Purchases and Sales Made in Q2 2022 in Nuveen Multi Asset Income Fund (NMAI)
This table provides information about the institutional ownership of Nuveen Multi Asset Income Fund (NMAI) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
573K+ 80.3% |
$7.25M - $9.62M
|
1.29M
$15.9M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
573K+ 80.3% |
$7.25M - $9.62M
|
1.29M
$15.9M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
253KNew |
$3.2M - $4.24M
|
253K
$3.13M
|
|
Jul 27, 2022
Q2 2022
|
Heron Bay Capital Management
|
BUY
|
- |
166K+ 48.85% |
$2.1M - $2.79M
|
507K
$6.27M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
121K+ 218.01% |
$1.53M - $2.03M
|
177K
$2.19M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
52.8KNew |
$667K - $885K
|
52.8K
$653K
|
|
Aug 15, 2022
Q2 2022
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
43.6K+ 5.19% |
$551K - $731K
|
883K
$10.9M
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
25.1K+ 229.18% |
$318K - $421K
|
36.1K
$446K
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
22.8KNew |
$288K - $382K
|
22.8K
$282K
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
21.9KNew |
$277K - $367K
|
21.9K
$271K
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
19.4K+ 13.34% |
$246K - $326K
|
165K
$2.05M
|
|
Aug 10, 2022
Q2 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
18.2K+ 7.8% |
$230K - $306K
|
252K
$3.12M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
15.6KNew |
$197K - $262K
|
15.6K
$193K
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
11.3KNew |
$143K - $190K
|
11.3K
$140K
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
11KNew |
$139K - $184K
|
11K
$136K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
7.9KNew |
$99.9K - $133K
|
7.9K
$97.8K
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.75K+ 18.41% |
$60K - $79.6K
|
30.5K
$378K
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.75K+ 18.41% |
$60K - $79.6K
|
30.5K
$378K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
4.1KNew |
$51.9K - $68.8K
|
4.1K
$50.8K
|
|
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 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.6KNew |
$32.9K - $43.6K
|
2.6K
$32.2K
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
2.6K+ 0.33% |
$32.9K - $43.6K
|
786K
$9.73M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.21K+ 3.5% |
$27.9K - $37K
|
65.3K
$808K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.03K+ 16.45% |
$25.7K - $34.1K
|
14.4K
$178K
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.71K+ 9.45% |
$21.6K - $28.7K
|
19.8K
$245K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.12KNew |
$14.2K - $18.8K
|
1.12K
$13.9K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.1KNew |
$13.9K - $18.5K
|
1.1K
$13.6K
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1K+ 5.04% |
$12.7K - $16.8K
|
20.8K
$258K
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
789+ 4.64% |
$9.98K - $13.2K
|
17.8K
$220K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
394New |
$4.98K - $6.61K
|
394
$4.88K
|
|
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
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
74+ 0.73% |
$936 - $1.24K
|
10.3K
$127K
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
52+ 0.24% |
$658 - $873
|
21.5K
$266K
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 1.7% |
$75.9 - $101
|
359
$4.44K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
6+ 2.11% |
$75.9 - $101
|
291
$3.6K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-125- 0.79% |
$1.58K - $2.1K
|
15.7K
$194K
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-212- 0.88% |
$2.68K - $3.56K
|
24K
$297K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-282Closed |
$3.57K - $4.73K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-331- 0.92% |
$4.19K - $5.55K
|
35.7K
$442K
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-380- 3.32% |
$4.81K - $6.38K
|
11.1K
$137K
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-394Closed |
$4.98K - $6.61K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-556- 1.01% |
$7.03K - $9.33K
|
54.6K
$676K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-641- 2.14% |
$8.11K - $10.8K
|
29.4K
$364K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-937Closed |
$11.9K - $15.7K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.06K- 94.29% |
$13.4K - $17.7K
|
64
$792
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.48K- 1.18% |
$18.7K - $24.8K
|
124K
$1.54M
|