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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.

Institutional holdersQ3 2022: 72 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 74 institutionsQ1 2022: 73 institutionsQ2 2022: 80 institutionsQ3 2022: 72 institutionsQ4 2022: 77 institutionsQ1 2023: 74 institutionsQ2 2023: 71 institutionsQ3 2023: 67 institutionsQ4 2023: 65 institutionsQ1 2024: 69 institutionsQ2 2024: 63 institutionsQ3 2024: 64 institutionsQ4 2024: 67 institutionsQ1 2025: 64 institutionsQ2 2025: 67 institutionsQ3 2025: 73 institutionsQ4 2025: 84 institutionsQ1 2026: 84 institutionsQ2 2026: 76 institutions
Value heldQ3 2022: $82.2M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $104.2MQ1 2022: $99.3MQ2 2022: $90.6MQ3 2022: $82.2MQ4 2022: $88.0MQ1 2023: $93.9MQ2 2023: $106.3MQ3 2023: $110.0MQ4 2023: $129.9MQ1 2024: $127.4MQ2 2024: $122.1MQ3 2024: $116.4MQ4 2024: $101.6MQ1 2025: $96.3MQ2 2025: $97.4MQ3 2025: $95.7MQ4 2025: $92.4MQ1 2026: $81.7MQ2 2026: $82.3M
Institutions holding NMAI and their total value by quarter
QuarterHoldersValue
Q2 202676$82.3M
Q1 202684$81.7M
Q4 202584$92.4M
Q3 202573$95.7M
Q2 202567$97.4M
Q1 202564$96.3M
Q4 202467$101.6M
Q3 202464$116.4M
Q2 202463$122.1M
Q1 202469$127.4M
Q4 202365$129.9M
Q3 202367$110.0M
Q2 202371$106.3M
Q1 202374$93.9M
Q4 202277$88.0M
Q3 202272$82.2M
Q2 202280$90.6M
Q1 202273$99.3M
Q4 202174$104.2M
Q3 20210$0
Q2 20210$0
Q1 20210$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.

Institutions holding NMAI in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
CWM, LLC10$00.00%−4,092−99.8%Reduced
FMR LLC1$00.00%00.0%Unchanged
Citigroup Inc2$00.00%00.0%Unchanged
Caldwell Trust Co66$7520.00%00.0%Unchanged
The PNC Financial Services Group, Inc.64$1.00K0.00%00.0%Unchanged
Johnson Midwest Financial, LLC113$1.00K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.188$2.00K0.00%−1,043−84.7%Reduced
Allworth Financial LP299$3.00K0.00%+8+2.7%Added
Global Retirement Partners, LLC309$3.00K0.00%+16+5.5%Added
Larson Financial Group LLC250$3.00K0.00%00.0%Unchanged
Focused Wealth Management, Inc366$4.00K0.00%+7+1.9%Added
Bessemer Group Inc437$5.00K0.00%+437New
Northwestern Mutual Wealth Management Co569$6.00K0.00%+569New
Wolff Wiese Magana LLC1,432$16.0K0.01%00.0%Unchanged
IFP Advisors, Inc925$17.0K0.00%+531+134.8%Added
Geneos Wealth Management Inc.2,110$24.0K0.00%−9,249−81.4%Reduced
Blue Bell Private Wealth Management, LLC2,727$31.0K0.01%+128+4.9%Added
Atwood & Palmer Inc3,110$35.0K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC6,981$80.0K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC7,264$85.0K0.02%00.0%Unchanged
Brown Advisory Inc10,195$116.0K0.00%+10,195New
Koshinski Asset Management, Inc.10,567$120.0K0.01%00.0%Unchanged
Capital Market Strategies LLC10,726$122.0K0.14%+10,726New
Kestra Advisory Services, LLC11,503$131.0K0.00%−1,506−11.6%Reduced
Lindbrook Capital, LLC12,000$137.0K0.02%−722−5.7%Reduced
American Portfolios Advisors12,345$140.6K0.01%−2,031−14.1%Reduced
Comerica Bank13,411$144.0K0.00%−8,451−38.7%Reduced
Bulldog Investors, LLP12,779$146.0K0.04%00.0%Unchanged
Truist Financial Corp13,020$148.0K0.00%+1,962+17.7%Added
Millennium Management LLC14,211$162.0K0.00%+14,211New
Walleye Capital LLC14,565$166.0K0.00%+3,267+28.9%Added
Creative Planning17,240$196.0K0.00%−569−3.2%Reduced
