Nuveen Multi-Asset IncomeNMAI

13F holders, Q3 2024 (September 30)
63holders
7new positions
7sold out
1famous investor
$13.22avg. 13F price*

At the end of Q3 2024, 63 institutions reported holding Nuveen Multi-Asset Income (NMAI) in their 13F filings, unchanged from Q2 2024. 7 opened new positions and 7 sold out. The largest holders were Saba Capital Management, L.P. ($59.9M), Morgan Stanley ($9.2M) and Penserra Capital Management LLC ($8.9M). One famous investor held it Israel Englander (0.0% of Millennium 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions7$10.1M
Exits7$7.6M

All 13F filers, Q2 2024 → Q3 2024: 868,317 shares bought and 1,950,397 shares sold, net −1,082,080 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 63 holders

Saba Capital Management, L.P. 1.32% Reduce -4.5% 4,534,634 $59.9M
Morgan Stanley 0.00% Reduce -35.3% 697,424 $9.2M
Penserra Capital Management LLC 0.19% New 672,721 $8.9M
Sit Investment Associates Inc. 0.18% Reduce -43.3% 607,209 $8.0M
UBS Group AG 0.00% Add +4.7% 560,719 $7.4M
Heron Bay Capital Management 0.88% Reduce -15.4% 315,389 $4.2M
LPL Financial LLC 0.00% Reduce -4.3% 214,238 $2.8M
Cetera Investment Advisers 0.00% Add +4.6% 103,462 $1.4M
Shaker Financial Services, LLC 0.38% Add +133.4% 76,571 $1.0M
Rockefeller Capital Management L.P. 0.00% Reduce -1.3% 70,050 $926K
First Trust Advisors LP 0.00% Add +0.5% 62,081 $821K
Stifel Financial Corp. 0.00% Add +19.0% 55,404 $732K
Sanctuary Advisors, LLC 0.00% Add +6.3% 54,860 $692K
Osaic Holdings, Inc. 0.00% Reduce -12.9% 51,568 $682K
Raymond James & Associates 0.00% Reduce -8.3% 47,171 $624K
Blue Bell Private Wealth Management, LLC 0.12% Reduce -33.4% 46,072 $609K
Family Manage LLC 0.10% New 45,902 $607K
Advisors Asset Management, Inc. 0.01% Reduce -41.4% 45,781 $605K
Greenleaf Trust 0.01% New 42,355 $560K
NWF Advisory Services Inc. 0.07% Add +11.9% 37,520 $496K
Millennium Management 0.00% Reduce -62.0% 36,351 $481K
Bank of America Corp. 0.00% Reduce -16.8% 35,344 $467K
Royal Bank of Canada 0.00% Add +21.1% 32,560 $430K
Gladstone Institutional Advisory LLC 0.02% No change 30,000 $397K
D.A. Davidson & Co. 0.00% Reduce -4.5% 28,393 $375K
Silverlake Wealth Management LLC 0.13% Reduce -38.6% 26,389 $349K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -1.5% 24,755 $327K
NewEdge Advisors, LLC 0.00% Reduce -12.4% 23,975 $317K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -7.0% 23,528 $311K
Commonwealth Equity Services, LLC 0.00% Reduce -8.3% 21,684 $287K
Integrated Wealth Concepts LLC 0.00% Reduce -10.7% 20,941 $277K
Fortitude Advisory Group L.L.C. 0.14% Add +2.7% 17,285 $229K
MML Investors Services, LLC 0.00% No change 17,164 $227K
Koshinski Asset Management, Inc. 0.02% No change 16,209 $214K
Sigma Planning Corp 0.01% Reduce -0.0% 16,167 $214K
Private Advisor Group, LLC 0.00% Reduce -11.5% 15,172 $201K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -0.8% 13,893 $184K
Bulldog Investors, LLP 0.06% No change 12,779 $169K
Blake Schutter Theil Wealth Advisors, LLC 0.12% — 12,214 $161K
Advisor OS, LLC 0.01% No change 10,389 $137K
Avior Wealth Management, LLC 0.00% Add +3.2% 9,391 $124K
International Assets Investment Management, LLC 0.01% Add +14.3% 8,789 $116K
Comerica Bank 0.00% Reduce -89.8% 4,653 $62K
FNY Investment Advisers, LLC 0.02% New 3,000 $39K
Wells Fargo & Company 0.00% Add +260100.0% 2,602 $34K
US Bancorp \de 0.00% Reduce -43.3% 2,500 $33K
Sound Income Strategies, LLC 0.00% No change 1,905 $25K
JPMorgan Chase & Co. 0.00% Add +55133.3% 1,657 $22K
Wolff Wiese Magana LLC 0.01% No change 1,200 $16K
Fifth Third Bancorp 0.00% New 1,165 $15K
CoreCap Advisors, LLC 0.00% New 1,100 $15K
Steward Partners Investment Advisory, LLC 0.00% No change 659 $9K
ORG Partners LLC 0.00% No change 568 $8K
Kimelman & Baird, LLC 0.00% No change 522 $7K
Delta Asset Management LLC 0.00% No change 468 $6K
Allworth Financial LP 0.00% No change 448 $6K
Glass Jacobson Investment Advisors llc 0.00% No change 445 $6K
Geneos Wealth Management Inc. 0.00% Add +9.4% 417 $6K
Cwm, LLC 0.00% New 354 $5K
Sunbelt Securities, Inc. 0.00% No change 345 $5K
CIBC Private Wealth Group LLC 0.00% No change 131 $2K
PNC Financial Services Group, Inc. 0.00% No change 64 $846
Citigroup Inc. 0.00% No change 2 $26

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