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, Q1 2022
Institutional positions in Nuveen Multi-Asset Income Fund as of Mar 31, 2022. 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
- 73
- 0 vs. Q4 2021
- Shares held
- 6.13M
- +538.9K (+9.6%) vs. Q4 2021
- Total value
- $99.3M
- −$4.92M (−4.7%) vs. Q4 2021
- New holders
- 13
- 17 more added
- Sold out
- 13
- 20 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Nuveen Multi-Asset Income Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 839,297 | $13.6M | 0.23% | −3,787−0.4% | Reduced |
| UBS Group AG | 783,639 | $12.7M | 0.01% | −80,534−9.3% | Reduced |
| Morgan Stanley | 714,208 | $11.6M | 0.00% | +37,442+5.5% | Added |
| Penserra Capital Management LLC | 650,590 | $10.5M | 0.25% | +650,590 | New |
| Heron Bay Capital Management | 340,357 | $5.51M | 2.71% | −2,831−0.8% | Reduced |
| Wells Fargo & Company | 287,754 | $4.66M | 0.00% | +65,622+29.5% | Added |
| Parametric Portfolio Associates LLC | 262,732 | $4.26M | 0.00% | +115,544+78.5% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 233,712 | $3.79M | 1.42% | +559+0.2% | Added |
| Relative Value Partners Group, LLC | 145,797 | $2.39M | 0.17% | +56,338+63.0% | Added |
| Guggenheim Capital LLC | 139,504 | $2.26M | 0.01% | −38,365−21.6% | Reduced |
| Wolverine Asset Management LLC | 136,300 | $2.21M | 0.03% | +136,300 | New |
| Shaker Financial Services, LLC | 133,670 | $2.17M | 0.82% | +48,728+57.4% | Added |
| First Trust Advisors LP | 125,694 | $2.04M | 0.00% | −2,911−2.3% | Reduced |
| Bank of America Corp | 109,428 | $1.77M | 0.00% | −37,567−25.6% | Reduced |
| Invesco Ltd. | 93,404 | $1.51M | 0.00% | +2,265+2.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 83,433 | $1.35M | 0.00% | −46,221−35.6% | Reduced |
| Raymond James & Associates | 78,199 | $1.27M | 0.00% | −62,157−44.3% | Reduced |
| Silverlake Wealth Management LLC | 66,215 | $1.07M | 0.61% | −1,966−2.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 63,074 | $1.02M | 0.05% | +3,707+6.2% | Added |
| Stifel Financial Corp | 56,693 | $918.0K | 0.00% | +10,243+22.1% | Added |
| Advisor Group Holdings, Inc. | 55,558 | $899.0K | 0.00% | −149,779−72.9% | Reduced |
| Cetera Advisor Networks LLC | 55,182 | $894.0K | 0.01% | +12,305+28.7% | Added |
| JPMorgan Chase & Co | 47,620 | $771.0K | 0.00% | −69,732−59.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 43,519 | $705.0K | 0.00% | +1,315+3.1% | Added |
| City of London Investment Management Co Ltd | 38,668 | $625.0K | 0.04% | 00.0% | Unchanged |
| Sigma Planning Corp | 36,053 | $584.0K | 0.02% | −6,215−14.7% | Reduced |
| Kestra Advisory Services, LLC | 31,304 | $507.0K | 0.01% | +6,696+27.2% | Added |
| RMB Capital Management, LLC | 30,695 | $497.0K | 0.02% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 30,521 | $494.0K | 0.02% | +30,521 | New |
| Mutual Advisors, LLC | 30,019 | $486.0K | 0.03% | +411+1.4% | Added |
| Commonwealth Equity Services, LLC | 28,810 | $466.0K | 0.00% | −468−1.6% | Reduced |
| Gladstone Institutional Advisory LLC | 25,772 | $418.0K | 0.03% | +25,772 | New |
| Royal Bank of Canada | 24,176 | $391.0K | 0.00% | −25,511−51.3% | Reduced |
| 9258 Wealth Management, LLC | 21,451 | $348.0K | 0.08% | +10.0% | Added |
| D.A. Davidson & Co. | 19,829 | $321.0K | 0.00% | −910−4.4% | Reduced |
| Prospera Financial Services Inc | 19,298 | $313.0K | 0.01% | +5,915+44.2% | Added |
| GWM Advisors LLC | 18,098 | $293.0K | 0.01% | −9,968−35.5% | Reduced |
| MML Investors Services, LLC | 17,164 | $278.0K | 0.00% | −16,438−48.9% | Reduced |
| Creative Planning | 17,020 | $276.0K | 0.00% | −837−4.7% | Reduced |
| American Portfolios Advisors | 16,720 | $270.9K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 15,817 | $256.0K | 0.00% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 15,446 | $213.0K | 0.02% | +295+1.9% | Added |
| Bulldog Investors, LLP | 12,779 | $207.0K | 0.05% | +12,779 | New |
| Lindbrook Capital, LLC | 12,722 | $206.0K | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 12,618 | $204.0K | 0.00% | −644−4.9% | Reduced |
| Rockefeller Capital Management L.P. | 12,449 | $201.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 11,438 | $185.0K | 0.00% | −2,105−15.5% | Reduced |
| Geneos Wealth Management Inc. | 11,359 | $184.0K | 0.01% | +11,359 | New |
| Koshinski Asset Management, Inc. | 10,567 | $171.2K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 10,176 | $165.0K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 7,703 | $124.0K | 0.12% | +7,703 | New |
| Fortitude Advisory Group L.L.C. | 7,442 | $121.0K | 0.07% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 7,264 | $120.0K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6,981 | $113.0K | 0.00% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 5,956 | $96.5K | 0.03% | +5,956 | New |
| Patriot Financial Group Insurance Agency, LLC | 5,119 | $83.0K | 0.01% | +5,119 | New |
| Atwood & Palmer Inc | 3,110 | $50.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,759 | $28.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,432 | $23.0K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,231 | $20.0K | 0.02% | +1,231 | New |
| The PNC Financial Services Group, Inc. | 1,120 | $18.0K | 0.00% | +1,056+1,650.0% | Added |
| Proequities, Inc. | 1,055 | $17.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 937 | $15.0K | 0.00% | +937 | New |
| IFP Advisors, Inc | 394 | $8.00K | 0.00% | +394 | New |
| Focused Wealth Management, Inc | 353 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 282 | $5.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 285 | $5.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 250 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 293 | $4.00K | 0.00% | +293 | New |
| Parallel Advisors, LLC | 212 | $3.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 66 | $1.07K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 91 | $1.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −53,852−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −53,732−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −14,093−100.0% | Sold out |
| Mariner Investment Group LLC | 0 | $0 | 0.00% | −13,700−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −10,774−100.0% | Sold out |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −5,040−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −3,474−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −959−100.0% | Sold out |
| Private Capital Group, LLC | 0 | $0 | 0.00% | −701−100.0% | Sold out |
| Comprehensive Financial Consultants Institutional, Inc. | 0 | $0 | 0.00% | −435−100.0% | Sold out |
| Johnson Midwest Financial, LLC | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −1,621−100.0% | Sold out |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |