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 |
|---|---|---|---|---|---|
| Citigroup Inc | 2 | $25 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 64 | $796 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 131 | $1.62K | 0.00% | +131 | New |
| Tower Research Capital LLC (TRC) | 133 | $1.66K | 0.00% | +133 | New |
| Benjamin F. Edwards & Company, Inc. | 343 | $4.00K | 0.00% | −88,644−99.6% | Reduced |
| Sunbelt Securities, Inc. | 345 | $4.29K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 381 | $4.74K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 422 | $5.25K | 0.00% | +55+15.0% | Added |
| Glass Jacobson Investment Advisors llc | 445 | $5.54K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 468 | $5.82K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 568 | $7.03K | 0.01% | +568 | New |
| Steward Partners Investment Advisory, LLC | 659 | $8.20K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 747 | $9.29K | 0.00% | +747 | New |
| ICA Group Wealth Management, LLC | 818 | $10.2K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 984 | $12.2K | 0.00% | +446+82.9% | Added |
| CoreCap Advisors, LLC | 1,100 | $13.7K | 0.00% | +1,100 | New |
| Wolff Wiese Magana LLC | 1,200 | $14.9K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 1,406 | $16.8K | 0.00% | +1,406 | New |
| Sound Income Strategies, LLC | 1,905 | $23.7K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 3,000 | $37.0K | 0.02% | +3,000 | New |
| JPMorgan Chase & Co | 3,897 | $48.5K | 0.00% | −10,785−73.5% | Reduced |
| US Bancorp | 4,410 | $54.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 7,248 | $90.2K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 7,264 | $93.3K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,832 | $109.9K | 0.01% | +8,832 | New |
| Deutsche Bank AG | 9,894 | $123.1K | 0.00% | +9,894 | New |
| Advisor OS, LLC | 10,389 | $129.2K | 0.01% | +10,389 | New |
| Fisher Asset Management, LLC | 11,341 | $141.1K | 0.00% | +11,341 | New |
| Bulldog Investors, LLP | 12,779 | $159.0K | 0.05% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 13,376 | $166.4K | 0.00% | +707+5.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,772 | $171.3K | 0.00% | −4,335−23.9% | Reduced |
| Walleye Capital LLC | 14,170 | $176.3K | 0.00% | +14,170 | New |
| Koshinski Asset Management, Inc. | 14,441 | $179.6K | 0.02% | +14,441 | New |
| Landscape Capital Management, L.L.C. | 16,089 | $200.1K | 0.02% | +16,089 | New |
| Sigma Planning Corp | 16,572 | $206.2K | 0.01% | +16,572 | New |
| Cerity Partners LLC | 16,632 | $206.9K | 0.00% | +16,632 | New |
| Fortitude Advisory Group L.L.C. | 16,830 | $209.4K | 0.12% | 00.0% | Unchanged |
| MML Investors Services, LLC | 17,405 | $217.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 23,230 | $289.0K | 0.00% | −4,674−16.8% | Reduced |
| D.A. Davidson & Co. | 23,845 | $296.6K | 0.00% | +400+1.7% | Added |
| Integrated Wealth Concepts LLC | 24,231 | $301.4K | 0.00% | −1,370−5.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 24,965 | $311.0K | 0.00% | +181+0.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 25,005 | $311.1K | 0.00% | −338−1.3% | Reduced |
| GWM Advisors LLC | 26,959 | $335.4K | 0.00% | −3,293−10.9% | Reduced |
| Royal Bank of Canada | 27,006 | $336.0K | 0.00% | −1,870−6.5% | Reduced |
| Bank of America Corp | 29,535 | $367.4K | 0.00% | −7,664−20.6% | Reduced |
| Gladstone Institutional Advisory LLC | 30,000 | $373.2K | 0.02% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 33,270 | $413.9K | 0.07% | −4,691−12.4% | Reduced |
| Janney Montgomery Scott LLC | 36,900 | $459.0K | 0.00% | +133+0.4% | Added |
| Silverlake Wealth Management LLC | 42,970 | $534.5K | 0.27% | −10,921−20.3% | Reduced |
| Stifel Financial Corp | 43,323 | $538.9K | 0.00% | +5,712+15.2% | Added |
| Comerica Bank | 46,579 | $579.4K | 0.00% | −138−0.3% | Reduced |
| Millennium Management LLC | 49,952 | $621.4K | 0.00% | −21,786−30.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 54,198 | $674.2K | 0.14% | +32,718+152.3% | Added |
| First Trust Advisors LP | 57,555 | $716.0K | 0.00% | +41,877+267.1% | Added |
| Quarry LP | 61,412 | $764.0K | 0.31% | −25,554−29.4% | Reduced |
| Raymond James & Associates | 63,986 | $796.0K | 0.00% | +20,559+47.3% | Added |
| Rockefeller Capital Management L.P. | 74,818 | $930.7K | 0.00% | +2,316+3.2% | Added |
| Advisors Asset Management, Inc. | 95,187 | $1.18M | 0.02% | −29,312−23.5% | Reduced |
| Cetera Investment Advisers | 99,225 | $1.23M | 0.00% | +81,255+452.2% | Added |
| Advisor Group Holdings, Inc. | 144,867 | $1.80M | 0.00% | +706+0.5% | Added |
| Alpine Global Management, LLC | 146,000 | $1.82M | 0.35% | +21,000+16.8% | Added |
| Absolute Investment Advisers LLC | 168,681 | $2.10M | 0.29% | +168,681 | New |
| LPL Financial LLC | 246,912 | $3.07M | 0.00% | −25,466−9.3% | Reduced |
| Heron Bay Capital Management | 372,964 | $4.64M | 0.98% | +188+0.1% | Added |
| UBS Group AG | 532,352 | $6.62M | 0.00% | −34,318−6.1% | Reduced |
| Morgan Stanley | 1,200,926 | $14.9M | 0.00% | −179,345−13.0% | Reduced |
| Sit Investment Associates Inc | 1,456,430 | $18.1M | 0.42% | +75,720+5.5% | Added |
| Saba Capital Management, L.P. | 4,748,806 | $59.1M | 1.30% | +28,148+0.6% | Added |
| 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 |