SFS
18
Sowell Financial Services
Arkansas
$466K – – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$431K -$36.5K -1,912 -8%
LCM
20
Landscape Capital Management
New Jersey
$429K +$414K +21,698 New
UBS Group
21
UBS Group
Switzerland
$421K +$54.7K +2,863 +16%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$341K +$41.7K +2,185 +14%
PAG
23
Private Advisor Group
New Jersey
$250K -$38K -1,992 -14%
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$236K +$382 +20 +0.2%
RJA
25
Raymond James & Associates
Florida
$232K +$224K +11,740 New
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