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, Q1 2023
Institutional positions in Nuveen Multi-Asset Income Fund as of Mar 31, 2023. 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
- 74
- −1 vs. Q4 2022
- Shares held
- 8.14M
- +479.4K (+6.3%) vs. Q4 2022
- Total value
- $93.9M
- +$5.94M (+6.7%) vs. Q4 2022
- New holders
- 9
- 23 more added
- Sold out
- 10
- 20 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Nuveen Multi-Asset Income Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 2,503,343 | $28.9M | 0.70% | +44,775+1.8% | Added |
| Morgan Stanley | 1,588,924 | $18.3M | 0.00% | +41,457+2.7% | Added |
| UBS Group AG | 698,076 | $8.06M | 0.00% | +67,346+10.7% | Added |
| Sit Investment Associates Inc | 456,691 | $5.27M | 0.14% | −5,166−1.1% | Reduced |
| LPL Financial LLC | 375,482 | $4.33M | 0.00% | +34,622+10.2% | Added |
| Heron Bay Capital Management | 267,211 | $3.08M | 1.20% | +158,008+144.7% | Added |
| Clough Capital Partners L P | 242,300 | $2.80M | 0.30% | +72,700+42.9% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 227,267 | $2.62M | 1.06% | +6,971+3.2% | Added |
| Advisor Group Holdings, Inc. | 177,560 | $2.05M | 0.00% | −1,913−1.1% | Reduced |
| Shaker Financial Services, LLC | 132,257 | $1.54M | 0.67% | +77,253+140.4% | Added |
| Wolverine Asset Management LLC | 120,937 | $1.40M | 0.02% | +101,967+537.5% | Added |
| Advisors Asset Management, Inc. | 113,781 | $1.31M | 0.03% | +33,837+42.3% | Added |
| Wells Fargo & Company | 106,560 | $1.23M | 0.00% | −31,798−23.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 78,124 | $902.0K | 0.04% | +3,155+4.2% | Added |
| Cetera Advisor Networks LLC | 60,201 | $694.7K | 0.01% | +2,729+4.7% | Added |
| City of London Investment Management Co Ltd | 55,668 | $643.0K | 0.05% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 55,662 | $642.3K | 0.39% | −9,117−14.1% | Reduced |
| Quantedge Capital Pte Ltd | 51,538 | $594.7K | 0.23% | +19,838+62.6% | Added |
| Raymond James & Associates | 51,281 | $591.8K | 0.00% | +2,804+5.8% | Added |
| Bank of America Corp | 51,015 | $588.7K | 0.00% | −46,591−47.7% | Reduced |
| Janney Montgomery Scott LLC | 45,831 | $529.0K | 0.00% | −2,219−4.6% | Reduced |
| First Trust Advisors LP | 45,037 | $519.7K | 0.00% | −27,734−38.1% | Reduced |
| NWF Advisory Services Inc. | 35,683 | $416.1K | 0.10% | +35,683 | New |
| Stifel Financial Corp | 33,268 | $383.9K | 0.00% | +4,238+14.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 31,427 | $363.0K | 0.00% | −2,103−6.3% | Reduced |
| BKD Wealth Advisors, LLC | 30,521 | $352.2K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 30,419 | $351.0K | 0.00% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 30,000 | $346.2K | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 29,602 | $341.6K | 0.00% | −583−1.9% | Reduced |
| Guggenheim Capital LLC | 26,797 | $309.2K | 0.00% | −33,066−55.2% | Reduced |
| GWM Advisors LLC | 26,875 | $308.0K | 0.00% | +3,134+13.2% | Added |
| Invesco Ltd. | 26,481 | $305.6K | 0.00% | −179−0.7% | Reduced |
| D.A. Davidson & Co. | 24,717 | $285.2K | 0.00% | +155+0.6% | Added |
| Commonwealth Equity Services, LLC | 24,615 | $284.0K | 0.00% | −1,487−5.7% | Reduced |
| Mutual Advisors, LLC | 24,151 | $278.7K | 0.01% | −684−2.8% | Reduced |
| Integrated Wealth Concepts LLC | 23,611 | $272.0K | 0.01% | +743+3.2% | Added |
| Walleye Capital LLC | 22,050 | $254.5K | 0.01% | −1,626−6.9% | Reduced |
| Royal Bank of Canada | 21,509 | $248.0K | 0.00% | +1,168+5.7% | Added |
| MML Investors Services, LLC | 19,665 | $227.0K | 0.00% | −2,654−11.9% | Reduced |
| Sigma Planning Corp | 19,575 | $225.9K | 0.01% | −1,884−8.8% | Reduced |
| Cetera Investment Advisers | 15,911 | $183.6K | 0.00% | −20−0.1% | Reduced |
| Elequin Capital LP | 15,181 | $175.2K | 0.12% | −26,649−63.7% | Reduced |
| Sowell Financial Services LLC | 13,726 | $158.0K | 0.01% | +13,726 | New |
| Bulldog Investors, LLP | 12,779 | $147.5K | 0.05% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 12,000 | $138.5K | 0.02% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 10,784 | $124.4K | 0.03% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 10,587 | $122.2K | 0.10% | +399+3.9% | Added |
| Koshinski Asset Management, Inc. | 10,567 | $121.9K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 7,497 | $86.5K | 0.00% | +7,497 | New |
| Carolinas Wealth Consulting LLC | 7,264 | $86.0K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 7,235 | $83.5K | 0.00% | +10.0% | Added |
| Steward Partners Investment Advisory, LLC | 6,981 | $80.6K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,578 | $29.8K | 0.01% | +492+23.6% | Added |
| Northwestern Mutual Wealth Management Co | 2,276 | $26.3K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,086 | $24.0K | 0.00% | −5,331−71.9% | Reduced |
| FNY Investment Advisers, LLC | 2,000 | $23.0K | 0.03% | +2,000 | New |
| Sound Income Strategies, LLC | 1,905 | $22.0K | 0.00% | +1,905 | New |
| Massmutual Trust Co FSB | 1,440 | $16.6K | 0.00% | +1,440 | New |
| Wolff Wiese Magana LLC | 1,432 | $16.5K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,257 | $15.0K | 0.00% | +1,247+12,470.0% | Added |
| Ameritas Advisory Services, LLC | 1,014 | $11.9K | 0.00% | +1,014 | New |
| Geneos Wealth Management Inc. | 894 | $10.3K | 0.00% | −630−41.3% | Reduced |
| BDO Wealth Advisors, LLC | 834 | $9.63K | 0.00% | +834 | New |
| Delta Asset Management LLC | 468 | $5.40K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 406 | $4.68K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 340 | $3.92K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 345 | $3.92K | 0.00% | +345 | New |
| Larson Financial Group LLC | 250 | $2.88K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 188 | $2.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 113 | $1.30K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 66 | $762 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 64 | $739 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2 | $23 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −16,603−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −13,395−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −11,313−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −10,679−100.0% | Sold out |
| Almitas Capital LLC | 0 | $0 | 0.00% | −5,411−100.0% | Sold out |
| Atwood & Palmer Inc | 0 | $0 | 0.00% | −3,110−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −1,271−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −348−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −341−100.0% | Sold out |
| PrairieView Partners, LLC | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| Glass Jacobson Investment Advisors llc | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |