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, Q2 2022
Institutional positions in Nuveen Multi-Asset Income Fund as of Jun 30, 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
- 80
- +8 vs. Q1 2022
- Shares held
- 6.85M
- +982.7K (+16.7%) vs. Q1 2022
- Total value
- $90.6M
- −$4.46M (−4.7%) vs. Q1 2022
- New holders
- 16
- 19 more added
- Sold out
- 8
- 25 more reduced
1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Nuveen Multi-Asset Income Fund; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citigroup Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Caldwell Trust Co | 66 | $871 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 64 | $1.00K | 0.00% | −1,056−94.3% | Reduced |
| Curi Capital | 91 | $1.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 113 | $1.00K | 0.00% | +113 | New |
| Larson Financial Group LLC | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 212 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 291 | $4.00K | 0.00% | +6+2.1% | Added |
| Global Retirement Partners, LLC | 293 | $4.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 359 | $5.00K | 0.00% | +6+1.7% | Added |
| IFP Advisors, Inc | 394 | $8.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,055 | $14.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,120 | $15.0K | 0.00% | +1,120 | New |
| CoreCap Advisors, LLC | 1,100 | $15.0K | 0.00% | +1,100 | New |
| Hazlett, Burt & Watson, Inc. | 1,231 | $16.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,432 | $19.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2,599 | $34.0K | 0.01% | +2,599 | New |
| Atwood & Palmer Inc | 3,110 | $41.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 3,312 | $44.0K | 0.01% | +3,312 | New |
| CWM, LLC | 4,102 | $54.0K | 0.00% | +4,102 | New |
| Patriot Financial Group Insurance Agency, LLC | 5,346 | $71.0K | 0.01% | +227+4.4% | Added |
| Steward Partners Investment Advisory, LLC | 6,981 | $92.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 7,264 | $98.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 7,900 | $104.0K | 0.00% | +7,900 | New |
| Rockefeller Capital Management L.P. | 10,020 | $132.0K | 0.00% | −2,429−19.5% | Reduced |
| Advisory Services Network, LLC | 10,250 | $135.0K | 0.00% | +74+0.7% | Added |
| Koshinski Asset Management, Inc. | 10,567 | $139.0K | 0.01% | 00.0% | Unchanged |
| Advisor Resource Council | 10,966 | $145.0K | 0.01% | +10,966 | New |
| Truist Financial Corp | 11,058 | $146.0K | 0.00% | −380−3.3% | Reduced |
| Walleye Capital LLC | 11,298 | $149.0K | 0.00% | +11,298 | New |
| Geneos Wealth Management Inc. | 11,359 | $150.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 12,722 | $168.0K | 0.03% | 00.0% | Unchanged |
| Bulldog Investors, LLP | 12,779 | $169.0K | 0.05% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 13,009 | $172.0K | 0.00% | −18,295−58.4% | Reduced |
| American Portfolios Advisors | 14,376 | $189.8K | 0.01% | −2,344−14.0% | Reduced |
| Private Advisor Group, LLC | 15,605 | $206.0K | 0.00% | +15,605 | New |
| Cetera Investment Advisers | 15,692 | $207.0K | 0.00% | −125−0.8% | Reduced |
| Chicago Partners Investment Group LLC | 15,704 | $216.0K | 0.02% | +258+1.7% | Added |
| MML Investors Services, LLC | 17,164 | $227.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 17,809 | $235.0K | 0.00% | +789+4.6% | Added |
| GWM Advisors LLC | 19,808 | $261.0K | 0.00% | +1,710+9.4% | Added |
| D.A. Davidson & Co. | 20,829 | $275.0K | 0.00% | +1,000+5.0% | Added |
| 9258 Wealth Management, LLC | 21,503 | $284.0K | 0.07% | +52+0.2% | Added |
| Comerica Bank | 21,862 | $291.0K | 0.00% | +21,862 | New |
| Prospera Financial Services Inc | 22,173 | $293.0K | 0.01% | +2,875+14.9% | Added |
| Integrated Wealth Concepts LLC | 22,781 | $301.0K | 0.01% | +22,781 | New |
| Royal Bank of Canada | 23,964 | $316.0K | 0.00% | −212−0.9% | Reduced |
| Commonwealth Equity Services, LLC | 25,062 | $330.0K | 0.00% | −3,748−13.0% | Reduced |
| Mutual Advisors, LLC | 29,378 | $388.0K | 0.03% | −641−2.1% | Reduced |
| Stifel Financial Corp | 30,343 | $401.0K | 0.00% | −26,350−46.5% | Reduced |
| BKD Wealth Advisors, LLC | 30,521 | $403.0K | 0.02% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 30,517 | $403.0K | 0.03% | +4,745+18.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 34,938 | $461.0K | 0.00% | −8,581−19.7% | Reduced |
| Sigma Planning Corp | 35,722 | $472.0K | 0.02% | −331−0.9% | Reduced |
| Advisors Asset Management, Inc. | 36,065 | $476.0K | 0.01% | +36,065 | New |
| JPMorgan Chase & Co | 37,722 | $498.0K | 0.00% | −9,898−20.8% | Reduced |
| City of London Investment Management Co Ltd | 38,668 | $510.0K | 0.04% | 00.0% | Unchanged |
| Raymond James & Associates | 45,330 | $598.0K | 0.00% | −32,869−42.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 48,553 | $641.0K | 0.00% | −34,880−41.8% | Reduced |
| Janney Montgomery Scott LLC | 52,763 | $695.0K | 0.00% | +52,763 | New |
| Cetera Advisor Networks LLC | 54,626 | $721.0K | 0.01% | −556−1.0% | Reduced |
| Silverlake Wealth Management LLC | 60,247 | $795.3K | 0.52% | −5,968−9.0% | Reduced |
| Guggenheim Capital LLC | 60,815 | $803.0K | 0.01% | −78,689−56.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 65,281 | $862.0K | 0.04% | +2,207+3.5% | Added |
| Shaker Financial Services, LLC | 85,617 | $1.13M | 0.55% | −48,053−35.9% | Reduced |
| Invesco Ltd. | 87,530 | $1.16M | 0.00% | −5,874−6.3% | Reduced |
| Wolverine Asset Management LLC | 90,753 | $1.20M | 0.02% | −45,547−33.4% | Reduced |
| Bank of America Corp | 107,782 | $1.42M | 0.00% | −1,646−1.5% | Reduced |
| First Trust Advisors LP | 124,217 | $1.64M | 0.00% | −1,477−1.2% | Reduced |
| Advisor Group Holdings, Inc. | 176,682 | $2.32M | 0.01% | +121,124+218.0% | Added |
| Relative Value Partners Group, LLC | 165,245 | $2.34M | 0.18% | +19,448+13.3% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 251,930 | $3.33M | 1.38% | +18,218+7.8% | Added |
| LPL Financial LLC | 252,869 | $3.34M | 0.00% | +252,869 | New |
| Wells Fargo & Company | 275,258 | $3.63M | 0.00% | −12,496−4.3% | Reduced |
| Heron Bay Capital Management | 506,632 | $6.69M | 4.06% | +166,275+48.9% | Added |
| Penserra Capital Management LLC | 639,949 | $8.45M | 0.23% | −10,641−1.6% | Reduced |
| UBS Group AG | 786,237 | $10.4M | 0.01% | +2,598+0.3% | Added |
| Saba Capital Management, L.P. | 882,889 | $11.7M | 0.16% | +43,592+5.2% | Added |
| Morgan Stanley | 1,287,686 | $17.0M | 0.00% | +573,478+80.3% | Added |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −30,695−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −12,618−100.0% | Sold out |
| Insight Financial Services | 0 | $0 | 0.00% | −7,703−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −7,442−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −5,956−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −1,759−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −937−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −282−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |