Nuveen Multi-Asset IncomeNMAI
13F holders, Q4 2024 (December 31)66holders +3
11new positions
8sold out
1famous investor
$12.04avg. 13F price*
At the end of Q4 2024, 66 institutions reported holding Nuveen Multi-Asset Income (NMAI) in their 13F filings, up 3 from Q3 2024. 11 opened new positions and 8 sold out. The largest holders were Saba Capital Management, L.P. ($43.3M), Penserra Capital Management LLC ($8.7M) and Morgan Stanley ($7.4M). 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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $8.7M |
| Exits | 8 | $1.3M |
All 13F filers, Q3 2024 → Q4 2024: 985,960 shares bought and 1,380,660 shares sold, net −394,700 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 66 holders
| Saba Capital Management, L.P. | 1.10% | Reduce -20.6% | 3,599,625 | $43.3M |
| Penserra Capital Management LLC | 0.16% | Add +7.2% | 721,314 | $8.7M |
| Morgan Stanley | 0.00% | Reduce -12.4% | 611,017 | $7.4M |
| UBS Group AG | 0.00% | Add +8.6% | 608,732 | $7.3M |
| Sit Investment Associates Inc. | 0.11% | Reduce -33.2% | 405,546 | $4.9M |
| Heron Bay Capital Management | 0.79% | Reduce -0.1% | 315,219 | $3.8M |
| Pathstone Holdings, LLC | 0.02% | New | 283,169 | $3.4M |
| LPL Financial LLC | 0.00% | Add +9.3% | 234,052 | $2.8M |
| Absolute Investment Advisers, LLC | 0.32% | New | 205,500 | $2.5M |
| Shaker Financial Services, LLC | 0.89% | Add +152.4% | 193,247 | $2.3M |
| Cetera Investment Advisers | 0.00% | Reduce -0.8% | 102,610 | $1.2M |
| Raymond James Financial Inc. | 0.00% | — | 85,797 | $1.0M |
| Quarry LP | 0.19% | New | 79,200 | $954K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 70,050 | $843K |
| First Trust Advisors LP | 0.00% | Add +4.4% | 64,815 | $780K |
| Wolverine Asset Management LLC | 0.06% | New | 62,195 | $749K |
| Stifel Financial Corp. | 0.00% | Add +0.9% | 55,896 | $673K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -2.3% | 53,603 | $663K |
| Osaic Holdings, Inc. | 0.00% | Add +3.0% | 53,131 | $640K |
| Bank of America Corp. | 0.00% | Add +40.6% | 49,691 | $598K |
| Family Manage LLC | 0.09% | Reduce -4.9% | 43,662 | $526K |
| Blue Bell Private Wealth Management, LLC | 0.09% | Reduce -14.5% | 39,405 | $474K |
| Royal Bank of Canada | 0.00% | Add +4.7% | 34,085 | $411K |
| Janney Montgomery Scott LLC | 0.00% | New | 30,231 | $364K |
| D.A. Davidson & Co. | 0.00% | Add +5.7% | 30,007 | $361K |
| Gladstone Institutional Advisory LLC | 0.02% | No change | 30,000 | $361K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -38.0% | 28,385 | $342K |
| Silverlake Wealth Management LLC | 0.12% | No change | 26,389 | $318K |
| Walleye Capital LLC | 0.00% | New | 26,272 | $316K |
| NewEdge Advisors, LLC | 0.00% | Add +4.2% | 24,984 | $301K |
| Greenleaf Trust | 0.00% | Reduce -41.5% | 24,772 | $298K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.5% | 23,656 | $285K |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.5% | 22,871 | $275K |
| Millennium Management | 0.00% | Reduce -41.1% | 21,409 | $258K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 20,941 | $252K |
| Fortitude Advisory Group L.L.C. | 0.13% | Add +6.7% | 18,444 | $222K |
| MML Investors Services, LLC | 0.00% | No change | 17,164 | $207K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 16,209 | $195K |
| Readystate Asset Management LP | 0.01% | New | 16,022 | $193K |
| Avior Wealth Management, LLC | 0.01% | Add +62.8% | 15,287 | $184K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.4% | 14,508 | $175K |
| Landscape Capital Management, L.L.C. | 0.02% | New | 12,528 | $151K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.16% | No change | 12,214 | $147K |
| Advisor OS, LLC | 0.01% | No change | 10,389 | $125K |
| Comerica Bank | 0.00% | Reduce -1.0% | 4,605 | $55K |
| Wells Fargo & Company | 0.00% | Add +34.5% | 3,501 | $42K |
| MAI Capital Management | 0.00% | New | 2,638 | $32K |
| US Bancorp \de | 0.00% | No change | 2,500 | $30K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,905 | $23K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 1,552 | $19K |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.5% | 1,350 | $16K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,100 | $13K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 659 | $8K |
| Geneos Wealth Management Inc. | 0.00% | Add +37.6% | 574 | $7K |
| ORG Partners LLC | 0.00% | No change | 568 | $7K |
| Allworth Financial LP | 0.00% | Add +6.0% | 475 | $6K |
| Delta Asset Management LLC | 0.00% | No change | 468 | $6K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 445 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 345 | $4K |
| Cwm, LLC | 0.00% | No change | 354 | $4K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 205 | $2K |
| Fifth Third Bancorp | 0.00% | Reduce -83.3% | 195 | $2K |
| WPG Advisers, LLC | 0.00% | — | 191 | $2K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 131 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 64 | $771 |
| Citigroup Inc. | 0.00% | No change | 2 | $24 |
"% of holder's portfolio" is NMAI's weight in each manager's 13F, not the share of Nuveen Multi-Asset Income the manager owns.