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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
$29.2M +$1.67M +97,075 +6%
RVPG
2
Relative Value Partners Group
$7.43M -$447 -26 -0%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$2.71M – – –
1CP
4
1607 Capital Partners
Virginia
$2.31M -$1.8M -104,782 -45%
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$1.67M -$260K -15,130 -14%
Morgan Stanley
6
Morgan Stanley
New York
$1.55M +$292K +16,963 +24%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.17M -$339K -19,688 -23%
Ameriprise
8
Ameriprise
Minnesota
$808K +$783K +45,509 New
VVP
9
Venture Visionary Partners
Ohio
$740K +$717K +41,657 New
Baird Financial Group
10
Baird Financial Group
Wisconsin
$676K +$38.9K +2,259 +6%
NFG
11
Nations Financial Group
Iowa
$631K +$20.2K +1,175 +3%
First Trust Advisors
12
First Trust Advisors
Illinois
$471K +$24.1K +1,400 +6%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$448K +$5.54K +322 +1%
Wells Fargo
14
Wells Fargo
California
$408K +$34.6K +2,012 +10%
IA
15
IFP Advisors
Florida
$392K -$15.1K -878 -4%
MC
16
Moors & Cabot
Massachusetts
$355K +$172K +10,000 +100%
UBS Group
17
UBS Group
Switzerland
$313K -$21.1K -1,226 -7%
MWM
18
Melfa Wealth Management
Massachusetts
$281K +$87.6K +5,092 +47%
SFS
19
Sowell Financial Services
Arkansas
$262K -$8.57K -498 -3%
CL
20
Choreo LLC
Illinois
$259K +$251K +14,589 New
LCM
21
Landscape Capital Management
New Jersey
$218K +$211K +12,256 New
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$192K +$186K +10,807 New
Osaic Holdings
23
Osaic Holdings
Arizona
$187K +$47.4K +2,755 +35%
CAN
24
Cetera Advisor Networks
California
$179K -$998 -58 -0.6%
Bank of America
25
Bank of America
North Carolina
$35.7K +$2.74K +159 +9%
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