Latest Institutional Transactions on Nuveen Multi Asset Income Fund (NMAI)
This table provides information on the latest institutional transactions involving Nuveen Multi Asset Income Fund (NMAI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.71K+ 300.0% |
$18.1K - $21.2K
|
2.28K
$27K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.63K- 44.7% |
$91.8K - $107K
|
10.7K
$127K
|
|
|
Feb 14, 2023
Q4 2022
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
5.41KNew |
$57.5K - $67.1K
|
5.41K
$64.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
16.6KNew |
$176K - $206K
|
16.6K
$197K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
468New |
$4.97K - $5.8K
|
468
$5.55K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
32+ 10.36% |
$340 - $397
|
341
$4.04K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.85K- 22.3% |
$40.9K - $47.7K
|
13.4K
$159K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
346+ 37.41% |
$3.68K - $4.29K
|
1.27K
$15.1K
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-8.05K- 42.75% |
$85.6K - $99.9K
|
10.8K
$128K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-517- 1.69% |
$5.5K - $6.41K
|
30K
$356K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1New |
$10.6 - $12.4
|
1
$11.9
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
191New |
$2.03K - $2.37K
|
191
$2.27K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
348New |
$3.7K - $4.32K
|
348
$4.13K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
10.2KNew |
$116K - $149K
|
10.2K
$121K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-722- 5.68% |
$8.22K - $10.5K
|
12K
$142K
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3.77K+ 2.28% |
$42.9K - $55K
|
169K
$2M
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
437New |
$4.98K - $6.38K
|
437
$5.18K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.51K- 11.58% |
$17.2K - $22K
|
11.5K
$136K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
1.96K+ 17.74% |
$22.3K - $28.6K
|
13K
$154K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
24KNew |
$273K - $350K
|
24K
$284K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.04K- 84.73% |
$11.9K - $15.2K
|
188
$2.23K
|
|
|
Oct 14, 2022
Q3 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
10.7KNew |
$122K - $157K
|
10.7K
$127K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
163New |
$2.06K - $2.74K
|
163
$1.93K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2.88K+ 14.9% |
$36.4K - $48.2K
|
22.2K
$263K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
258+ 1.67% |
$3.26K - $4.33K
|
15.7K
$186K
|
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-30.7KClosed |
$388K - $515K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
227+ 4.43% |
$2.87K - $3.81K
|
5.35K
$63.4K
|
|
|
Jul 27, 2022
Q2 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-7.7KClosed |
$97.4K - $129K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
113New |
$1.43K - $1.9K
|
113
$1.34K
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
3.31KNew |
$41.9K - $55.6K
|
3.31K
$39.3K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-5.96KClosed |
$75.3K - $99.9K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-3.47KClosed |
$51.3K - $66.2K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
12.8KNew |
$189K - $244K
|
12.8K
$152K
|
|
|
May 12, 2022
Q1 2022
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-13.7KClosed |
$202K - $261K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.62KClosed |
$24K - $30.9K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-435Closed |
$6.43K - $8.3K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
30.5KNew |
$451K - $582K
|
30.5K
$362K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-959Closed |
$14.2K - $18.3K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-701Closed |
$10.4K - $13.4K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.38K+ 35.44% |
$76.3K - $84.7K
|
16.7K
$198K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7.26KNew |
$127K - $141K
|
7.26K
$86.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
2New |
$34.9 - $38.7
|
2
$23.7
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.52KNew |
$26.6K - $29.5K
|
1.52K
$18.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
91New |
$1.59K - $1.76K
|
91
$1.08K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
250New |
$4.36K - $4.84K
|
250
$2.97K
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
3.11KNew |
$54.2K - $60.2K
|
3.11K
$36.9K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
212New |
$3.7K - $4.1K
|
212
$2.51K
|
|