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 |
|---|---|---|---|---|---|
| VitalStone Financial, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2 | $23 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 64 | $739 | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 66 | $762 | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 113 | $1.30K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 188 | $2.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 250 | $2.88K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 345 | $3.92K | 0.00% | +345 | New |
| Allworth Financial LP | 340 | $3.92K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 406 | $4.68K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 468 | $5.40K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 834 | $9.63K | 0.00% | +834 | New |
| Geneos Wealth Management Inc. | 894 | $10.3K | 0.00% | −630−41.3% | Reduced |
| Ameritas Advisory Services, LLC | 1,014 | $11.9K | 0.00% | +1,014 | New |
| CWM, LLC | 1,257 | $15.0K | 0.00% | +1,247+12,470.0% | Added |
| Wolff Wiese Magana LLC | 1,432 | $16.5K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,440 | $16.6K | 0.00% | +1,440 | New |
| Sound Income Strategies, LLC | 1,905 | $22.0K | 0.00% | +1,905 | New |
| FNY Investment Advisers, LLC | 2,000 | $23.0K | 0.03% | +2,000 | New |
| JPMorgan Chase & Co | 2,086 | $24.0K | 0.00% | −5,331−71.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,276 | $26.3K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,578 | $29.8K | 0.01% | +492+23.6% | Added |
| Steward Partners Investment Advisory, LLC | 6,981 | $80.6K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 7,235 | $83.5K | 0.00% | +10.0% | Added |
| Carolinas Wealth Consulting LLC | 7,264 | $86.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 7,497 | $86.5K | 0.00% | +7,497 | New |
| Koshinski Asset Management, Inc. | 10,567 | $121.9K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 10,587 | $122.2K | 0.10% | +399+3.9% | Added |
| 9258 Wealth Management, LLC | 10,784 | $124.4K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 12,000 | $138.5K | 0.02% | 00.0% | Unchanged |
| Bulldog Investors, LLP | 12,779 | $147.5K | 0.05% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 13,726 | $158.0K | 0.01% | +13,726 | New |
| Elequin Capital LP | 15,181 | $175.2K | 0.12% | −26,649−63.7% | Reduced |
| Cetera Investment Advisers | 15,911 | $183.6K | 0.00% | −20−0.1% | Reduced |
| Sigma Planning Corp | 19,575 | $225.9K | 0.01% | −1,884−8.8% | Reduced |
| MML Investors Services, LLC | 19,665 | $227.0K | 0.00% | −2,654−11.9% | Reduced |
| Royal Bank of Canada | 21,509 | $248.0K | 0.00% | +1,168+5.7% | Added |
| Walleye Capital LLC | 22,050 | $254.5K | 0.01% | −1,626−6.9% | Reduced |
| Integrated Wealth Concepts LLC | 23,611 | $272.0K | 0.01% | +743+3.2% | Added |
| Mutual Advisors, LLC | 24,151 | $278.7K | 0.01% | −684−2.8% | Reduced |
| Commonwealth Equity Services, LLC | 24,615 | $284.0K | 0.00% | −1,487−5.7% | Reduced |
| D.A. Davidson & Co. | 24,717 | $285.2K | 0.00% | +155+0.6% | Added |
| Invesco Ltd. | 26,481 | $305.6K | 0.00% | −179−0.7% | Reduced |
| GWM Advisors LLC | 26,875 | $308.0K | 0.00% | +3,134+13.2% | Added |
| Guggenheim Capital LLC | 26,797 | $309.2K | 0.00% | −33,066−55.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 29,602 | $341.6K | 0.00% | −583−1.9% | Reduced |
| Gladstone Institutional Advisory LLC | 30,000 | $346.2K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 30,419 | $351.0K | 0.00% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 30,521 | $352.2K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 31,427 | $363.0K | 0.00% | −2,103−6.3% | Reduced |
| Stifel Financial Corp | 33,268 | $383.9K | 0.00% | +4,238+14.6% | Added |
| NWF Advisory Services Inc. | 35,683 | $416.1K | 0.10% | +35,683 | New |
| First Trust Advisors LP | 45,037 | $519.7K | 0.00% | −27,734−38.1% | Reduced |
| Janney Montgomery Scott LLC | 45,831 | $529.0K | 0.00% | −2,219−4.6% | Reduced |
| Bank of America Corp | 51,015 | $588.7K | 0.00% | −46,591−47.7% | Reduced |
| Raymond James & Associates | 51,281 | $591.8K | 0.00% | +2,804+5.8% | Added |
| Quantedge Capital Pte Ltd | 51,538 | $594.7K | 0.23% | +19,838+62.6% | Added |
| Silverlake Wealth Management LLC | 55,662 | $642.3K | 0.39% | −9,117−14.1% | Reduced |
| City of London Investment Management Co Ltd | 55,668 | $643.0K | 0.05% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 60,201 | $694.7K | 0.01% | +2,729+4.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 78,124 | $902.0K | 0.04% | +3,155+4.2% | Added |
| Wells Fargo & Company | 106,560 | $1.23M | 0.00% | −31,798−23.0% | Reduced |
| Advisors Asset Management, Inc. | 113,781 | $1.31M | 0.03% | +33,837+42.3% | Added |
| Wolverine Asset Management LLC | 120,937 | $1.40M | 0.02% | +101,967+537.5% | Added |
| Shaker Financial Services, LLC | 132,257 | $1.54M | 0.67% | +77,253+140.4% | Added |
| Advisor Group Holdings, Inc. | 177,560 | $2.05M | 0.00% | −1,913−1.1% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 227,267 | $2.62M | 1.06% | +6,971+3.2% | Added |
| Clough Capital Partners L P | 242,300 | $2.80M | 0.30% | +72,700+42.9% | Added |
| Heron Bay Capital Management | 267,211 | $3.08M | 1.20% | +158,008+144.7% | Added |
| LPL Financial LLC | 375,482 | $4.33M | 0.00% | +34,622+10.2% | Added |
| Sit Investment Associates Inc | 456,691 | $5.27M | 0.14% | −5,166−1.1% | Reduced |
| UBS Group AG | 698,076 | $8.06M | 0.00% | +67,346+10.7% | Added |
| Morgan Stanley | 1,588,924 | $18.3M | 0.00% | +41,457+2.7% | Added |
| Saba Capital Management, L.P. | 2,503,343 | $28.9M | 0.70% | +44,775+1.8% | Added |
| 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 |