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, Q3 2022
Institutional positions in Nuveen Multi-Asset Income Fund as of Sep 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
- 72
- −8 vs. Q2 2022
- Shares held
- 7.23M
- +377.5K (+5.5%) vs. Q2 2022
- Total value
- $82.2M
- −$8.40M (−9.3%) vs. Q2 2022
- New holders
- 7
- 28 more added
- Sold out
- 15
- 22 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Nuveen Multi-Asset Income Fund; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 1,750,654 | $19.9M | 0.26% | +867,765+98.3% | Added |
| Morgan Stanley | 1,577,780 | $18.0M | 0.00% | +290,094+22.5% | Added |
| UBS Group AG | 747,765 | $8.52M | 0.00% | −38,472−4.9% | Reduced |
| Heron Bay Capital Management | 278,061 | $3.17M | 2.16% | −228,571−45.1% | Reduced |
| LPL Financial LLC | 272,061 | $3.10M | 0.00% | +19,192+7.6% | Added |
| Shaker Financial Services, LLC | 233,821 | $2.66M | 1.32% | +148,204+173.1% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 246,300 | $2.60M | 1.11% | −5,630−2.2% | Reduced |
| Wells Fargo & Company | 218,990 | $2.49M | 0.00% | −56,268−20.4% | Reduced |
| Relative Value Partners Group, LLC | 169,013 | $1.98M | 0.16% | +3,768+2.3% | Added |
| Advisor Group Holdings, Inc. | 173,670 | $1.98M | 0.00% | −3,012−1.7% | Reduced |
| Wolverine Asset Management LLC | 140,550 | $1.60M | 0.02% | +49,797+54.9% | Added |
| Bank of America Corp | 111,945 | $1.27M | 0.00% | +4,163+3.9% | Added |
| First Trust Advisors LP | 88,469 | $1.01M | 0.00% | −35,748−28.8% | Reduced |
| Raymond James & Associates | 74,880 | $853.0K | 0.00% | +29,550+65.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 70,681 | $805.0K | 0.04% | +5,400+8.3% | Added |
| Silverlake Wealth Management LLC | 64,779 | $737.8K | 0.50% | +4,532+7.5% | Added |
| Guggenheim Capital LLC | 60,502 | $689.0K | 0.01% | −313−0.5% | Reduced |
| Invesco Ltd. | 59,553 | $678.0K | 0.00% | −27,977−32.0% | Reduced |
| Cetera Advisor Networks LLC | 57,125 | $651.0K | 0.01% | +2,499+4.6% | Added |
| Advisors Asset Management, Inc. | 56,697 | $646.0K | 0.01% | +20,632+57.2% | Added |
| Janney Montgomery Scott LLC | 51,845 | $591.0K | 0.00% | −918−1.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 44,506 | $507.0K | 0.00% | −4,047−8.3% | Reduced |
| Rockefeller Capital Management L.P. | 40,419 | $460.0K | 0.00% | +30,399+303.4% | Added |
| City of London Investment Management Co Ltd | 38,668 | $441.0K | 0.04% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 35,949 | $409.0K | 0.00% | +1,011+2.9% | Added |
| Stifel Financial Corp | 32,570 | $371.0K | 0.00% | +2,227+7.3% | Added |
| BKD Wealth Advisors, LLC | 30,521 | $348.0K | 0.01% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 30,517 | $348.0K | 0.03% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 30,032 | $342.0K | 0.00% | −7,690−20.4% | Reduced |
| Sigma Planning Corp | 29,596 | $337.0K | 0.01% | −6,126−17.1% | Reduced |
| Mutual Advisors, LLC | 29,049 | $331.0K | 0.02% | −329−1.1% | Reduced |
| Royal Bank of Canada | 26,412 | $301.0K | 0.00% | +2,448+10.2% | Added |
| Commonwealth Equity Services, LLC | 25,454 | $289.0K | 0.00% | +392+1.6% | Added |
| Hightower 6M Holding, LLC | 23,975 | $273.0K | 0.02% | +23,975 | New |
| D.A. Davidson & Co. | 23,160 | $264.0K | 0.00% | +2,331+11.2% | Added |
| Integrated Wealth Concepts LLC | 22,868 | $260.0K | 0.01% | +87+0.4% | Added |
| GWM Advisors LLC | 22,208 | $253.0K | 0.00% | +2,400+12.1% | Added |
| Mariner, LLC | 19,311 | $220.0K | 0.00% | +19,311 | New |
| 9258 Wealth Management, LLC | 18,838 | $215.0K | 0.05% | −2,665−12.4% | Reduced |
| MML Investors Services, LLC | 18,304 | $208.0K | 0.00% | +1,140+6.6% | Added |
| Creative Planning | 17,240 | $196.0K | 0.00% | −569−3.2% | Reduced |
| Walleye Capital LLC | 14,565 | $166.0K | 0.00% | +3,267+28.9% | Added |
| Millennium Management LLC | 14,211 | $162.0K | 0.00% | +14,211 | New |
| Truist Financial Corp | 13,020 | $148.0K | 0.00% | +1,962+17.7% | Added |
| Bulldog Investors, LLP | 12,779 | $146.0K | 0.04% | 00.0% | Unchanged |
| Comerica Bank | 13,411 | $144.0K | 0.00% | −8,451−38.7% | Reduced |
| American Portfolios Advisors | 12,345 | $140.6K | 0.01% | −2,031−14.1% | Reduced |
| Lindbrook Capital, LLC | 12,000 | $137.0K | 0.02% | −722−5.7% | Reduced |
| Kestra Advisory Services, LLC | 11,503 | $131.0K | 0.00% | −1,506−11.6% | Reduced |
| Capital Market Strategies LLC | 10,726 | $122.0K | 0.14% | +10,726 | New |
| Koshinski Asset Management, Inc. | 10,567 | $120.0K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 10,195 | $116.0K | 0.00% | +10,195 | New |
| Carolinas Wealth Consulting LLC | 7,264 | $85.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6,981 | $80.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 3,110 | $35.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2,727 | $31.0K | 0.01% | +128+4.9% | Added |
| Geneos Wealth Management Inc. | 2,110 | $24.0K | 0.00% | −9,249−81.4% | Reduced |
| IFP Advisors, Inc | 925 | $17.0K | 0.00% | +531+134.8% | Added |
| Wolff Wiese Magana LLC | 1,432 | $16.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 569 | $6.00K | 0.00% | +569 | New |
| Bessemer Group Inc | 437 | $5.00K | 0.00% | +437 | New |
| Focused Wealth Management, Inc | 366 | $4.00K | 0.00% | +7+1.9% | Added |
| Allworth Financial LP | 299 | $3.00K | 0.00% | +8+2.7% | Added |
| Global Retirement Partners, LLC | 309 | $3.00K | 0.00% | +16+5.5% | Added |
| Larson Financial Group LLC | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 188 | $2.00K | 0.00% | −1,043−84.7% | Reduced |
| The PNC Financial Services Group, Inc. | 64 | $1.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 113 | $1.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 66 | $752 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 10 | $0 | 0.00% | −4,092−99.8% | Reduced |
| FMR LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,055−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −639,949−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −22,173−100.0% | Sold out |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −15,704−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −15,692−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −15,605−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −10,966−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −10,250−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −7,900−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −5,346−100.0% | Sold out |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −3,312−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −1,120−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −212−100.0% | Sold out |
| Curi Capital | 0 | $0 | 0.00% | −91−100.0% | Sold out |