Purchases and Sales Made in Q3 2024 in Nuveen Multi Asset Income Fund (NMAI)
This table provides information about the institutional ownership of Nuveen Multi Asset Income Fund (NMAI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
673KNew |
$8.27M - $9.07M
|
673K
$8.33M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
109K+ 1411.53% |
$1.33M - $1.46M
|
116K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
45.9KNew |
$565K - $619K
|
45.9K
$568K
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
43.8K+ 133.42% |
$538K - $590K
|
76.6K
$948K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
42.4KNew |
$521K - $571K
|
42.4K
$524K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
25.2K+ 4.7% |
$309K - $339K
|
561K
$6.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
12.2KNew |
$150K - $165K
|
12.2K
$151K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.84K+ 18.99% |
$109K - $119K
|
55.4K
$686K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.66K+ 21.05% |
$69.6K - $76.3K
|
32.6K
$403K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.57K+ 4.62% |
$56.2K - $61.6K
|
103K
$1.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3KNew |
$36.9K - $40.4K
|
3K
$37.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.6K+ 260100.0% |
$32K - $35.1K
|
2.6K
$32.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.65K+ 55133.33% |
$20.3K - $22.3K
|
1.66K
$20.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.17KNew |
$14.3K - $15.7K
|
1.17K
$14.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.1KNew |
$13.5K - $14.8K
|
1.1K
$13.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.04KNew |
$12.8K - $14K
|
1.04K
$12.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
455+ 2.7% |
$5.6K - $6.13K
|
17.3K
$214K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
354New |
$4.35K - $4.77K
|
354
$4.38K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
325+ 0.53% |
$4K - $4.38K
|
62.1K
$769K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
291+ 3.2% |
$3.58K - $3.92K
|
9.39K
$116K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
36+ 9.45% |
$443 - $485
|
417
$5.16K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1- 0.01% |
$12.3 - $13.5
|
16.2K
$200K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-115- 0.82% |
$1.41K - $1.55K
|
13.9K
$172K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-386- 1.54% |
$4.75K - $5.2K
|
24.8K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-938- 1.32% |
$11.5K - $12.6K
|
70.1K
$867K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.35K- 4.55% |
$16.6K - $18.2K
|
28.4K
$352K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.78K- 7.05% |
$21.9K - $24K
|
23.5K
$291K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.91K- 43.31% |
$23.5K - $25.7K
|
2.5K
$31K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.95K- 8.26% |
$24K - $26.3K
|
21.7K
$268K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.97K- 11.47% |
$24.2K - $26.5K
|
15.2K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.51K- 10.69% |
$30.8K - $33.8K
|
20.9K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.39K- 12.4% |
$41.7K - $45.8K
|
24K
$297K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.3K- 8.35% |
$52.9K - $57.9K
|
47.2K
$584K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.15K- 16.82% |
$87.9K - $96.4K
|
35.3K
$438K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.64K- 12.9% |
$93.9K - $103K
|
51.6K
$638K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.75K- 4.35% |
$120K - $131K
|
214K
$2.65M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-16.6K- 38.59% |
$204K - $224K
|
26.4K
$327K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-23.1K- 33.42% |
$284K - $312K
|
46.1K
$570K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-32.3K- 41.35% |
$397K - $435K
|
45.8K
$567K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-41.1K- 89.84% |
$506K - $555K
|
4.65K
$57.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-57.6K- 15.44% |
$708K - $776K
|
315K
$3.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-59.3K- 61.98% |
$729K - $799K
|
36.4K
$450K
|
|
|
Nov 14, 2024
Q3 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-214K- 4.51% |
$2.63M - $2.89M
|
4.53M
$56.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-380K- 35.26% |
$4.67M - $5.12M
|
697K
$8.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-464K- 43.33% |
$5.71M - $6.26M
|
607K
$7.52M
|