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, Q4 2022
Institutional positions in Nuveen Multi-Asset Income Fund as of Dec 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
- 77
- +7 vs. Q3 2022
- Shares held
- 7.66M
- +468.1K (+6.5%) vs. Q3 2022
- Total value
- $88.0M
- +$6.24M (+7.6%) vs. Q3 2022
- New holders
- 17
- 17 more added
- Sold out
- 10
- 26 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Nuveen Multi-Asset Income Fund; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 2,458,568 | $28.2M | 0.47% | +707,914+40.4% | Added |
| Morgan Stanley | 1,547,467 | $17.8M | 0.00% | −30,313−1.9% | Reduced |
| UBS Group AG | 630,730 | $7.25M | 0.00% | −117,035−15.7% | Reduced |
| Sit Investment Associates Inc | 461,857 | $5.31M | 0.15% | +461,857 | New |
| LPL Financial LLC | 340,860 | $3.92M | 0.00% | +68,799+25.3% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 220,296 | $2.53M | 1.04% | −26,004−10.6% | Reduced |
| Advisor Group Holdings, Inc. | 179,473 | $2.06M | 0.00% | +5,803+3.3% | Added |
| Clough Capital Partners L P | 169,600 | $1.95M | 0.20% | +169,600 | New |
| Wells Fargo & Company | 138,358 | $1.59M | 0.00% | −80,632−36.8% | Reduced |
| Heron Bay Capital Management | 109,203 | $1.25M | 0.78% | −168,858−60.7% | Reduced |
| Bank of America Corp | 97,606 | $1.12M | 0.00% | −14,339−12.8% | Reduced |
| Advisors Asset Management, Inc. | 79,944 | $918.6K | 0.02% | +23,247+41.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 74,969 | $861.0K | 0.04% | +4,288+6.1% | Added |
| First Trust Advisors LP | 72,771 | $836.1K | 0.00% | −15,698−17.7% | Reduced |
| Silverlake Wealth Management LLC | 64,779 | $744.3K | 0.46% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 59,863 | $687.8K | 0.01% | −639−1.1% | Reduced |
| Cetera Advisor Networks LLC | 57,472 | $660.3K | 0.01% | +347+0.6% | Added |
| City of London Investment Management Co Ltd | 55,668 | $638.8K | 0.05% | +17,000+44.0% | Added |
| Shaker Financial Services, LLC | 55,004 | $632.0K | 0.30% | −178,817−76.5% | Reduced |
| Raymond James & Associates | 48,477 | $557.0K | 0.00% | −26,403−35.3% | Reduced |
| Janney Montgomery Scott LLC | 48,050 | $552.0K | 0.00% | −3,795−7.3% | Reduced |
| Elequin Capital LP | 41,830 | $480.6K | 0.14% | +41,830 | New |
| Cambridge Investment Research Advisors, Inc. | 33,530 | $385.0K | 0.00% | −2,419−6.7% | Reduced |
| Quantedge Capital Pte Ltd | 31,700 | $364.2K | 0.12% | +31,700 | New |
| BKD Wealth Advisors, LLC | 30,521 | $350.7K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 30,419 | $349.0K | 0.00% | −10,000−24.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 30,185 | $346.8K | 0.00% | −14,321−32.2% | Reduced |
| Gladstone Institutional Advisory LLC | 30,000 | $344.7K | 0.02% | −517−1.7% | Reduced |
| Stifel Financial Corp | 29,030 | $333.6K | 0.00% | −3,540−10.9% | Reduced |
| Invesco Ltd. | 26,660 | $306.3K | 0.00% | −32,893−55.2% | Reduced |
| Commonwealth Equity Services, LLC | 26,102 | $299.0K | 0.00% | +648+2.5% | Added |
| Mutual Advisors, LLC | 24,835 | $285.4K | 0.01% | −4,214−14.5% | Reduced |
| D.A. Davidson & Co. | 24,562 | $282.2K | 0.00% | +1,402+6.1% | Added |
| Walleye Capital LLC | 23,676 | $272.0K | 0.01% | +9,111+62.6% | Added |
| GWM Advisors LLC | 23,741 | $265.4K | 0.01% | +1,533+6.9% | Added |
| Integrated Wealth Concepts LLC | 22,868 | $263.0K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 22,319 | $256.0K | 0.00% | +4,015+21.9% | Added |
