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 2024
Institutional positions in Nuveen Multi-Asset Income Fund as of Dec 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
- 67
- +5 vs. Q3 2024
- Shares held
- 8.44M
- −416.1K (−4.7%) vs. Q3 2024
- Total value
- $101.6M
- −$13.9M (−12.0%) vs. Q3 2024
- New holders
- 13
- 19 more added
- Sold out
- 8
- 14 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Nuveen Multi-Asset Income Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 3,599,625 | $43.3M | 1.09% | −935,009−20.6% | Reduced |
| Penserra Capital Management LLC | 721,314 | $8.68M | 0.16% | +48,593+7.2% | Added |
| Morgan Stanley | 611,017 | $7.36M | 0.00% | −86,407−12.4% | Reduced |
| UBS Group AG | 608,732 | $7.33M | 0.00% | +48,013+8.6% | Added |
| Sit Investment Associates Inc | 405,546 | $4.88M | 0.11% | −201,663−33.2% | Reduced |
| Heron Bay Capital Management | 315,219 | $3.80M | 0.79% | −170−0.1% | Reduced |
| Pathstone Holdings, LLC | 283,169 | $3.41M | 0.02% | +283,169 | New |
| LPL Financial LLC | 234,052 | $2.82M | 0.00% | +19,814+9.2% | Added |
| Absolute Investment Advisers LLC | 205,500 | $2.47M | 0.32% | +205,500 | New |
| Shaker Financial Services, LLC | 193,247 | $2.33M | 0.89% | +116,676+152.4% | Added |
| Cetera Investment Advisers | 102,610 | $1.24M | 0.00% | −852−0.8% | Reduced |
| Raymond James Financial Inc | 85,797 | $1.03M | 0.00% | +85,797 | New |
| Quarry LP | 79,200 | $953.6K | 0.19% | +79,200 | New |
| Rockefeller Capital Management L.P. | 70,050 | $843.4K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 64,815 | $780.4K | 0.00% | +2,734+4.4% | Added |
| Wolverine Asset Management LLC | 62,195 | $748.8K | 0.01% | +62,195 | New |
| Stifel Financial Corp | 55,896 | $673.0K | 0.00% | +492+0.9% | Added |
| Sanctuary Advisors, LLC | 53,603 | $662.5K | 0.00% | −1,257−2.3% | Reduced |
| Advisor Group Holdings, Inc. | 53,131 | $639.7K | 0.00% | +1,563+3.0% | Added |
| Bank of America Corp | 49,691 | $598.3K | 0.00% | +14,347+40.6% | Added |
| Family Management Corp | 43,662 | $525.7K | 0.09% | −2,240−4.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 39,405 | $474.4K | 0.09% | −6,667−14.5% | Reduced |
| Royal Bank of Canada | 34,085 | $411.0K | 0.00% | +1,525+4.7% | Added |
| Janney Montgomery Scott LLC | 30,231 | $364.0K | 0.00% | +30,231 | New |
| D.A. Davidson & Co. | 30,007 | $361.3K | 0.00% | +1,614+5.7% | Added |
| Gladstone Institutional Advisory LLC | 30,000 | $361.2K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 28,385 | $341.8K | 0.01% | −17,396−38.0% | Reduced |
| Silverlake Wealth Management LLC | 26,389 | $317.7K | 0.12% | 00.0% | Unchanged |
| Walleye Capital LLC | 26,272 | $316.3K | 0.00% | +26,272 | New |
| GWM Advisors LLC | 24,984 | $300.8K | 0.00% | +1,009+4.2% | Added |
| Greenleaf Trust | 24,772 | $298.3K | 0.00% | −17,583−41.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 23,656 | $285.0K | 0.00% | +128+0.5% | Added |
| Commonwealth Equity Services, LLC | 22,871 | $275.0K | 0.00% | +1,187+5.5% | Added |
| Millennium Management LLC | 21,409 | $257.8K | 0.00% | −14,942−41.1% | Reduced |
| Integrated Wealth Concepts LLC | 20,941 | $252.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 18,444 | $222.1K | 0.13% | +1,159+6.7% | Added |
| MML Investors Services, LLC | 17,164 | $207.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 16,209 | $195.2K | 0.02% | 00.0% | Unchanged |
| Readystate Asset Management LP | 16,022 | $192.9K | 0.01% | +16,022 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,287 | $184.1K | 0.01% | +5,896+62.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 14,508 | $174.7K | 0.00% | +615+4.4% | Added |
| Landscape Capital Management, L.L.C. | 12,528 | $150.8K | 0.02% | +12,528 | New |
| Blake Schutter Theil Wealth Advisors, LLC | 12,214 | $147.1K | 0.16% | 00.0% | Unchanged |
| Advisor OS, LLC | 10,389 | $125.1K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 4,605 | $55.4K | 0.00% | −48−1.0% | Reduced |
| Wells Fargo & Company | 3,501 | $42.2K | 0.00% | +899+34.6% | Added |
| MAI Capital Management | 2,638 | $31.8K | 0.00% | +2,638 | New |
| US Bancorp | 2,500 | $30.1K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,905 | $22.9K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 1,552 | $18.7K | 0.00% | +1,552 | New |
| JPMorgan Chase & Co | 1,350 | $16.3K | 0.00% | −307−18.5% | Reduced |
| CoreCap Advisors, LLC | 1,100 | $13.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $12.5K | 0.00% | – | – |
| Steward Partners Investment Advisory, LLC | 659 | $7.93K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 574 | $6.91K | 0.00% | +157+37.6% | Added |
| ORG Partners LLC | 568 | $6.84K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 475 | $5.86K | 0.00% | +27+6.0% | Added |
| Delta Asset Management LLC | 468 | $5.63K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 445 | $5.36K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 345 | $4.17K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 354 | $4.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 205 | $2.47K | 0.00% | +205 | New |
| Fifth Third Bancorp | 195 | $2.35K | 0.00% | −970−83.3% | Reduced |
| WPG Advisers, LLC | 191 | $2.30K | 0.00% | +191 | New |
| CIBC Private Wealth Group, LLC | 131 | $1.57K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 64 | $771 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2 | $24 | 0.00% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −37,520−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −16,167−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −15,172−100.0% | Sold out |
| Bulldog Investors, LLP | 0 | $0 | 0.00% | −12,779−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Kimelman & Baird, LLC | 0 | $0 | 0.00% | −522−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −116,191−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |