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 |
|---|---|---|---|---|---|
| Citigroup Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 91 | $1.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 66 | $1.07K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 212 | $3.00K | 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 |
| Fifth Third Bancorp | 282 | $5.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 285 | $5.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 353 | $6.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 394 | $8.00K | 0.00% | +394 | New |
| Money Concepts Capital Corp | 937 | $15.0K | 0.00% | +937 | New |
| Proequities, Inc. | 1,055 | $17.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,120 | $18.0K | 0.00% | +1,056+1,650.0% | Added |
| Hazlett, Burt & Watson, Inc. | 1,231 | $20.0K | 0.02% | +1,231 | New |
| Wolff Wiese Magana LLC | 1,432 | $23.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,759 | $28.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 3,110 | $50.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 5,119 | $83.0K | 0.01% | +5,119 | New |
| Herold Advisors, Inc. | 5,956 | $96.5K | 0.03% | +5,956 | New |
| Steward Partners Investment Advisory, LLC | 6,981 | $113.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 7,264 | $120.0K | 0.03% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 7,442 | $121.0K | 0.07% | 00.0% | Unchanged |
| Insight Financial Services | 7,703 | $124.0K | 0.12% | +7,703 | New |
| Advisory Services Network, LLC | 10,176 | $165.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 10,567 | $171.2K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 11,359 | $184.0K | 0.01% | +11,359 | New |
| Truist Financial Corp | 11,438 | $185.0K | 0.00% | −2,105−15.5% | Reduced |
| Rockefeller Capital Management L.P. | 12,449 | $201.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 12,618 | $204.0K | 0.00% | −644−4.9% | Reduced |
| Lindbrook Capital, LLC | 12,722 | $206.0K | 0.03% | 00.0% | Unchanged |
| Bulldog Investors, LLP | 12,779 | $207.0K | 0.05% | +12,779 | New |
| Chicago Partners Investment Group LLC | 15,446 | $213.0K | 0.02% | +295+1.9% | Added |
| Cetera Investment Advisers | 15,817 | $256.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 16,720 | $270.9K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 17,020 | $276.0K | 0.00% | −837−4.7% | Reduced |
| MML Investors Services, LLC | 17,164 | $278.0K | 0.00% | −16,438−48.9% | Reduced |
| GWM Advisors LLC | 18,098 | $293.0K | 0.01% | −9,968−35.5% | Reduced |
| Prospera Financial Services Inc | 19,298 | $313.0K | 0.01% | +5,915+44.2% | Added |
| D.A. Davidson & Co. | 19,829 | $321.0K | 0.00% | −910−4.4% | Reduced |
| 9258 Wealth Management, LLC | 21,451 | $348.0K | 0.08% | +10.0% | Added |
| Royal Bank of Canada | 24,176 | $391.0K | 0.00% | −25,511−51.3% | Reduced |
| Gladstone Institutional Advisory LLC | 25,772 | $418.0K | 0.03% | +25,772 | New |
| Commonwealth Equity Services, LLC | 28,810 | $466.0K | 0.00% | −468−1.6% | Reduced |
| Mutual Advisors, LLC | 30,019 | $486.0K | 0.03% | +411+1.4% | Added |
| BKD Wealth Advisors, LLC | 30,521 | $494.0K | 0.02% | +30,521 | New |
| RMB Capital Management, LLC | 30,695 | $497.0K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 31,304 | $507.0K | 0.01% | +6,696+27.2% | Added |
| Sigma Planning Corp | 36,053 | $584.0K | 0.02% | −6,215−14.7% | Reduced |
| City of London Investment Management Co Ltd | 38,668 | $625.0K | 0.04% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 43,519 | $705.0K | 0.00% | +1,315+3.1% | Added |
| JPMorgan Chase & Co | 47,620 | $771.0K | 0.00% | −69,732−59.4% | Reduced |
| Cetera Advisor Networks LLC | 55,182 | $894.0K | 0.01% | +12,305+28.7% | Added |
| Advisor Group Holdings, Inc. | 55,558 | $899.0K | 0.00% | −149,779−72.9% | Reduced |
| Stifel Financial Corp | 56,693 | $918.0K | 0.00% | +10,243+22.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 63,074 | $1.02M | 0.05% | +3,707+6.2% | Added |
| Silverlake Wealth Management LLC | 66,215 | $1.07M | 0.61% | −1,966−2.9% | Reduced |
| Raymond James & Associates | 78,199 | $1.27M | 0.00% | −62,157−44.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 83,433 | $1.35M | 0.00% | −46,221−35.6% | Reduced |
| Invesco Ltd. | 93,404 | $1.51M | 0.00% | +2,265+2.5% | Added |
| Bank of America Corp | 109,428 | $1.77M | 0.00% | −37,567−25.6% | Reduced |
| First Trust Advisors LP | 125,694 | $2.04M | 0.00% | −2,911−2.3% | Reduced |
| Shaker Financial Services, LLC | 133,670 | $2.17M | 0.82% | +48,728+57.4% | Added |
| Wolverine Asset Management LLC | 136,300 | $2.21M | 0.03% | +136,300 | New |
| Guggenheim Capital LLC | 139,504 | $2.26M | 0.01% | −38,365−21.6% | Reduced |
| Relative Value Partners Group, LLC | 145,797 | $2.39M | 0.17% | +56,338+63.0% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 233,712 | $3.79M | 1.42% | +559+0.2% | Added |
| Parametric Portfolio Associates LLC | 262,732 | $4.26M | 0.00% | +115,544+78.5% | Added |
| Wells Fargo & Company | 287,754 | $4.66M | 0.00% | +65,622+29.5% | Added |
| Heron Bay Capital Management | 340,357 | $5.51M | 2.71% | −2,831−0.8% | Reduced |
| Penserra Capital Management LLC | 650,590 | $10.5M | 0.25% | +650,590 | New |
| Morgan Stanley | 714,208 | $11.6M | 0.00% | +37,442+5.5% | Added |
| UBS Group AG | 783,639 | $12.7M | 0.01% | −80,534−9.3% | Reduced |
| Saba Capital Management, L.P. | 839,297 | $13.6M | 0.23% | −3,787−0.4% | Reduced |
| 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 |