Purchases and Sales Made in Q1 2022 in Nuveen Multi Asset Income Fund (NMAI)
This table provides information about the institutional ownership of Nuveen Multi Asset Income Fund (NMAI) during Q1 2022. The information is specifically focused on institutions that hold shares of Nuveen Multi-Asset Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
651KNew |
$9.62M - $12.4M
|
651K
$7.72M
|
|
|
May 04, 2022
Q1 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
136KNew |
$2.01M - $2.6M
|
136K
$1.62M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
65.6K+ 29.54% |
$970K - $1.25M
|
288K
$3.41M
|
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
56.3K+ 62.98% |
$833K - $1.07M
|
146K
$1.73M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
55.6KNew |
$821K - $1.06M
|
55.6K
$659K
|
|
|
May 06, 2022
Q1 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
48.7K+ 57.37% |
$720K - $929K
|
134K
$1.59M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
37.4K+ 5.53% |
$553K - $714K
|
714K
$8.47M
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
30.5KNew |
$451K - $582K
|
30.5K
$362K
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
25.8KNew |
$381K - $491K
|
25.8K
$306K
|
|
|
May 13, 2022
Q1 2022
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
12.8KNew |
$189K - $244K
|
12.8K
$152K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.3K+ 28.7% |
$182K - $235K
|
55.2K
$654K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.4KNew |
$168K - $217K
|
11.4K
$135K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.2K+ 22.05% |
$151K - $195K
|
56.7K
$672K
|
|
|
May 10, 2022
Q1 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
7.7KNew |
$114K - $147K
|
7.7K
$91.4K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.7K+ 27.21% |
$99K - $128K
|
31.3K
$371K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
5.96KNew |
$88K - $114K
|
5.96K
$70.6K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
5.92K+ 44.2% |
$87.4K - $113K
|
19.3K
$229K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.12KNew |
$75.7K - $97.6K
|
5.12K
$60.7K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.38K+ 35.44% |
$64.7K - $83.4K
|
16.7K
$198K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.71K+ 6.24% |
$54.8K - $70.7K
|
63.1K
$748K
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.27K+ 2.49% |
$33.5K - $43.2K
|
93.4K
$1.11M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.32K+ 3.12% |
$19.4K - $25.1K
|
43.5K
$516K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.23KNew |
$18.2K - $23.5K
|
1.23K
$14.6K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.06K+ 1650.0% |
$15.6K - $20.1K
|
1.12K
$13.3K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
937New |
$13.8K - $17.9K
|
937
$11.1K
|
|
|
May 16, 2022
Q1 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
559+ 0.24% |
$8.26K - $10.7K
|
234K
$2.77M
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
411+ 1.39% |
$6.07K - $7.84K
|
30K
$356K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
394New |
$5.82K - $7.51K
|
394
$4.67K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
295+ 1.95% |
$4.36K - $5.63K
|
15.4K
$183K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
293New |
$4.33K - $5.59K
|
293
$3.47K
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
1+ 0.0% |
$14.8 - $19.1
|
21.5K
$254K
|
|
|
Apr 13, 2022
Q1 2022
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-113Closed |
$1.67K - $2.15K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-435Closed |
$6.43K - $8.3K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-468- 1.6% |
$6.92K - $8.92K
|
28.8K
$342K
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-644- 4.86% |
$9.52K - $12.3K
|
12.6K
$150K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-701Closed |
$10.4K - $13.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-837- 4.69% |
$12.4K - $16K
|
17K
$202K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-910- 4.39% |
$13.4K - $17.4K
|
19.8K
$235K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-959Closed |
$14.2K - $18.3K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.1KClosed |
$16.3K - $21K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.62KClosed |
$24K - $30.9K
|
0
$0
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.97K- 2.88% |
$29.1K - $37.5K
|
66.2K
$785K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-2.11K- 15.54% |
$31.1K - $40.1K
|
11.4K
$136K
|
|
|
May 16, 2022
Q1 2022
|
Heron Bay Capital Management
|
SELL
|
- |
-2.83K- 0.82% |
$41.8K - $54K
|
340K
$4.04M
|
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.91K- 2.26% |
$43K - $55.5K
|
126K
$1.49M
|
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-3.47KClosed |
$51.3K - $66.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-3.79K- 0.45% |
$56K - $72.2K
|
839K
$9.95M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.75K- 15.55% |
$70.1K - $90.5K
|
25.8K
$306K
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-5.04KClosed |
$74.5K - $96.1K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.22K- 14.7% |
$91.9K - $119K
|
36.1K
$428K
|