Purchases and Sales Made in Q1 2024 in Nuveen Multi Asset Income Fund (NMAI)
This table provides information about the institutional ownership of Nuveen Multi Asset Income Fund (NMAI) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
124K+ 11.48% |
$1.45M - $1.55M
|
1.2M
$14.9M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
99.2KNew |
$1.17M - $1.24M
|
99.2K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
75.7K+ 5.48% |
$890K - $947K
|
1.46M
$18M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
41.9K+ 267.11% |
$492K - $523K
|
57.6K
$713K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
32.7K+ 152.32% |
$385K - $409K
|
54.2K
$671K
|
|
|
May 15, 2024
Q1 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
28.1K+ 0.6% |
$331K - $352K
|
4.75M
$58.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24.4KNew |
$287K - $305K
|
24.4K
$302K
|
|
|
May 15, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
21K+ 16.8% |
$247K - $263K
|
146K
$1.81M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.6K+ 47.34% |
$242K - $257K
|
64K
$792K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16.6KNew |
$196K - $208K
|
16.6K
$206K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16.6KNew |
$195K - $207K
|
16.6K
$205K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
16.1KNew |
$189K - $201K
|
16.1K
$199K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
14.4KNew |
$170K - $181K
|
14.4K
$179K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
14.2KNew |
$167K - $177K
|
14.2K
$175K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
11.3KNew |
$133K - $142K
|
11.3K
$140K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
10.4KNew |
$122K - $130K
|
10.4K
$129K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
9.89KNew |
$116K - $124K
|
9.89K
$122K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8.83KNew |
$104K - $110K
|
8.83K
$109K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.71K+ 15.19% |
$67.2K - $71.4K
|
43.3K
$536K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.07K+ 5.79% |
$47.9K - $50.9K
|
74.4K
$921K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3KNew |
$35.3K - $37.5K
|
3K
$37.1K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.32K+ 3.19% |
$27.2K - $29K
|
74.8K
$926K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1.41KNew |
$16.5K - $17.6K
|
1.41K
$17.4K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.1KNew |
$12.9K - $13.8K
|
1.1K
$13.6K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
747New |
$8.78K - $9.34K
|
747
$9.25K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
707+ 5.58% |
$8.31K - $8.84K
|
13.4K
$166K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
706+ 0.49% |
$8.3K - $8.83K
|
145K
$1.79M
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
568New |
$6.68K - $7.1K
|
568
$7.03K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
446+ 82.9% |
$5.24K - $5.58K
|
984
$12.2K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
400+ 1.71% |
$4.7K - $5K
|
23.8K
$295K
|
|
|
May 14, 2024
Q1 2024
|
Heron Bay Capital Management
|
BUY
|
- |
188+ 0.05% |
$2.21K - $2.35K
|
373K
$4.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
181+ 0.73% |
$2.13K - $2.26K
|
25K
$309K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
133New |
$1.56K - $1.66K
|
133
$1.65K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
133+ 0.36% |
$1.56K - $1.66K
|
36.9K
$457K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
131New |
$1.54K - $1.64K
|
131
$1.62K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
107+ 0.4% |
$1.26K - $1.34K
|
27K
$334K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
55+ 14.99% |
$647 - $688
|
422
$5.22K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-138- 0.3% |
$1.62K - $1.73K
|
46.6K
$577K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-338- 1.33% |
$3.97K - $4.23K
|
25K
$310K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.37K- 5.35% |
$16.1K - $17.1K
|
24.2K
$300K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.87K- 6.48% |
$22K - $23.4K
|
27K
$334K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.29K- 10.89% |
$38.7K - $41.2K
|
27K
$334K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.34K- 23.94% |
$51K - $54.2K
|
13.8K
$170K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.67K- 16.75% |
$55K - $58.4K
|
23.2K
$288K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.66K- 20.6% |
$90.1K - $95.8K
|
29.5K
$366K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.8K- 73.46% |
$127K - $135K
|
3.9K
$48.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-10.9K- 20.26% |
$128K - $137K
|
43K
$532K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-21.8K- 30.37% |
$256K - $272K
|
50K
$618K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-25.5K- 9.35% |
$299K - $318K
|
247K
$3.06M
|