Nuveen Multi-Asset IncomeNMAI

13F holders, Q1 2025 (March 31)
64holders −2
10new positions
12sold out
1famous investor
$12.04avg. 13F price*

At the end of Q1 2025, 64 institutions reported holding Nuveen Multi-Asset Income (NMAI) in their 13F filings, down 2 from Q4 2024. 10 opened new positions and 12 sold out. The largest holders were Saba Capital Management, L.P. ($28.6M), Penserra Capital Management LLC ($10.7M) and Pathstone Holdings, LLC ($10.5M). 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions10$2.4M
Exits12$7.0M

All 13F filers, Q4 2024 → Q1 2025: 1,416,406 shares bought and 1,850,273 shares sold, net −433,867 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 64 holders

Saba Capital Management, L.P. 0.79% Reduce -33.9% 2,378,113 $28.6M
Penserra Capital Management LLC 0.19% Add +23.3% 889,704 $10.7M
Pathstone Holdings, LLC 0.05% Add +204.7% 862,896 $10.5M
Morgan Stanley 0.00% Add +6.0% 647,964 $7.8M
UBS Group AG 0.00% Reduce -5.4% 575,653 $6.9M
Heron Bay Capital Management 0.80% Reduce -0.0% 315,139 $3.8M
Shaker Financial Services, LLC 1.36% Add +48.0% 286,041 $3.5M
LPL Financial LLC 0.00% Add +16.0% 271,512 $3.3M
Wolverine Asset Management LLC 0.20% Add +252.8% 219,407 $2.6M
Absolute Investment Advisers, LLC 0.36% Reduce -0.9% 203,600 $2.4M
Cetera Investment Advisers 0.00% Reduce -1.2% 101,340 $1.2M
Royal Bank of Canada 0.00% Add +189.8% 98,778 $1.2M
Raymond James Financial Inc. 0.00% Reduce -4.2% 82,233 $988K
Quarry LP 0.25% No change 79,200 $952K
Rockefeller Capital Management L.P. 0.00% Reduce -1.0% 69,347 $834K
First Trust Advisors LP 0.00% Add +1.4% 65,735 $790K
Bank of America Corp. 0.00% Add +19.7% 59,475 $715K
Stifel Financial Corp. 0.00% Add +5.0% 58,662 $705K
SFG Wealth Management, LLC. 0.34% New 58,300 $701K
Osaic Holdings, Inc. 0.00% Reduce -0.1% 53,084 $638K
Private Advisor Group, LLC 0.00% New 43,233 $520K
Blue Bell Private Wealth Management, LLC 0.08% Reduce -6.8% 36,705 $441K
Walleye Capital LLC 0.01% Add +39.3% 36,605 $440K
NWF Advisory Services Inc. 0.06% New 34,011 $409K
Jane Street Group, LLC 0.00% New 33,833 $407K
D.A. Davidson & Co. 0.00% Add +10.0% 33,016 $397K
Janney Montgomery Scott LLC 0.00% Add +7.5% 32,509 $391K
Readystate Asset Management LP 0.03% Add +90.9% 30,588 $368K
Gladstone Institutional Advisory LLC 0.02% No change 30,000 $361K
NewEdge Advisors, LLC 0.00% Add +10.7% 27,650 $332K
Silverlake Wealth Management LLC 0.13% Add +4.1% 27,479 $330K
Cambridge Investment Research Advisors, Inc. 0.00% Add +6.3% 25,147 $302K
Wells Fargo & Company 0.00% Add +577.1% 23,704 $285K
Avior Wealth Management, LLC 0.01% Add +54.9% 23,678 $285K
Commonwealth Equity Services, LLC 0.00% Reduce -3.9% 21,984 $264K
Millennium Management 0.00% No change 21,409 $257K
Integrated Wealth Concepts LLC 0.00% No change 20,941 $252K
Fortitude Advisory Group L.L.C. 0.17% Add +10.6% 20,395 $232K
MML Investors Services, LLC 0.00% No change 17,164 $206K
Koshinski Asset Management, Inc. 0.02% No change 16,209 $195K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -0.1% 14,500 $174K
Advisor OS, LLC 0.01% No change 10,389 $125K
Susquehanna International Group, LLP 0.00% New 10,352 $124K
Lindbrook Capital, LLC 0.01% New 8,115 $98K
Towne Trust Company, N.A 0.02% New 4,100 $49K
Elequin Capital, LP 0.01% New 4,048 $49K
Comerica Bank 0.00% Reduce -27.4% 3,342 $40K
FNY Investment Advisers, LLC 0.02% New 3,000 $36K
MAI Capital Management 0.00% No change 2,638 $32K
US Bancorp \de 0.00% No change 2,500 $30K
Sound Income Strategies, LLC 0.00% No change 1,905 $23K
JPMorgan Chase & Co. 0.00% No change 1,350 $16K
CoreCap Advisors, LLC 0.00% No change 1,100 $13K
N.E.W. Advisory Services LLC 0.00% New 728 $9K
Steward Partners Investment Advisory, LLC 0.00% No change 659 $8K
ORG Partners LLC 0.00% No change 568 $7K
Allworth Financial LP 0.00% Add +3.2% 490 $6K
Delta Asset Management LLC 0.00% No change 468 $6K
Glass Jacobson Investment Advisors llc 0.00% No change 445 $5K
Geneos Wealth Management Inc. 0.00% Reduce -33.6% 381 $5K
Cwm, LLC 0.00% No change 354 $4K
Fifth Third Bancorp 0.00% No change 195 $2K
CIBC Private Wealth Group LLC 0.00% No change 131 $1K
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.