Institutional Ownership Nuveen Multi Asset Income Fund (NMAI)
This table provides information about the institutional ownership of Nuveen Multi Asset Income Fund (NMAI). We have compiled data on the 78 institutions that hold shares in the stock, with a total of 7.84 Million shares, which have been reported (via 13F filing form) to have a value of $101 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
8,115
shares
|
$105,170
0.01% of portfolio
|
Q1 2025
New holding
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
4,300
shares
|
$55,728
0.02% of portfolio
|
Q2 2025
Added 43.33%
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
4,100
shares
|
$53,136
0.02% of portfolio
|
Q2 2025
New holding
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
3,518
shares
|
$45,593
0.0% of portfolio
|
Q2 2025
New holding
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
3,382
shares
|
$43,830
0.0% of portfolio
|
Q2 2025
Added 1.2%
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,638
shares
|
$34,188
0.0% of portfolio
|
Q4 2024
New holding
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,512
shares
|
$32,555
0.0% of portfolio
|
Q2 2025
Added 412.65%
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
2,500
shares
|
$32,400
0.0% of portfolio
|
Q3 2024
Reduced 43.31%
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,905
shares
|
$24,688
0.0% of portfolio
|
Q1 2023
New holding
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
1,423
shares
|
$18,442
0.0% of portfolio
|
Q2 2025
Added 273.49%
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,350
shares
|
$17,496
0.0% of portfolio
|
Q4 2024
Reduced 18.53%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,100
shares
|
$14,256
0.0% of portfolio
|
Q3 2024
New holding
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,014
shares
|
$13,141
0.0% of portfolio
|
Q2 2025
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
996
shares
|
$12,908
0.0% of portfolio
|
Q2 2025
New holding
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
728
shares
|
$9,434
0.0% of portfolio
|
Q1 2025
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
659
shares
|
$8,540
0.0% of portfolio
|
Q3 2023
Reduced 90.56%
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
568
shares
|
$7,361
0.0% of portfolio
|
Q1 2024
New holding
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
468
shares
|
$6,065
0.0% of portfolio
|
Q4 2022
New holding
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
444
shares
|
$5,754
0.0% of portfolio
|
Q4 2023
New holding
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
354
shares
|
$4,587
0.0% of portfolio
|
Q3 2024
New holding
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
343
shares
|
$4,445
0.0% of portfolio
|
Q1 2024
Reduced 99.61%
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
195
shares
|
$2,527
0.0% of portfolio
|
Q4 2024
Reduced 83.26%
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
178
shares
|
$2,306
0.0% of portfolio
|
Q2 2025
New holding
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
131
shares
|
$1,697
0.0% of portfolio
|
Q1 2024
New holding
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
113
shares
|
$1,464
0.0% of portfolio
|
Q2 2022
New holding
|