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 |
|---|---|---|---|---|---|
| CWM, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 1 | $0 | 0.00% | +1 | New |
| Citigroup Inc | 2 | $23 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 64 | $735 | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 66 | $758 | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 113 | $1.00K | 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 |
| Larson Financial Group LLC | 250 | $2.87K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 340 | $3.91K | 0.00% | +41+13.7% | Added |
| Global Retirement Partners, LLC | 341 | $3.92K | 0.00% | +32+10.4% | Added |
| Accurate Wealth Management, LLC | 348 | $4.20K | 0.00% | +348 | New |
| Focused Wealth Management, Inc | 406 | $4.66K | 0.00% | +40+10.9% | Added |
| Delta Asset Management LLC | 468 | $5.38K | 0.00% | +468 | New |
| CoreCap Advisors, LLC | 1,100 | $12.6K | 0.00% | +1,100 | New |
| Glass Jacobson Investment Advisors llc | 1,197 | $13.8K | 0.01% | +1,197 | New |
| Wolff Wiese Magana LLC | 1,432 | $16.5K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,524 | $17.5K | 0.00% | −586−27.8% | Reduced |
| IFP Advisors, Inc | 1,271 | $24.0K | 0.00% | +346+37.4% | Added |
| Northwestern Mutual Wealth Management Co | 2,276 | $26.2K | 0.00% | +1,707+300.0% | Added |
| ICA Group Wealth Management, LLC | 2,086 | $26.5K | 0.01% | +2,086 | New |
| Atwood & Palmer Inc | 3,110 | $35.7K | 0.00% | 00.0% | Unchanged |
| Almitas Capital LLC | 5,411 | $62.2K | 0.03% | +5,411 | New |
| Steward Partners Investment Advisory, LLC | 6,981 | $80.2K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 7,234 | $83.1K | 0.00% | +7,234 | New |
| Carolinas Wealth Consulting LLC | 7,264 | $83.5K | 0.02% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 7,417 | $85.0K | 0.00% | −22,615−75.3% | Reduced |
| Fortitude Advisory Group L.L.C. | 10,188 | $117.1K | 0.10% | +10,188 | New |
| Koshinski Asset Management, Inc. | 10,567 | $121.4K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 10,679 | $123.0K | 0.00% | −8,632−44.7% | Reduced |
| 9258 Wealth Management, LLC | 10,784 | $123.9K | 0.03% | −8,054−42.8% | Reduced |
| International Assets Investment Management, LLC | 11,313 | $130.0K | 0.01% | +11,313 | New |
| Lindbrook Capital, LLC | 12,000 | $137.9K | 0.02% | 00.0% | Unchanged |
| Bulldog Investors, LLP | 12,779 | $146.8K | 0.04% | 00.0% | Unchanged |
| Creative Planning | 13,395 | $153.9K | 0.00% | −3,845−22.3% | Reduced |
| Cetera Investment Advisers | 15,931 | $183.0K | 0.00% | +15,931 | New |
| Money Concepts Capital Corp | 16,603 | $190.8K | 0.01% | +16,603 | New |
| Wolverine Asset Management LLC | 18,970 | $218.0K | 0.00% | −121,580−86.5% | Reduced |
| Royal Bank of Canada | 20,341 | $234.0K | 0.00% | −6,071−23.0% | Reduced |
| Sigma Planning Corp | 21,459 | $246.6K | 0.01% | −8,137−27.5% | Reduced |
| MML Investors Services, LLC | 22,319 | $256.0K | 0.00% | +4,015+21.9% | Added |
| Integrated Wealth Concepts LLC | 22,868 | $263.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 23,741 | $265.4K | 0.01% | +1,533+6.9% | Added |
| Walleye Capital LLC | 23,676 | $272.0K | 0.01% | +9,111+62.6% | Added |
| D.A. Davidson & Co. | 24,562 | $282.2K | 0.00% | +1,402+6.1% | Added |
| Mutual Advisors, LLC | 24,835 | $285.4K | 0.01% | −4,214−14.5% | Reduced |
| Commonwealth Equity Services, LLC | 26,102 | $299.0K | 0.00% | +648+2.5% | Added |
| Invesco Ltd. | 26,660 | $306.3K | 0.00% | −32,893−55.2% | Reduced |
| Stifel Financial Corp | 29,030 | $333.6K | 0.00% | −3,540−10.9% | Reduced |
| Gladstone Institutional Advisory LLC | 30,000 | $344.7K | 0.02% | −517−1.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 30,185 | $346.8K | 0.00% | −14,321−32.2% | Reduced |
| Rockefeller Capital Management L.P. | 30,419 | $349.0K | 0.00% | −10,000−24.7% | Reduced |
| BKD Wealth Advisors, LLC | 30,521 | $350.7K | 0.01% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 31,700 | $364.2K | 0.12% | +31,700 | New |
| Cambridge Investment Research Advisors, Inc. | 33,530 | $385.0K | 0.00% | −2,419−6.7% | Reduced |
| Elequin Capital LP | 41,830 | $480.6K | 0.14% | +41,830 | New |
| Janney Montgomery Scott LLC | 48,050 | $552.0K | 0.00% | −3,795−7.3% | Reduced |
| Raymond James & Associates | 48,477 | $557.0K | 0.00% | −26,403−35.3% | Reduced |
| Shaker Financial Services, LLC | 55,004 | $632.0K | 0.30% | −178,817−76.5% | Reduced |
| City of London Investment Management Co Ltd | 55,668 | $638.8K | 0.05% | +17,000+44.0% | Added |
| Cetera Advisor Networks LLC | 57,472 | $660.3K | 0.01% | +347+0.6% | Added |
| Guggenheim Capital LLC | 59,863 | $687.8K | 0.01% | −639−1.1% | Reduced |
| Silverlake Wealth Management LLC | 64,779 | $744.3K | 0.46% | 00.0% | Unchanged |
| First Trust Advisors LP | 72,771 | $836.1K | 0.00% | −15,698−17.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 74,969 | $861.0K | 0.04% | +4,288+6.1% | Added |
| Advisors Asset Management, Inc. | 79,944 | $918.6K | 0.02% | +23,247+41.0% | Added |
| Bank of America Corp | 97,606 | $1.12M | 0.00% | −14,339−12.8% | Reduced |
| Heron Bay Capital Management | 109,203 | $1.25M | 0.78% | −168,858−60.7% | Reduced |
| Wells Fargo & Company | 138,358 | $1.59M | 0.00% | −80,632−36.8% | Reduced |
| Clough Capital Partners L P | 169,600 | $1.95M | 0.20% | +169,600 | New |
| Advisor Group Holdings, Inc. | 179,473 | $2.06M | 0.00% | +5,803+3.3% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 220,296 | $2.53M | 1.04% | −26,004−10.6% | Reduced |
| LPL Financial LLC | 340,860 | $3.92M | 0.00% | +68,799+25.3% | Added |
| Sit Investment Associates Inc | 461,857 | $5.31M | 0.15% | +461,857 | New |
| UBS Group AG | 630,730 | $7.25M | 0.00% | −117,035−15.7% | Reduced |
| Morgan Stanley | 1,547,467 | $17.8M | 0.00% | −30,313−1.9% | Reduced |
| Saba Capital Management, L.P. | 2,458,568 | $28.2M | 0.47% | +707,914+40.4% | Added |
| 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 |