Nuveen Multi-Asset Income Fund
NMAI- Exchange
- NYSE
- SEC CIK
- 0001861115
No open-market purchases or sales by Nuveen Multi-Asset Income Fund insiders were filed in the last 90 days; 76 institutions reported holding it in 13F filings for Q2 2026, worth $82.3M in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in Nuveen Multi-Asset Income Fund as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 74
- +74 vs. Q3 2021
- Shares held
- 5.59M
- +5.59M vs. Q3 2021
- Total value
- $104.2M
- +$104.2M vs. Q3 2021
- New holders
- 74
- 0 more added
- Sold out
- 0
- 0 more reduced
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NMAI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 76 | $82.3M |
| Q1 2026 | 84 | $81.7M |
| Q4 2025 | 84 | $92.4M |
| Q3 2025 | 73 | $95.7M |
| Q2 2025 | 67 | $97.4M |
| Q1 2025 | 64 | $96.3M |
| Q4 2024 | 67 | $101.6M |
| Q3 2024 | 64 | $116.4M |
| Q2 2024 | 63 | $122.1M |
| Q1 2024 | 69 | $127.4M |
| Q4 2023 | 65 | $129.9M |
| Q3 2023 | 67 | $110.0M |
| Q2 2023 | 71 | $106.3M |
| Q1 2023 | 74 | $93.9M |
| Q4 2022 | 77 | $88.0M |
| Q3 2022 | 72 | $82.2M |
| Q2 2022 | 80 | $90.6M |
| Q1 2022 | 73 | $99.3M |
| Q4 2021 | 74 | $104.2M |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Nuveen Multi-Asset Income Fund; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 864,173 | $16.1M | 0.01% | +864,173 | New |
| Saba Capital Management, L.P. | 843,084 | $15.7M | 0.32% | +843,084 | New |
| Morgan Stanley | 676,766 | $12.6M | 0.00% | +676,766 | New |
| Heron Bay Capital Management | 343,188 | $6.40M | 3.16% | +343,188 | New |
| Thomas J. Herzfeld Advisors, Inc. | 233,153 | $4.35M | 1.58% | +233,153 | New |
| Wells Fargo & Company | 222,132 | $4.14M | 0.00% | +222,132 | New |
| Advisor Group Holdings, Inc. | 205,337 | $3.83M | 0.01% | +205,337 | New |
| Guggenheim Capital LLC | 177,869 | $3.32M | 0.02% | +177,869 | New |
| Parametric Portfolio Associates LLC | 147,188 | $2.75M | 0.00% | +147,188 | New |
| Bank of America Corp | 146,995 | $2.74M | 0.00% | +146,995 | New |
| Raymond James & Associates | 140,356 | $2.62M | 0.00% | +140,356 | New |
| Raymond James Financial Services Advisors, Inc. | 129,654 | $2.42M | 0.00% | +129,654 | New |
| First Trust Advisors LP | 128,605 | $2.40M | 0.00% | +128,605 | New |
| JPMorgan Chase & Co | 117,352 | $2.19M | 0.00% | +117,352 | New |
| Invesco Ltd. | 91,139 | $1.70M | 0.00% | +91,139 | New |
| Relative Value Partners Group, LLC | 89,459 | $1.67M | 0.12% | +89,459 | New |
| Shaker Financial Services, LLC | 84,942 | $1.58M | 0.56% | +84,942 | New |
| Silverlake Wealth Management LLC | 68,181 | $1.27M | 0.68% | +68,181 | New |
| Benjamin F. Edwards & Company, Inc. | 59,367 | $1.11M | 0.05% | +59,367 | New |
| Advisors Asset Management, Inc. | 53,852 | $1.00M | 0.01% | +53,852 | New |
| Janney Montgomery Scott LLC | 53,732 | $1.00M | 0.00% | +53,732 | New |
| Royal Bank of Canada | 49,687 | $927.0K | 0.00% | +49,687 | New |
| Stifel Financial Corp | 46,450 | $866.0K | 0.00% | +46,450 | New |
| Cetera Advisor Networks LLC | 42,877 | $800.0K | 0.01% | +42,877 | New |
| Sigma Planning Corp | 42,268 | $788.0K | 0.02% | +42,268 | New |
| Cambridge Investment Research Advisors, Inc. | 42,204 | $787.0K | 0.00% | +42,204 | New |
| City of London Investment Management Co Ltd | 38,668 | $720.0K | 0.04% | +38,668 | New |