MML Investors Services, LLC18,304$208.0K0.00%+1,140+6.6%Added
9258 Wealth Management, LLC18,838$215.0K0.05%−2,665−12.4%Reduced
Mariner, LLC19,311$220.0K0.00%+19,311New
GWM Advisors LLC22,208$253.0K0.00%+2,400+12.1%Added
Integrated Wealth Concepts LLC22,868$260.0K0.01%+87+0.4%Added
D.A. Davidson & Co.23,160$264.0K0.00%+2,331+11.2%Added
Hightower 6M Holding, LLC23,975$273.0K0.02%+23,975New
Commonwealth Equity Services, LLC25,454$289.0K0.00%+392+1.6%Added
Royal Bank of Canada26,412$301.0K0.00%+2,448+10.2%Added
Mutual Advisors, LLC29,049$331.0K0.02%−329−1.1%Reduced
Sigma Planning Corp29,596$337.0K0.01%−6,126−17.1%Reduced
JPMorgan Chase & Co30,032$342.0K0.00%−7,690−20.4%Reduced
BKD Wealth Advisors, LLC30,521$348.0K0.01%00.0%Unchanged
Gladstone Institutional Advisory LLC30,517$348.0K0.03%00.0%Unchanged
Stifel Financial Corp32,570$371.0K0.00%+2,227+7.3%Added
Cambridge Investment Research Advisors, Inc.35,949$409.0K0.00%+1,011+2.9%Added
City of London Investment Management Co Ltd38,668$441.0K0.04%00.0%Unchanged
Rockefeller Capital Management L.P.40,419$460.0K0.00%+30,399+303.4%Added
Raymond James Financial Services Advisors, Inc.44,506$507.0K0.00%−4,047−8.3%Reduced
Janney Montgomery Scott LLC51,845$591.0K0.00%−918−1.7%Reduced
Advisors Asset Management, Inc.56,697$646.0K0.01%+20,632+57.2%Added
Cetera Advisor Networks LLC57,125$651.0K0.01%+2,499+4.6%Added
Invesco Ltd.59,553$678.0K0.00%−27,977−32.0%Reduced
Guggenheim Capital LLC60,502$689.0K0.01%−313−0.5%Reduced
Silverlake Wealth Management LLC64,779$737.8K0.50%+4,532+7.5%Added
Benjamin F. Edwards & Company, Inc.70,681$805.0K0.04%+5,400+8.3%Added
Raymond James & Associates74,880$853.0K0.00%+29,550+65.2%Added
First Trust Advisors LP88,469$1.01M0.00%−35,748−28.8%Reduced
Bank of America Corp111,945$1.27M0.00%+4,163+3.9%Added
Wolverine Asset Management LLC140,550$1.60M0.02%+49,797+54.9%Added
Advisor Group Holdings, Inc.173,670$1.98M0.00%−3,012−1.7%Reduced
Relative Value Partners Group, LLC169,013$1.98M0.16%+3,768+2.3%Added
Wells Fargo & Company218,990$2.49M0.00%−56,268−20.4%Reduced
Thomas J. Herzfeld Advisors, Inc.246,300$2.60M1.11%−5,630−2.2%Reduced
Shaker Financial Services, LLC233,821$2.66M1.32%+148,204+173.1%Added
LPL Financial LLC272,061$3.10M0.00%+19,192+7.6%Added
Heron Bay Capital Management278,061$3.17M2.16%−228,571−45.1%Reduced
UBS Group AG747,765$8.52M0.00%−38,472−4.9%Reduced
Morgan Stanley1,577,780$18.0M0.00%+290,094+22.5%Added
Saba Capital Management, L.P.1,750,654$19.9M0.26%+867,765+98.3%Added
Proequities, Inc.0$00.00%−1,055−100.0%Sold out
Penserra Capital Management LLC0$00.00%−639,949−100.0%Sold out
Prospera Financial Services Inc0$00.00%−22,173−100.0%Sold out
Chicago Partners Investment Group LLC0$00.00%−15,704−100.0%Sold out
Cetera Investment Advisers0$00.00%−15,692−100.0%Sold out
Private Advisor Group, LLC0$00.00%−15,605−100.0%Sold out
Advisor Resource Council0$00.00%−10,966−100.0%Sold out
Advisory Services Network, LLC0$00.00%−10,250−100.0%Sold out
Spire Wealth Management0$00.00%−7,900−100.0%Sold out
Patriot Financial Group Insurance Agency, LLC0$00.00%−5,346−100.0%Sold out
Marquette Asset Management, LLC0$00.00%−3,312−100.0%Sold out
US Bancorp0$00.00%−1,120−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−1,100−100.0%Sold out
Parallel Advisors, LLC0$00.00%−212−100.0%Sold out
Curi Capital0$00.00%−91−100.0%Sold out