Patriot Financial Group Insurance Agency, LLC Nuveen Multi Asset Income Fund Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 29, 2022	BUY	$12.65 - $16.78 $2,871 - $3,809	227 Added 4.43%	5,346 $71,000
Q1 2022 May 11, 2022	BUY	$14.78 - $19.07 $75,658 - $97,619	5,119 New	5,119 $83,000

Others Institutions Holding NMAI

# of Institutions

Shares Held

8.87M

Call Options Held

Put Options Held

Saba Capital Management, L.P. New York, NY

4.53M
Shares

$56.1 Million
1.28% of portfolio
Morgan Stanley New York, NY

697K
Shares

$8.63 Million
0.0% of portfolio
Penserra Capital Management LLC Orinda, CA

673K
Shares

$8.33 Million
0.19% of portfolio
Sit Investment Associates Inc Minneapolis, MN

607K
Shares

$7.52 Million
0.18% of portfolio
Ubs Group Ag

561K
Shares

$6.94 Million
0.0% of portfolio

View Full List

About Nuveen Multi-Asset Income Fund

Ticker NMAI
Exchange NYSE
Sector ETFs
Industry ETFs

More about NMAI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Account