| Sigma Planning Corp | 21,459 | $246.6K | 0.01% | −8,137−27.5% | Reduced |
| Royal Bank of Canada | 20,341 | $234.0K | 0.00% | −6,071−23.0% | Reduced |
| Wolverine Asset Management LLC | 18,970 | $218.0K | 0.00% | −121,580−86.5% | Reduced |
| Money Concepts Capital Corp | 16,603 | $190.8K | 0.01% | +16,603 | New |
| Cetera Investment Advisers | 15,931 | $183.0K | 0.00% | +15,931 | New |
| Creative Planning | 13,395 | $153.9K | 0.00% | −3,845−22.3% | Reduced |
| Bulldog Investors, LLP | 12,779 | $146.8K | 0.04% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 12,000 | $137.9K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 11,313 | $130.0K | 0.01% | +11,313 | New |
| 9258 Wealth Management, LLC | 10,784 | $123.9K | 0.03% | −8,054−42.8% | Reduced |
| Mariner, LLC | 10,679 | $123.0K | 0.00% | −8,632−44.7% | Reduced |
| Koshinski Asset Management, Inc. | 10,567 | $121.4K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 10,188 | $117.1K | 0.10% | +10,188 | New |
| JPMorgan Chase & Co | 7,417 | $85.0K | 0.00% | −22,615−75.3% | Reduced |
| Carolinas Wealth Consulting LLC | 7,264 | $83.5K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 7,234 | $83.1K | 0.00% | +7,234 | New |
| Steward Partners Investment Advisory, LLC | 6,981 | $80.2K | 0.00% | 00.0% | Unchanged |
| Almitas Capital LLC | 5,411 | $62.2K | 0.03% | +5,411 | New |
| Atwood & Palmer Inc | 3,110 | $35.7K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,086 | $26.5K | 0.01% | +2,086 | New |
| Northwestern Mutual Wealth Management Co | 2,276 | $26.2K | 0.00% | +1,707+300.0% | Added |
| IFP Advisors, Inc | 1,271 | $24.0K | 0.00% | +346+37.4% | Added |
| Geneos Wealth Management Inc. | 1,524 | $17.5K | 0.00% | −586−27.8% | Reduced |
| Wolff Wiese Magana LLC | 1,432 | $16.5K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,197 | $13.8K | 0.01% | +1,197 | New |
| CoreCap Advisors, LLC | 1,100 | $12.6K | 0.00% | +1,100 | New |
| Delta Asset Management LLC | 468 | $5.38K | 0.00% | +468 | New |
| Focused Wealth Management, Inc | 406 | $4.66K | 0.00% | +40+10.9% | Added |
| Accurate Wealth Management, LLC | 348 | $4.20K | 0.00% | +348 | New |
| Global Retirement Partners, LLC | 341 | $3.92K | 0.00% | +32+10.4% | Added |
| Allworth Financial LP | 340 | $3.91K | 0.00% | +41+13.7% | Added |
| Larson Financial Group LLC | 250 | $2.87K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 188 | $2.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 191 | $2.00K | 0.00% | +191 | New |
| Johnson Midwest Financial, LLC | 113 | $1.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 66 | $758 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 64 | $735 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2 | $23 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 1 | $0 | 0.00% | +1 | New |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −169,013−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −14,211−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −13,020−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −13,411−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −11,503−100.0% | Sold out |
| Capital Market Strategies LLC | 0 | $0 | 0.00% | −10,726−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −10,195−100.0% | Sold out |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −2,727−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −437−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Hightower 6M Holding, LLC | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |