Skip to main content

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.

Q4 2021 vs. Q3 2021

How the institutions holding Nuveen Multi-Asset Income Fund changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of NMAI: Q3 2021 compared with Q4 2021
MeasureQ3 2021Q4 2021Change
Holders074+74
Shares05.59M+5.59M
Value$0$104.2M+$104.2M

New holders (74)

Institutions that held Nuveen Multi-Asset Income Fund at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to NMAI in Q4 2021
InstitutionSharesValue% of portfolio
UBS Group AG864,173$16.1M0.01%
Saba Capital Management, L.P.843,084$15.7M0.32%
Morgan Stanley676,766$12.6M0.00%
Heron Bay Capital Management343,188$6.40M3.16%
Thomas J. Herzfeld Advisors, Inc.233,153$4.35M1.58%
Wells Fargo & Company222,132$4.14M0.00%
Advisor Group Holdings, Inc.205,337$3.83M0.01%
Guggenheim Capital LLC177,869$3.32M0.02%
Parametric Portfolio Associates LLC147,188$2.75M0.00%
Bank of America Corp146,995$2.74M0.00%
Raymond James & Associates140,356$2.62M0.00%
Raymond James Financial Services Advisors, Inc.129,654$2.42M0.00%
First Trust Advisors LP128,605$2.40M0.00%
JPMorgan Chase & Co117,352$2.19M0.00%
Invesco Ltd.91,139$1.70M0.00%
Relative Value Partners Group, LLC89,459$1.67M0.12%
Shaker Financial Services, LLC84,942$1.58M0.56%
Silverlake Wealth Management LLC68,181$1.27M0.68%
Benjamin F. Edwards & Company, Inc.59,367$1.11M0.05%
Advisors Asset Management, Inc.53,852$1.00M0.01%
Janney Montgomery Scott LLC53,732$1.00M0.00%
Royal Bank of Canada49,687$927.0K0.00%
Stifel Financial Corp46,450$866.0K0.00%
Cetera Advisor Networks LLC42,877$800.0K0.01%
Sigma Planning Corp42,268$788.0K0.02%
Cambridge Investment Research Advisors, Inc.42,204$787.0K0.00%
City of London Investment Management Co Ltd38,668$720.0K0.04%
MML Investors Services, LLC33,602$627.0K0.00%
RMB Capital Management, LLC30,695$572.0K0.02%
Mutual Advisors, LLC29,608$552.0K0.03%
Commonwealth Equity Services, LLC29,278$546.0K0.00%
GWM Advisors LLC28,066$523.0K0.01%
Kestra Advisory Services, LLC24,608$459.0K0.00%
9258 Wealth Management, LLC21,450$400.0K0.09%
D.A. Davidson & Co.20,739$387.0K0.00%
Creative Planning17,857$333.0K0.00%
American Portfolios Advisors16,720$311.8K0.01%
Cetera Investment Advisers15,817$295.0K0.00%
Integrated Wealth Concepts LLC14,093$263.0K0.01%
Mariner Investment Group LLC13,700$256.0K0.11%
Truist Financial Corp13,543$253.0K0.00%
Chicago Partners Investment Group LLC15,151$253.0K0.02%
Prospera Financial Services Inc13,383$250.0K0.01%
Mariner, LLC13,262$247.0K0.00%
Lindbrook Capital, LLC12,722$237.0K0.04%
Rockefeller Capital Management L.P.12,449$232.0K0.00%
Advisor Resource Council10,774$201.0K0.02%
Koshinski Asset Management, Inc.10,567$197.1K0.02%
Advisory Services Network, LLC10,176$190.0K0.01%
Fortitude Advisory Group L.L.C.7,442$139.0K0.07%
Carolinas Wealth Consulting LLC7,264$135.0K0.03%
Steward Partners Investment Advisory, LLC6,981$130.0K0.00%
Blue Bell Private Wealth Management, LLC5,040$94.0K0.02%
SkyView Investment Advisors, LLC3,474$65.0K0.01%
Atwood & Palmer Inc3,110$58.0K0.00%
Massmutual Trust Co FSB1,759$33.0K0.00%
Wolff Wiese Magana LLC1,432$27.0K0.02%
CoreCap Advisors, LLC1,100$21.0K0.00%
Proequities, Inc.1,055$20.0K0.00%
Confluence Wealth Services, Inc.959$17.0K0.01%
Private Capital Group, LLC701$13.0K0.00%
NEXT Financial Group, Inc613$11.0K0.00%
Focused Wealth Management, Inc353$7.00K0.00%
Comprehensive Financial Consultants Institutional, Inc.435$7.00K0.00%
Fifth Third Bancorp282$5.00K0.00%
Allworth Financial LP285$5.00K0.00%
Larson Financial Group LLC250$5.00K0.00%
Parallel Advisors, LLC212$4.00K0.00%
Johnson Midwest Financial, LLC113$2.00K0.00%
Caldwell Trust Co66$1.23K0.00%
The PNC Financial Services Group, Inc.64$1.00K0.00%
Curi Capital91$1.00K0.00%
Citigroup Inc2$00.00%
Eagle Bay Advisors LLC1,621$00.00%

Sold out (0)

Institutions that held Nuveen Multi-Asset Income Fund at the end of Q3 2021 and filed for Q4 2021 without it.

None.