Nuveen Multi-Asset IncomeNMAI

13F holders, Q1 2024 (March 31)
69holders
2famous investors
$12.44avg. 13F price*

At the end of Q1 2024, 69 institutions reported holding Nuveen Multi-Asset Income (NMAI) in their 13F filings. The largest holders were Saba Capital Management, L.P. ($59.1M), Sit Investment Associates Inc. ($18.1M) and Morgan Stanley ($14.9M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
Nuveen Multi-Asset Income
CUSIP
670750108
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 69Q1 2024Q2 2024: 63Q2 2024Q3 2024: 63Q3 2024Q4 2024: 66Q4 2024Q1 2025: 64Q1 2025Q2 2025: 67Q2 2025Q3 2025: 73Q3 2025Q4 2025: 84Q4 2025Q1 2026: 84Q1 2026Q2 2026: 76Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions17$3.7M
Exits11$5.0M

Ownership 69 holders

Saba Capital Management, L.P. 1.30% Add +0.6% 4,748,806 $59.1M
Sit Investment Associates Inc. 0.42% Add +5.5% 1,456,430 $18.1M
Morgan Stanley 0.00% Reduce -13.0% 1,200,926 $14.9M
UBS Group AG 0.00% Reduce -6.1% 532,352 $6.6M
Heron Bay Capital Management 0.98% Add +0.1% 372,964 $4.6M
LPL Financial LLC 0.00% Reduce -9.3% 246,912 $3.1M
Absolute Investment Advisers, LLC 0.29% New 168,681 $2.1M
Alpine Global Management, LLC 0.42% Add +16.8% 146,000 $1.8M
Osaic Holdings, Inc. 0.00% Add +0.5% 144,867 $1.8M
Cetera Investment Advisers 0.00% Add +452.2% 99,225 $1.2M
Advisors Asset Management, Inc. 0.02% Reduce -23.5% 95,187 $1.2M
Rockefeller Capital Management L.P. 0.00% Add +3.2% 74,818 $931K
Raymond James & Associates 0.00% Add +47.3% 63,986 $796K
Quarry LP 0.32% Reduce -29.4% 61,412 $764K
First Trust Advisors LP 0.00% Add +267.1% 57,555 $716K
Blue Bell Private Wealth Management, LLC 0.14% Add +152.3% 54,198 $674K
Millennium Management 0.00% Reduce -30.4% 49,952 $621K
Comerica Bank 0.00% Reduce -0.3% 46,579 $579K
Stifel Financial Corp. 0.00% Add +15.2% 43,323 $539K
Silverlake Wealth Management LLC 0.27% Reduce -20.3% 42,970 $535K
Janney Montgomery Scott LLC 0.00% Add +0.4% 36,900 $459K
NWF Advisory Services Inc. 0.07% Reduce -12.4% 33,270 $414K
Gladstone Institutional Advisory LLC 0.02% No change 30,000 $373K
Bank of America Corp. 0.00% Reduce -20.6% 29,535 $367K
Royal Bank of Canada 0.00% Reduce -6.5% 27,006 $336K
NewEdge Advisors, LLC 0.00% Reduce -10.9% 26,959 $335K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -1.3% 25,005 $311K
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.7% 24,965 $311K
Integrated Wealth Concepts LLC 0.00% Reduce -5.3% 24,231 $301K
D.A. Davidson & Co. 0.00% Add +1.7% 23,845 $297K
Commonwealth Equity Services, LLC 0.00% Reduce -16.8% 23,230 $289K
MML Investors Services, LLC 0.00% No change 17,405 $217K
Fortitude Advisory Group L.L.C. 0.12% No change 16,830 $209K
Cerity Partners LLC 0.00% New 16,632 $207K
Sigma Planning Corp 0.01% New 16,572 $206K
Landscape Capital Management, L.L.C. 0.02% New 16,089 $200K
Koshinski Asset Management, Inc. 0.02% New 14,441 $180K
Walleye Capital LLC 0.00% New 14,170 $176K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -23.9% 13,772 $171K
Private Advisor Group, LLC 0.00% Add +5.6% 13,376 $166K
Bulldog Investors, LLP 0.05% No change 12,779 $159K
Fisher Asset Management 0.00% New 11,341 $141K
Advisor OS, LLC 0.01% New 10,389 $129K
Deutsche Bank AG 0.00% New 9,894 $123K
Avior Wealth Management, LLC 0.01% New 8,832 $110K
Carolinas Wealth Consulting LLC 0.02% No change 7,264 $93K
Spire Wealth Management 0.00% No change 7,248 $90K
US Bancorp \de 0.00% No change 4,410 $55K
JPMorgan Chase & Co. 0.00% Reduce -73.5% 3,897 $48K
FNY Investment Advisers, LLC 0.02% New 3,000 $37K
Sound Income Strategies, LLC 0.00% No change 1,905 $24K
Assetmark, Inc. 0.00% New 1,406 $17K
Wolff Wiese Magana LLC 0.01% No change 1,200 $15K
CoreCap Advisors, LLC 0.00% New 1,100 $14K
Wells Fargo & Company 0.00% Add +82.9% 984 $12K
ICA Group Wealth Management, LLC 0.00% No change 818 $10K
TD Capital Management LLC 0.00% New 747 $9K
Steward Partners Investment Advisory, LLC 0.00% No change 659 $8K
ORG Partners LLC 0.01% New 568 $7K
Delta Asset Management LLC 0.00% No change 468 $6K
Glass Jacobson Investment Advisors llc 0.00% No change 445 $6K
Allworth Financial LP 0.00% Add +15.0% 422 $5K
Geneos Wealth Management Inc. 0.00% No change 381 $5K
Sunbelt Securities, Inc. 0.00% No change 345 $4K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -99.6% 343 $4K
Tower Research Capital LLC (TRC) 0.00% New 133 $2K
CIBC Private Wealth Group LLC 0.00% New 131 $2K
PNC Financial Services Group, Inc. 0.00% No change 64 $796
Citigroup Inc. 0.00% No change 2 $25

"% of holder's portfolio" is NMAI's weight in each manager's 13F, not the share of Nuveen Multi-Asset Income the manager owns.