| MML Investors Services, LLC | 33,602 | $627.0K | 0.00% | +33,602 | New |
| RMB Capital Management, LLC | 30,695 | $572.0K | 0.02% | +30,695 | New |
| Mutual Advisors, LLC | 29,608 | $552.0K | 0.03% | +29,608 | New |
| Commonwealth Equity Services, LLC | 29,278 | $546.0K | 0.00% | +29,278 | New |
| GWM Advisors LLC | 28,066 | $523.0K | 0.01% | +28,066 | New |
| Kestra Advisory Services, LLC | 24,608 | $459.0K | 0.00% | +24,608 | New |
| 9258 Wealth Management, LLC | 21,450 | $400.0K | 0.09% | +21,450 | New |
| D.A. Davidson & Co. | 20,739 | $387.0K | 0.00% | +20,739 | New |
| Creative Planning | 17,857 | $333.0K | 0.00% | +17,857 | New |
| American Portfolios Advisors | 16,720 | $311.8K | 0.01% | +16,720 | New |
| Cetera Investment Advisers | 15,817 | $295.0K | 0.00% | +15,817 | New |
| Integrated Wealth Concepts LLC | 14,093 | $263.0K | 0.01% | +14,093 | New |
| Mariner Investment Group LLC | 13,700 | $256.0K | 0.11% | +13,700 | New |
| Truist Financial Corp | 13,543 | $253.0K | 0.00% | +13,543 | New |
| Chicago Partners Investment Group LLC | 15,151 | $253.0K | 0.02% | +15,151 | New |
| Prospera Financial Services Inc | 13,383 | $250.0K | 0.01% | +13,383 | New |
| Mariner, LLC | 13,262 | $247.0K | 0.00% | +13,262 | New |
| Lindbrook Capital, LLC | 12,722 | $237.0K | 0.04% | +12,722 | New |
| Rockefeller Capital Management L.P. | 12,449 | $232.0K | 0.00% | +12,449 | New |
| Advisor Resource Council | 10,774 | $201.0K | 0.02% | +10,774 | New |
| Koshinski Asset Management, Inc. | 10,567 | $197.1K | 0.02% | +10,567 | New |
| Advisory Services Network, LLC | 10,176 | $190.0K | 0.01% | +10,176 | New |
| Fortitude Advisory Group L.L.C. | 7,442 | $139.0K | 0.07% | +7,442 | New |
| Carolinas Wealth Consulting LLC | 7,264 | $135.0K | 0.03% | +7,264 | New |
| Steward Partners Investment Advisory, LLC | 6,981 | $130.0K | 0.00% | +6,981 | New |
| Blue Bell Private Wealth Management, LLC | 5,040 | $94.0K | 0.02% | +5,040 | New |
| SkyView Investment Advisors, LLC | 3,474 | $65.0K | 0.01% | +3,474 | New |
| Atwood & Palmer Inc | 3,110 | $58.0K | 0.00% | +3,110 | New |
| Massmutual Trust Co FSB | 1,759 | $33.0K | 0.00% | +1,759 | New |
| Wolff Wiese Magana LLC | 1,432 | $27.0K | 0.02% | +1,432 | New |
| CoreCap Advisors, LLC | 1,100 | $21.0K | 0.00% | +1,100 | New |
| Proequities, Inc. | 1,055 | $20.0K | 0.00% | +1,055 | New |
| Confluence Wealth Services, Inc. | 959 | $17.0K | 0.01% | +959 | New |
| Private Capital Group, LLC | 701 | $13.0K | 0.00% | +701 | New |
| NEXT Financial Group, Inc | 613 | $11.0K | 0.00% | +613 | New |
| Focused Wealth Management, Inc | 353 | $7.00K | 0.00% | +353 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 435 | $7.00K | 0.00% | +435 | New |
| Fifth Third Bancorp | 282 | $5.00K | 0.00% | +282 | New |
| Allworth Financial LP | 285 | $5.00K | 0.00% | +285 | New |
| Larson Financial Group LLC | 250 | $5.00K | 0.00% | +250 | New |
| Parallel Advisors, LLC | 212 | $4.00K | 0.00% | +212 | New |
| Johnson Midwest Financial, LLC | 113 | $2.00K | 0.00% | +113 | New |
| Caldwell Trust Co | 66 | $1.23K | 0.00% | +66 | New |
| The PNC Financial Services Group, Inc. | 64 | $1.00K | 0.00% | +64 | New |
| Curi Capital | 91 | $1.00K | 0.00% | +91 | New |
| Citigroup Inc | 2 | $0 | 0.00% | +2 | New |
| Eagle Bay Advisors LLC | 1,621 | $0 | 0.00% | +1,621 | New |