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 |
|---|---|---|---|---|---|
| Citigroup Inc | 2 | $0 | 0.00% | +2 | New |
| Eagle Bay Advisors LLC | 1,621 | $0 | 0.00% | +1,621 | New |
| The PNC Financial Services Group, Inc. | 64 | $1.00K | 0.00% | +64 | New |
| Curi Capital | 91 | $1.00K | 0.00% | +91 | New |
| Caldwell Trust Co | 66 | $1.23K | 0.00% | +66 | New |
| Johnson Midwest Financial, LLC | 113 | $2.00K | 0.00% | +113 | New |
| Parallel Advisors, LLC | 212 | $4.00K | 0.00% | +212 | 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 |
| Focused Wealth Management, Inc | 353 | $7.00K | 0.00% | +353 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 435 | $7.00K | 0.00% | +435 | New |
| NEXT Financial Group, Inc | 613 | $11.0K | 0.00% | +613 | New |
| Private Capital Group, LLC | 701 | $13.0K | 0.00% | +701 | New |
| Confluence Wealth Services, Inc. | 959 | $17.0K | 0.01% | +959 | New |
| Proequities, Inc. | 1,055 | $20.0K | 0.00% | +1,055 | New |
| CoreCap Advisors, LLC | 1,100 | $21.0K | 0.00% | +1,100 | New |
| Wolff Wiese Magana LLC | 1,432 | $27.0K | 0.02% | +1,432 | New |
| Massmutual Trust Co FSB | 1,759 | $33.0K | 0.00% | +1,759 | New |
| Atwood & Palmer Inc | 3,110 | $58.0K | 0.00% | +3,110 | New |
| SkyView Investment Advisors, LLC | 3,474 | $65.0K | 0.01% | +3,474 | New |
| Blue Bell Private Wealth Management, LLC | 5,040 | $94.0K | 0.02% | +5,040 | New |
| Steward Partners Investment Advisory, LLC | 6,981 | $130.0K | 0.00% | +6,981 | New |
| Carolinas Wealth Consulting LLC | 7,264 | $135.0K | 0.03% | +7,264 | New |
| Fortitude Advisory Group L.L.C. | 7,442 | $139.0K | 0.07% | +7,442 | New |
| Advisory Services Network, LLC | 10,176 | $190.0K | 0.01% | +10,176 | New |
| Koshinski Asset Management, Inc. | 10,567 | $197.1K | 0.02% | +10,567 | New |
| Advisor Resource Council | 10,774 | $201.0K | 0.02% | +10,774 | New |
| Rockefeller Capital Management L.P. | 12,449 | $232.0K | 0.00% | +12,449 | New |
| Lindbrook Capital, LLC | 12,722 | $237.0K | 0.04% | +12,722 | New |
| Mariner, LLC | 13,262 | $247.0K | 0.00% | +13,262 | New |
| Prospera Financial Services Inc | 13,383 | $250.0K | 0.01% | +13,383 | 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 |
| Mariner Investment Group LLC | 13,700 | $256.0K | 0.11% | +13,700 | New |
| Integrated Wealth Concepts LLC | 14,093 | $263.0K | 0.01% | +14,093 | New |
| Cetera Investment Advisers | 15,817 | $295.0K | 0.00% | +15,817 | New |
| American Portfolios Advisors | 16,720 | $311.8K | 0.01% | +16,720 | New |
| Creative Planning | 17,857 | $333.0K | 0.00% | +17,857 | New |
| D.A. Davidson & Co. | 20,739 | $387.0K | 0.00% | +20,739 | New |
| 9258 Wealth Management, LLC | 21,450 | $400.0K | 0.09% | +21,450 | New |
| Kestra Advisory Services, LLC | 24,608 | $459.0K | 0.00% | +24,608 | New |
| GWM Advisors LLC | 28,066 | $523.0K | 0.01% | +28,066 | New |
| Commonwealth Equity Services, LLC | 29,278 | $546.0K | 0.00% | +29,278 | New |
| Mutual Advisors, LLC | 29,608 | $552.0K | 0.03% | +29,608 | New |
| RMB Capital Management, LLC | 30,695 | $572.0K | 0.02% | +30,695 | New |
| MML Investors Services, LLC | 33,602 | $627.0K | 0.00% | +33,602 | New |
| City of London Investment Management Co Ltd | 38,668 | $720.0K | 0.04% | +38,668 | New |
| Cambridge Investment Research Advisors, Inc. | 42,204 | $787.0K | 0.00% | +42,204 | New |
| Sigma Planning Corp | 42,268 | $788.0K | 0.02% | +42,268 | New |
| Cetera Advisor Networks LLC | 42,877 | $800.0K | 0.01% | +42,877 | New |
| Stifel Financial Corp | 46,450 | $866.0K | 0.00% | +46,450 | New |
| Royal Bank of Canada | 49,687 | $927.0K | 0.00% | +49,687 | New |
| Janney Montgomery Scott LLC | 53,732 | $1.00M | 0.00% | +53,732 | New |
| Advisors Asset Management, Inc. | 53,852 | $1.00M | 0.01% | +53,852 | New |
| Benjamin F. Edwards & Company, Inc. | 59,367 | $1.11M | 0.05% | +59,367 | New |
| Silverlake Wealth Management LLC | 68,181 | $1.27M | 0.68% | +68,181 | New |
| Shaker Financial Services, LLC | 84,942 | $1.58M | 0.56% | +84,942 | New |
| Relative Value Partners Group, LLC | 89,459 | $1.67M | 0.12% | +89,459 | New |
| Invesco Ltd. | 91,139 | $1.70M | 0.00% | +91,139 | New |
| JPMorgan Chase & Co | 117,352 | $2.19M | 0.00% | +117,352 | New |
| First Trust Advisors LP | 128,605 | $2.40M | 0.00% | +128,605 | New |
| Raymond James Financial Services Advisors, Inc. | 129,654 | $2.42M | 0.00% | +129,654 | New |
| Raymond James & Associates | 140,356 | $2.62M | 0.00% | +140,356 | New |
| Bank of America Corp | 146,995 | $2.74M | 0.00% | +146,995 | New |
| Parametric Portfolio Associates LLC | 147,188 | $2.75M | 0.00% | +147,188 | New |
| Guggenheim Capital LLC | 177,869 | $3.32M | 0.02% | +177,869 | New |
| Advisor Group Holdings, Inc. | 205,337 | $3.83M | 0.01% | +205,337 | New |
| Wells Fargo & Company | 222,132 | $4.14M | 0.00% | +222,132 | New |
| Thomas J. Herzfeld Advisors, Inc. | 233,153 | $4.35M | 1.58% | +233,153 | New |
| Heron Bay Capital Management | 343,188 | $6.40M | 3.16% | +343,188 | New |
| Morgan Stanley | 676,766 | $12.6M | 0.00% | +676,766 | New |
| Saba Capital Management, L.P. | 843,084 | $15.7M | 0.32% | +843,084 | New |
| UBS Group AG | 864,173 | $16.1M | 0.01% | +864,173 | New |