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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
$29.1M – – –
PCS
2
Private Client Services
Kentucky
$2.48M +$685K +37,821 +39%
AAM
3
Advisors Asset Management
Colorado
$1.89M +$1.25M +68,732 +203%
Morgan Stanley
4
Morgan Stanley
New York
$1.87M +$95K +5,246 +5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.64M +$236K +13,050 +17%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$1.49M +$26.9K +1,485 +2%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$1.38M -$1.4M -77,402 -51%
1CP
8
1607 Capital Partners
Virginia
$1.25M -$824K -45,500 -40%
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$1.13M +$1.14M +62,757 New
NFG
10
Nations Financial Group
Iowa
$980K +$301K +16,636 +46%
Ameriprise
11
Ameriprise
Minnesota
$806K -$80.2K -4,426 -9%
Wells Fargo
12
Wells Fargo
California
$769K +$316K +17,420 +72%
VVP
13
Venture Visionary Partners
Ohio
$768K – – –
Baird Financial Group
14
Baird Financial Group
Wisconsin
$726K +$25.2K +1,389 +4%
IA
15
IFP Advisors
Florida
$563K -$9.31K -514 -2%
Fiera Capital (Canada)
16
Fiera Capital (Canada)
Quebec, Canada
$506K +$497K +27,448 New
First Trust Advisors
17
First Trust Advisors
Illinois
$489K -$9.35K -516 -2%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$473K +$18.4K +1,015 +4%
RCM
19
Robinson Capital Management
Michigan
$470K +$459K +25,354 New
UBS Group
20
UBS Group
Switzerland
$336K +$4.67K +258 +1%
MWM
21
Melfa Wealth Management
Massachusetts
$292K – – –
CL
22
Choreo LLC
Illinois
$288K +$11.9K +658 +4%
SFS
23
Sowell Financial Services
Arkansas
$271K – – –
Osaic Holdings
24
Osaic Holdings
Arizona
$269K +$25.4K +1,401 +11%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$224K +$20.9K +1,154 +10%
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