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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
$27.9M -$505K -27,541 -2%
AAM
2
Advisors Asset Management
Colorado
$2.82M +$989K +53,929 +53%
PCS
3
Private Client Services
Kentucky
$2.46M +$47K +2,564 +2%
Morgan Stanley
4
Morgan Stanley
New York
$2.05M +$230K +12,554 +12%
Ameriprise
5
Ameriprise
Minnesota
$1.69M +$924K +50,406 +115%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.59M -$6.95K -379 -0.4%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$1.57M +$119K +6,472 +8%
Wells Fargo
8
Wells Fargo
California
$1.12M +$380K +20,740 +50%
NFG
9
Nations Financial Group
Iowa
$957K – – –
Raymond James Financial
10
Raymond James Financial
Florida
$774K +$789K +43,022 New
VVP
11
Venture Visionary Partners
Ohio
$750K – – –
Baird Financial Group
12
Baird Financial Group
Wisconsin
$714K +$5.21K +284 +0.7%
IA
13
IFP Advisors
Florida
$574K +$24.6K +1,343 +4%
First Trust Advisors
14
First Trust Advisors
Illinois
$477K -$330 -18 -0.1%
RCM
15
Robinson Capital Management
Michigan
$456K – – –
Fiera Capital (Canada)
16
Fiera Capital (Canada)
Quebec, Canada
$453K -$41.6K -2,271 -8%
CL
17
Choreo LLC
Illinois
$363K +$84.2K +4,591 +30%
UBS Group
18
UBS Group
Switzerland
$336K +$8.51K +464 +3%
SFS
19
Sowell Financial Services
Arkansas
$334K +$72.7K +3,967 +27%
MWM
20
Melfa Wealth Management
Massachusetts
$330K +$45.8K +2,500 +16%
Osaic Holdings
21
Osaic Holdings
Arizona
$313K +$50.6K +2,759 +19%
IAA
22
Independent Advisor Alliance
North Carolina
$250K +$255K +13,885 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$226K +$7.65K +417 +3%
AFG
24
Atomi Financial Group
New York
$183K -$3.7K -202 -2%
EBA
25
Eagle Bay Advisors
New York
$24.9K +$1.49K +81 +6%
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