Purchases and Sales Made in Q1 2025 in Nuveen Multi Asset Income Fund (NMAI)
This table provides information about the institutional ownership of Nuveen Multi Asset Income Fund (NMAI) during Q1 2025. 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 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
580K+ 204.73% |
$6.9M - $7.33M
|
863K
$11M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
168K+ 23.34% |
$2M - $2.13M
|
890K
$11.3M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
157K+ 252.77% |
$1.87M - $1.99M
|
219K
$2.79M
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
92.8K+ 48.02% |
$1.1M - $1.17M
|
286K
$3.63M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
64.7K+ 189.8% |
$770K - $818K
|
98.8K
$1.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
58.3KNew |
$694K - $737K
|
58.3K
$740K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
43.2KNew |
$514K - $547K
|
43.2K
$549K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.5K+ 16.0% |
$446K - $474K
|
272K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
36.9K+ 6.05% |
$440K - $467K
|
648K
$8.23M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33.8KNew |
$403K - $428K
|
33.8K
$430K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.2K+ 577.06% |
$240K - $256K
|
23.7K
$301K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
14.6K+ 90.91% |
$173K - $184K
|
30.6K
$388K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.4KNew |
$123K - $131K
|
10.4K
$131K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
10.3K+ 39.33% |
$123K - $131K
|
36.6K
$465K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.78K+ 19.69% |
$116K - $124K
|
59.5K
$755K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8.39K+ 54.89% |
$99.9K - $106K
|
23.7K
$301K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
8.12KNew |
$96.6K - $103K
|
8.12K
$103K
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
4.1KNew |
$48.8K - $51.9K
|
4.1K
$52.1K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.05KNew |
$48.2K - $51.2K
|
4.05K
$51.4K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.95K+ 8.03% |
$46.9K - $49.9K
|
53.1K
$674K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.01K+ 10.03% |
$35.8K - $38.1K
|
33K
$419K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3KNew |
$35.7K - $38K
|
3K
$38.1K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.77K+ 4.95% |
$32.9K - $35K
|
58.7K
$745K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.67K+ 10.67% |
$31.7K - $33.7K
|
27.7K
$351K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.28K+ 7.54% |
$27.1K - $28.8K
|
32.5K
$413K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.95K+ 10.58% |
$23.2K - $24.7K
|
20.4K
$259K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.49K+ 6.3% |
$17.7K - $18.9K
|
25.1K
$319K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.09K+ 4.13% |
$13K - $13.8K
|
27.5K
$349K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
920+ 1.42% |
$10.9K - $11.6K
|
65.7K
$835K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
728New |
$8.66K - $9.21K
|
728
$9.25K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
15+ 3.16% |
$179 - $190
|
490
$6.22K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8- 0.06% |
$95.2 - $101
|
14.5K
$184K
|
|
|
May 13, 2025
Q1 2025
|
Heron Bay Capital Management
|
SELL
|
- |
-80- 0.03% |
$952 - $1.01K
|
315K
$4M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-191Closed |
$2.27K - $2.42K
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-193- 33.62% |
$2.3K - $2.44K
|
381
$4.84K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-703- 1.0% |
$8.37K - $8.89K
|
69.3K
$881K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-887- 3.88% |
$10.6K - $11.2K
|
22K
$279K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.26K- 27.43% |
$15K - $16K
|
3.34K
$42.4K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.27K- 1.24% |
$15.1K - $16.1K
|
101K
$1.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Absolute Investment Advisers LLC
|
SELL
|
- |
-1.9K- 0.92% |
$22.6K - $24K
|
204K
$2.59M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.7K- 6.85% |
$32.1K - $34.2K
|
36.7K
$466K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.56K- 4.15% |
$42.4K - $45.1K
|
82.2K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-33.1K- 5.43% |
$394K - $418K
|
576K
$7.31M
|
|
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-1.22M- 33.93% |
$14.5M - $15.5M
|
2.38M
$30.2M
|