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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
$26.1M +$2.69M +128,082 +11%
RVPG
2
Relative Value Partners Group
$10.2M -$41.5K -1,980 -0.4%
Morgan Stanley
3
Morgan Stanley
New York
$2.97M -$69.2K -3,298 -2%
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$1.93M +$70.3K +3,351 +4%
FM
5
Family Management
New York
$1.29M +$8.68K +414 +0.7%
Wells Fargo
6
Wells Fargo
California
$1.19M +$90.5K +4,317 +8%
Bank of America
7
Bank of America
North Carolina
$1.11M -$101K -4,831 -8%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$1.11M +$41K +1,956 +4%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$940K +$322K +15,338 +52%
RCM
10
Rivernorth Capital Management
Florida
$900K -$663K -31,626 -42%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$555K -$38.4K -1,833 -6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$526K +$58.3K +2,778 +12%
UBS Group
13
UBS Group
Switzerland
$508K +$103K +4,903 +25%
SFS
14
Sowell Financial Services
Arkansas
$448K – – –
SFS
15
Shaker Financial Services
Virginia
$431K +$433K +20,650 New
SCM
16
Saba Capital Management
New York
$414K +$416K +19,839 New
Baird Financial Group
17
Baird Financial Group
Wisconsin
$395K +$18.8K +897 +5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$385K +$54.9K +2,620 +17%
Fiera Capital (Canada)
19
Fiera Capital (Canada)
Quebec, Canada
$378K +$97.2K +4,634 +34%
HCM
20
Hilton Capital Management
New York
$301K -$101K -4,795 -25%
PAG
21
Private Advisor Group
New Jersey
$254K +$126 +6 +0%
PFGIA
22
Patriot Financial Group Insurance Agency
Massachusetts
$236K -$3.67K -175 -2%
APA
23
American Portfolios Advisors
New York
$104K +$2.77K +132 +3%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$97K -$2.66K -127 -3%
ASN
25
Advisory Services Network
Georgia
$49K +$49.5K +2,358 New
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