Latest Institutional Purchases of Nuveen Multi Asset Income Fund (NMAI)
This list provides information on the latest institutional transactions involving Nuveen Multi Asset Income Fund (NMAI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
910New |
$10.1K - $11K
|
910
$11.3K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.1KNew |
$171K - $179K
|
15.1K
$187K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.7KNew |
$151K - $178K
|
13.7K
$170K
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.91KNew |
$21K - $24.7K
|
1.91K
$23.6K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.44KNew |
$15.9K - $18.7K
|
1.44K
$17.8K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.01KNew |
$11.2K - $13.1K
|
1.01K
$12.6K
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
834New |
$9.2K - $10.8K
|
834
$10.3K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
345New |
$3.81K - $4.47K
|
345
$4.27K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
16.6KNew |
$176K - $206K
|
16.6K
$206K
|
|
Feb 14, 2023
Q4 2022
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
5.41KNew |
$57.5K - $67.1K
|
5.41K
$67K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.71K+ 300.0% |
$18.1K - $21.2K
|
2.28K
$28.2K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
468New |
$4.97K - $5.8K
|
468
$5.79K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
348New |
$3.7K - $4.32K
|
348
$4.31K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
346+ 37.41% |
$3.68K - $4.29K
|
1.27K
$15.7K
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
191New |
$2.03K - $2.37K
|
191
$2.36K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
32+ 10.36% |
$340 - $397
|
341
$4.22K
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1New |
$10.6 - $12.4
|
1
$12.4
|
|
Q3 2022 | |||||||
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
24KNew |
$273K - $350K
|
24K
$297K
|
|
Oct 14, 2022
Q3 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
10.7KNew |
$122K - $157K
|
10.7K
$133K
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
10.2KNew |
$116K - $149K
|
10.2K
$126K
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3.77K+ 2.28% |
$42.9K - $55K
|
169K
$2.09M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
1.96K+ 17.74% |
$22.3K - $28.6K
|
13K
$161K
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
437New |
$4.98K - $6.38K
|
437
$5.41K
|
|
Q2 2022 | |||||||
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
3.31KNew |
$41.9K - $55.6K
|
3.31K
$41K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2.88K+ 14.9% |
$36.4K - $48.2K
|
22.2K
$275K
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
258+ 1.67% |
$3.26K - $4.33K
|
15.7K
$194K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
227+ 4.43% |
$2.87K - $3.81K
|
5.35K
$66.2K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
163New |
$2.06K - $2.74K
|
163
$2.02K
|
|
Jul 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
113New |
$1.43K - $1.9K
|
113
$1.4K
|
|
Q1 2022 | |||||||
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
30.5KNew |
$451K - $582K
|
30.5K
$378K
|
|
May 13, 2022
Q1 2022
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
12.8KNew |
$189K - $244K
|
12.8K
$158K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7.26KNew |
$127K - $141K
|
7.26K
$89.9K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.38K+ 35.44% |
$76.3K - $84.7K
|
16.7K
$207K
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
3.11KNew |
$54.2K - $60.2K
|
3.11K
$38.5K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.52KNew |
$26.6K - $29.5K
|
1.52K
$18.9K
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
250New |
$4.36K - $4.84K
|
250
$3.1K
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
212New |
$3.7K - $4.1K
|
212
$2.62K
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
91New |
$1.59K - $1.76K
|
91
$1.13K
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
2New |
$34.9 - $38.7
|
2
$24.8
|