Purchases and Sales Made in Q4 2024 in Nuveen Multi Asset Income Fund (NMAI)
This table provides information about the institutional ownership of Nuveen Multi Asset Income Fund (NMAI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
206KNew |
$2.44M - $2.7M
|
206K
$2.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
85.8KNew |
$1.02M - $1.13M
|
85.8K
$1.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
62.2KNew |
$738K - $818K
|
62.2K
$777K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
30.2KNew |
$359K - $398K
|
30.2K
$378K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.9K+ 62.78% |
$69.9K - $77.6K
|
15.3K
$191K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.61K+ 5.68% |
$19.1K - $21.2K
|
30K
$375K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.19K+ 5.47% |
$14.1K - $15.6K
|
22.9K
$286K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.16K+ 6.71% |
$13.7K - $15.3K
|
18.4K
$230K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
205New |
$2.43K - $2.7K
|
205
$2.56K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
157+ 37.65% |
$1.86K - $2.07K
|
574
$7.17K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
27+ 6.03% |
$320 - $355
|
475
$5.93K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-970- 83.26% |
$11.5K - $12.8K
|
195
$2.44K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.26K- 2.29% |
$14.9K - $16.5K
|
53.6K
$670K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.43K- 4.71% |
$28.8K - $32K
|
49.1K
$614K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-6.67K- 14.47% |
$79.1K - $87.7K
|
39.4K
$492K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-17.6K- 41.51% |
$209K - $231K
|
24.8K
$309K
|