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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
$26.6M -$2.5M -133,342 -9%
Ameriprise
2
Ameriprise
Minnesota
$2.98M +$1.26M +67,113 +71%
AAM
3
Advisors Asset Management
Colorado
$2.95M +$16K +852 +0.5%
PCS
4
Private Client Services
Kentucky
$2.52M -$50K -2,667 -2%
Morgan Stanley
5
Morgan Stanley
New York
$1.97M -$169K -9,003 -8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.82M +$159K +8,472 +10%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$1.73M +$87.8K +4,683 +5%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.29M +$959K +51,178 +295%
Wells Fargo
9
Wells Fargo
California
$1.14M -$30.7K -1,639 -3%
NFG
10
Nations Financial Group
Iowa
$1M +$5.62K +300 +0.6%
Raymond James Financial
11
Raymond James Financial
Florida
$950K +$142K +7,600 +18%
VVP
12
Venture Visionary Partners
Ohio
$782K +$131 +7 +0%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$741K -$3.81K -203 -0.5%
IA
14
IFP Advisors
Florida
$656K +$57.3K +3,059 +10%
First Trust Advisors
15
First Trust Advisors
Illinois
$477K -$20.6K -1,100 -4%
Fiera Capital (Canada)
16
Fiera Capital (Canada)
Quebec, Canada
$473K – – –
CL
17
Choreo LLC
Illinois
$401K +$20.7K +1,105 +5%
SFS
18
Sowell Financial Services
Arkansas
$349K – – –
MWM
19
Melfa Wealth Management
Massachusetts
$345K +$787 +42 +0.2%
RCM
20
Robinson Capital Management
Michigan
$320K -$155K -8,287 -33%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$240K +$4.25K +227 +2%
UBS Group
22
UBS Group
Switzerland
$216K -$135K -7,187 -38%
AFG
23
Atomi Financial Group
New York
$201K +$9.82K +524 +5%
EWA
24
EverSource Wealth Advisors
Alabama
$9.38K – – –
US Bancorp
25
US Bancorp
Minnesota
$7.85K +$7.83K +418 New
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