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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
$25.5M -$987K -54,522 -4%
Ameriprise
2
Ameriprise
Minnesota
$3.71M +$664K +36,688 +23%
AAM
3
Advisors Asset Management
Colorado
$2.94M -$10.6K -585 -0.4%
Morgan Stanley
4
Morgan Stanley
New York
$2.03M +$63.9K +3,528 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.97M +$145K +7,987 +8%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$1.83M +$97.3K +5,377 +6%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.28M -$2.32K -128 -0.2%
Wells Fargo
8
Wells Fargo
California
$1.09M -$46.6K -2,573 -4%
NFG
9
Nations Financial Group
Iowa
$997K -$5.43K -300 -0.6%
Raymond James Financial
10
Raymond James Financial
Florida
$809K -$135K -7,461 -15%
VVP
11
Venture Visionary Partners
Ohio
$781K +$398 +22 +0.1%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$748K +$8.02K +443 +1%
RCM
13
Robinson Capital Management
Michigan
$586K +$257K +14,200 +83%
First Trust Advisors
14
First Trust Advisors
Illinois
$501K +$24.2K +1,339 +5%
Fiera Capital (Canada)
15
Fiera Capital (Canada)
Quebec, Canada
$472K – – –
SFS
16
Sowell Financial Services
Arkansas
$348K – – –
MWM
17
Melfa Wealth Management
Massachusetts
$346K +$1.18K +65 +0.4%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$250K +$9.94K +549 +4%
IA
19
IFP Advisors
Florida
$248K -$393K -21,698 -62%
CL
20
Choreo LLC
Illinois
$243K -$150K -8,272 -39%
AFG
21
Atomi Financial Group
New York
$235K +$33.3K +1,841 +17%
UBS Group
22
UBS Group
Switzerland
$217K +$2.21K +122 +1%
EWA
23
EverSource Wealth Advisors
Alabama
$9.37K – – –
Comerica Bank
24
Comerica Bank
Texas
$227 +$91 +5 +71%
PCS
25
Private Client Services
Kentucky
– -$2.52M -134,205 Closed
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