Purchases and Sales Made in Q2 2025 in Nuveen Multi Asset Income Fund (NMAI)
This table provides information about the institutional ownership of Nuveen Multi Asset Income Fund (NMAI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
187K+ 85.38% |
$2.01M - $2.37M
|
407K
$5.27M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
134K+ 20.67% |
$1.44M - $1.69M
|
782K
$10.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.4K+ 11.58% |
$338K - $398K
|
303K
$3.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.2K+ 30.56% |
$325K - $382K
|
129K
$1.67M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
27.1K+ 3.04% |
$291K - $343K
|
917K
$11.9M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
14.2K+ 43.05% |
$153K - $180K
|
47.2K
$612K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
13KNew |
$140K - $165K
|
13K
$169K
|
|
|
Aug 14, 2025
Q2 2025
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
13KNew |
$140K - $164K
|
13K
$168K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
12.8K+ 41.71% |
$137K - $161K
|
43.3K
$562K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.3K+ 24.56% |
$132K - $155K
|
62.2K
$807K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
11.6K+ 17.66% |
$125K - $147K
|
77.3K
$1M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
11.5KNew |
$124K - $146K
|
11.5K
$150K
|
|
|
Jul 15, 2025
Q2 2025
|
Absolute Investment Advisers LLC
|
BUY
|
- |
10.9K+ 5.35% |
$117K - $138K
|
215K
$2.78M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.7KNew |
$115K - $136K
|
10.7K
$139K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.68K+ 26.7% |
$93.3K - $110K
|
41.2K
$534K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
7.52K+ 1.31% |
$80.9K - $95.1K
|
583K
$7.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
7.42K+ 183.35% |
$79.8K - $93.9K
|
11.5K
$149K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.27K+ 7.29% |
$45.9K - $54.1K
|
62.9K
$816K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
4.1KNew |
$44.1K - $51.9K
|
4.1K
$53.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.09K+ 16.25% |
$43.9K - $51.7K
|
29.2K
$379K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.52KNew |
$37.8K - $44.5K
|
3.52K
$45.6K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.13K+ 7.7% |
$22.9K - $26.9K
|
29.8K
$386K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2.02K+ 412.65% |
$21.7K - $25.6K
|
2.51K
$32.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.3K+ 43.33% |
$14K - $16.4K
|
4.3K
$55.7K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.04K+ 273.49% |
$11.2K - $13.2K
|
1.42K
$18.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.01KNew |
$10.9K - $12.8K
|
1.01K
$13.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
996New |
$10.7K - $12.6K
|
996
$12.9K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
600+ 1.76% |
$6.45K - $7.59K
|
34.6K
$449K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
388+ 1.76% |
$4.17K - $4.91K
|
22.4K
$290K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
178New |
$1.91K - $2.25K
|
178
$2.31K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
41New |
$441 - $519
|
41
$531
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
40+ 1.2% |
$430 - $506
|
3.38K
$43.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-48- 0.07% |
$516 - $607
|
69.3K
$898K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-757- 0.92% |
$8.14K - $9.58K
|
81.5K
$1.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.1K- 7.58% |
$11.8K - $13.9K
|
13.4K
$174K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.82K- 8.7% |
$19.6K - $23K
|
19.1K
$248K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.11K- 5.86% |
$33.4K - $39.3K
|
50K
$648K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4.52K- 12.33% |
$48.6K - $57.2K
|
32.2K
$417K
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-7.56K- 2.64% |
$81.2K - $95.6K
|
278K
$3.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.96K- 18.41% |
$85.6K - $101K
|
35.3K
$457K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.58K- 14.42% |
$92.2K - $108K
|
50.9K
$660K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-10.7K- 29.19% |
$115K - $135K
|
25.9K
$336K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-12K- 50.72% |
$129K - $152K
|
11.7K
$151K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.1K- 11.93% |
$130K - $153K
|
89.2K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.5K- 52.78% |
$134K - $158K
|
11.2K
$145K
|
|
|
Aug 12, 2025
Q2 2025
|
Heron Bay Capital Management
|
SELL
|
- |
-24.4K- 7.75% |
$263K - $309K
|
291K
$3.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-79K- 9.15% |
$849K - $999K
|
784K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-607K- 25.51% |
$6.52M - $7.67M
|
1.77M
$23M
|