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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
$17.4M -$2.39M -130,542 -12%
Ameriprise
2
Ameriprise
Minnesota
$5.38M +$854K +46,605 +19%
AAM
3
Advisors Asset Management
Colorado
$2.84M +$25.2K +1,374 +0.9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.13M -$109K -5,941 -5%
Morgan Stanley
5
Morgan Stanley
New York
$1.7M -$117K -6,391 -6%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$1.32M -$148K -8,081 -10%
Fiera Capital (Canada)
7
Fiera Capital (Canada)
Quebec, Canada
$1.18M -$42.8K -2,333 -3%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.04M -$385K -21,004 -27%
Invesco
9
Invesco
Georgia
$914K +$225K +12,256 +32%
Wells Fargo
10
Wells Fargo
California
$911K +$2.6K +142 +0.3%
NFG
11
Nations Financial Group
Iowa
$878K – – –
Raymond James Financial
12
Raymond James Financial
Florida
$865K +$74K +4,039 +9%
VVP
13
Venture Visionary Partners
Ohio
$848K +$92K +5,017 +12%
AFG
14
Atomi Financial Group
New York
$754K -$1.76K -96 -0.2%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$726K +$413K +22,527 +129%
First Trust Advisors
16
First Trust Advisors
Illinois
$650K +$74K +4,035 +13%
HWAM
17
Hennion & Walsh Asset Management
New Jersey
$536K +$293K +16,005 +118%
CAM
18
Concorde Asset Management
Michigan
$495K +$77.5K +4,230 +19%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$401K +$4.4K +240 +1%
CEFA
20
Closed-End Fund Advisors
Virginia
$377K – – –
LPL Financial
21
LPL Financial
California
$347K +$139K +7,572 +65%
MWM
22
Melfa Wealth Management
Massachusetts
$338K +$862 +47 +0.3%
SFS
23
Sowell Financial Services
Arkansas
$337K – – –
Stifel Financial
24
Stifel Financial
Missouri
$217K -$147 -8 -0.1%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$215K +$18.7K +1,022 +9%
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