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 2024
Institutional positions in Nuveen Multi-Asset Income Fund as of Mar 31, 2024. 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
- 69
- +5 vs. Q4 2023
- Shares held
- 10.2M
- −322.5K (−3.1%) vs. Q4 2023
- Total value
- $127.4M
- −$2.52M (−1.9%) vs. Q4 2023
- New holders
- 17
- 17 more added
- Sold out
- 12
- 18 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: 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 2024
Shares, value and share of portfolio for each institution holding Nuveen Multi-Asset Income Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 4,748,806 | $59.1M | 1.30% | +28,148+0.6% | Added |
| Sit Investment Associates Inc | 1,456,430 | $18.1M | 0.42% | +75,720+5.5% | Added |
| Morgan Stanley | 1,200,926 | $14.9M | 0.00% | −179,345−13.0% | Reduced |
| UBS Group AG | 532,352 | $6.62M | 0.00% | −34,318−6.1% | Reduced |
| Heron Bay Capital Management | 372,964 | $4.64M | 0.98% | +188+0.1% | Added |
| LPL Financial LLC | 246,912 | $3.07M | 0.00% | −25,466−9.3% | Reduced |
| Absolute Investment Advisers LLC | 168,681 | $2.10M | 0.29% | +168,681 | New |
| Alpine Global Management, LLC | 146,000 | $1.82M | 0.35% | +21,000+16.8% | Added |
| Advisor Group Holdings, Inc. | 144,867 | $1.80M | 0.00% | +706+0.5% | Added |
| Cetera Investment Advisers | 99,225 | $1.23M | 0.00% | +81,255+452.2% | Added |
| Advisors Asset Management, Inc. | 95,187 | $1.18M | 0.02% | −29,312−23.5% | Reduced |
| Rockefeller Capital Management L.P. | 74,818 | $930.7K | 0.00% | +2,316+3.2% | Added |
| Raymond James & Associates | 63,986 | $796.0K | 0.00% | +20,559+47.3% | Added |
| Quarry LP | 61,412 | $764.0K | 0.31% | −25,554−29.4% | Reduced |
| First Trust Advisors LP | 57,555 | $716.0K | 0.00% | +41,877+267.1% | Added |
| Blue Bell Private Wealth Management, LLC | 54,198 | $674.2K | 0.14% | +32,718+152.3% | Added |
| Millennium Management LLC | 49,952 | $621.4K | 0.00% | −21,786−30.4% | Reduced |
| Comerica Bank | 46,579 | $579.4K | 0.00% | −138−0.3% | Reduced |
| Stifel Financial Corp | 43,323 | $538.9K | 0.00% | +5,712+15.2% | Added |
| Silverlake Wealth Management LLC | 42,970 | $534.5K | 0.27% | −10,921−20.3% | Reduced |
| Janney Montgomery Scott LLC | 36,900 | $459.0K | 0.00% | +133+0.4% | Added |
| NWF Advisory Services Inc. | 33,270 | $413.9K | 0.07% | −4,691−12.4% | Reduced |
| Gladstone Institutional Advisory LLC | 30,000 | $373.2K | 0.02% | 00.0% | Unchanged |
| Bank of America Corp | 29,535 | $367.4K | 0.00% | −7,664−20.6% | Reduced |
| Royal Bank of Canada | 27,006 | $336.0K | 0.00% | −1,870−6.5% | Reduced |
| GWM Advisors LLC | 26,959 | $335.4K | 0.00% | −3,293−10.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 25,005 | $311.1K | 0.00% | −338−1.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 24,965 | $311.0K | 0.00% | +181+0.7% | Added |
| Integrated Wealth Concepts LLC | 24,231 | $301.4K | 0.00% | −1,370−5.4% | Reduced |
| D.A. Davidson & Co. | 23,845 | $296.6K | 0.00% | +400+1.7% | Added |
| Commonwealth Equity Services, LLC | 23,230 | $289.0K | 0.00% | −4,674−16.8% | Reduced |
| MML Investors Services, LLC | 17,405 | $217.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 16,830 | $209.4K | 0.12% | 00.0% | Unchanged |
| Cerity Partners LLC | 16,632 | $206.9K | 0.00% | +16,632 | New |
| Sigma Planning Corp | 16,572 | $206.2K | 0.01% | +16,572 | New |
| Landscape Capital Management, L.L.C. | 16,089 | $200.1K | 0.02% | +16,089 | New |
| Koshinski Asset Management, Inc. | 14,441 | $179.6K | 0.02% | +14,441 | New |
| Walleye Capital LLC | 14,170 | $176.3K | 0.00% | +14,170 | New |
| Wealth Enhancement Advisory Services, LLC | 13,772 | $171.3K | 0.00% | −4,335−23.9% | Reduced |
| Private Advisor Group, LLC | 13,376 | $166.4K | 0.00% | +707+5.6% | Added |
| Bulldog Investors, LLP | 12,779 | $159.0K | 0.05% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 11,341 | $141.1K | 0.00% | +11,341 | New |
| Advisor OS, LLC | 10,389 | $129.2K | 0.01% | +10,389 | New |
| Deutsche Bank AG | 9,894 | $123.1K | 0.00% | +9,894 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,832 | $109.9K | 0.01% | +8,832 | New |
| Carolinas Wealth Consulting LLC | 7,264 | $93.3K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 7,248 | $90.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,410 | $54.9K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,897 | $48.5K | 0.00% | −10,785−73.5% | Reduced |
| FNY Investment Advisers, LLC | 3,000 | $37.0K | 0.02% | +3,000 | New |
| Sound Income Strategies, LLC | 1,905 | $23.7K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,406 | $16.8K | 0.00% | +1,406 | New |
| Wolff Wiese Magana LLC | 1,200 | $14.9K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,100 | $13.7K | 0.00% | +1,100 | New |
| Wells Fargo & Company | 984 | $12.2K | 0.00% | +446+82.9% | Added |
| ICA Group Wealth Management, LLC | 818 | $10.2K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 747 | $9.29K | 0.00% | +747 | New |
| Steward Partners Investment Advisory, LLC | 659 | $8.20K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 568 | $7.03K | 0.01% | +568 | New |
| Delta Asset Management LLC | 468 | $5.82K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 445 | $5.54K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 422 | $5.25K | 0.00% | +55+15.0% | Added |
| Geneos Wealth Management Inc. | 381 | $4.74K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 345 | $4.29K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 343 | $4.00K | 0.00% | −88,644−99.6% | Reduced |
| Tower Research Capital LLC (TRC) | 133 | $1.66K | 0.00% | +133 | New |
| CIBC Private Wealth Group, LLC | 131 | $1.62K | 0.00% | +131 | New |
| The PNC Financial Services Group, Inc. | 64 | $796 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2 | $25 | 0.00% | 00.0% | Unchanged |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −251,150−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −70,322−100.0% | Sold out |
| City of London Investment Management Co Ltd | 0 | $0 | 0.00% | −65,350−100.0% | Sold out |
| Kayne Anderson Capital Advisors LP | 0 | $0 | 0.00% | −32,100−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −24,738−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,681−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −10,712−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −5,642−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −1,587−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −570−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −353−100.0% | Sold out |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |