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 |
|---|---|---|---|---|---|
| Citigroup Inc | 2 | $24 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 64 | $771 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 131 | $1.57K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 191 | $2.30K | 0.00% | +191 | New |
| Fifth Third Bancorp | 195 | $2.35K | 0.00% | −970−83.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 205 | $2.47K | 0.00% | +205 | New |
| CWM, LLC | 354 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 345 | $4.17K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 445 | $5.36K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 468 | $5.63K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 475 | $5.86K | 0.00% | +27+6.0% | Added |
| ORG Partners LLC | 568 | $6.84K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 574 | $6.91K | 0.00% | +157+37.6% | Added |
| Steward Partners Investment Advisory, LLC | 659 | $7.93K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $12.5K | 0.00% | – | – |
| CoreCap Advisors, LLC | 1,100 | $13.2K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,350 | $16.3K | 0.00% | −307−18.5% | Reduced |
| Van Hulzen Asset Management, LLC | 1,552 | $18.7K | 0.00% | +1,552 | New |
| Sound Income Strategies, LLC | 1,905 | $22.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,500 | $30.1K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 2,638 | $31.8K | 0.00% | +2,638 | New |
| Wells Fargo & Company | 3,501 | $42.2K | 0.00% | +899+34.6% | Added |
| Comerica Bank | 4,605 | $55.4K | 0.00% | −48−1.0% | Reduced |
| Advisor OS, LLC | 10,389 | $125.1K | 0.01% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 12,214 | $147.1K | 0.16% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 12,528 | $150.8K | 0.02% | +12,528 | New |
| Wealth Enhancement Advisory Services, LLC | 14,508 | $174.7K | 0.00% | +615+4.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,287 | $184.1K | 0.01% | +5,896+62.8% | Added |
| Readystate Asset Management LP | 16,022 | $192.9K | 0.01% | +16,022 | New |
| Koshinski Asset Management, Inc. | 16,209 | $195.2K | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 17,164 | $207.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 18,444 | $222.1K | 0.13% | +1,159+6.7% | Added |
| Integrated Wealth Concepts LLC | 20,941 | $252.1K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 21,409 | $257.8K | 0.00% | −14,942−41.1% | Reduced |
| Commonwealth Equity Services, LLC | 22,871 | $275.0K | 0.00% | +1,187+5.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 23,656 | $285.0K | 0.00% | +128+0.5% | Added |
| Greenleaf Trust | 24,772 | $298.3K | 0.00% | −17,583−41.5% | Reduced |
| GWM Advisors LLC | 24,984 | $300.8K | 0.00% | +1,009+4.2% | Added |
| Walleye Capital LLC | 26,272 | $316.3K | 0.00% | +26,272 | New |
| Silverlake Wealth Management LLC | 26,389 | $317.7K | 0.12% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 28,385 | $341.8K | 0.01% | −17,396−38.0% | Reduced |
| Gladstone Institutional Advisory LLC | 30,000 | $361.2K | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 30,007 | $361.3K | 0.00% | +1,614+5.7% | Added |
| Janney Montgomery Scott LLC | 30,231 | $364.0K | 0.00% | +30,231 | New |
| Royal Bank of Canada | 34,085 | $411.0K | 0.00% | +1,525+4.7% | Added |
| Blue Bell Private Wealth Management, LLC | 39,405 | $474.4K | 0.09% | −6,667−14.5% | Reduced |
| Family Management Corp | 43,662 | $525.7K | 0.09% | −2,240−4.9% | Reduced |
| Bank of America Corp | 49,691 | $598.3K | 0.00% | +14,347+40.6% | Added |
| Advisor Group Holdings, Inc. | 53,131 | $639.7K | 0.00% | +1,563+3.0% | Added |
| Sanctuary Advisors, LLC | 53,603 | $662.5K | 0.00% | −1,257−2.3% | Reduced |
| Stifel Financial Corp | 55,896 | $673.0K | 0.00% | +492+0.9% | Added |
| Wolverine Asset Management LLC | 62,195 | $748.8K | 0.01% | +62,195 | New |
| First Trust Advisors LP | 64,815 | $780.4K | 0.00% | +2,734+4.4% | Added |
| Rockefeller Capital Management L.P. | 70,050 | $843.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 79,200 | $953.6K | 0.19% | +79,200 | New |
| Raymond James Financial Inc | 85,797 | $1.03M | 0.00% | +85,797 | New |
| Cetera Investment Advisers | 102,610 | $1.24M | 0.00% | −852−0.8% | Reduced |
| Shaker Financial Services, LLC | 193,247 | $2.33M | 0.89% | +116,676+152.4% | Added |
| Absolute Investment Advisers LLC | 205,500 | $2.47M | 0.32% | +205,500 | New |
| LPL Financial LLC | 234,052 | $2.82M | 0.00% | +19,814+9.2% | Added |
| Pathstone Holdings, LLC | 283,169 | $3.41M | 0.02% | +283,169 | New |
| Heron Bay Capital Management | 315,219 | $3.80M | 0.79% | −170−0.1% | Reduced |
| Sit Investment Associates Inc | 405,546 | $4.88M | 0.11% | −201,663−33.2% | Reduced |
| UBS Group AG | 608,732 | $7.33M | 0.00% | +48,013+8.6% | Added |
| Morgan Stanley | 611,017 | $7.36M | 0.00% | −86,407−12.4% | Reduced |
| Penserra Capital Management LLC | 721,314 | $8.68M | 0.16% | +48,593+7.2% | Added |
| Saba Capital Management, L.P. | 3,599,625 | $43.3M | 1.09% | −935,009−20.6% | Reduced |
| 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 |