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Nuveen Multi-Asset Income Fund (NMAI) Institutional Ownership

Nuveen Multi-Asset Income Fund logo
$13.94 -0.02 (-0.15%)
Closing price 07/2/2026 03:59 PM Eastern
Extended Trading
$13.96 +0.02 (+0.15%)
As of 07/2/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Nuveen Multi-Asset Income Fund (NYSE:NMAI)

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$26.62M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$16.48M
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NMAI Institutional Buying and Selling by Quarter

Nuveen Multi-Asset Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026NewEdge Advisors LLC39,447$489K0.0%+34.2%0.000%
5/19/2026Bank of America Corp DE87,162$1.08M0.0%+25.0%0.000%
5/18/2026Royal Bank of Canada240,191$2.98M0.0%+23.1%0.000%
5/15/2026Waverly Advisors LLC10,723$133K0.0%N/A0.000%
5/13/2026Cetera Investment Advisers138,811$1.72M0.0%+42.7%0.000%
5/13/2026First Trust Advisors LP112,821$1.40M0.0%+5.3%0.000%
5/8/2026Cassaday & Co Wealth Management LLC2,504$31K0.0%N/A0.000%
5/5/2026D.A. Davidson & CO.131,230$1.63M0.0%+0.6%0.000%
5/4/2026Calamos Advisors LLC57,914$718K0.0%+13.5%0.000%
5/4/2026NWF Advisory Services Inc.43,561$540K0.1%+7.9%0.000%
5/1/2026Fifth Third Bancorp3,286$41K0.0%N/A0.000%
4/30/2026Kestra Advisory Services LLC17,128$212K0.0%+226.8%0.000%
4/27/2026Private Advisor Group LLC40,756$505K0.0%+25.3%0.000%
4/20/2026Kestra Private Wealth Services LLC13,604$169K0.0%N/A0.000%
4/17/2026PMG Family Office LLC45,926$575K0.6%+3.9%0.000%
3/17/2026Rockefeller Capital Management L.P.64,106$836K0.0%-8.5%0.000%
3/3/2026NWF Advisory Services Inc.40,361$526K0.1%+1.9%0.000%
2/19/2026Invesco Ltd.14,436$188K0.0%+7.5%0.000%
2/18/2026NewEdge Advisors LLC29,395$383K0.0%-2.7%0.000%
2/18/2026Garton & Associates Financial Advisors LLC3,187$42K0.0%N/A0.000%
2/18/2026XTX Topco Ltd13,415$175K0.0%N/A0.000%
2/18/2026Saba Capital Management L.P.75,279$982K0.0%-89.7%0.000%
2/18/2026Readystate Asset Management LP56,174$733K0.0%N/A0.000%
2/18/2026Millennium Management LLC21,409$279K0.0%-12.3%0.000%
2/18/2026Evolve Private Wealth LLC57,581$751K0.0%N/A0.000%
2/17/2026Cetera Investment Advisers97,245$1.27M0.0%+2.4%0.000%
2/17/2026Osaic Holdings Inc.65,594$855K0.0%-2.0%0.000%
2/17/2026Advisory Services Network LLC17,995$235K0.0%+1,335.0%0.000%
2/17/2026Royal Bank of Canada195,116$2.54M0.0%+31.3%0.000%
2/16/2026Fortitude Advisory Group L.L.C.22,618$295K0.1%+10.9%0.000%
2/13/2026Kestra Advisory Services LLC5,241$68K0.0%N/A0.000%
2/13/2026Stifel Financial Corp201,156$2.62M0.0%+200.2%0.000%
2/13/2026First Trust Advisors LP107,113$1.40M0.0%+6.7%0.000%
2/13/2026Integrated Wealth Concepts LLC18,138$237K0.0%-18.2%0.000%
2/13/2026Heron Bay Capital Management287,775$3.75M0.7%-0.8%0.000%
2/13/2026Wells Fargo & Company MN3,283$43K0.0%+942.2%0.000%
2/12/2026Advisors Asset Management Inc.64,087$836K0.0%N/A0.000%
2/12/2026Jane Street Group LLC10,277$134K0.0%N/A0.000%
2/12/2026Commonwealth Equity Services LLC23,767$310K0.0%-4.4%0.000%
2/11/2026Janney Montgomery Scott LLC40,142$523K0.0%-7.1%0.000%
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2/11/2026LPL Financial LLC393,127$5.13M0.0%+23.5%0.000%
2/11/2026Closed End Fund Advisors Inc.56,792$741K0.4%N/A0.000%
2/11/2026J.W. Cole Advisors Inc.10,056$131K0.0%N/A0.000%
2/3/2026International Assets Investment Management LLC20,507$267K0.0%+91.1%0.000%
2/2/2026Wolverine Asset Management LLC182,610$2.38M0.0%-45.8%0.000%
