Purchases and Sales Made in Q2 2024 in Nuveen Multi Asset Income Fund (NMAI)
This table provides information about the institutional ownership of Nuveen Multi Asset Income Fund (NMAI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
48.9K+ 79.69% |
$571K - $613K
|
110K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
45.7K+ 91.42% |
$532K - $572K
|
95.6K
$1.18M
|
|
|
Aug 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
32.8KNew |
$382K - $411K
|
32.8K
$406K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
15K+ 27.68% |
$175K - $188K
|
69.2K
$857K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
14K+ 98.81% |
$163K - $175K
|
28.2K
$349K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13K+ 43.87% |
$151K - $162K
|
42.5K
$526K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.69KNew |
$89.6K - $96.2K
|
7.69K
$95.2K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.9K+ 24.75% |
$68.8K - $73.9K
|
29.7K
$368K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.2K+ 7.3% |
$49K - $52.6K
|
61.8K
$765K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.76K+ 28.12% |
$43.9K - $47.1K
|
17.1K
$212K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.24K+ 7.48% |
$37.8K - $40.6K
|
46.6K
$576K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
3.21K+ 0.6% |
$37.5K - $40.2K
|
536K
$6.63M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.77K+ 12.24% |
$20.6K - $22.1K
|
16.2K
$201K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
522New |
$6.09K - $6.54K
|
522
$6.46K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
410+ 1.52% |
$4.78K - $5.13K
|
27.4K
$339K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
407+ 1.75% |
$4.75K - $5.1K
|
23.6K
$293K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
347+ 1.39% |
$4.05K - $4.34K
|
25.3K
$313K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
268+ 3.03% |
$3.12K - $3.36K
|
9.1K
$113K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
236+ 1.71% |
$2.75K - $2.95K
|
14K
$173K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
136+ 0.54% |
$1.59K - $1.7K
|
25.1K
$311K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
26+ 6.16% |
$303 - $326
|
448
$5.55K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10+ 0.03% |
$117 - $125
|
36.9K
$457K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-107- 0.4% |
$1.25K - $1.34K
|
26.9K
$333K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-241- 1.38% |
$2.81K - $3.02K
|
17.2K
$212K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-330- 0.33% |
$3.85K - $4.13K
|
98.9K
$1.22M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-404- 2.44% |
$4.71K - $5.06K
|
16.2K
$200K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-782- 1.68% |
$9.12K - $9.79K
|
45.8K
$567K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-784- 3.24% |
$9.14K - $9.82K
|
23.4K
$290K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-983- 99.9% |
$11.5K - $12.3K
|
1
$12.4
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-3.43K- 21.34% |
$40K - $43K
|
12.7K
$157K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.83K- 5.12% |
$44.7K - $48K
|
71K
$879K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.89K- 99.92% |
$45.4K - $48.8K
|
3
$37.1
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.5K- 19.56% |
$146K - $157K
|
51.5K
$637K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-17.1K- 18.0% |
$200K - $215K
|
78.1K
$966K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-22.9K- 9.28% |
$267K - $287K
|
224K
$2.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-25K- 17.12% |
$292K - $313K
|
121K
$1.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-85.7K- 59.13% |
$999K - $1.07M
|
59.2K
$733K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-124K- 10.3% |
$1.44M - $1.55M
|
1.08M
$13.3M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-124K- 10.3% |
$1.44M - $1.55M
|
1.08M
$13.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-385K- 26.43% |
$4.49M - $4.82M
|
1.07M
$13.3M
|