1/29/2026D.A. Davidson & CO.130,500$1.70M0.0%+13.7%0.000%
1/29/2026UBS Group AG681,504$8.89M0.0%+6.7%0.000%
1/29/2026Calamos Advisors LLC51,019$665K0.0%+62.1%0.000%
1/28/2026Absolute Investment Advisers LLC116,794$1.54M0.2%-45.6%0.000%
1/28/2026PMG Family Office LLC44,221$577K0.7%-4.4%0.000%
1/26/2026Shaker Financial Services LLC151,410$1.97M0.6%+52.7%0.000%
1/14/2026Hennion & Walsh Asset Management Inc.28,481$371K0.0%N/A0.000%
1/1/2026JPMorgan Chase & Co.45,070$585K0.0%-2.5%0.000%
12/22/2025PMG Family Office LLC46,275$606K0.7%N/A0.000%
11/17/2025Millennium Management LLC24,409$317K0.0%+14.0%0.000%
11/17/2025Integrated Wealth Concepts LLC22,181$288K0.0%+16.0%0.000%
11/17/2025Bank of America Corp DE58,182$755K0.0%+14.3%0.000%
11/14/2025Raymond James Financial Inc.76,434$992K0.0%-6.2%0.000%
11/13/2025Pathstone Holdings LLC1,259,213$16.35M0.1%+60.6%0.000%
11/13/2025SFG Wealth Management LLC.29,150$378K0.2%N/A0.000%
11/13/2025UBS Group AG638,514$8.29M0.0%+9.5%0.000%
11/13/2025Private Advisor Group LLC33,916$440K0.0%-3.8%0.000%
11/13/2025First Trust Advisors LP100,356$1.30M0.0%+29.8%0.000%
11/13/2025HUB Investment Partners LLC21,767$283K0.0%N/A0.000%
11/7/2025JPMorgan Chase & Co.45,070$585K0.0%-2.5%0.000%
11/4/2025Penserra Capital Management LLC919,362$11.93M0.1%+0.3%0.000%
11/4/2025Atlantic Union Bankshares Corp3,051$40K0.0%N/A0.000%
10/31/2025NWF Advisory Services Inc.39,611$514K0.1%+14.4%0.000%
10/28/2025Wolverine Asset Management LLC336,983$4.37M0.0%-17.2%0.000%
10/28/2025Melfa Wealth Management Inc.27,305$354K0.2%N/A0.000%
10/22/2025Shaker Financial Services LLC99,145$1.32M0.5%-64.4%0.000%
10/22/2025Blue Bell Private Wealth Management LLC38,108$495K0.1%+18.4%0.000%
10/22/2025D.A. Davidson & CO.114,803$1.49M0.0%+143.1%0.000%
10/20/2025Calamos Advisors LLC31,479$409K0.0%N/A0.000%
9/4/2025Osaic Holdings Inc.62,246$786K0.0%+17.3%0.000%
8/15/2025Bank of America Corp DE50,898$643K0.0%-14.4%0.000%
8/14/2025NewEdge Advisors LLC29,779$376K0.0%+7.7%0.000%
8/14/2025Dymon Asia Capital Singapore PTE. LTD.12,982$164K0.0%N/A0.000%
8/13/2025Walleye Capital LLC25,920$327K0.0%-29.2%0.000%
8/13/2025First Trust Advisors LP77,342$977K0.0%+17.7%0.000%
8/12/2025Heron Bay Capital Management290,715$3.67M0.7%-7.8%0.000%
8/12/2025JPMorgan Chase & Co.46,224$584K0.0%+3,324.0%0.000%
8/8/2025Cetera Investment Advisers89,248$1.13M0.0%-11.9%0.000%
8/7/2025Allworth Financial LP2,512$32K0.0%+412.7%0.000%
8/6/2025Penserra Capital Management LLC916,790$11.58M0.2%+3.0%0.000%
8/5/2025Shaker Financial Services LLC278,485$3.55M1.3%-2.6%0.000%
8/4/2025Wolverine Asset Management LLC406,739$5.14M0.0%+85.4%0.000%
7/30/2025FNY Investment Advisers LLC4,300$54K0.0%+43.3%0.000%
7/30/2025D.A. Davidson & CO.47,229$597K0.0%+43.0%0.000%
7/29/2025International Assets Investment Management LLC10,728$135K0.0%N/A0.000%
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7/17/2025Janney Montgomery Scott LLC41,190$520K0.0%+26.7%0.000%
7/17/2025Avior Wealth Management LLC11,669$147K0.0%-50.7%0.000%
7/15/2025Absolute Investment Advisers LLC214,500$2.71M0.3%+5.4%0.000%
7/10/2025Wealth Enhancement Advisory Services LLC13,401$170K0.0%-7.6%0.000%
7/2/2025Capital Market Strategies LLC11,542$146K0.1%N/A0.000%
5/19/2025Jane Street Group LLC33,833$407K0.0%N/A0.000%
5/16/2025NewEdge Advisors LLC27,650$332K0.0%+10.7%0.000%
5/15/2025Royal Bank of Canada98,778$1.19M0.0%+189.8%0.000%
5/14/2025Comerica Bank3,342$40K0.0%-27.4%0.000%
5/14/2025Walleye Capital LLC36,605$440K0.0%+39.3%0.000%


NMAI Institutional Ownership - Frequently Asked Questions

During the previous two years, 71 institutional investors and hedge funds held shares of Nuveen Multi-Asset Income Fund. The most heavily invested institutionals were Pathstone Holdings LLC ($16.35M), Penserra Capital Management LLC ($11.93M), UBS Group AG ($8.89M), LPL Financial LLC ($5.13M), Sit Investment Associates Inc. ($4.88M), Heron Bay Capital Management ($3.75M), and Royal Bank of Canada ($2.98M).Learn more on Nuveen Multi-Asset Income Fund's institutional investors.

Of the 63 institutional investors that purchased Nuveen Multi-Asset Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Penserra Capital Management LLC ($870.77K), Pathstone Holdings LLC ($475.30K), Wolverine Asset Management LLC ($406.74K), Shaker Financial Services LLC ($338.31K), Absolute Investment Advisers LLC ($216.40K), Raymond James Financial Inc. ($171.59K), and Royal Bank of Canada ($156.26K).

Institutional investors have bought a total of 2,066,364 shares in the last 24 months. This purchase volume represents approximately $26.62M in transactions.

Of the 21 institutional investors that sold Nuveen Multi-Asset Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Saba Capital Management L.P. ($658.92K), Wolverine Asset Management LLC ($224.13K), Shaker Financial Services LLC ($186.90K), Absolute Investment Advisers LLC ($97.71K), Heron Bay Capital Management ($26.72K), Cetera Investment Advisers ($12.09K), and Avior Wealth Management LLC ($12.01K).

Institutional investors have sold a total of 1,268,890 shares in the last 24 months. This volume of shares sold represents approximately $16.48M in transactions.



This page (NYSE:NMAI) was last updated on 7/5/2026 by MarketBeat.com Staff.
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